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REDW Stanley Financial Advisors

Latest statistics and disclosures from REDW Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, JQUA, VEA, AVUS, JPST, and represent 39.16% of REDW Wealth's stock portfolio.
Added to shares of these 10 stocks: JPST, IBDQ, VCIT, AGNG, IBDP, SBUX, EAGG, IDU, GE, IBM.
Started 9 new stock positions in SBUX, IDU, IBM, BMO, MMM, VBK, EAGG, GE, EIS.
Reduced shares in these 10 stocks: AVUS, JQUA, HYGV, VTI, VEA, VWO, VNQ, DUHP, EMXC, VGSH.
Sold out of its positions in IWV, LRCX, XLY.
REDW Wealth was a net seller of stock by $-14M.
REDW Wealth has $390M in assets under management (AUM), dropping by 2.24%.
Central Index Key (CIK): 0001688931

Tip: Access up to 7 years of quarterly data

Positions held by REDW Stanley Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for REDW Wealth

REDW Wealth holds 162 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	12.6	$49M	-4%	174k	283.16	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	8.3	$32M	-6%	571k	56.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.2	$32M	-5%	602k	52.81	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.9	$23M	-10%	241k	95.15	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.2	$16M	+16%	324k	50.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.2	$16M	-2%	208k	78.69	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.3	$13M	-4%	375k	34.07	View chart
Apple (AAPL)	3.2	$12M		53k	233.00	View chart
Ishares Msci Emrg Chn (EMXC)	3.0	$12M	-4%	192k	61.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.4	$9.2M	-5%	94k	97.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.9	$7.4M	-2%	42k	179.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$6.9M		12k	573.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$6.9M	-17%	144k	47.85	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	1.7	$6.8M	-24%	163k	41.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.5	$5.7M		125k	45.86	View chart
Microsoft Corporation (MSFT)	1.3	$5.0M	-5%	12k	430.31	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.2	$4.8M	-4%	79k	60.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$4.6M	+20%	55k	83.75	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$4.3M	-4%	65k	67.03	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$4.0M		61k	66.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$4.0M	-6%	15k	263.82	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.0	$3.8M	+2%	179k	21.22	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$3.8M	-4%	22k	174.57	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$3.7M	-8%	57k	64.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$3.6M	-4%	48k	75.11	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$3.1M	-14%	53k	59.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.1M		6.7k	460.26	View chart
Amazon (AMZN)	0.7	$2.7M	-4%	14k	186.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.4M		6.3k	383.94	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$2.3M		18k	126.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.2M		4.6k	488.07	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.6	$2.2M	+3%	84k	25.71	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$1.9M	-14%	47k	41.16	View chart
Intuit (INTU)	0.5	$1.9M		3.1k	621.00	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$1.9M	-16%	61k	30.80	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.8M	-9%	18k	95.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.7M	-4%	21k	79.42	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.4	$1.7M	+2%	76k	22.17	View chart
NVIDIA Corporation (NVDA)	0.4	$1.7M	-3%	14k	121.44	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$1.6M		70k	23.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.5M		15k	101.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$1.5M		36k	41.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.5M		16k	95.75	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$1.5M		18k	84.17	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.4M		6.7k	210.86	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$1.4M		26k	52.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.3M	-7%	2.3k	576.83	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$1.3M	+155%	53k	25.10	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.3	$1.2M	+28%	49k	25.21	View chart
Global X Fds Aging Population (AGNG)	0.3	$1.2M	+44%	37k	32.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.2M		9.2k	128.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$1.2M	-2%	32k	36.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M	-5%	6.9k	165.85	View chart
Ishares Tr Exponential Tech (XT)	0.3	$1.1M	-4%	19k	60.88	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.3	$1.1M		15k	71.51	View chart
Tesla Motors (TSLA)	0.3	$1.1M		4.2k	261.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.1M		4.1k	263.29	View chart
Linde SHS (LIN)	0.3	$1.1M		2.2k	476.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	-12%	6.3k	167.19	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$946k		6.7k	142.04	View chart
Costco Wholesale Corporation (COST)	0.2	$943k	-3%	1.1k	886.35	View chart
Wal-Mart Stores (WMT)	0.2	$926k	-21%	12k	80.75	View chart
Danaher Corporation (DHR)	0.2	$881k		3.2k	278.00	View chart
Procter & Gamble Company (PG)	0.2	$800k		4.6k	173.20	View chart
Visa Com Cl A (V)	0.2	$797k	-10%	2.9k	274.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$763k	-5%	3.2k	237.20	View chart
Chubb (CB)	0.2	$751k		2.6k	288.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$751k		1.4k	527.67	View chart
Meta Platforms Cl A (META)	0.2	$738k	-19%	1.3k	572.44	View chart
Union Pacific Corporation (UNP)	0.2	$729k		3.0k	246.49	View chart
Caterpillar (CAT)	0.2	$721k	-4%	1.8k	391.12	View chart
American Express Company (AXP)	0.2	$714k		2.6k	271.20	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$667k	+20%	18k	37.17	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$666k	+3%	13k	50.74	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.2	$644k		17k	38.66	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$633k	-15%	19k	33.03	View chart
Novo-nordisk A S Adr (NVO)	0.2	$611k		5.1k	119.07	View chart
Raytheon Technologies Corp (RTX)	0.2	$608k		5.0k	121.16	View chart
Oracle Corporation (ORCL)	0.1	$566k		3.3k	170.40	View chart
Marsh & McLennan Companies (MMC)	0.1	$566k		2.5k	223.09	View chart
Texas Instruments Incorporated (TXN)	0.1	$559k		2.7k	206.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$546k		6.2k	88.14	View chart
Tcw Etf Trust Transform System (NETZ)	0.1	$528k	+33%	7.1k	73.93	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$524k		11k	48.98	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$512k		16k	31.78	View chart
Mastercard Incorporated Cl A (MA)	0.1	$509k	-3%	1.0k	493.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$509k		1.4k	375.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$497k		17k	29.18	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$496k		8.6k	57.41	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$495k		5.6k	87.80	View chart
Nextera Energy (NEE)	0.1	$488k		5.8k	84.54	View chart
UnitedHealth (UNH)	0.1	$469k	-8%	802.00	584.68	View chart
Southern Company (SO)	0.1	$459k		5.1k	90.18	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$455k		798.00	569.89	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$450k		20k	22.11	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$442k		2.9k	154.02	View chart
Deere & Company (DE)	0.1	$439k		1.1k	417.33	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$438k		7.1k	61.57	View chart
Pepsi (PEP)	0.1	$436k	-3%	2.6k	170.05	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$435k	+2%	19k	23.51	View chart
Exxon Mobil Corporation (XOM)	0.1	$433k		3.7k	117.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$430k	-33%	4.1k	104.18	View chart
McDonald's Corporation (MCD)	0.1	$423k		1.4k	304.51	View chart
Republic Services (RSG)	0.1	$422k	-5%	2.1k	200.84	View chart
Norfolk Southern (NSC)	0.1	$418k		1.7k	248.48	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$414k		17k	24.00	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$413k	-5%	13k	32.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$399k	-8%	2.3k	173.67	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$391k	-26%	1.7k	225.78	View chart
Tcw Etf Trust Transform Supply (SUPP)	0.1	$386k	+63%	5.9k	65.70	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$371k	-6%	1.1k	353.48	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$371k		14k	26.40	View chart
Progressive Corporation (PGR)	0.1	$365k		1.4k	253.76	View chart
Thermo Fisher Scientific (TMO)	0.1	$360k	-6%	582.00	618.57	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$347k	+40%	7.9k	44.01	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$346k	-28%	6.8k	50.81	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$344k		4.2k	82.53	View chart
Cisco Systems (CSCO)	0.1	$339k		6.4k	53.22	View chart
Home Depot (HD)	0.1	$338k	-9%	833.00	405.20	View chart
American Tower Reit (AMT)	0.1	$334k		1.4k	232.56	View chart
Goldman Sachs (GS)	0.1	$333k		672.00	495.11	View chart
Eli Lilly & Co. (LLY)	0.1	$322k		363.00	886.90	View chart
Abbvie (ABBV)	0.1	$316k		1.6k	197.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$313k		1.4k	220.89	View chart
W.W. Grainger (GWW)	0.1	$312k		300.00	1038.81	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$308k	-10%	11k	28.70	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$306k		8.1k	37.56	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$304k		2.5k	119.61	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$297k	-5%	11k	27.41	View chart
Abbott Laboratories (ABT)	0.1	$291k		2.6k	114.03	View chart
Discover Financial Services (DFS)	0.1	$284k		2.0k	140.29	View chart
Johnson & Johnson (JNJ)	0.1	$276k	-30%	1.7k	162.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$275k		7.2k	38.15	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$274k		11k	25.53	View chart
Amgen (AMGN)	0.1	$273k		846.00	322.21	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$272k	-8%	5.4k	50.79	View chart
Parker-Hannifin Corporation (PH)	0.1	$269k		425.00	631.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$268k		3.2k	83.63	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$268k	+5%	11k	24.30	View chart
Chevron Corporation (CVX)	0.1	$266k	+6%	1.8k	147.26	View chart
Lowe's Companies (LOW)	0.1	$260k		961.00	270.85	View chart
Intel Corporation (INTC)	0.1	$257k	-22%	11k	23.46	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$252k		1.3k	197.53	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$250k	-6%	8.5k	29.41	View chart
Flexshares Tr Intl Qltdv Def (IQDE)	0.1	$247k		11k	23.29	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$238k		3.7k	65.00	View chart
Starbucks Corporation (SBUX)	0.1	$236k	NEW	2.4k	97.47	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$236k	NEW	4.9k	48.59	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$235k		4.9k	47.52	View chart
Tg Therapeutics (TGTX)	0.1	$234k		10k	23.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$233k		1.2k	189.76	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$230k	-9%	9.8k	23.42	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$228k	NEW	2.2k	102.02	View chart
Ge Aerospace Com New (GE)	0.1	$224k	NEW	1.2k	188.58	View chart
International Business Machines (IBM)	0.1	$223k	NEW	1.0k	221.08	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$222k		1.3k	166.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$212k	-6%	873.00	243.06	View chart
Ishares Msci Israel Etf (EIS)	0.1	$210k	NEW	3.1k	67.52	View chart
3M Company (MMM)	0.1	$209k	NEW	1.5k	136.70	View chart
Qualcomm (QCOM)	0.1	$207k		1.2k	170.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$207k	NEW	773.00	267.37	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$200k	NEW	2.2k	90.20	View chart

Past Filings by REDW Wealth

SEC 13F filings are viewable for REDW Wealth going back to 2016

REDW Wealth 2024 Q3 filed Oct. 29, 2024
REDW Wealth 2024 Q2 filed Aug. 12, 2024
REDW Wealth 2024 Q1 filed May 1, 2024
REDW Wealth 2023 Q4 filed Jan. 26, 2024
REDW Wealth 2023 Q3 filed Oct. 30, 2023
REDW Wealth 2023 Q2 filed Aug. 4, 2023
REDW Wealth 2023 Q1 filed May 10, 2023
REDW Wealth 2022 Q4 filed Feb. 13, 2023
REDW Wealth 2022 Q3 filed Oct. 31, 2022
REDW Wealth 2022 Q2 filed July 29, 2022
REDW Wealth 2022 Q1 filed May 10, 2022
REDW Wealth 2021 Q4 filed Feb. 7, 2022
REDW Wealth 2021 Q3 filed Nov. 3, 2021
REDW Wealth 2021 Q2 filed July 30, 2021
REDW Wealth 2021 Q1 filed May 4, 2021
REDW Wealth 2020 Q4 filed Feb. 8, 2021

View all past filings

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