REDW Stanley Financial Advisors

REDW Wealth as of June 30, 2026

Portfolio Holdings for REDW Wealth

REDW Wealth holds 104 positions in its portfolio as reported in the June 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 $24M 66k 370.04
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 7.0 $20M 270k 72.28
American Centy Etf Tr Us Eqt Etf (AVUS) 6.7 $19M 146k 128.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.5 $18M 257k 71.25
Ishares Tr Core S&p500 Etf (IVV) 5.3 $15M 20k 748.90
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.4 $12M 243k 50.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.9 $11M 139k 77.91
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.5 $9.8M 110k 89.20
Ishares Msci Emrg Chn (EMXC) 3.4 $9.4M 92k 102.30
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.9 $8.1M 84k 96.49
Victory Portfolios Ii Short Trm Bd Etf (USTB) 2.9 $8.0M 158k 50.62
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $6.7M 68k 98.98
Dimensional Etf Trust Us High Prof Etf (DUHP) 2.3 $6.4M 152k 41.73
Vanguard Index Fds Value Etf (VTV) 2.1 $6.0M 27k 217.93
Ishares Tr Core Msci Eafe (IEFA) 1.6 $4.4M 46k 96.58
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $4.3M 45k 96.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $4.2M 71k 59.69
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.5 $4.1M 32k 127.81
T Rowe Price Exchange-traded Price Blue Chip (TCHP) 1.4 $3.9M 78k 50.09
Apple (AAPL) 1.2 $3.4M 12k 289.35
Ishares Tr Russell 2000 Etf (IWM) 1.2 $3.4M 11k 300.45
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 1.2 $3.3M 25k 129.02
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $3.2M 39k 82.65
Global X Fds Us Infr Dev Etf (PAVE) 1.1 $3.1M 52k 58.92
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.1 $3.0M 51k 58.98
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $2.8M 34k 80.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $2.7M 13k 212.77
Caterpillar (CAT) 0.9 $2.5M 2.3k 1064.90
Ishares Core Msci Emkt (IEMG) 0.8 $2.4M 28k 82.84
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 0.8 $2.3M 65k 36.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $2.3M 17k 137.53
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.2M 25k 86.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $2.1M 28k 73.41
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $2.0M 2.7k 746.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.8M 61k 28.96
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.7M 54k 31.71
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $1.7M 29k 58.20
Spdr Series Trust St Str P500val (SPYV) 0.6 $1.6M 26k 60.79
Fidelity Covington Trust Enhanced Sml Cap (FESM) 0.6 $1.6M 32k 48.29
Ishares Tr Ibonds Dec 2031 (IBDW) 0.5 $1.5M 72k 20.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.4M 2.9k 500.39
Tesla Motors (TSLA) 0.5 $1.4M 3.3k 420.60
Flexshares Tr Qlt Div Def Idx (QDEF) 0.5 $1.4M 16k 87.02
Amazon (AMZN) 0.5 $1.3M 5.5k 238.34
Microsoft Corporation (MSFT) 0.4 $1.2M 3.3k 373.03
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $1.0M 8.2k 124.76
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.4 $997k 25k 40.26
NVIDIA Corporation (NVDA) 0.4 $988k 4.9k 200.09
Alphabet Cap Stk Cl C (GOOG) 0.3 $963k 2.7k 353.37
Ishares Tr Ibonds Dec 2032 (IBDX) 0.3 $949k 38k 25.19
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $917k 42k 21.80
Alphabet Cap Stk Cl A (GOOGL) 0.3 $916k 2.6k 357.37
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.3 $900k 23k 38.79
Ishares Tr Ultra Short Dur (ICSH) 0.3 $792k 16k 50.58
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $770k 9.4k 82.27
Wal-Mart Stores (WMT) 0.3 $750k 6.6k 113.26
Ishares Tr U.s. Tech Etf (IYW) 0.3 $710k 2.8k 252.25
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $677k 14k 49.18
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $666k 8.4k 79.03
Ishares Tr Futu Expo Te Etf (XT) 0.2 $613k 7.4k 82.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $608k 825.00 736.40
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $566k 8.3k 68.41
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $514k 1.1k 477.57
American Centy Etf Tr Short Durtn Strg (SDSI) 0.2 $511k 9.9k 51.35
Spdr Series Trust St Str Nyse Tech (XNTK) 0.2 $499k 1.3k 390.65
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $481k 20k 24.14
Vanguard Index Fds Small Cp Etf (VB) 0.2 $479k 1.6k 303.12
Flexshares Tr Stoxx Globr Inf (NFRA) 0.2 $462k 7.2k 64.12
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $447k 4.1k 110.32
Meta Platforms Cl A (META) 0.2 $425k 754.00 563.29
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $417k 15k 27.70
Delta Air Lines Com New (DAL) 0.1 $413k 4.4k 93.66
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $411k 584.00 703.58
Tcw Etf Trust Trans Syste Etf (PWRD) 0.1 $410k 3.3k 122.96
Exxon Mobil Corporation (XOM) 0.1 $398k 2.9k 136.72
Deere & Company (DE) 0.1 $387k 610.00 634.33
Ishares Tr Msci Eafe Etf (EFA) 0.1 $382k 3.7k 103.88
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $367k 5.5k 66.44
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $361k 7.2k 50.39
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.1 $356k 11k 32.14
Spdr Series Trust St Lon Treas Etf (SPTL) 0.1 $347k 13k 26.23
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $347k 10k 33.84
Abbvie (ABBV) 0.1 $343k 1.4k 251.64
Global X Fds Artificial Etf (AIQ) 0.1 $340k 5.2k 65.61
Procter & Gamble Company (PG) 0.1 $340k 2.3k 146.64
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.1 $327k 8.3k 39.68
Motorola Solutions Com New (MSI) 0.1 $326k 785.00 415.43
Eli Lilly & Co. (LLY) 0.1 $319k 266.00 1200.31
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $319k 14k 23.16
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $302k 2.0k 148.31
Spdr Gold Tr Gold Shs (GLD) 0.1 $295k 801.00 368.38
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $283k 1.8k 158.64
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $275k 752.00 365.70
Global X Fds Aging Popul Etf (AGNG) 0.1 $273k 7.6k 36.02
Visa Com Cl A (V) 0.1 $256k 747.00 343.09
JPMorgan Chase & Co. (JPM) 0.1 $241k 736.00 327.33
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $238k 4.5k 53.50
Chevron Corporation (CVX) 0.1 $238k 1.4k 165.78
Victory Portfolios Ii Core Plus Bd Etf (UBND) 0.1 $231k 11k 21.73
Costco Wholesale Corporation (COST) 0.1 $230k 246.00 934.07
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $212k 1.3k 158.03
Ishares Tr Us Consm Staples (IYK) 0.1 $211k 2.9k 72.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $207k 2.4k 85.49
Cisco Systems (CSCO) 0.1 $203k 1.7k 117.46