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 June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
J P Morgan Exchange Traded F ultra shrt 30.64 1.02M +2% 50.39
Vanguard REIT ETF (VNQ) 16.11 308238 87.40
Ishares Tr Exponential Technologies Etf 6.65 288324 38.57
Invesco S&p 500 Equal Weight Etf 4.71 73109 107.80
Vanguard Mid-Cap ETF (VO) 4.25 42472 -2% 167.17
SPDR S&P; 500 ETF (SPY) 4.17 23802 293.02
Vanguard Short-Term Bond ETF (BSV) 2.05 42500 -9% 80.54
Vanguard Emerging Markets ETF (VWO) 1.92 75628 -2% 42.53
Apple (AAPL) 1.75 14820 +3% 197.89
Berkshire Hathaway (BRK.B) 1.59 12442 -3% 213.15
Schwab International Equity ETF (SCHF) 1.47 76567 +12% 32.09
Vanguard Europe Pacific ETF (VEA) 1.35 54063 +4% 41.71
Microsoft Corporation (MSFT) 1.22 15173 133.99
Schwab U S Broad Market ETF (SCHB) 1.16 27515 +34% 70.54
Vanguard Growth ETF (VUG) 1.14 11712 +3% 163.42
Ark Etf Tr innovation etf 1.10 38472 +6% 47.97
Vanguard Total Stock Market ETF (VTI) 1.01 11286 150.10
Vanguard Total Bond Market ETF (BND) 0.93 18796 -2% 83.07
Intel Corporation (INTC) 0.82 28493 47.87
Vanguard Small-Cap ETF (VB) 0.75 8040 156.68
Schwab Emerging Markets Equity ETF (SCHE) 0.64 40687 +22% 26.25
Intuit (INTU) 0.52 3335 261.47
Vanguard Intermediate-Term Bond ETF (BIV) 0.51 9907 86.50
JPMorgan Chase & Co. (JPM) 0.44 6542 111.74
Amazon (AMZN) 0.43 376 +4% 1893.62
iShares S&P; 500 Growth Index (IVW) 0.43 3988 179.29
Vanguard Malvern Fds strm infproidx 0.40 13480 49.33
Schwab Strategic Tr us reit etf 0.39 14797 +9% 44.47
Schwab Strategic Tr us aggregate b 0.39 12373 +59% 53.02
Procter & Gamble Company (PG) 0.38 5725 -2% 109.69
Union Pacific Corporation (UNP) 0.35 3487 169.20
3M Company (MMM) 0.34 3278 173.28
Wal-Mart Stores (WMT) 0.32 4852 110.47
Visa (V) 0.31 3005 173.71
iShares Russell 2000 Index (IWM) 0.31 3283 155.35
Facebook Inc cl a 0.31 2727 +19% 192.89
iShares S&P; 500 Index (IVV) 0.29 1630 +35% 294.48
iShares Russell Midcap Index Fund (IWR) 0.28 8500 55.88
Vanguard Value ETF (VTV) 0.28 4229 +12% 110.90
Schwab Strategic Tr sht tm us tres 0.28 9333 NEW 50.57
MasterCard Incorporated (MA) 0.27 1720 264.53
iShares Russell 1000 Value Index (IWD) 0.27 3570 127.17
Danaher Corporation (DHR) 0.27 3190 142.95
Johnson & Johnson (JNJ) 0.26 3077 +3% 139.42
AT&T; (T) 0.26 12820 -3% 33.49
Linde Plc 0.26 2195 200.91
Exxon Mobil Corporation (XOM) 0.25 5418 -12% 76.60
iShares Russell 1000 Growth Index (IWF) 0.25 2697 157.21
iShares MSCI Emerging Markets Indx (EEM) 0.23 8803 -6% 42.94
American Tower Reit 0.23 1847 +37% 204.66
Walt Disney Company (DIS) 0.22 2602 NEW 139.51
SPDR S&P; MidCap 400 ETF (MDY) 0.22 1052 354.56
Boeing Company (BA) 0.21 975 +30% 364.10
Norfolk Southern (NSC) 0.20 1660 199.36
Cisco Systems (CSCO) 0.20 5975 54.73
Marsh & McLennan Companies (MMC) 0.19 3190 99.69
Starbucks Corporation (SBUX) 0.19 3704 83.96
Raytheon Company (RTN) 0.18 1731 173.89
Capital One Financial (COF) 0.18 3400 90.88
iShares MSCI EAFE Index Fund (EFA) 0.18 4562 65.76
Bank of America Corporation (BAC) 0.17 9760 -10% 29.00
Nextera Energy Inc C om 0.17 1396 204.87
Vanguard High Dividend Yield ETF (VYM) 0.17 3270 87.46
American Express Company (AXP) 0.16 2200 123.64
SPDR Barclays Capital Aggregate Bo (LAG) 0.16 9379 +2% 29.21
Verizon Communications (VZ) 0.15 4501 57.10
Texas Instruments Incorporated (TXN) 0.15 2260 114.60
Biogen Idec (BIIB) 0.15 1050 234.29
iShares S&P; MidCap 400 Index (IJH) 0.15 1292 194.27
Kinder Morgan Inc. 0.15 11913 +3% 20.84
BP (BP) 0.14 5651 41.76
Caterpillar (CAT) 0.14 1667 136.17
Abbott Laboratories (ABT) 0.14 2682 84.27
Spdr Series Trust dj ttl mkt etf 0.14 6529 36.45
Sch Us Mid-cap Etf etf 0.14 3972 +8% 57.15
Mondelez Int 0.14 4221 -20% 54.02
Alphabet Inc Class C cs 0.14 215 +3% 1079.07
Wells Fargo & Company (WFC) 0.13 4500 47.33
Ford Motor Company (F) 0.12 20167 +6% 10.26
John Hancock Investors Trust (JHI) 0.10 10139 16.37
General Electric Company (GE) 0.07 11422 10.52
Western Asst High Incm Opprtnty Fnd (HIO) 0.06 18519 5.13
Aberdeen Asia-Pacific Income Fund (FAX) 0.05 20000 4.20

Past 13F-HR SEC Filings by REDW Wealth

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