REDW Stanley Financial Advisors

REDW Wealth as of March 31, 2026

Portfolio Holdings for REDW Wealth

REDW Wealth holds 99 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 8.7 $22M 68k 320.81
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 7.1 $18M 292k 61.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.8 $17M 267k 64.08
American Centy Etf Tr Us Eqt Etf (AVUS) 6.1 $15M 138k 111.18
Ishares Tr Core S&p500 Etf (IVV) 5.2 $13M 20k 653.21
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.1 $13M 254k 50.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.0 $13M 159k 78.41
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.2 $8.0M 94k 84.84
Ishares Msci Emrg Chn (EMXC) 3.1 $7.8M 99k 78.66
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $6.9M 69k 99.27
Dimensional Etf Trust Us High Profitab (DUHP) 2.7 $6.9M 187k 36.76
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.6 $6.5M 81k 80.58
Victory Portfolios Ii Short Trm Bd Etf (USTB) 2.4 $6.1M 121k 50.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $4.8M 89k 54.05
Ishares Tr Core Msci Eafe (IEFA) 1.7 $4.3M 48k 90.53
Vanguard Index Fds Real Estate Etf (VNQ) 1.7 $4.3M 48k 88.70
Vanguard Index Fds Value Etf (VTV) 1.5 $3.7M 19k 196.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $3.2M 39k 82.75
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $3.2M 53k 59.55
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.2 $3.0M 28k 109.69
T Rowe Price Etf Price Blue Chip (TCHP) 1.1 $2.9M 65k 44.18
Ishares Tr Russell 2000 Etf (IWM) 1.1 $2.8M 11k 248.00
Apple (AAPL) 1.1 $2.8M 11k 253.79
Global X Fds Us Infr Dev Etf (PAVE) 1.1 $2.7M 52k 50.81
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 1.0 $2.6M 23k 115.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $2.4M 13k 191.92
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.3M 8.0k 287.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $2.2M 30k 73.64
Ishares Core Msci Emkt (IEMG) 0.8 $2.1M 29k 69.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.9M 17k 113.11
Vanguard Index Fds Growth Etf (VUG) 0.7 $1.8M 4.2k 436.79
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.7 $1.8M 56k 31.58
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.7M 2.7k 650.34
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $1.7M 29k 58.54
Caterpillar (CAT) 0.7 $1.7M 2.3k 708.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.6M 53k 30.68
Ishares Tr Ibonds Dec 2031 (IBDW) 0.6 $1.6M 76k 20.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.5M 61k 25.10
Spdr Series Trust State Street Spd (SPYV) 0.6 $1.4M 25k 56.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.4M 2.9k 479.20
Flexshares Tr Qlt Div Def Idx (QDEF) 0.5 $1.3M 16k 79.82
Tesla Motors (TSLA) 0.5 $1.2M 3.3k 371.75
Microsoft Corporation (MSFT) 0.5 $1.2M 3.1k 370.22
Amazon (AMZN) 0.4 $1.1M 5.3k 208.27
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.4 $1.1M 27k 40.06
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $1.0M 9.2k 110.48
Ishares Tr Ibonds Dec 2032 (IBDX) 0.4 $994k 39k 25.27
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $993k 45k 21.89
Fidelity Covington Trust Enhanced Small (FESM) 0.4 $984k 26k 38.00
Ishares Tr Ultra Short Dur (ICSH) 0.3 $876k 17k 50.62
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $855k 24k 35.04
Wal-Mart Stores (WMT) 0.3 $814k 6.6k 124.28
Alphabet Cap Stk Cl C (GOOG) 0.3 $772k 2.7k 286.88
NVIDIA Corporation (NVDA) 0.3 $760k 4.4k 174.40
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $743k 9.5k 78.41
Global X Fds Aging Population (AGNG) 0.3 $692k 19k 35.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $667k 8.4k 79.27
Alphabet Cap Stk Cl A (GOOGL) 0.3 $660k 2.3k 287.56
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $552k 14k 40.10
Ishares Tr U.s. Tech Etf (IYW) 0.2 $511k 2.8k 181.39
Ishares Tr Future Exponenti (XT) 0.2 $506k 7.4k 68.15
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $492k 8.7k 56.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $488k 845.00 577.18
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $484k 20k 24.27
Exxon Mobil Corporation (XOM) 0.2 $475k 2.8k 169.66
Flexshares Tr Stoxx Globr Inf (NFRA) 0.2 $460k 7.2k 63.95
Meta Platforms Cl A (META) 0.2 $415k 725.00 572.13
Vanguard Index Fds Small Cp Etf (VB) 0.2 $414k 1.6k 261.92
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $400k 16k 24.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $389k 4.0k 97.23
Spdr Series Trust State Street Spd (SPTL) 0.2 $385k 15k 26.30
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $365k 1.1k 337.95
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $360k 583.00 616.61
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.1 $359k 11k 32.41
Ishares Tr Msci Eafe Etf (EFA) 0.1 $357k 3.7k 97.13
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $354k 9.3k 38.26
Motorola Solutions Com New (MSI) 0.1 $352k 812.00 433.82
Spdr Gold Tr Gold Shs (GLD) 0.1 $343k 798.00 430.29
Deere & Company (DE) 0.1 $341k 605.00 563.30
Procter & Gamble Company (PG) 0.1 $328k 2.3k 144.44
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $327k 5.5k 59.19
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $327k 7.2k 45.65
Tcw Etf Trust Transform System (PWRD) 0.1 $326k 3.3k 97.77
Spdr Series Trust State Street Spd (XNTK) 0.1 $326k 1.3k 255.28
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $320k 14k 23.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $299k 10k 29.13
Delta Air Lines Com New (DAL) 0.1 $290k 4.4k 66.48
Abbvie (ABBV) 0.1 $287k 1.3k 217.49
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $279k 2.2k 124.31
Chevron Corporation (CVX) 0.1 $277k 1.3k 206.88
Global X Fds Artificial Etf (AIQ) 0.1 $264k 5.6k 46.67
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $261k 1.8k 146.57
Costco Wholesale Corporation (COST) 0.1 $233k 233.00 998.57
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $227k 752.00 302.25
Eli Lilly & Co. (LLY) 0.1 $225k 245.00 920.12
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $224k 4.5k 49.69
Visa Com Cl A (V) 0.1 $218k 720.00 302.24
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $207k 6.3k 32.95
Ishares Tr Us Consm Staples (IYK) 0.1 $202k 2.9k 70.03