REDW Stanley Financial Advisors

REDW Wealth as of June 30, 2025

Portfolio Holdings for REDW Wealth

REDW Wealth holds 106 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 9.8 $25M 81k 303.93
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 9.4 $24M 396k 60.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.6 $19M 334k 57.01
American Centy Etf Tr Us Eqt Etf (AVUS) 7.0 $18M 175k 100.82
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.6 $14M 278k 50.68
Ishares Tr Core S&p500 Etf (IVV) 5.3 $13M 21k 620.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.0 $13M 160k 78.70
Dimensional Etf Trust Us High Profitab (DUHP) 3.8 $9.5M 268k 35.56
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $7.8M 79k 99.20
Ishares Msci Emrg Chn (EMXC) 2.8 $7.0M 112k 63.14
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $5.7M 64k 89.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $4.7M 96k 49.46
Ishares Tr Core Msci Eafe (IEFA) 1.9 $4.7M 56k 83.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.4 $3.6M 44k 82.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $3.6M 20k 181.74
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.4 $3.5M 59k 59.81
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.4 $3.4M 46k 74.01
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.3 $3.3M 48k 68.54
Apple (AAPL) 1.1 $2.9M 14k 205.17
Ishares Tr Russell 2000 Etf (IWM) 1.1 $2.7M 13k 215.79
Vanguard Index Fds Growth Etf (VUG) 1.1 $2.7M 6.0k 438.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.5M 4.1k 617.85
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.4M 8.5k 279.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $2.4M 32k 73.63
Global X Fds Us Infr Dev Etf (PAVE) 0.9 $2.1M 49k 43.58
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.8 $2.1M 50k 41.03
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $2.0M 34k 58.78
Ishares Core Msci Emkt (IEMG) 0.8 $1.9M 32k 60.03
Vanguard Index Fds Value Etf (VTV) 0.7 $1.8M 10k 176.74
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.8M 17k 110.10
Ishares Tr Ibonds Dec 2031 (IBDW) 0.7 $1.7M 80k 21.04
Microsoft Corporation (MSFT) 0.6 $1.6M 3.1k 497.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.5M 61k 23.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.4M 2.9k 485.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.4M 52k 26.50
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.5 $1.3M 25k 52.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.3M 2.3k 551.64
Flexshares Tr Qlt Div Def Idx (QDEF) 0.5 $1.2M 16k 74.05
Amazon (AMZN) 0.5 $1.1M 5.2k 219.39
Tesla Motors (TSLA) 0.4 $1.1M 3.4k 317.66
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $1.1M 49k 21.98
Ishares Tr Ibonds Dec 2032 (IBDX) 0.4 $1.1M 42k 25.29
Global X Fds Aging Population (AGNG) 0.4 $1.0M 33k 31.91
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $1.0M 9.4k 109.20
Caterpillar (CAT) 0.4 $939k 2.4k 388.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $890k 11k 79.50
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $845k 29k 29.43
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $837k 9.2k 91.10
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $812k 32k 25.18
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $812k 11k 72.68
Ishares Tr Exponential Tech (XT) 0.3 $719k 11k 65.25
Wal-Mart Stores (WMT) 0.3 $705k 7.2k 97.78
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $661k 19k 34.48
Ishares Tr Ultra Short Dur (ICSH) 0.2 $534k 11k 50.71
Meta Platforms Cl A (META) 0.2 $523k 709.00 738.09
Vanguard Index Fds Small Cp Etf (VB) 0.2 $517k 2.2k 236.98
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $512k 21k 24.38
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.2 $502k 20k 25.11
NVIDIA Corporation (NVDA) 0.2 $486k 3.1k 157.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $464k 21k 22.10
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.2 $461k 17k 26.58
Alphabet Cap Stk Cl A (GOOGL) 0.2 $458k 2.6k 176.23
T Rowe Price Etf Price Blue Chip (TCHP) 0.2 $457k 10k 45.35
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.2 $452k 8.9k 50.82
Alphabet Cap Stk Cl C (GOOG) 0.2 $428k 2.4k 177.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $418k 8.7k 48.24
Global X Fds Artificial Etf (AIQ) 0.2 $389k 8.9k 43.69
Procter & Gamble Company (PG) 0.2 $378k 2.4k 159.32
Tcw Etf Trust Transform System (PWRD) 0.1 $372k 4.1k 90.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $368k 4.0k 91.97
Tg Therapeutics (TGTX) 0.1 $360k 10k 35.99
Exxon Mobil Corporation (XOM) 0.1 $347k 3.2k 107.79
Ishares Tr Msci Eafe Etf (EFA) 0.1 $344k 3.9k 89.39
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $327k 577.00 566.93
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $313k 13k 23.33
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $312k 5.5k 56.56
Deere & Company (DE) 0.1 $307k 603.00 508.49
Spdr Series Trust Nyse Tech Etf (XNTK) 0.1 $303k 1.3k 237.28
Ishares Em Mkts Div Etf (DVYE) 0.1 $301k 11k 28.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $299k 10k 29.21
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $299k 6.6k 45.29
Oracle Corporation (ORCL) 0.1 $297k 1.4k 218.63
Costco Wholesale Corporation (COST) 0.1 $294k 297.00 990.34
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $290k 7.2k 40.49
Motorola Solutions Com New (MSI) 0.1 $279k 663.00 420.46
Oaktree Specialty Lending Corp (OCSL) 0.1 $273k 20k 13.66
Abbott Laboratories (ABT) 0.1 $265k 1.9k 136.03
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $265k 8.0k 33.01
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $262k 12k 21.16
Direxion Shs Etf Tr Daily Regional (DPST) 0.1 $260k 3.0k 86.79
Tcw Etf Trust Transform Supply (SUPP) 0.1 $252k 3.7k 67.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $249k 1.9k 133.31
Visa Com Cl A (V) 0.1 $248k 698.00 355.05
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $247k 2.3k 109.29
Abbvie (ABBV) 0.1 $246k 1.3k 185.62
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $240k 1.8k 134.79
Spdr Gold Tr Gold Shs (GLD) 0.1 $237k 776.00 304.83
Sandstorm Gold Com New (SAND) 0.1 $236k 25k 9.40
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $218k 7.2k 30.14
Delta Air Lines Inc Del Com New (DAL) 0.1 $214k 4.4k 49.18
Automatic Data Processing (ADP) 0.1 $213k 692.00 308.40
Chevron Corporation (CVX) 0.1 $210k 1.5k 143.15
JPMorgan Chase & Co. (JPM) 0.1 $210k 723.00 289.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $208k 752.00 276.94
Netflix (NFLX) 0.1 $202k 151.00 1339.13
Key (KEY) 0.1 $175k 10k 17.42