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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 43.36% of REDW Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV (+$9.1M), AGG (+$5.6M), IEFA, IWM, SCHB, SCHD, IEMG, VONG, SCZ, SPTL.
Started 7 new stock positions in VONG, SPTL, MSI, IEFA, SCZ, IJR, SCHD.
Reduced shares in these 10 stocks: AAPL (-$9.1M), JQUA (-$7.7M), VEA (-$6.2M), AVUS (-$5.7M), VTI, BSV, SPY, EMXC, HYGV, RSP.
Sold out of its positions in AXP, AMT, AMGN, BMO, CSCO, DHR, DFAI, DFAE, DFS, GE.
REDW Wealth was a net seller of stock by $-94M.
REDW Wealth has $288M in assets under management (AUM), dropping by -26.18%.
Central Index Key (CIK): 0001688931

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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 104 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.8	$46M	-9%	157k	289.81	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	8.7	$25M	-23%	437k	57.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.8	$23M	-21%	472k	47.82	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.1	$18M	-24%	182k	96.93	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.9	$14M	-13%	279k	50.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.3	$12M	-23%	159k	77.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$11M	+673%	18k	588.70	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.6	$10M	-17%	308k	33.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.7	$7.6M	-9%	86k	89.08	View chart
Ishares Msci Emrg Chn (EMXC)	2.6	$7.6M	-28%	137k	55.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.4	$7.0M	+384%	72k	96.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.8	$5.2M		125k	41.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$4.9M	-33%	28k	175.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$4.5M	-28%	103k	44.04	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	1.5	$4.2M	-36%	104k	40.68	View chart
Apple (AAPL)	1.4	$4.1M	-68%	16k	250.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$3.6M	-48%	6.2k	586.08	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$3.6M	-19%	45k	80.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$3.5M	NEW	50k	70.28	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.2	$3.5M	-24%	60k	58.00	View chart
Microsoft Corporation (MSFT)	1.1	$3.3M	-33%	7.8k	421.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.1	$3.0M	+119%	134k	22.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$2.8M	-17%	39k	71.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$2.8M	-16%	48k	58.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.6M	-34%	10k	264.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$2.4M	+660%	11k	220.96	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.8	$2.3M	-35%	115k	20.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$2.3M	-36%	14k	169.30	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$2.2M	-29%	37k	58.18	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$2.0M	-48%	33k	61.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.9M	-27%	4.5k	410.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.6M		16k	101.53	View chart
Amazon (AMZN)	0.5	$1.5M	-50%	7.1k	219.39	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.4M	+220%	28k	52.22	View chart
Tesla Motors (TSLA)	0.5	$1.4M	-16%	3.5k	403.84	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$1.4M	-28%	34k	40.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.3M	NEW	49k	27.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.3M	-57%	2.8k	453.28	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$1.3M	-6%	25k	51.14	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.4	$1.2M	-41%	49k	24.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.1M	-51%	2.2k	511.23	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.4	$1.1M	-16%	44k	25.05	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.4	$1.1M		15k	70.22	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.4	$1.1M	-34%	50k	21.36	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$995k	-40%	13k	78.01	View chart
Global X Fds Aging Population (AGNG)	0.3	$978k	-12%	32k	30.19	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$972k	-34%	46k	21.06	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$970k	NEW	9.4k	103.30	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$926k	-50%	30k	30.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$912k	-48%	9.5k	96.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$859k	+11%	3.6k	240.28	View chart
Caterpillar (CAT)	0.3	$848k	+26%	2.3k	362.76	View chart
Ishares Tr Exponential Tech (XT)	0.2	$671k	-39%	11k	59.66	View chart
Meta Platforms Cl A (META)	0.2	$668k	-11%	1.1k	585.51	View chart
Wal-Mart Stores (WMT)	0.2	$660k	-36%	7.3k	90.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$646k	-15%	1.2k	538.81	View chart
NVIDIA Corporation (NVDA)	0.2	$642k	-65%	4.8k	134.29	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$601k	NEW	9.9k	60.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$591k	-50%	3.1k	190.44	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$584k		19k	30.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$567k	-56%	3.0k	189.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$562k	-16%	30k	18.50	View chart
Ishares Tr Ultra Short-term (ICSH)	0.2	$546k	-17%	11k	50.43	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$513k	+99%	21k	24.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$424k	+268%	15k	27.87	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$396k	NEW	15k	26.19	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$395k	-13%	693.00	569.57	View chart
Procter & Gamble Company (PG)	0.1	$367k	-52%	2.2k	167.65	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$362k	-47%	9.4k	38.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$354k	-35%	4.0k	88.40	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$346k	-23%	1.8k	197.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$338k	-16%	1.5k	232.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$330k	-16%	3.1k	107.56	View chart
Oracle Corporation (ORCL)	0.1	$324k	-41%	1.9k	166.64	View chart
Tcw Etf Trust Transform System (NETZ)	0.1	$315k	-39%	4.3k	72.57	View chart
Motorola Solutions Com New (MSI)	0.1	$306k	NEW	662.00	462.23	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$306k	-27%	13k	22.80	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$304k	-29%	14k	21.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$304k	+25%	4.0k	75.61	View chart
Tg Therapeutics (TGTX)	0.1	$301k		10k	30.10	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$293k	-28%	5.1k	57.32	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$291k	-14%	5.8k	50.20	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$280k	-12%	6.9k	40.49	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$280k	-13%	4.6k	60.50	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$277k		11k	25.83	View chart
Costco Wholesale Corporation (COST)	0.1	$271k	-72%	296.00	916.27	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$270k	-40%	10k	26.63	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$268k	-32%	2.0k	137.57	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$258k		1.3k	201.82	View chart
Deere & Company (DE)	0.1	$255k	-42%	602.00	423.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$249k	-54%	619.00	401.73	View chart
Tcw Etf Trust Transform Supply (SUPP)	0.1	$246k	-33%	3.9k	62.79	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$244k	-12%	7.2k	34.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$238k	-79%	1.9k	127.59	View chart
Abbott Laboratories (ABT)	0.1	$234k	-19%	2.1k	113.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$224k	NEW	1.9k	115.22	View chart
Abbvie (ABBV)	0.1	$218k	-23%	1.2k	177.70	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$218k	-38%	8.7k	25.10	View chart
Visa Com Cl A (V)	0.1	$217k	-76%	687.00	316.04	View chart
Flexshares Tr Intl Qltdv Def (IQDE)	0.1	$216k		11k	20.34	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$211k	-20%	8.5k	24.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$211k	-2%	752.00	280.06	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$208k	-15%	7.2k	29.01	View chart
Chevron Corporation (CVX)	0.1	$200k	-23%	1.4k	144.81	View chart

Past Filings by REDW Wealth

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

REDW Wealth 2024 Q4 filed Feb. 7, 2025
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

View all past filings

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