REDW Stanley Financial Advisors

REDW Wealth as of Dec. 31, 2024

Portfolio Holdings for REDW Wealth

REDW Wealth holds 104 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.8 $46M 157k 289.81
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 8.7 $25M 437k 57.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.8 $23M 472k 47.82
American Centy Etf Tr Us Eqt Etf (AVUS) 6.1 $18M 182k 96.93
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.9 $14M 279k 50.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.3 $12M 159k 77.27
Ishares Tr Core S&p500 Etf (IVV) 3.6 $11M 18k 588.70
Dimensional Etf Trust Us High Profitab (DUHP) 3.6 $10M 308k 33.79
Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $7.6M 86k 89.08
Ishares Msci Emrg Chn (EMXC) 2.6 $7.6M 137k 55.45
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $7.0M 72k 96.90
Ishares Tr Msci Emg Mkt Etf (EEM) 1.8 $5.2M 125k 41.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $4.9M 28k 175.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $4.5M 103k 44.04
Flexshares Tr Hig Yld Vl Etf (HYGV) 1.5 $4.2M 104k 40.68
Apple (AAPL) 1.4 $4.1M 16k 250.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.6M 6.2k 586.08
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $3.6M 45k 80.27
Ishares Tr Core Msci Eafe (IEFA) 1.2 $3.5M 50k 70.28
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.2 $3.5M 60k 58.00
Microsoft Corporation (MSFT) 1.1 $3.3M 7.8k 421.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $3.0M 134k 22.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $2.8M 39k 71.91
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $2.8M 48k 58.79
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.6M 10k 264.13
Ishares Tr Russell 2000 Etf (IWM) 0.8 $2.4M 11k 220.96
Ishares Tr Ibonds Dec 2031 (IBDW) 0.8 $2.3M 115k 20.35
Vanguard Index Fds Value Etf (VTV) 0.8 $2.3M 14k 169.30
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $2.2M 37k 58.18
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.7 $2.0M 33k 61.37
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.9M 4.5k 410.44
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.6M 16k 101.53
Amazon (AMZN) 0.5 $1.5M 7.1k 219.39
Ishares Core Msci Emkt (IEMG) 0.5 $1.4M 28k 52.22
Tesla Motors (TSLA) 0.5 $1.4M 3.5k 403.84
Global X Fds Us Infr Dev Etf (PAVE) 0.5 $1.4M 34k 40.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $1.3M 49k 27.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 2.8k 453.28
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $1.3M 25k 51.14
Ishares Tr Ibonds Dec 2032 (IBDX) 0.4 $1.2M 49k 24.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.1M 2.2k 511.23
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $1.1M 44k 25.05
Flexshares Tr Qlt Div Def Idx (QDEF) 0.4 $1.1M 15k 70.22
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $1.1M 50k 21.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $995k 13k 78.01
Global X Fds Aging Population (AGNG) 0.3 $978k 32k 30.19
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $972k 46k 21.06
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $970k 9.4k 103.30
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $926k 30k 30.78
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $912k 9.5k 96.53
Vanguard Index Fds Small Cp Etf (VB) 0.3 $859k 3.6k 240.28
Caterpillar (CAT) 0.3 $848k 2.3k 362.76
Ishares Tr Exponential Tech (XT) 0.2 $671k 11k 59.66
Meta Platforms Cl A (META) 0.2 $668k 1.1k 585.51
Wal-Mart Stores (WMT) 0.2 $660k 7.3k 90.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $646k 1.2k 538.81
NVIDIA Corporation (NVDA) 0.2 $642k 4.8k 134.29
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $601k 9.9k 60.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $591k 3.1k 190.44
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $584k 19k 30.48
Alphabet Cap Stk Cl A (GOOGL) 0.2 $567k 3.0k 189.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $562k 30k 18.50
Ishares Tr Ultra Short-term (ICSH) 0.2 $546k 11k 50.43
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $513k 21k 24.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $424k 15k 27.87
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $396k 15k 26.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $395k 693.00 569.57
Procter & Gamble Company (PG) 0.1 $367k 2.2k 167.65
Global X Fds Artificial Etf (AIQ) 0.1 $362k 9.4k 38.64
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $354k 4.0k 88.40
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $346k 1.8k 197.49
Select Sector Spdr Tr Technology (XLK) 0.1 $338k 1.5k 232.59
Exxon Mobil Corporation (XOM) 0.1 $330k 3.1k 107.56
Oracle Corporation (ORCL) 0.1 $324k 1.9k 166.64
Tcw Etf Trust Transform System (PWRD) 0.1 $315k 4.3k 72.57
Motorola Solutions Com New (MSI) 0.1 $306k 662.00 462.23
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $306k 13k 22.80
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $304k 14k 21.33
Ishares Tr Msci Eafe Etf (EFA) 0.1 $304k 4.0k 75.61
Tg Therapeutics (TGTX) 0.1 $301k 10k 30.10
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $293k 5.1k 57.32
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.1 $291k 5.8k 50.20
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $280k 6.9k 40.49
Delta Air Lines Inc Del Com New (DAL) 0.1 $280k 4.6k 60.50
Ishares Em Mkts Div Etf (DVYE) 0.1 $277k 11k 25.83
Costco Wholesale Corporation (COST) 0.1 $271k 296.00 916.27
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $270k 10k 26.63
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $268k 2.0k 137.57
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $258k 1.3k 201.82
Deere & Company (DE) 0.1 $255k 602.00 423.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $249k 619.00 401.73
Tcw Etf Trust Transform Supply (SUPP) 0.1 $246k 3.9k 62.79
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $244k 7.2k 34.13
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $238k 1.9k 127.59
Abbott Laboratories (ABT) 0.1 $234k 2.1k 113.10
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $224k 1.9k 115.22
Abbvie (ABBV) 0.1 $218k 1.2k 177.70
Ishares Tr Ibonds Dec 2033 (IBDY) 0.1 $218k 8.7k 25.10
Visa Com Cl A (V) 0.1 $217k 687.00 316.04
Flexshares Tr Intl Qltdv Def (IQDE) 0.1 $216k 11k 20.34
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $211k 8.5k 24.90
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $211k 752.00 280.06
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $208k 7.2k 29.01
Chevron Corporation (CVX) 0.1 $200k 1.4k 144.81