HoldingsChannel.com
| Entity | Amount | Change
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 |
| JPST | 1,132,887 | +84,346 | $57,132 |
| VANGUARD INDEX FDS (VNQ) |
298,571 | -5,500 | $27,704 |
| VNQ | 298,571 | -5,500 | $27,704 |
| ISHARES TR (XT) |
287,249 | +5,065 | $12,283 |
| XT | 287,249 | +5,065 | $12,283 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
66,343 | -985 | $7,677 |
| RSP | 66,343 | -985 | $7,677 |
| SPDR S&P 500 ETF TR (SPY) |
22,764 | +34 | $7,327 |
| SPY | 22,764 | +34 | $7,327 |
| VANGUARD INDEX FDS (VO) |
39,386 | -1,459 | $7,018 |
| VO | 39,386 | -1,459 | $7,018 |
| APPLE INC |
14,399 | -173 | $4,228 |
| AAPL | 14,399 | -173 | $4,228 |
| VANGUARD BD INDEX FD INC (BSV) |
42,309 | -2,073 | $3,411 |
| BSV | 42,309 | -2,073 | $3,411 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
73,189 | -1,323 | $3,255 |
| VWO | 73,189 | -1,323 | $3,255 |
| VANGUARD INDEX FDS (VTI) |
17,554 | +5,676 | $2,872 |
| VTI | 17,554 | +5,676 | $2,872 |
| SCHWAB STRATEGIC TR |
78,535 | -1,796 | $2,641 |
| SCHF | 78,535 | -1,796 | $2,641 |
| SCHWAB STRATEGIC TR |
32,347 | +3,066 | $2,487 |
| SCHB | 32,347 | +3,066 | $2,487 |
| MICROSOFT CORP |
15,208 | -268 | $2,398 |
| MSFT | 15,208 | -268 | $2,398 |
 BERKSHIRE HATHAWAY INC DEL |
$2,378 | ||
| BRK.B | 10,499 | -1,586 | $2,378 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
53,526 | +212 | $2,358 |
| VEA | 53,526 | +212 | $2,358 |
| VANGUARD INDEX FDS (VUG) |
11,355 | -232 | $2,068 |
| VUG | 11,355 | -232 | $2,068 |
| ARK ETF TR (ARKK) |
38,115 | +404 | $1,908 |
| ARKK | 38,115 | +404 | $1,908 |
| VANGUARD BD INDEX FD INC (BND) |
18,350 | +868 | $1,539 |
| BND | 18,350 | +868 | $1,539 |
| INTEL CORP |
25,358 | -1,631 | $1,518 |
| INTC | 25,358 | -1,631 | $1,518 |
| VANGUARD INDEX FDS (VB) |
7,145 | -1,156 | $1,183 |
| VB | 7,145 | -1,156 | $1,183 |
| SCHWAB STRATEGIC TR |
35,315 | -7,153 | $967 |
| SCHE | 35,315 | -7,153 | $967 |
| SCHWAB STRATEGIC TR |
20,520 | +3,997 | $943 |
| SCHH | 20,520 | +3,997 | $943 |
| JPMORGAN CHASE & CO |
6,211 | -334 | $866 |
| JPM | 6,211 | -334 | $866 |
| VANGUARD BD INDEX FD INC (BIV) |
9,869 | +41 | $861 |
| BIV | 9,869 | +41 | $861 |
| INTUIT |
3,168 | UNCH | $830 |
| INTU | 3,168 | UNCH | $830 |
| WALMART INC |
6,568 | -353 | $781 |
| WMT | 6,568 | -353 | $781 |
| ISHARES TR (IVW) |
3,988 | UNCH | $772 |
| IVW | 3,988 | UNCH | $772 |
| AMAZON COM INC |
397 | -4 | $734 |
| AMZN | 397 | -4 | $734 |
| SCHWAB STRATEGIC TR |
13,206 | -5,428 | $706 |
| SCHZ | 13,206 | -5,428 | $706 |
| PROCTER & GAMBLE CO |
5,591 | +100 | $698 |
| PG | 5,591 | +100 | $698 |
| VANGUARD MALVERN FDS (VTIP) |
13,480 | UNCH | $664 |
| VTIP | 13,480 | UNCH | $664 |
| UNION PACIFIC CORP |
3,276 | +3 | $592 |
| UNP | 3,276 | +3 | $592 |
| VISA INC |
2,840 | UNCH | $534 |
| V | 2,840 | UNCH | $534 |
| FACEBOOK INC |
2,577 | -150 | $529 |
| FB | 2,577 | -150 | $529 |
| MASTERCARD INC |
1,720 | UNCH | $514 |
| MA | 1,720 | UNCH | $514 |
| ISHARES TR (IWR) |
8,500 | UNCH | $507 |
| IWR | 8,500 | UNCH | $507 |
| SCHWAB STRATEGIC TR |
9,965 | -6,382 | $503 |
| SCHO | 9,965 | -6,382 | $503 |
| 3M CO |
2,794 | +1 | $493 |
| MMM | 2,794 | +1 | $493 |
| DANAHER CORPORATION |
3,190 | UNCH | $490 |
| DHR | 3,190 | UNCH | $490 |
| ISHARES TR (IWD) |
3,526 | -44 | $481 |
| IWD | 3,526 | -44 | $481 |
| VANGUARD INDEX FDS (VTV) |
4,014 | -183 | $481 |
| VTV | 4,014 | -183 | $481 |
| JOHNSON & JOHNSON |
3,277 | UNCH | $478 |
| JNJ | 3,277 | UNCH | $478 |
| ISHARES TR (IWF) |
2,697 | UNCH | $474 |
| IWF | 2,697 | UNCH | $474 |
| LINDE PLC |
2,195 | UNCH | $467 |
| LIN | 2,195 | UNCH | $467 |
| ISHARES TR (IVV) |
1,413 | +4 | $457 |
| IVV | 1,413 | +4 | $457 |
| ISHARES TR (IWM) |
2,757 | UNCH | $457 |
| IWM | 2,757 | UNCH | $457 |
| AMERICAN TOWER CORP NEW |
1,847 | UNCH | $424 |
| AMT | 1,847 | UNCH | $424 |
| ISHARES TR (EEM) |
8,688 | -115 | $390 |
| EEM | 8,688 | -115 | $390 |
| AT&T INC |
9,920 | +537 | $388 |
| T | 9,920 | +537 | $388 |
| RAYTHEON CO |
1,731 | UNCH | $380 |
| RTN | 1,731 | UNCH | $380 |
See Full List: All Stocks Held By REDW Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By REDW Wealth LLC
|
Size ($ 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 |
