REDW Stanley Financial Advisors

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

Companies in the REDW Wealth portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
J P Morgan Exchange Traded F ultra shrt 30.75 996268 +4% 50.30
Vanguard REIT ETF (VNQ) 16.48 309077 +8% 86.91
Ishares Tr Exponential Technologies Etf 6.69 286830 +2% 37.99
Invesco S&p 500 Equal Weight Etf 4.71 73528 -6% 104.45
Vanguard Mid-Cap ETF (VO) 4.31 43689 -5% 160.75
SPDR S&P; 500 ETF (SPY) 4.15 23924 282.47
Vanguard Short-Term Bond ETF (BSV) 2.29 46808 -11% 79.58
Vanguard Emerging Markets ETF (VWO) 2.02 77479 42.50
Apple (AAPL) 1.67 14318 189.97
Berkshire Hathaway (BRK.B) 1.60 12956 -2% 200.91
Schwab International Equity ETF (SCHF) 1.31 68016 31.32
Vanguard Europe Pacific ETF (VEA) 1.30 51826 40.87
Microsoft Corporation (MSFT) 1.08 14971 117.96
Vanguard Growth ETF (VUG) 1.08 11278 156.41
Ark Etf Tr innovation etf 1.04 36233 46.73
Vanguard Total Stock Market ETF (VTI) 1.02 11455 -8% 144.74
Intel Corporation (INTC) 0.96 29054 53.69
Vanguard Total Bond Market ETF (BND) 0.96 19353 81.18
Schwab U S Broad Market ETF (SCHB) 0.86 20478 -5% 68.07
Vanguard Small-Cap ETF (VB) 0.77 8158 -4% 152.86
Intuit (INTU) 0.54 3335 261.47
Schwab Emerging Markets Equity ETF (SCHE) 0.53 33225 26.00
Vanguard Intermediate-Term Bond ETF (BIV) 0.51 9966 83.89
3M Company (MMM) 0.42 3277 -3% 207.81
iShares S&P; 500 Growth Index (IVW) 0.42 3988 172.27
JPMorgan Chase & Co. (JPM) 0.41 6539 -2% 101.24
Vanguard Malvern Fds strm infproidx 0.41 13704 48.67
Amazon (AMZN) 0.39 361 1781.16
Procter & Gamble Company (PG) 0.38 5894 104.00
Schwab Strategic Tr us reit etf 0.37 13526 44.43
Union Pacific Corporation (UNP) 0.36 3485 167.29
Exxon Mobil Corporation (XOM) 0.31 6221 80.86
iShares Russell 2000 Index (IWM) 0.31 3281 153.00
Wal-Mart Stores (WMT) 0.29 4852 97.49
Visa (V) 0.29 3005 156.07
iShares Russell Midcap Index Fund (IWR) 0.28 8500 54.00
iShares Russell 1000 Value Index (IWD) 0.27 3570 +7% 123.53
Johnson & Johnson (JNJ) 0.26 2977 -3% 139.74
AT&T; (T) 0.26 13321 +6% 31.38
Danaher Corporation (DHR) 0.26 3190 131.97
iShares MSCI Emerging Markets Indx (EEM) 0.25 9366 +7% 42.92
MasterCard Incorporated (MA) 0.25 1720 235.47
iShares Russell 1000 Growth Index (IWF) 0.25 2697 +9% 151.28
Vanguard Value ETF (VTV) 0.25 3752 -10% 107.68
Schwab Strategic Tr us aggregate b 0.25 7738 51.82
Linde Plc 0.24 2195 175.85
Facebook Inc cl a 0.23 2287 166.59
SPDR S&P; MidCap 400 ETF (MDY) 0.22 1050 345.71
iShares S&P; 500 Index (IVV) 0.21 1204 -8% 284.88
Cisco Systems (CSCO) 0.20 5975 54.06
Norfolk Southern (NSC) 0.19 1660 187.18
Raytheon Company (RTN) 0.19 1731 +4% 181.98
Schwab Strategic Tr intrm trm 0.19 5713 53.74
Bank of America Corporation (BAC) 0.18 10910 27.59
Marsh & McLennan Companies (MMC) 0.18 3190 94.04
iShares MSCI EAFE Index Fund (EFA) 0.18 4637 NEW 64.91
Boeing Company (BA) 0.17 747 381.53
Capital One Financial (COF) 0.17 3400 81.76
Nextera Energy Inc C om 0.17 1396 193.41
Starbucks Corporation (SBUX) 0.17 3704 74.24
Vanguard High Dividend Yield ETF (VYM) 0.17 3270 85.63
Verizon Communications (VZ) 0.16 4499 +13% 59.12
SPDR Barclays Capital Aggregate Bo (LAG) 0.16 9129 28.59
American Tower Reit 0.16 1347 196.73
Mondelez Int 0.16 5321 49.99
BP (BP) 0.15 5651 NEW 43.71
American Express Company (AXP) 0.15 2200 109.09
Texas Instruments Incorporated (TXN) 0.15 2260 106.19
Biogen Idec (BIIB) 0.15 1050 236.19
iShares S&P; MidCap 400 Index (IJH) 0.15 1292 189.63
Alphabet Inc Class C cs 0.15 207 1173.91
Caterpillar (CAT) 0.14 1667 135.57
Bristol Myers Squibb (BMY) 0.14 4700 NEW 47.66
Altria (MO) 0.14 3881 NEW 57.46
Spdr Series Trust dj ttl mkt etf 0.14 6592 NEW 35.19
Kinder Morgan Inc. 0.14 11513 19.98
Dowdupont Inc 0.14 4172 -5% 53.21
Abbott Laboratories (ABT) 0.13 2682 -6% 79.79
Chevron Corporation (CVX) 0.13 1681 -37% 123.14
Wells Fargo & Company (WFC) 0.13 4500 48.22
Pfizer (PFE) 0.12 4749 42.54
Sch Us Mid-cap Etf etf 0.12 3665 NEW 55.39
Ford Motor Company (F) 0.10 18917 8.78
John Hancock Investors Trust (JHI) 0.10 10139 15.78
General Electric Company (GE) 0.07 11422 NEW 9.98
Aberdeen Asia-Pacific Income Fund (FAX) 0.05 20000 NEW 4.25
Western Asst High Incm Opprtnty Fnd (HIO) 0.05 18519 4.81

Past 13F-HR SEC Filings by REDW Wealth

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