REDW Stanley Financial Advisors

REDW Stanley Financial Advisors as of March 31, 2017

Portfolio Holdings for REDW Stanley Financial Advisors

REDW Stanley Financial Advisors holds 71 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard REIT ETF (VNQ) 18.9 $19M 224k 82.59
Vanguard Short-Term Bond ETF (BSV) 17.1 $17M 211k 79.72
Vanguard Mid-Cap ETF (VO) 9.1 $8.9M 64k 139.23
Rydex S&P Equal Weight ETF 7.7 $7.5M 83k 90.82
Spdr S&p 500 Etf (SPY) 6.2 $6.1M 26k 235.76
Vanguard Emerging Markets ETF (VWO) 3.6 $3.5M 89k 39.72
Apple (AAPL) 2.2 $2.1M 15k 143.67
Berkshire Hathaway (BRK.B) 2.0 $2.0M 12k 166.68
Vanguard Total Bond Market ETF (BND) 2.0 $2.0M 24k 81.10
Vanguard Growth ETF (VUG) 1.9 $1.8M 15k 121.63
Intel Corporation (INTC) 1.8 $1.7M 48k 36.08
Vanguard Europe Pacific ETF (VEA) 1.8 $1.7M 44k 39.30
Vanguard Small-Cap ETF (VB) 1.7 $1.6M 12k 133.29
Vanguard Total Stock Market ETF (VTI) 1.3 $1.3M 11k 121.28
Schwab International Equity ETF (SCHF) 1.1 $1.0M 35k 29.87
Microsoft Corporation (MSFT) 1.0 $1.0M 15k 65.83
Procter & Gamble Company (PG) 0.8 $749k 8.3k 89.81
Vanguard Value ETF (VTV) 0.8 $747k 7.8k 95.43
Exxon Mobil Corporation (XOM) 0.7 $702k 8.6k 81.97
iShares Russell 1000 Value Index (IWD) 0.7 $678k 5.9k 114.99
JPMorgan Chase & Co. (JPM) 0.6 $608k 6.9k 87.84
iShares S&P 500 Growth Index (IVW) 0.6 $591k 4.5k 131.54
3M Company (MMM) 0.6 $573k 3.0k 191.45
Vanguard Intermediate-Term Bond ETF (BIV) 0.6 $556k 6.7k 83.58
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.6 $550k 11k 50.21
At&t (T) 0.5 $480k 12k 41.58
International Business Machines (IBM) 0.5 $472k 2.7k 173.98
iShares MSCI Emerging Markets Indx (EEM) 0.5 $464k 12k 39.36
Johnson & Johnson (JNJ) 0.5 $448k 3.6k 124.48
Capital One Financial (COF) 0.5 $455k 5.3k 86.58
iShares Russell 2000 Index (IWM) 0.5 $448k 3.3k 137.55
Vanguard High Dividend Yield ETF (VYM) 0.5 $453k 5.8k 77.67
General Electric Company 0.4 $422k 14k 29.80
iShares Russell Midcap Index Fund (IWR) 0.4 $427k 2.3k 187.28
Union Pacific Corporation (UNP) 0.4 $390k 3.7k 106.01
Altria (MO) 0.4 $389k 5.4k 71.47
Intuit (INTU) 0.4 $391k 3.4k 115.85
Facebook Inc cl a (META) 0.4 $392k 2.8k 141.93
Biogen Idec (BIIB) 0.4 $370k 1.4k 273.06
Schwab Strategic Tr us aggregate b (SCHZ) 0.4 $374k 7.2k 51.75
Wal-Mart Stores (WMT) 0.4 $367k 5.1k 71.99
Schwab Emerging Markets Equity ETF (SCHE) 0.4 $352k 15k 24.00
Alphabet Inc Class A cs (GOOGL) 0.4 $355k 417.00 850.30
Chevron Corporation (CVX) 0.3 $340k 3.2k 107.32
Schwab U S Broad Market ETF (SCHB) 0.3 $341k 6.0k 57.13
iShares MSCI EAFE Index Fund (EFA) 0.3 $337k 5.4k 62.30
Schlumberger (SLB) 0.3 $328k 4.2k 78.10
SPDR S&P MidCap 400 ETF (MDY) 0.3 $291k 933.00 311.90
E.I. du Pont de Nemours & Company 0.3 $284k 3.5k 80.36
Amazon (AMZN) 0.3 $288k 325.00 886.15
iShares Lehman Aggregate Bond (AGG) 0.3 $285k 2.6k 108.49
Danaher Corporation (DHR) 0.3 $273k 3.2k 85.58
Visa (V) 0.3 $279k 3.1k 88.94
iShares Russell 1000 Growth Index (IWF) 0.3 $276k 2.4k 113.77
Colgate-Palmolive Company (CL) 0.3 $263k 3.6k 73.26
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $264k 5.2k 50.51
Pfizer (PFE) 0.3 $260k 7.6k 34.15
Bristol Myers Squibb (BMY) 0.3 $257k 4.7k 54.44
Raytheon Company 0.3 $252k 1.7k 152.73
Philip Morris International (PM) 0.3 $255k 2.3k 113.08
Praxair 0.3 $260k 2.2k 118.45
Mondelez Int (MDLZ) 0.3 $251k 5.8k 43.12
Marsh & McLennan Companies (MMC) 0.2 $236k 3.2k 73.98
iShares S&P MidCap 400 Index (IJH) 0.2 $225k 1.3k 171.23
Bank of America Corporation (BAC) 0.2 $218k 9.2k 23.60
Verizon Communications (VZ) 0.2 $221k 4.5k 48.76
Sch Us Mid-cap Etf etf (SCHM) 0.2 $219k 4.6k 47.32
Cisco Systems (CSCO) 0.2 $202k 6.0k 33.81
Schwab Strategic Tr us reit etf (SCHH) 0.2 $205k 5.0k 40.75
Kraft Heinz (KHC) 0.2 $208k 2.3k 90.87
Vanguard Malvern Fds strm infproidx (VTIP) 0.2 $200k 4.0k 49.46