HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
174,513 | -11,175 | $32,917 |
| VTI | 174,513 | -11,175 | $32,917 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
650,811 | -738,853 | $32,599 |
| JPST | 650,811 | -738,853 | $32,599 |
| J P MORGAN EXCHANGE TRADED F (JQUA) |
575,063 | +27,181 | $21,415 |
| JQUA | 575,063 | +27,181 | $21,415 |
| FLEXSHARES TR (HYGV) |
435,852 | -35,290 | $17,604 |
| HYGV | 435,852 | -35,290 | $17,604 |
| VANGUARD INDEX FDS (VNQ) |
191,498 | -2,432 | $17,447 |
| VNQ | 191,498 | -2,432 | $17,447 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
360,327 | +20,236 | $14,701 |
| VEA | 360,327 | +20,236 | $14,701 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
244,392 | +1,112 | $10,179 |
| VWO | 244,392 | +1,112 | $10,179 |
| SPDR S&P 500 ETF TR (SPY) |
22,298 | -80 | $8,412 |
| SPY | 22,298 | -80 | $8,412 |
| APPLE INC |
57,478 | +714 | $7,858 |
| AAPL | 57,478 | +714 | $7,858 |
| VANGUARD BD INDEX FDS (BSV) |
101,821 | +47,128 | $7,819 |
| BSV | 101,821 | +47,128 | $7,819 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
56,193 | -221 | $7,543 |
| RSP | 56,193 | -221 | $7,543 |
| VANGUARD BD INDEX FDS (BND) |
71,242 | +29,465 | $5,362 |
| BND | 71,242 | +29,465 | $5,362 |
| DIMENSIONAL ETF TRUST (DUHP) |
227,525 | +80,373 | $5,119 |
| DUHP | 227,525 | +80,373 | $5,119 |
| VANGUARD INDEX FDS (VO) |
22,841 | -422 | $4,499 |
| VO | 22,841 | -422 | $4,499 |
| VANGUARD MALVERN FDS (VTIP) |
89,507 | +466 | $4,486 |
| VTIP | 89,507 | +466 | $4,486 |
| VANGUARD INDEX FDS (VTV) |
32,053 | +29,322 | $4,227 |
| VTV | 32,053 | +29,322 | $4,227 |
| SCHWAB STRATEGIC TR |
82,994 | -2,343 | $3,668 |
| SCHB | 82,994 | -2,343 | $3,668 |
| GLOBAL X FDS |
149,317 | +149,317 | $3,400 |
| PAVE | 149,317 | +149,317 | $3,400 |
| MICROSOFT CORP |
12,826 | -190 | $3,294 |
| MSFT | 12,826 | -190 | $3,294 |
| FLEXSHARES TR (QDEF) |
61,725 | +4,000 | $3,087 |
| QDEF | 61,725 | +4,000 | $3,087 |
 BERKSHIRE HATHAWAY INC DEL |
$2,187 | ||
| BRK.B | 8,012 | +10 | $2,187 |
| VANGUARD INDEX FDS (VUG) |
9,188 | -2,279 | $2,048 |
| VUG | 9,188 | -2,279 | $2,048 |
| SCHWAB STRATEGIC TR |
91,884 | -2,714 | $1,938 |
| SCHH | 91,884 | -2,714 | $1,938 |
| ISHARES INC (EMXC) |
38,315 | +38,315 | $1,830 |
| EMXC | 38,315 | +38,315 | $1,830 |
| AMAZON COM INC |
15,700 | +15,157 | $1,667 |
| AMZN | 15,700 | +15,157 | $1,667 |
| ISHARES TR (XT) |
34,046 | -25,595 | $1,632 |
| XT | 34,046 | -25,595 | $1,632 |
| ISHARES TR (ESGU) |
18,999 | +430 | $1,594 |
| ESGU | 18,999 | +430 | $1,594 |
| CHUBB LIMITED |
7,407 | +678 | $1,456 |
| CB | 7,407 | +678 | $1,456 |
| ISHARES TR (AGG) |
13,006 | +13,006 | $1,322 |
| AGG | 13,006 | +13,006 | $1,322 |
| INTUIT |
3,168 | UNCH | $1,221 |
| INTU | 3,168 | UNCH | $1,221 |
| SCHWAB STRATEGIC TR |
38,039 | +5,472 | $1,196 |
| SCHF | 38,039 | +5,472 | $1,196 |
| ISHARES TR (IVW) |
15,538 | -204 | $938 |
| IVW | 15,538 | -204 | $938 |
| INVESCO QQQ TR |
3,256 | -130 | $913 |
| QQQ | 3,256 | -130 | $913 |
| SPDR SER TR (SDY) |
7,613 | +950 | $904 |
| SDY | 7,613 | +950 | $904 |
| VANGUARD BD INDEX FDS (BIV) |
11,523 | UNCH | $895 |
| BIV | 11,523 | UNCH | $895 |
| VANGUARD WHITEHALL FDS (VYM) |
8,666 | UNCH | $881 |
| VYM | 8,666 | UNCH | $881 |
| VANGUARD INDEX FDS (VB) |
4,924 | -182 | $867 |
| VB | 4,924 | -182 | $867 |
| TESLA INC |
1,275 | +4 | $859 |
| TSLA | 1,275 | +4 | $859 |
| FLEXSHARES TR (IQDE) |
43,659 | +6,569 | $842 |
| IQDE | 43,659 | +6,569 | $842 |
| DANAHER CORPORATION |
3,260 | UNCH | $827 |
| DHR | 3,260 | UNCH | $827 |
| FLEXSHARES TR (NFRA) |
15,899 | -8,453 | $822 |
| NFRA | 15,899 | -8,453 | $822 |
| SPDR SER TR (SPTS) |
27,764 | +16,778 | $818 |
| SPTS | 27,764 | +16,778 | $818 |
| SELECT SECTOR SPDR TR (XLF) |
25,636 | +8,789 | $806 |
| XLF | 25,636 | +8,789 | $806 |
| INTEL CORP |
21,075 | -1,356 | $788 |
| INTC | 21,075 | -1,356 | $788 |
| JPMORGAN CHASE & CO |
6,843 | +103 | $771 |
| JPM | 6,843 | +103 | $771 |
| VANGUARD INDEX FDS (VV) |
4,291 | UNCH | $740 |
| VV | 4,291 | UNCH | $740 |
| UNION PAC CORP |
3,324 | +2 | $709 |
| UNP | 3,324 | +2 | $709 |
| WALMART INC |
5,732 | +519 | $697 |
| WMT | 5,732 | +519 | $697 |
| SELECT SECTOR SPDR TR (XLE) |
9,616 | +4,113 | $688 |
| XLE | 9,616 | +4,113 | $688 |
| PROCTER AND GAMBLE CO |
4,532 | UNCH | $652 |
| PG | 4,532 | UNCH | $652 |
See Full List: All Stocks Held By REDW Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By REDW Wealth LLC
|
Size ($ 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 |
