REDW Stanley Financial Advisors

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

Portfolio Holdings for REDW Wealth

Companies in the REDW Wealth portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
J P Morgan Exchange Traded F ultra shrt (JPST) 36.83 1.18M +4% 49.67
Vanguard REIT ETF (VNQ) 12.11 276.17k -7% 69.85
Ishares Tr Exponential Technologies Etf (XT) 4.61 206.26k -28% 35.61
SPDR S&P 500 ETF (SPY) 3.79 23.41k +2% 257.73
Vanguard Total Stock Market ETF (VTI) 3.59 44.34k +152% 128.91
Invesco S&p 500 Equal Weight Etf (RSP) 3.34 63.25k -4% 84.02
Vanguard Mid-Cap ETF (VO) 2.69 32.55k -17% 131.64
Ark Etf Tr innovation etf (ARKK) 2.45 88.62k +132% 43.99
Apple (AAPL) 2.29 14.37k 254.26
Vanguard Europe Pacific ETF (VEA) 2.10 100.39k +87% 33.34
Vanguard Short-Term Bond ETF (BSV) 2.01 38.90k -8% 82.19
Vanguard Emerging Markets ETF (VWO) 1.77 83.88k +14% 33.55
Schwab U S Broad Market ETF (SCHB) 1.54 40.50k +25% 60.44
Microsoft Corporation (MSFT) 1.53 15.46k 157.68
Vanguard Total Bond Market ETF (BND) 1.42 26.41k +43% 85.35
Vanguard Growth ETF (VUG) 1.23 12.46k +9% 156.69
Intel Corporation (INTC) 1.05 30.85k +21% 54.13
Berkshire Hathaway (BRK.B) 0.92 8.01k -23% 182.76
Schwab Strategic Tr us reit etf (SCHH) 0.88 42.63k +107% 32.75
Schwab International Equity ETF (SCHF) 0.69 42.22k -46% 25.84
Vanguard Intermediate-Term Bond ETF (BIV) 0.52 9.35k -5% 89.30
Vanguard Small-Cap ETF (VB) 0.52 7.18k 115.46
Amazon (AMZN) 0.51 420 +5% 1950.00
Ishares Tr etf msci usa (ESGU) 0.47 13.08k +303% 57.49
Intuit (INTU) 0.46 3.17k 230.11
Wal-Mart Stores (WMT) 0.45 6.28k -4% 113.59
Schwab Strategic Tr us aggregate b (SCHZ) 0.42 12.37k -6% 54.24
iShares S&P 500 Growth Index (IVW) 0.41 3.99k 165.00
Vanguard Malvern Fds strm infproidx (VTIP) 0.40 12.90k -4% 48.74
Procter & Gamble Company (PG) 0.39 5.65k 110.07
JPMorgan Chase & Co. (JPM) 0.36 6.39k +2% 89.96
Schwab Emerging Markets Equity ETF (SCHE) 0.34 26.25k -25% 20.68
Schwab Strategic Tr sht tm us tres (SCHO) 0.30 9.38k -5% 51.71
Visa (V) 0.30 2.94k +3% 161.06
Union Pacific Corporation (UNP) 0.29 3.31k 141.04
Ishares Tr msci eafe esg (ESGD) 0.29 8.74k NEW 53.19
Johnson & Johnson (JNJ) 0.29 3.48k +6% 131.07
Danaher Corporation (DHR) 0.28 3.19k 138.56
Vanguard Value ETF (VTV) 0.26 4.73k +17% 89.04
Facebook Inc cl a (FB) 0.26 2.50k -3% 166.60
MasterCard Incorporated (MA) 0.26 1.72k 241.28
iShares Russell 1000 Growth Index (IWF) 0.25 2.70k 150.54
American Tower Reit (AMT) 0.25 1.85k 217.65
3M Company (MMM) 0.24 2.79k 136.66
Linde Plc (LIN) 0.24 2.19k 173.12
iShares S&P 500 Index (IVV) 0.23 1.41k 258.32
iShares Russell Midcap Index Fund (IWR) 0.22 8.21k -3% 43.13
iShares Russell 1000 Value Index (IWD) 0.22 3.53k 99.26
Nextera Energy Inc C om (NEE) 0.21 1.40k 240.69
iShares Russell 2000 Index (IWM) 0.19 2.64k -4% 114.64
Walt Disney Company (DIS) 0.18 3.02k +15% 96.49
Ishares Inc msci em esg se (ESGE) 0.18 10.40k NEW 27.41
Marsh & McLennan Companies (MMC) 0.17 3.19k 86.52
Starbucks Corporation (SBUX) 0.17 4.18k +3% 65.77
SPDR Barclays Capital Aggregate Bo (SPAB) 0.17 9.02k -3% 30.17
AT&T (T) 0.17 9.14k -7% 29.20
Verizon Communications (VZ) 0.17 4.91k +8% 53.78
SPDR S&P MidCap 400 ETF (MDY) 0.16 976 263.32
Cisco Systems (CSCO) 0.16 6.53k +7% 39.33
Alphabet Inc Class C cs (GOOG) 0.15 203 +9% 1162.56
iShares MSCI Emerging Markets Indx (EEM) 0.15 6.85k -21% 34.18
Ishares Tr esg us agr bd (EAGG) 0.15 4.18k NEW 55.32
Vanguard High Dividend Yield ETF (VYM) 0.14 3.25k 70.66
Norfolk Southern (NSC) 0.14 1.56k 146.15
Raytheon Company 0.14 1.73k 131.14
Texas Instruments Incorporated (TXN) 0.14 2.26k 100.00
iShares MSCI EAFE Index Fund (EFA) 0.14 4.06k -8% 53.47
Caterpillar (CAT) 0.13 1.83k +9% 115.97
American Express Company (AXP) 0.13 2.39k +8% 85.67
Bank of America Corporation (BAC) 0.13 9.61k -8% 21.23
John Hancock Investors Trust (JHI) 0.08 10.14k 12.62
Aberdeen Asia-Pacific Income Fund (FAX) 0.06 30.20k +51% 3.38
General Electric Company (GE) 0.06 11.22k 7.93
Western Asst High Incm Opprtnty Fnd (HIO) 0.05 18.55k 4.20

Past Filings by REDW Wealth

View past SEC 13F filings by REDW Wealth

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