HoldingsChannel.com
REDW Wealth LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
JP MORGAN EXCHANGE TRADED FD (JPST) 1,048,541 +31,969 $52,873
     JPST1,048,541+31,969$52,873
VANGUARD INDEX FDS (VNQ) 304,071 -4,167 $28,355
     VNQ304,071-4,167$28,355
ISHARES TR (XT) 282,184 -6,140 $10,909
     XT282,184-6,140$10,909
INVESCO EXCHANGE TRADED FD T (RSP) 67,328 -5,781 $7,277
     RSP67,328-5,781$7,277
VANGUARD INDEX FDS (VO) 40,845 -1,627 $6,846
     VO40,845-1,627$6,846
SPDR S&P 500 ETF TR (SPY) 22,730 -1,072 $6,746
     SPY22,730-1,072$6,746
VANGUARD BD INDEX FD INC (BSV) 44,382 +1,882 $3,586
     BSV44,382+1,882$3,586
APPLE INC 14,572 -248 $3,264
     AAPL14,572-248$3,264
VANGUARD INTL EQUITY INDEX F (VWO) 74,512 -1,116 $3,000
     VWO74,512-1,116$3,000
SCHWAB STRATEGIC TR 80,331 +3,764 $2,559
     SCHF80,331+3,764$2,559
BERKSHIRE HATHAWAY INC DEL      $2,514
     BRK.B12,085-357$2,514
VANGUARD TAX MANAGED INTL FD (VEA) 53,314 -749 $2,190
     VEA53,314-749$2,190
MICROSOFT CORP 15,476 +303 $2,152
     MSFT15,476+303$2,152
SCHWAB STRATEGIC TR 29,281 +1,766 $2,080
     SCHB29,281+1,766$2,080
VANGUARD INDEX FDS (VUG) 11,587 -125 $1,927
     VUG11,587-125$1,927
VANGUARD INDEX FDS (VTI) 11,878 +592 $1,794
     VTI11,878+592$1,794
ARK ETF TR (ARKK) 37,711 -761 $1,617
     ARKK37,711-761$1,617
VANGUARD BD INDEX FD INC (BND) 17,482 -1,314 $1,476
     BND17,482-1,314$1,476
INTEL CORP 26,989 -1,504 $1,391
     INTC26,989-1,504$1,391
VANGUARD INDEX FDS (VB) 8,301 +261 $1,277
     VB8,301+261$1,277
SCHWAB STRATEGIC TR 42,468 +1,781 $1,067
     SCHE42,468+1,781$1,067
SCHWAB STRATEGIC TR 18,634 +6,261 $1,003
     SCHZ18,634+6,261$1,003
VANGUARD BD INDEX FD INC (BIV) 9,828 -79 $865
     BIV9,828-79$865
INTUIT 3,168 -167 $842
     INTU3,168-167$842
SCHWAB STRATEGIC TR 16,347 +7,014 $827
     SCHO16,347+7,014$827
WALMART INC 6,921 +2,069 $821
     WMT6,921+2,069$821
SCHWAB STRATEGIC TR 16,523 +1,726 $779
     SCHH16,523+1,726$779
JPMORGAN CHASE & CO 6,545 +3 $770
     JPM6,545+3$770
ISHARES TR (IVW) 3,988 UNCH $718
     IVW3,988UNCH$718
AMAZON COM INC 401 +25 $696
     AMZN401+25$696
PROCTER & GAMBLE CO 5,491 -234 $683
     PG5,491-234$683
VANGUARD MALVERN FDS (VTIP) 13,480 UNCH $661
     VTIP13,480UNCH$661
UNION PACIFIC CORP 3,273 -214 $530
     UNP3,273-214$530
VISA INC 2,840 -165 $489
     V2,840-165$489
FACEBOOK INC 2,727 UNCH $486
     FB2,727UNCH$486
ISHARES TR (IWR) 8,500 UNCH $476
     IWR8,500UNCH$476
VANGUARD INDEX FDS (VTV) 4,197 -32 $468
     VTV4,197-32$468
MASTERCARD INC 1,720 UNCH $467
     MA1,720UNCH$467
DANAHER CORPORATION 3,190 UNCH $461
     DHR3,190UNCH$461
3M CO 2,793 -485 $459
     MMM2,793-485$459
ISHARES TR (IWD) 3,570 UNCH $458
     IWD3,570UNCH$458
ISHARES TR (IWF) 2,697 UNCH $431
     IWF2,697UNCH$431
BOEING CO 1,126 +151 $428
     BA1,126+151$428
LINDE PLC 2,195 UNCH $425
     LIN2,195UNCH$425
JOHNSON & JOHNSON 3,277 +200 $424
     JNJ3,277+200$424
ISHARES TR (IVV) 1,409 -221 $421
     IVV1,409-221$421
ISHARES TR (IWM) 2,757 -526 $417
     IWM2,757-526$417
AMERICAN TOWER CORP NEW 1,847 UNCH $408
     AMT1,847UNCH$408
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,054 +2 $372
     MDY1,054+2$372
ISHARES TR (EEM) 8,803 UNCH $360
     EEM8,803UNCH$360

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 09/30/2019: $170,113
At 06/30/2019: $167,209

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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