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Small Cap Value Admiral Shares shares owned by Redwood Wealth Management Group

Quarter-by-quarter ownership of Small Cap Value Admiral Shares (VSIAX) shares owned by Redwood Wealth Management Group from 13F filings

Historical chart of Redwood Wealth Management Group investment in Small Cap Value Admiral Shares

Tip: Access up to 7 years of quarterly data

All positions including Small Cap Value Admiral Shares held by Redwood Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Small Cap Value Admiral Shares by Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 20k 86.30

More positions owned by Redwood Wealth Management Group

Schwab Value Advantage Money Investor Shares MMN (SWVXX)
Schwab Government Money Inv MMN (SNVXX)
Hon Hai Precision Ordf Ufo (HNHAF)
Microsoft Corporation (MSFT)
International Business Machines (IBM)
Apple (AAPL)
Schwab Value Advantage Money Ultra Shares MMN (SNAXX)
Ishares S&p 500 Growth Etf Uie (IVW)
Ishares Core S&p 500 Etf Uie (IVV)
NVIDIA Corporation (NVDA)
Ishares Russell 2000 Etf Uie (IWM)
Energy Transfer MLP (ET)
Fidelity Advisor Growth Opps I MFC (FAGCX)
Broadcom (AVGO)
Spdr S&p Dividend Etf Uie (SDY)

View all positions for Redwood Wealth Management Group

Top funds holding Small Cap Value Admiral Shares

Silvercrest Asset Management Group
Fulton Bank, NA
First Merchants Bank, National Association
Redwood Wealth Management Group
Grey Fox Wealth Advisors
Arvest Trust
Arvest Trust Co N A
Alpine Bank Wealth Management
Tower Bridge Advisors
C.M. Bidwell & Associates
Financial Gravity Companies
Financial Gravity Wealth

View all funds holding Small Cap Value Admiral Shares