REDW Stanley Financial Advisors

REDW Wealth as of Dec. 31, 2025

Portfolio Holdings for REDW Wealth

REDW Wealth holds 102 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 9.4 $25M 74k 335.27
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 8.2 $22M 340k 63.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.3 $19M 307k 62.47
American Centy Etf Tr Us Eqt Etf (AVUS) 6.3 $17M 147k 111.78
Ishares Tr Core S&p500 Etf (IVV) 5.5 $14M 21k 684.93
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.2 $14M 268k 50.59
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.0 $13M 167k 78.81
Dimensional Etf Trust Us High Profitab (DUHP) 3.5 $9.3M 244k 38.03
Ishares Msci Emrg Chn (EMXC) 3.0 $7.9M 108k 72.68
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $7.1M 72k 99.88
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.2 $5.7M 69k 82.32
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.1 $5.5M 72k 77.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $5.0M 93k 53.76
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $4.7M 53k 88.49
Ishares Tr Core Msci Eafe (IEFA) 1.7 $4.6M 51k 89.46
Apple (AAPL) 1.4 $3.7M 14k 271.86
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $3.4M 57k 59.93
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $3.4M 40k 83.75
Victory Portfolios Ii Short Trm Bd Etf (USTB) 1.2 $3.2M 63k 50.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $3.1M 16k 191.56
Vanguard Index Fds Value Etf (VTV) 1.2 $3.1M 16k 190.99
Ishares Tr Russell 2000 Etf (IWM) 1.1 $2.9M 12k 246.16
Vanguard Index Fds Growth Etf (VUG) 1.1 $2.8M 5.8k 487.86
Global X Fds Us Infr Dev Etf (PAVE) 0.9 $2.4M 50k 47.79
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.9 $2.3M 19k 121.75
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.3M 8.0k 290.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $2.3M 31k 74.07
T Rowe Price Etf Price Blue Chip (TCHP) 0.9 $2.3M 46k 49.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.1M 3.1k 681.92
Ishares Core Msci Emkt (IEMG) 0.8 $2.0M 30k 67.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $2.0M 17k 123.26
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $1.8M 31k 58.73
Ishares Tr Ibonds Dec 2031 (IBDW) 0.6 $1.7M 79k 21.15
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.6M 61k 26.23
Microsoft Corporation (MSFT) 0.6 $1.5M 3.2k 483.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.5M 55k 27.43
Tesla Motors (TSLA) 0.6 $1.5M 3.3k 449.72
Spdr Series Trust State Street Spd (SPYV) 0.5 $1.4M 25k 56.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.4M 2.8k 502.65
Caterpillar (CAT) 0.5 $1.3M 2.3k 572.87
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.5 $1.3M 43k 30.88
Flexshares Tr Qlt Div Def Idx (QDEF) 0.5 $1.3M 16k 80.96
Amazon (AMZN) 0.5 $1.2M 5.2k 230.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.2M 1.9k 614.31
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.4 $1.2M 28k 40.73
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.4 $1.1M 9.0k 118.16
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $1.1M 48k 22.07
Ishares Tr Ibonds Dec 2032 (IBDX) 0.4 $1.1M 41k 25.53
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $938k 9.2k 101.98
Global X Fds Aging Population (AGNG) 0.3 $911k 25k 35.90
Alphabet Cap Stk Cl C (GOOG) 0.3 $861k 2.7k 313.82
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $829k 11k 77.53
Ishares Tr Ultra Short Dur (ICSH) 0.3 $826k 16k 50.58
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $813k 25k 32.89
NVIDIA Corporation (NVDA) 0.3 $764k 4.1k 186.50
Alphabet Cap Stk Cl A (GOOGL) 0.3 $751k 2.4k 313.00
Wal-Mart Stores (WMT) 0.3 $726k 6.5k 111.41
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $706k 18k 39.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $694k 8.7k 79.73
Ishares Tr Future Exponenti (XT) 0.2 $645k 9.3k 69.74
Fidelity Covington Trust Enhanced Small (FESM) 0.2 $596k 16k 37.78
Meta Platforms Cl A (META) 0.2 $518k 785.00 660.09
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $486k 20k 24.37
Vanguard Index Fds Small Cp Etf (VB) 0.2 $479k 1.9k 257.95
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $474k 8.7k 54.71
Flexshares Tr Stoxx Globr Inf (NFRA) 0.2 $436k 7.2k 60.51
Spdr Series Trust State Street Spd (SPTL) 0.2 $428k 16k 26.47
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $388k 16k 24.04
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $385k 4.0k 96.27
Ishares Tr Msci Eafe Etf (EFA) 0.1 $382k 4.0k 96.03
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $378k 11k 36.06
Global X Fds Artificial Etf (AIQ) 0.1 $370k 7.3k 50.86
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.1 $368k 12k 30.99
Spdr Series Trust State Street Spd (XNTK) 0.1 $355k 1.3k 277.88
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $350k 581.00 603.11
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $334k 10k 32.62
Exxon Mobil Corporation (XOM) 0.1 $333k 2.8k 120.34
Ishares Em Mkts Div Etf (DVYE) 0.1 $327k 11k 31.16
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $325k 1.1k 303.89
Procter & Gamble Company (PG) 0.1 $323k 2.3k 143.31
Tcw Etf Trust Transform System (PWRD) 0.1 $321k 3.3k 96.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $318k 7.2k 44.41
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $314k 5.5k 56.96
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $314k 13k 23.41
Delta Air Lines Inc Del Com New (DAL) 0.1 $303k 4.4k 69.40
Abbvie (ABBV) 0.1 $302k 1.3k 228.49
Motorola Solutions Com New (MSI) 0.1 $294k 766.00 383.47
Deere & Company (DE) 0.1 $280k 602.00 465.57
Spdr Gold Tr Gold Shs (GLD) 0.1 $276k 697.00 396.31
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $276k 1.8k 154.82
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $274k 2.3k 120.18
Eli Lilly & Co. (LLY) 0.1 $270k 251.00 1074.59
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $269k 1.9k 143.52
Visa Com Cl A (V) 0.1 $245k 699.00 350.71
Abbott Laboratories (ABT) 0.1 $242k 1.9k 125.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $227k 752.00 302.11
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $220k 11k 20.89
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $210k 4.5k 46.71
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $206k 6.3k 32.75
Vistra Energy (VST) 0.1 $204k 1.3k 161.33
Chevron Corporation (CVX) 0.1 $203k 1.3k 152.35
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $201k 1.4k 144.01