REDW Stanley Financial Advisors

REDW Wealth as of March 31, 2025

Portfolio Holdings for REDW Wealth

REDW Wealth holds 103 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 14.8 $40M 145k 274.84
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 8.6 $23M 408k 56.47
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $22M 438k 50.83
American Centy Etf Tr Us Eqt Etf (AVUS) 6.0 $16M 174k 92.38
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.3 $14M 279k 50.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.5 $12M 156k 78.28
Ishares Tr Core S&p500 Etf (IVV) 4.5 $12M 21k 561.90
Dimensional Etf Trust Us High Profitab (DUHP) 3.4 $9.2M 279k 33.14
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $8.2M 83k 98.92
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $7.5M 82k 90.54
Ishares Msci Emrg Chn (EMXC) 2.6 $7.1M 129k 55.09
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $5.4M 123k 43.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $4.4M 98k 45.26
Ishares Tr Core Msci Eafe (IEFA) 1.6 $4.3M 56k 75.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $3.9M 22k 173.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.4 $3.6M 45k 81.76
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $3.5M 58k 59.40
Flexshares Tr Hig Yld Vl Etf (HYGV) 1.2 $3.3M 83k 40.38
Apple (AAPL) 1.2 $3.1M 14k 222.12
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $2.7M 46k 60.17
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $2.7M 41k 66.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.7M 4.8k 559.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $2.6M 36k 73.45
Ishares Tr Russell 2000 Etf (IWM) 0.9 $2.5M 13k 199.49
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.5M 9.6k 258.63
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.2M 5.9k 370.82
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $2.1M 37k 58.69
Global X Fds Us Infr Dev Etf (PAVE) 0.7 $1.9M 50k 37.73
Vanguard Index Fds Value Etf (VTV) 0.7 $1.7M 10k 172.74
Ishares Core Msci Emkt (IEMG) 0.6 $1.7M 31k 53.97
Ishares Tr Ibonds Dec 2031 (IBDW) 0.6 $1.7M 80k 20.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.5M 17k 92.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 2.8k 532.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $1.3M 48k 27.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.3M 61k 21.53
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $1.3M 25k 51.07
Microsoft Corporation (MSFT) 0.4 $1.2M 3.2k 375.38
Amazon (AMZN) 0.4 $1.1M 5.9k 190.26
Flexshares Tr Qlt Div Def Idx (QDEF) 0.4 $1.1M 15k 69.89
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $1.1M 49k 21.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.0M 2.2k 468.92
Ishares Tr Ibonds Dec 2032 (IBDX) 0.4 $1.0M 41k 24.99
Global X Fds Aging Population (AGNG) 0.4 $1.0M 33k 31.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $991k 13k 78.94
Tesla Motors (TSLA) 0.3 $878k 3.4k 259.16
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $871k 9.4k 92.79
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $805k 9.2k 87.17
Caterpillar (CAT) 0.3 $798k 2.4k 329.80
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $792k 28k 28.15
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $704k 11k 63.53
Ishares Tr Exponential Tech (XT) 0.2 $639k 11k 57.56
Wal-Mart Stores (WMT) 0.2 $626k 7.1k 87.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $616k 1.2k 513.91
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $609k 24k 25.15
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $592k 19k 30.87
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $511k 21k 24.34
Ishares Tr Ultra Short-term (ICSH) 0.2 $493k 9.7k 50.70
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $475k 17k 27.26
Vanguard Index Fds Small Cp Etf (VB) 0.2 $474k 2.1k 221.75
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $450k 21k 21.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $416k 21k 19.78
Procter & Gamble Company (PG) 0.2 $414k 2.4k 170.42
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.2 $411k 8.1k 50.65
Meta Platforms Cl A (META) 0.2 $406k 705.00 576.36
Alphabet Cap Stk Cl A (GOOGL) 0.1 $400k 2.6k 154.64
Tg Therapeutics (TGTX) 0.1 $394k 10k 39.43
Exxon Mobil Corporation (XOM) 0.1 $378k 3.2k 118.92
Alphabet Cap Stk Cl C (GOOG) 0.1 $368k 2.4k 156.23
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $365k 684.00 533.47
T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $358k 9.4k 38.09
Global X Fds Artificial Etf (AIQ) 0.1 $357k 9.8k 36.38
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $340k 4.0k 85.07
NVIDIA Corporation (NVDA) 0.1 $328k 3.0k 108.38
Tcw Etf Trust Transform System (PWRD) 0.1 $320k 4.6k 69.75
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.1 $319k 20k 15.95
Ishares Tr Msci Eafe Etf (EFA) 0.1 $315k 3.9k 81.73
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $310k 13k 23.13
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $310k 14k 21.77
Motorola Solutions Com New (MSI) 0.1 $290k 662.00 437.81
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $288k 5.0k 57.60
Ishares Em Mkts Div Etf (DVYE) 0.1 $286k 11k 27.29
Deere & Company (DE) 0.1 $283k 602.00 469.35
Costco Wholesale Corporation (COST) 0.1 $280k 296.00 945.78
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $278k 6.6k 42.08
Abbott Laboratories (ABT) 0.1 $274k 2.1k 132.65
Abbvie (ABBV) 0.1 $272k 1.3k 209.52
Oracle Corporation (ORCL) 0.1 $272k 1.9k 139.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $261k 7.2k 36.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $260k 1.8k 146.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $257k 10k 25.04
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $247k 8.0k 30.80
Tcw Etf Trust Transform Supply (SUPP) 0.1 $246k 4.3k 57.79
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $245k 1.3k 191.81
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $243k 2.3k 104.57
Chevron Corporation (CVX) 0.1 $241k 1.4k 167.31
Visa Com Cl A (V) 0.1 $241k 687.00 350.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $241k 1.9k 128.96
Direxion Shs Etf Tr Daily Regional (DPST) 0.1 $217k 2.5k 86.58
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $214k 8.5k 25.26
Automatic Data Processing (ADP) 0.1 $208k 682.00 305.53
Spdr Gold Tr Gold Shs (GLD) 0.1 $200k 695.00 288.14
Oaktree Specialty Lending Corp (OCSL) 0.1 $200k 13k 15.36
Sandstorm Gold Com New (SAND) 0.1 $189k 25k 7.55