REDW Stanley Financial Advisors

REDW Stanley Financial Advisors as of June 30, 2017

Portfolio Holdings for REDW Stanley Financial Advisors

REDW Stanley Financial Advisors holds 72 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard REIT ETF (VNQ) 19.8 $20M 244k 83.23
Vanguard Short-Term Bond ETF (BSV) 18.5 $19M 237k 79.85
Vanguard Mid-Cap ETF (VO) 8.3 $8.5M 60k 142.53
Rydex S&P Equal Weight ETF 7.5 $7.6M 82k 92.68
Spdr S&p 500 Etf (SPY) 5.9 $6.0M 25k 241.80
Vanguard Emerging Markets ETF (VWO) 3.5 $3.6M 88k 40.83
Vanguard Total Bond Market ETF (BND) 2.4 $2.5M 30k 81.84
Berkshire Hathaway (BRK.B) 2.1 $2.2M 13k 169.35
Apple (AAPL) 2.1 $2.2M 15k 144.02
Vanguard Growth ETF (VUG) 1.9 $1.9M 15k 127.05
Vanguard Europe Pacific ETF (VEA) 1.7 $1.8M 43k 41.31
Vanguard Small-Cap ETF (VB) 1.5 $1.6M 12k 135.57
Intel Corporation (INTC) 1.4 $1.4M 43k 33.75
Vanguard Total Stock Market ETF (VTI) 1.3 $1.3M 11k 124.49
Schwab International Equity ETF (SCHF) 1.1 $1.1M 35k 31.77
Microsoft Corporation (MSFT) 1.0 $1.0M 15k 68.92
Vanguard Value ETF (VTV) 0.7 $705k 7.3k 96.52
Exxon Mobil Corporation (XOM) 0.7 $691k 8.6k 80.69
iShares Russell 1000 Value Index (IWD) 0.7 $686k 5.9k 116.35
JPMorgan Chase & Co. (JPM) 0.6 $644k 7.0k 91.45
3M Company (MMM) 0.6 $623k 3.0k 208.15
Procter & Gamble Company (PG) 0.6 $615k 7.1k 87.17
iShares S&P 500 Growth Index (IVW) 0.6 $611k 4.5k 136.84
Vanguard Intermediate-Term Bond ETF (BIV) 0.6 $563k 6.7k 84.50
iShares MSCI Emerging Markets Indx (EEM) 0.5 $470k 11k 41.42
iShares Russell 2000 Index (IWM) 0.5 $459k 3.3k 140.93
Johnson & Johnson (JNJ) 0.4 $447k 3.4k 132.41
Intuit (INTU) 0.4 $448k 3.4k 132.74
At&t (T) 0.4 $436k 12k 37.73
iShares Russell Midcap Index Fund (IWR) 0.4 $438k 2.3k 192.11
Capital One Financial (COF) 0.4 $434k 5.3k 82.59
International Business Machines (IBM) 0.4 $417k 2.7k 153.70
Biogen Idec (BIIB) 0.4 $419k 1.5k 271.20
Schwab Strategic Tr us aggregate b (SCHZ) 0.4 $421k 8.1k 52.20
Facebook Inc cl a (META) 0.4 $417k 2.8k 150.98
Union Pacific Corporation (UNP) 0.4 $401k 3.7k 108.97
Schwab U S Broad Market ETF (SCHB) 0.4 $401k 6.9k 58.40
Alphabet Inc Class A cs (GOOGL) 0.4 $401k 432.00 928.57
Wal-Mart Stores (WMT) 0.4 $386k 5.1k 75.72
Schwab Emerging Markets Equity ETF (SCHE) 0.4 $377k 15k 24.82
Altria (MO) 0.4 $363k 4.9k 74.54
Chevron Corporation (CVX) 0.3 $323k 3.1k 104.50
General Electric Company 0.3 $323k 12k 27.05
iShares MSCI EAFE Index Fund (EFA) 0.3 $326k 5.0k 65.11
Amazon (AMZN) 0.3 $315k 325.00 969.23
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $293k 5.8k 50.38
E.I. du Pont de Nemours & Company 0.3 $285k 3.5k 80.65
Praxair 0.3 $291k 2.2k 132.57
Visa (V) 0.3 $282k 3.0k 93.84
iShares Russell 1000 Growth Index (IWF) 0.3 $289k 2.4k 119.13
Vanguard High Dividend Yield ETF (VYM) 0.3 $287k 3.7k 78.20
SPDR S&P MidCap 400 ETF (MDY) 0.3 $281k 883.00 318.23
Bristol Myers Squibb (BMY) 0.3 $264k 4.7k 55.81
Raytheon Company 0.3 $266k 1.7k 161.21
Colgate-Palmolive Company (CL) 0.3 $266k 3.6k 74.09
Philip Morris International (PM) 0.3 $265k 2.3k 117.52
Schlumberger (SLB) 0.3 $265k 4.0k 65.92
Danaher Corporation (DHR) 0.3 $269k 3.2k 84.33
Mondelez Int (MDLZ) 0.2 $251k 5.8k 43.12
Pfizer (PFE) 0.2 $249k 7.4k 33.54
Marsh & McLennan Companies (MMC) 0.2 $249k 3.2k 78.06
iShares Lehman Aggregate Bond (AGG) 0.2 $243k 2.2k 109.61
Schwab Strategic Tr us reit etf (SCHH) 0.2 $244k 5.9k 41.29
Bank of America Corporation (BAC) 0.2 $224k 9.2k 24.25
iShares S&P MidCap 400 Index (IJH) 0.2 $229k 1.3k 174.28
MasterCard Incorporated (MA) 0.2 $214k 1.8k 121.59
Nextera Energy (NEE) 0.2 $210k 1.5k 140.37
American Express Company (AXP) 0.2 $201k 2.4k 84.17
Norfolk Southern (NSC) 0.2 $202k 1.7k 121.79
Verizon Communications (VZ) 0.2 $203k 4.5k 44.73
Sch Us Mid-cap Etf etf (SCHM) 0.2 $209k 4.3k 48.13
Fortis (FTS) 0.2 $203k 5.8k 35.19