HoldingsChannel.com
REDW Wealth LLC Top Holdings
As of  06/30/2022, below is a summary of the REDW Wealth LLC top holdings by largest position size, as per the latest 13f filing made by REDW Wealth LLC. In the REDW Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by REDW Wealth LLC in that top holding, then the share count change between reporting periods, and finally the REDW Wealth LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 174,513 -11,175 $32,917
     VTI174,513-11,175$32,917
J P MORGAN EXCHANGE TRADED F (JPST) 650,811 -738,853 $32,599
     JPST650,811-738,853$32,599
J P MORGAN EXCHANGE TRADED F (JQUA) 575,063 +27,181 $21,415
     JQUA575,063+27,181$21,415
FLEXSHARES TR (HYGV) 435,852 -35,290 $17,604
     HYGV435,852-35,290$17,604
VANGUARD INDEX FDS (VNQ) 191,498 -2,432 $17,447
     VNQ191,498-2,432$17,447
VANGUARD TAX MANAGED INTL FD (VEA) 360,327 +20,236 $14,701
     VEA360,327+20,236$14,701
VANGUARD INTL EQUITY INDEX F (VWO) 244,392 +1,112 $10,179
     VWO244,392+1,112$10,179
SPDR S&P 500 ETF TR (SPY) 22,298 -80 $8,412
     SPY22,298-80$8,412
APPLE INC 57,478 +714 $7,858
     AAPL57,478+714$7,858
VANGUARD BD INDEX FDS (BSV) 101,821 +47,128 $7,819
     BSV101,821+47,128$7,819
INVESCO EXCHANGE TRADED FD T (RSP) 56,193 -221 $7,543
     RSP56,193-221$7,543
VANGUARD BD INDEX FDS (BND) 71,242 +29,465 $5,362
     BND71,242+29,465$5,362
DIMENSIONAL ETF TRUST (DUHP) 227,525 +80,373 $5,119
     DUHP227,525+80,373$5,119
VANGUARD INDEX FDS (VO) 22,841 -422 $4,499
     VO22,841-422$4,499
VANGUARD MALVERN FDS (VTIP) 89,507 +466 $4,486
     VTIP89,507+466$4,486
VANGUARD INDEX FDS (VTV) 32,053 +29,322 $4,227
     VTV32,053+29,322$4,227
SCHWAB STRATEGIC TR 82,994 -2,343 $3,668
     SCHB82,994-2,343$3,668
GLOBAL X FDS 149,317 +149,317 $3,400
     PAVE149,317+149,317$3,400
MICROSOFT CORP 12,826 -190 $3,294
     MSFT12,826-190$3,294
FLEXSHARES TR (QDEF) 61,725 +4,000 $3,087
     QDEF61,725+4,000$3,087
BERKSHIRE HATHAWAY INC DEL      $2,187
     BRK.B8,012+10$2,187
VANGUARD INDEX FDS (VUG) 9,188 -2,279 $2,048
     VUG9,188-2,279$2,048
SCHWAB STRATEGIC TR 91,884 -2,714 $1,938
     SCHH91,884-2,714$1,938
ISHARES INC (EMXC) 38,315 +38,315 $1,830
     EMXC38,315+38,315$1,830
AMAZON COM INC 15,700 +15,157 $1,667
     AMZN15,700+15,157$1,667
ISHARES TR (XT) 34,046 -25,595 $1,632
     XT34,046-25,595$1,632
ISHARES TR (ESGU) 18,999 +430 $1,594
     ESGU18,999+430$1,594
CHUBB LIMITED 7,407 +678 $1,456
     CB7,407+678$1,456
ISHARES TR (AGG) 13,006 +13,006 $1,322
     AGG13,006+13,006$1,322
INTUIT 3,168 UNCH $1,221
     INTU3,168UNCH$1,221
SCHWAB STRATEGIC TR 38,039 +5,472 $1,196
     SCHF38,039+5,472$1,196
ISHARES TR (IVW) 15,538 -204 $938
     IVW15,538-204$938
INVESCO QQQ TR 3,256 -130 $913
     QQQ3,256-130$913
SPDR SER TR (SDY) 7,613 +950 $904
     SDY7,613+950$904
VANGUARD BD INDEX FDS (BIV) 11,523 UNCH $895
     BIV11,523UNCH$895
VANGUARD WHITEHALL FDS (VYM) 8,666 UNCH $881
     VYM8,666UNCH$881
VANGUARD INDEX FDS (VB) 4,924 -182 $867
     VB4,924-182$867
TESLA INC 1,275 +4 $859
     TSLA1,275+4$859
FLEXSHARES TR (IQDE) 43,659 +6,569 $842
     IQDE43,659+6,569$842
DANAHER CORPORATION 3,260 UNCH $827
     DHR3,260UNCH$827
FLEXSHARES TR (NFRA) 15,899 -8,453 $822
     NFRA15,899-8,453$822
SPDR SER TR (SPTS) 27,764 +16,778 $818
     SPTS27,764+16,778$818
SELECT SECTOR SPDR TR (XLF) 25,636 +8,789 $806
     XLF25,636+8,789$806
INTEL CORP 21,075 -1,356 $788
     INTC21,075-1,356$788
JPMORGAN CHASE & CO 6,843 +103 $771
     JPM6,843+103$771
VANGUARD INDEX FDS (VV) 4,291 UNCH $740
     VV4,291UNCH$740
UNION PAC CORP 3,324 +2 $709
     UNP3,324+2$709
WALMART INC 5,732 +519 $697
     WMT5,732+519$697
SELECT SECTOR SPDR TR (XLE) 9,616 +4,113 $688
     XLE9,616+4,113$688
PROCTER AND GAMBLE CO 4,532 UNCH $652
     PG4,532UNCH$652

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 06/30/2022: $272,587
At 03/31/2022: $336,748

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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