HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
183,266 | -8,914 | $43,474 |
| VTI | 183,266 | -8,914 | $43,474 |
| VANGUARD TAX MANAGED FDS (VEA) |
594,422 | +10,270 | $28,473 |
| VEA | 594,422 | +10,270 | $28,473 |
| J P MORGAN EXCHANGE TRADED F (JQUA) |
586,030 | +10,841 | $28,047 |
| JQUA | 586,030 | +10,841 | $28,047 |
| AMERICAN CENTY ETF TR (AVUS) |
228,571 | +37,385 | $18,640 |
| AVUS | 228,571 | +37,385 | $18,640 |
| VANGUARD BD INDEX FDS (BSV) |
224,574 | -13,571 | $17,297 |
| BSV | 224,574 | -13,571 | $17,297 |
| VANGUARD INDEX FDS (VNQ) |
144,861 | -16,150 | $12,800 |
| VNQ | 144,861 | -16,150 | $12,800 |
| FLEXSHARES TR (HYGV) |
271,392 | -57,648 | $11,092 |
| HYGV | 271,392 | -57,648 | $11,092 |
| APPLE INC |
55,338 | -1,775 | $10,654 |
| AAPL | 55,338 | -1,775 | $10,654 |
| ISHARES INC (EMXC) |
186,412 | +12,547 | $10,329 |
| EMXC | 186,412 | +12,547 | $10,329 |
| DIMENSIONAL ETF TRUST (DUHP) |
324,722 | +25,187 | $9,290 |
| DUHP | 324,722 | +25,187 | $9,290 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
170,423 | +15,132 | $8,560 |
| JPST | 170,423 | +15,132 | $8,560 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
187,633 | -4,067 | $7,712 |
| VWO | 187,633 | -4,067 | $7,712 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
47,462 | -6,018 | $7,489 |
| RSP | 47,462 | -6,018 | $7,489 |
| SPDR S&P 500 ETF TR (SPY) |
12,083 | -1,577 | $5,743 |
| SPY | 12,083 | -1,577 | $5,743 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
91,873 | -10,100 | $5,359 |
| VGSH | 91,873 | -10,100 | $5,359 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
87,019 | -18,438 | $5,162 |
| VGIT | 87,019 | -18,438 | $5,162 |
| MICROSOFT CORP |
13,352 | -801 | $5,021 |
| MSFT | 13,352 | -801 | $5,021 |
| VANGUARD BD INDEX FDS (BND) |
57,276 | -4,891 | $4,213 |
| BND | 57,276 | -4,891 | $4,213 |
| VANGUARD INDEX FDS (VO) |
17,208 | -812 | $4,003 |
| VO | 17,208 | -812 | $4,003 |
| AMERICAN CENTY ETF TR (AVDE) |
63,890 | +8,830 | $3,861 |
| AVDE | 63,890 | +8,830 | $3,861 |
| VANGUARD INDEX FDS (VTV) |
25,738 | +4,392 | $3,848 |
| VTV | 25,738 | +4,392 | $3,848 |
| ISHARES TR (EEM) |
92,167 | +239 | $3,706 |
| EEM | 92,167 | +239 | $3,706 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
45,136 | -11,012 | $3,669 |
| VCIT | 45,136 | -11,012 | $3,669 |
| SCHWAB STRATEGIC TR |
63,129 | -680 | $3,514 |
| SCHB | 63,129 | -680 | $3,514 |
| GLOBAL X FDS |
99,210 | -16,302 | $3,419 |
| PAVE | 99,210 | -16,302 | $3,419 |
| AMERICAN CENTY ETF TR (AVEM) |
58,693 | -6,180 | $3,310 |
| AVEM | 58,693 | -6,180 | $3,310 |
| ISHARES TR (IBDW) |
125,681 | +54,212 | $2,610 |
| IBDW | 125,681 | +54,212 | $2,610 |
 BERKSHIRE HATHAWAY INC DEL |
$2,608 | ||
| BRK.B | 7,311 | -1,739 | $2,608 |
| AMAZON COM INC |
14,853 | -1,431 | $2,257 |
| AMZN | 14,853 | -1,431 | $2,257 |
| ISHARES TR (ESGU) |
19,331 | +1,292 | $2,028 |
| ESGU | 19,331 | +1,292 | $2,028 |
| INTUIT |
3,152 | UNCH | $1,970 |
| INTU | 3,152 | UNCH | $1,970 |
| INVESCO QQQ TR |
4,764 | -2,253 | $1,951 |
| QQQ | 4,764 | -2,253 | $1,951 |
| ISHARES TR (AGG) |
19,315 | +1,682 | $1,917 |
| AGG | 19,315 | +1,682 | $1,917 |
| VANGUARD INDEX FDS (VUG) |
5,976 | -856 | $1,858 |
| VUG | 5,976 | -856 | $1,858 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
23,531 | -3,021 | $1,821 |
| VCSH | 23,531 | -3,021 | $1,821 |
| SCHWAB STRATEGIC TR |
78,188 | +7,478 | $1,619 |
| SCHH | 78,188 | +7,478 | $1,619 |
| ISHARES TR (IVV) |
3,202 | +791 | $1,529 |
| IVV | 3,202 | +791 | $1,529 |
| AMERICAN CENTY ETF TR (AVUV) |
15,317 | +10,209 | $1,375 |
| AVUV | 15,317 | +10,209 | $1,375 |
| SCHWAB STRATEGIC TR |
36,592 | +406 | $1,352 |
| SCHF | 36,592 | +406 | $1,352 |
| SPDR SER TR (SPYV) |
27,396 | +2 | $1,277 |
| SPYV | 27,396 | +2 | $1,277 |
| TESLA INC |
5,133 | +123 | $1,275 |
| TSLA | 5,133 | +123 | $1,275 |
| ISHARES TR (XT) |
21,237 | -3,590 | $1,271 |
| XT | 21,237 | -3,590 | $1,271 |
| ISHARES TR (ESGD) |
16,212 | +625 | $1,225 |
| ESGD | 16,212 | +625 | $1,225 |
| ISHARES TR (IVW) |
15,538 | UNCH | $1,167 |
| IVW | 15,538 | UNCH | $1,167 |
| JPMORGAN CHASE & CO |
6,789 | -701 | $1,155 |
| JPM | 6,789 | -701 | $1,155 |
| ISHARES INC (ESGE) |
32,717 | +1,001 | $1,049 |
| ESGE | 32,717 | +1,001 | $1,049 |
| VANGUARD WHITEHALL FDS (VYM) |
9,248 | -96 | $1,032 |
| VYM | 9,248 | -96 | $1,032 |
| ISHARES TR (IBDP) |
38,541 | +5,475 | $960 |
| IBDP | 38,541 | +5,475 | $960 |
| ALPHABET INC |
6,606 | UNCH | $931 |
| GOOG | 6,606 | UNCH | $931 |
| LINDE PLC |
2,249 | UNCH | $924 |
| LIN | 2,249 | UNCH | $924 |
See Full List: All Stocks Held By REDW Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By REDW Wealth LLC
|
Size ($ in 1000's)
At 12/31/2023: $348,759 At 09/30/2023: $324,468 REDW Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from REDW Wealth LLC 13F filings. Link to 13F filings: SEC filings |
