HoldingsChannel.com
| Entity | Amount | Change
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 |
| JPST | 1,048,541 | +31,969 | $52,873 |
| VANGUARD INDEX FDS (VNQ) |
304,071 | -4,167 | $28,355 |
| VNQ | 304,071 | -4,167 | $28,355 |
| ISHARES TR (XT) |
282,184 | -6,140 | $10,909 |
| XT | 282,184 | -6,140 | $10,909 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
67,328 | -5,781 | $7,277 |
| RSP | 67,328 | -5,781 | $7,277 |
| VANGUARD INDEX FDS (VO) |
40,845 | -1,627 | $6,846 |
| VO | 40,845 | -1,627 | $6,846 |
| SPDR S&P 500 ETF TR (SPY) |
22,730 | -1,072 | $6,746 |
| SPY | 22,730 | -1,072 | $6,746 |
| VANGUARD BD INDEX FD INC (BSV) |
44,382 | +1,882 | $3,586 |
| BSV | 44,382 | +1,882 | $3,586 |
| APPLE INC |
14,572 | -248 | $3,264 |
| AAPL | 14,572 | -248 | $3,264 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
74,512 | -1,116 | $3,000 |
| VWO | 74,512 | -1,116 | $3,000 |
| SCHWAB STRATEGIC TR |
80,331 | +3,764 | $2,559 |
| SCHF | 80,331 | +3,764 | $2,559 |
 BERKSHIRE HATHAWAY INC DEL |
$2,514 | ||
| BRK.B | 12,085 | -357 | $2,514 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
53,314 | -749 | $2,190 |
| VEA | 53,314 | -749 | $2,190 |
| MICROSOFT CORP |
15,476 | +303 | $2,152 |
| MSFT | 15,476 | +303 | $2,152 |
| SCHWAB STRATEGIC TR |
29,281 | +1,766 | $2,080 |
| SCHB | 29,281 | +1,766 | $2,080 |
| VANGUARD INDEX FDS (VUG) |
11,587 | -125 | $1,927 |
| VUG | 11,587 | -125 | $1,927 |
| VANGUARD INDEX FDS (VTI) |
11,878 | +592 | $1,794 |
| VTI | 11,878 | +592 | $1,794 |
| ARK ETF TR (ARKK) |
37,711 | -761 | $1,617 |
| ARKK | 37,711 | -761 | $1,617 |
| VANGUARD BD INDEX FD INC (BND) |
17,482 | -1,314 | $1,476 |
| BND | 17,482 | -1,314 | $1,476 |
| INTEL CORP |
26,989 | -1,504 | $1,391 |
| INTC | 26,989 | -1,504 | $1,391 |
| VANGUARD INDEX FDS (VB) |
8,301 | +261 | $1,277 |
| VB | 8,301 | +261 | $1,277 |
| SCHWAB STRATEGIC TR |
42,468 | +1,781 | $1,067 |
| SCHE | 42,468 | +1,781 | $1,067 |
| SCHWAB STRATEGIC TR |
18,634 | +6,261 | $1,003 |
| SCHZ | 18,634 | +6,261 | $1,003 |
| VANGUARD BD INDEX FD INC (BIV) |
9,828 | -79 | $865 |
| BIV | 9,828 | -79 | $865 |
| INTUIT |
3,168 | -167 | $842 |
| INTU | 3,168 | -167 | $842 |
| SCHWAB STRATEGIC TR |
16,347 | +7,014 | $827 |
| SCHO | 16,347 | +7,014 | $827 |
| WALMART INC |
6,921 | +2,069 | $821 |
| WMT | 6,921 | +2,069 | $821 |
| SCHWAB STRATEGIC TR |
16,523 | +1,726 | $779 |
| SCHH | 16,523 | +1,726 | $779 |
| JPMORGAN CHASE & CO |
6,545 | +3 | $770 |
| JPM | 6,545 | +3 | $770 |
| ISHARES TR (IVW) |
3,988 | UNCH | $718 |
| IVW | 3,988 | UNCH | $718 |
| AMAZON COM INC |
401 | +25 | $696 |
| AMZN | 401 | +25 | $696 |
| PROCTER & GAMBLE CO |
5,491 | -234 | $683 |
| PG | 5,491 | -234 | $683 |
| VANGUARD MALVERN FDS (VTIP) |
13,480 | UNCH | $661 |
| VTIP | 13,480 | UNCH | $661 |
| UNION PACIFIC CORP |
3,273 | -214 | $530 |
| UNP | 3,273 | -214 | $530 |
| VISA INC |
2,840 | -165 | $489 |
| V | 2,840 | -165 | $489 |
| FACEBOOK INC |
2,727 | UNCH | $486 |
| FB | 2,727 | UNCH | $486 |
| ISHARES TR (IWR) |
8,500 | UNCH | $476 |
| IWR | 8,500 | UNCH | $476 |
| VANGUARD INDEX FDS (VTV) |
4,197 | -32 | $468 |
| VTV | 4,197 | -32 | $468 |
| MASTERCARD INC |
1,720 | UNCH | $467 |
| MA | 1,720 | UNCH | $467 |
| DANAHER CORPORATION |
3,190 | UNCH | $461 |
| DHR | 3,190 | UNCH | $461 |
| 3M CO |
2,793 | -485 | $459 |
| MMM | 2,793 | -485 | $459 |
| ISHARES TR (IWD) |
3,570 | UNCH | $458 |
| IWD | 3,570 | UNCH | $458 |
| ISHARES TR (IWF) |
2,697 | UNCH | $431 |
| IWF | 2,697 | UNCH | $431 |
| BOEING CO |
1,126 | +151 | $428 |
| BA | 1,126 | +151 | $428 |
| LINDE PLC |
2,195 | UNCH | $425 |
| LIN | 2,195 | UNCH | $425 |
| JOHNSON & JOHNSON |
3,277 | +200 | $424 |
| JNJ | 3,277 | +200 | $424 |
| ISHARES TR (IVV) |
1,409 | -221 | $421 |
| IVV | 1,409 | -221 | $421 |
| ISHARES TR (IWM) |
2,757 | -526 | $417 |
| IWM | 2,757 | -526 | $417 |
| AMERICAN TOWER CORP NEW |
1,847 | UNCH | $408 |
| AMT | 1,847 | UNCH | $408 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,054 | +2 | $372 |
| MDY | 1,054 | +2 | $372 |
| ISHARES TR (EEM) |
8,803 | UNCH | $360 |
| EEM | 8,803 | UNCH | $360 |
See Full List: All Stocks Held By REDW Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By REDW Wealth LLC
|
Size ($ 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 |
