HoldingsChannel.com
REDW Wealth LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
JP MORGAN EXCHANGE TRADED FD (JPST) 1,132,887 +84,346 $57,132
     JPST1,132,887+84,346$57,132
VANGUARD INDEX FDS (VNQ) 298,571 -5,500 $27,704
     VNQ298,571-5,500$27,704
ISHARES TR (XT) 287,249 +5,065 $12,283
     XT287,249+5,065$12,283
INVESCO EXCHANGE TRADED FD T (RSP) 66,343 -985 $7,677
     RSP66,343-985$7,677
SPDR S&P 500 ETF TR (SPY) 22,764 +34 $7,327
     SPY22,764+34$7,327
VANGUARD INDEX FDS (VO) 39,386 -1,459 $7,018
     VO39,386-1,459$7,018
APPLE INC 14,399 -173 $4,228
     AAPL14,399-173$4,228
VANGUARD BD INDEX FD INC (BSV) 42,309 -2,073 $3,411
     BSV42,309-2,073$3,411
VANGUARD INTL EQUITY INDEX F (VWO) 73,189 -1,323 $3,255
     VWO73,189-1,323$3,255
VANGUARD INDEX FDS (VTI) 17,554 +5,676 $2,872
     VTI17,554+5,676$2,872
SCHWAB STRATEGIC TR 78,535 -1,796 $2,641
     SCHF78,535-1,796$2,641
SCHWAB STRATEGIC TR 32,347 +3,066 $2,487
     SCHB32,347+3,066$2,487
MICROSOFT CORP 15,208 -268 $2,398
     MSFT15,208-268$2,398
BERKSHIRE HATHAWAY INC DEL      $2,378
     BRK.B10,499-1,586$2,378
VANGUARD TAX MANAGED INTL FD (VEA) 53,526 +212 $2,358
     VEA53,526+212$2,358
VANGUARD INDEX FDS (VUG) 11,355 -232 $2,068
     VUG11,355-232$2,068
ARK ETF TR (ARKK) 38,115 +404 $1,908
     ARKK38,115+404$1,908
VANGUARD BD INDEX FD INC (BND) 18,350 +868 $1,539
     BND18,350+868$1,539
INTEL CORP 25,358 -1,631 $1,518
     INTC25,358-1,631$1,518
VANGUARD INDEX FDS (VB) 7,145 -1,156 $1,183
     VB7,145-1,156$1,183
SCHWAB STRATEGIC TR 35,315 -7,153 $967
     SCHE35,315-7,153$967
SCHWAB STRATEGIC TR 20,520 +3,997 $943
     SCHH20,520+3,997$943
JPMORGAN CHASE & CO 6,211 -334 $866
     JPM6,211-334$866
VANGUARD BD INDEX FD INC (BIV) 9,869 +41 $861
     BIV9,869+41$861
INTUIT 3,168 UNCH $830
     INTU3,168UNCH$830
WALMART INC 6,568 -353 $781
     WMT6,568-353$781
ISHARES TR (IVW) 3,988 UNCH $772
     IVW3,988UNCH$772
AMAZON COM INC 397 -4 $734
     AMZN397-4$734
SCHWAB STRATEGIC TR 13,206 -5,428 $706
     SCHZ13,206-5,428$706
PROCTER & GAMBLE CO 5,591 +100 $698
     PG5,591+100$698
VANGUARD MALVERN FDS (VTIP) 13,480 UNCH $664
     VTIP13,480UNCH$664
UNION PACIFIC CORP 3,276 +3 $592
     UNP3,276+3$592
VISA INC 2,840 UNCH $534
     V2,840UNCH$534
FACEBOOK INC 2,577 -150 $529
     FB2,577-150$529
MASTERCARD INC 1,720 UNCH $514
     MA1,720UNCH$514
ISHARES TR (IWR) 8,500 UNCH $507
     IWR8,500UNCH$507
SCHWAB STRATEGIC TR 9,965 -6,382 $503
     SCHO9,965-6,382$503
3M CO 2,794 +1 $493
     MMM2,794+1$493
DANAHER CORPORATION 3,190 UNCH $490
     DHR3,190UNCH$490
ISHARES TR (IWD) 3,526 -44 $481
     IWD3,526-44$481
VANGUARD INDEX FDS (VTV) 4,014 -183 $481
     VTV4,014-183$481
JOHNSON & JOHNSON 3,277 UNCH $478
     JNJ3,277UNCH$478
ISHARES TR (IWF) 2,697 UNCH $474
     IWF2,697UNCH$474
LINDE PLC 2,195 UNCH $467
     LIN2,195UNCH$467
ISHARES TR (IVV) 1,413 +4 $457
     IVV1,413+4$457
ISHARES TR (IWM) 2,757 UNCH $457
     IWM2,757UNCH$457
AMERICAN TOWER CORP NEW 1,847 UNCH $424
     AMT1,847UNCH$424
ISHARES TR (EEM) 8,688 -115 $390
     EEM8,688-115$390
AT&T INC 9,920 +537 $388
     T9,920+537$388
RAYTHEON CO 1,731 UNCH $380
     RTN1,731UNCH$380

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 12/31/2019: $179,533
At 09/30/2019: $170,113

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

REDW Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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