REDW Stanley Financial Advisors

REDW Stanley Financial Advisors as of Dec. 31, 2018

Portfolio Holdings for REDW Stanley Financial Advisors

REDW Stanley Financial Advisors holds 79 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F ultra shrt (JPST) 32.8 $48M 951k 50.13
Vanguard REIT ETF (VNQ) 14.6 $21M 284k 74.57
Ishares Tr Exponential Technologies Etf (XT) 6.4 $9.3M 281k 33.26
Invesco S&p 500 Equal Weight Etf (RSP) 4.9 $7.1M 78k 91.39
Vanguard Mid-Cap ETF (VO) 4.4 $6.4M 46k 138.18
Spdr S&p 500 Etf (SPY) 4.0 $5.9M 24k 249.92
Vanguard Short-Term Bond ETF (BSV) 2.9 $4.1M 53k 78.56
Vanguard Emerging Markets ETF (VWO) 2.0 $2.9M 77k 38.11
Berkshire Hathaway (BRK.B) 1.9 $2.7M 13k 204.19
Apple (AAPL) 1.6 $2.3M 15k 157.77
Vanguard Europe Pacific ETF (VEA) 1.3 $2.0M 53k 37.09
Schwab International Equity ETF (SCHF) 1.3 $1.9M 68k 28.36
Vanguard Total Stock Market ETF (VTI) 1.1 $1.6M 13k 127.66
Vanguard Total Bond Market ETF (BND) 1.1 $1.6M 20k 79.19
Microsoft Corporation (MSFT) 1.1 $1.5M 15k 101.58
Vanguard Growth ETF (VUG) 1.1 $1.5M 11k 134.35
Intel Corporation (INTC) 0.9 $1.4M 30k 46.94
Ark Etf Tr innovation etf (ARKK) 0.9 $1.3M 36k 37.20
Schwab U S Broad Market ETF (SCHB) 0.9 $1.3M 22k 59.95
Vanguard Small-Cap ETF (VB) 0.8 $1.1M 8.6k 131.94
Vanguard Intermediate-Term Bond ETF (BIV) 0.6 $815k 10k 81.27
Schwab Emerging Markets Equity ETF (SCHE) 0.5 $777k 33k 23.52
JPMorgan Chase & Co. (JPM) 0.5 $655k 6.7k 97.56
3M Company (MMM) 0.5 $647k 3.4k 190.57
Intuit (INTU) 0.5 $656k 3.3k 196.70
Vanguard Malvern Fds strm infproidx (VTIP) 0.5 $657k 14k 47.94
iShares S&P 500 Growth Index (IVW) 0.4 $601k 4.0k 150.70
Procter & Gamble Company (PG) 0.4 $542k 5.9k 91.99
Amazon (AMZN) 0.4 $542k 361.00 1501.39
Schwab Strategic Tr us reit etf (SCHH) 0.4 $527k 14k 38.48
Union Pacific Corporation (UNP) 0.3 $482k 3.5k 138.31
Wal-Mart Stores (WMT) 0.3 $452k 4.9k 93.16
iShares Russell 2000 Index (IWM) 0.3 $439k 3.3k 133.88
Exxon Mobil Corporation (XOM) 0.3 $421k 6.2k 68.24
Vanguard Value ETF (VTV) 0.3 $412k 4.2k 97.84
Johnson & Johnson (JNJ) 0.3 $397k 3.1k 129.02
Visa (V) 0.3 $396k 3.0k 131.78
iShares Russell Midcap Index Fund (IWR) 0.3 $395k 8.5k 46.47
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $399k 7.9k 50.54
At&t (T) 0.2 $358k 13k 28.53
iShares Russell 1000 Value Index (IWD) 0.2 $368k 3.3k 110.91
Linde 0.2 $343k 2.2k 156.26
iShares MSCI Emerging Markets Indx (EEM) 0.2 $341k 8.7k 39.11
iShares S&P 500 Index (IVV) 0.2 $333k 1.3k 251.89
Danaher Corporation (DHR) 0.2 $329k 3.2k 103.13
MasterCard Incorporated (MA) 0.2 $324k 1.7k 188.37
Biogen Idec (BIIB) 0.2 $316k 1.1k 300.95
iShares Russell 1000 Growth Index (IWF) 0.2 $323k 2.5k 131.03
SPDR S&P MidCap 400 ETF (MDY) 0.2 $317k 1.0k 302.48
Schwab Strategic Tr intrm trm (SCHR) 0.2 $303k 5.7k 53.04
Facebook Inc cl a (META) 0.2 $300k 2.3k 131.18
Chevron Corporation (CVX) 0.2 $292k 2.7k 108.96
Bank of America Corporation (BAC) 0.2 $269k 11k 24.66
Cisco Systems (CSCO) 0.2 $259k 6.0k 43.35
Capital One Financial (COF) 0.2 $257k 3.4k 75.59
Vanguard High Dividend Yield ETF (VYM) 0.2 $255k 3.3k 77.98
SPDR Barclays Capital Aggregate Bo (SPAB) 0.2 $256k 9.2k 27.80
Norfolk Southern (NSC) 0.2 $248k 1.7k 149.36
Boeing Company (BA) 0.2 $241k 747.00 322.62
Raytheon Company 0.2 $253k 1.7k 153.33
Marsh & McLennan Companies (MMC) 0.2 $254k 3.2k 79.62
Nextera Energy (NEE) 0.2 $243k 1.4k 174.07
Starbucks Corporation (SBUX) 0.2 $239k 3.7k 64.52
Dowdupont 0.2 $236k 4.4k 53.51
Caterpillar (CAT) 0.1 $212k 1.7k 127.17
Verizon Communications (VZ) 0.1 $222k 3.9k 56.25
Texas Instruments Incorporated (TXN) 0.1 $214k 2.3k 94.69
iShares S&P MidCap 400 Index (IJH) 0.1 $217k 1.3k 166.28
American Tower Reit (AMT) 0.1 $213k 1.3k 158.13
Mondelez Int (MDLZ) 0.1 $213k 5.3k 40.03
Alphabet Inc Class C cs (GOOG) 0.1 $214k 207.00 1033.82
American Express Company (AXP) 0.1 $210k 2.2k 95.45
Abbott Laboratories (ABT) 0.1 $207k 2.9k 72.50
Pfizer (PFE) 0.1 $207k 4.7k 43.65
Wells Fargo & Company (WFC) 0.1 $207k 4.5k 46.00
Kinder Morgan (KMI) 0.1 $177k 12k 15.34
Ford Motor Company (F) 0.1 $145k 19k 7.67
John Hancock Investors Trust (JHI) 0.1 $143k 10k 14.10
Western Asst High Incm Opprtnty Fnd (HIO) 0.1 $81k 19k 4.37