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REDW Stanley Financial Advisors

Latest statistics and disclosures from REDW Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, JQUA, VEA, AVUS, BSV, and represent 40.59% of REDW Wealth's stock portfolio.
Added to shares of these 10 stocks: VTI, VEA, AVUS, EEM, DUHP, JQUA, DFSV, EMXC, WMT, IBDX.
Started 15 new stock positions in DIS, GLD, QCOM, SCHM, AGNG, AIQ, LRCX, GE, USTB, IBTF. CRM, DFSV, IBDT, VBK, IBDY.
Reduced shares in these 10 stocks: HYGV, PAVE, VNQ, BSV, VGSH, VCIT, RSP, VTV, VWO, VTIP.
Sold out of its positions in FAX, NFRA, FCX, NVG, VTIP.
REDW Wealth was a net buyer of stock by $4.0M.
REDW Wealth has $371M in assets under management (AUM), dropping by 6.41%.
Central Index Key (CIK): 0001688931

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Positions held by REDW Stanley Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for REDW Wealth

REDW Wealth holds 162 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	13.3	$49M	+3%	190k	259.90	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	8.6	$32M	+3%	604k	52.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.4	$31M	+5%	625k	50.17	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.9	$22M	+7%	245k	89.50	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.3	$16M	-6%	210k	76.67	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.1	$12M	+11%	363k	31.61	View chart
Ishares Msci Emrg Chn (EMXC)	3.0	$11M	+5%	196k	57.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.0	$11M	-10%	130k	86.48	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	2.5	$9.2M	-17%	225k	41.11	View chart
Apple (AAPL)	2.5	$9.2M	-2%	54k	171.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	2.4	$8.9M	+3%	176k	50.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.0	$7.5M	-6%	44k	169.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$7.4M	-5%	177k	41.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$6.2M		12k	523.05	View chart
Microsoft Corporation (MSFT)	1.5	$5.4M	-3%	13k	420.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.4	$5.1M	+35%	125k	41.08	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.3	$4.8M	-5%	82k	58.55	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.2	$4.6M	-13%	79k	58.07	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$4.3M	+5%	67k	63.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$4.2M	-3%	17k	249.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$4.0M	-4%	55k	72.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$3.8M	-2%	62k	61.05	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$3.7M	-10%	23k	162.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$3.5M	+4%	61k	57.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$3.1M	-14%	39k	80.51	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.8	$2.9M	+11%	141k	20.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.9M	-6%	6.8k	420.52	View chart
Amazon (AMZN)	0.7	$2.7M		15k	180.38	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$2.6M	-34%	65k	39.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$2.2M		19k	114.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.1M	+2%	6.2k	344.21	View chart
Intuit (INTU)	0.6	$2.0M		3.2k	650.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.0M	-5%	4.5k	444.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.9M		19k	97.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$1.8M	+28%	20k	93.71	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.8M	-2%	23k	77.31	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$1.4M	-9%	71k	20.30	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$1.4M	+8%	18k	79.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$1.4M	-2%	36k	39.02	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$1.4M		27k	50.10	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.4M		6.8k	200.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.3M		16k	84.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.3M	-22%	2.5k	525.72	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.3	$1.3M	+58%	52k	24.81	View chart
Ishares Tr Exponential Tech (XT)	0.3	$1.3M		21k	59.62	View chart
NVIDIA Corporation (NVDA)	0.3	$1.2M	+38%	1.3k	903.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.1M		9.2k	120.99	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$1.1M	+32%	52k	21.40	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$1.1M		33k	32.23	View chart
Linde SHS (LIN)	0.3	$1.0M		2.2k	464.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M		6.7k	152.26	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.3	$985k		15k	64.21	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$982k		4.1k	239.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$964k	+3%	6.4k	150.93	View chart
Visa Com Cl A (V)	0.2	$920k		3.3k	279.08	View chart
Wal-Mart Stores (WMT)	0.2	$892k	+173%	15k	60.17	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$875k		6.7k	131.24	View chart
Chubb (CB)	0.2	$831k	-21%	3.2k	259.13	View chart
Intel Corporation (INTC)	0.2	$828k	+4%	19k	44.17	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$821k	-15%	33k	25.05	View chart
Costco Wholesale Corporation (COST)	0.2	$820k		1.1k	732.37	View chart
Danaher Corporation (DHR)	0.2	$816k		3.3k	249.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$778k	-10%	3.4k	228.58	View chart
Meta Platforms Cl A (META)	0.2	$777k		1.6k	485.58	View chart
Union Pacific Corporation (UNP)	0.2	$766k		3.1k	245.89	View chart
Procter & Gamble Company (PG)	0.2	$758k		4.7k	162.25	View chart
Caterpillar (CAT)	0.2	$751k		2.0k	366.43	View chart
Tesla Motors (TSLA)	0.2	$747k	-17%	4.3k	175.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$672k	+4%	1.4k	480.70	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$672k	-12%	23k	29.46	View chart
Novo-nordisk A S Adr (NVO)	0.2	$659k		5.1k	128.40	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$644k	NEW	21k	30.10	View chart
Exxon Mobil Corporation (XOM)	0.2	$623k	-12%	5.4k	116.24	View chart
American Express Company (AXP)	0.2	$614k		2.7k	227.69	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.2	$614k		17k	36.83	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$593k	+51%	12k	50.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$578k	-9%	6.2k	92.72	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$566k	+58%	3.8k	147.73	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$548k	-8%	5.8k	94.41	View chart
Marsh & McLennan Companies (MMC)	0.1	$543k		2.6k	205.98	View chart
Mastercard Incorporated Cl A (MA)	0.1	$536k		1.1k	481.57	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$523k	-2%	11k	48.21	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$521k		6.2k	84.09	View chart
Raytheon Technologies Corp (RTX)	0.1	$494k		5.1k	97.53	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$494k	+21%	2.4k	208.24	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$487k	-4%	16k	30.22	View chart
Texas Instruments Incorporated (TXN)	0.1	$475k		2.7k	174.21	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$462k	NEW	9.3k	49.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$456k		1.4k	336.99	View chart
Pepsi (PEP)	0.1	$448k		2.6k	175.01	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$446k	-2%	8.6k	51.60	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$442k		794.00	556.56	View chart
Norfolk Southern (NSC)	0.1	$441k		1.7k	254.85	View chart
UnitedHealth (UNH)	0.1	$435k		879.00	494.70	View chart
Deere & Company (DE)	0.1	$432k		1.1k	410.74	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$432k	-38%	17k	25.25	View chart
Republic Services (RSG)	0.1	$426k		2.2k	191.44	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.1	$422k		15k	27.76	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$399k	+91%	19k	21.50	View chart
McDonald's Corporation (MCD)	0.1	$391k		1.4k	281.95	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$384k	+65%	16k	24.81	View chart
Nextera Energy (NEE)	0.1	$384k		6.0k	63.91	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$380k	+28%	17k	22.82	View chart
Oracle Corporation (ORCL)	0.1	$380k		3.0k	125.61	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$378k	-6%	16k	23.94	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$378k	-23%	7.0k	53.80	View chart
Home Depot (HD)	0.1	$369k	+7%	963.00	383.60	View chart
Thermo Fisher Scientific (TMO)	0.1	$364k		627.00	581.21	View chart
Southern Company (SO)	0.1	$360k		5.0k	71.74	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$355k		1.0k	346.61	View chart
Johnson & Johnson (JNJ)	0.1	$347k	-18%	2.2k	158.18	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$339k	+6%	2.5k	136.05	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$334k		1.1k	300.08	View chart
Global X Fds Aging Population (AGNG)	0.1	$328k	NEW	11k	30.11	View chart
Cisco Systems (CSCO)	0.1	$321k		6.4k	49.91	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$312k		4.2k	74.81	View chart
American Tower Reit (AMT)	0.1	$308k		1.6k	197.59	View chart
W.W. Grainger (GWW)	0.1	$305k		300.00	1017.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$298k		1.4k	210.30	View chart
Abbott Laboratories (ABT)	0.1	$298k	+2%	2.6k	113.64	View chart
Progressive Corporation (PGR)	0.1	$298k		1.4k	206.82	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$297k		8.3k	35.84	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$294k		2.5k	115.81	View chart
Starbucks Corporation (SBUX)	0.1	$294k	+10%	3.2k	91.38	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$292k	+3%	10k	28.92	View chart
Abbvie (ABBV)	0.1	$292k		1.6k	182.10	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$285k		12k	24.72	View chart
Eli Lilly & Co. (LLY)	0.1	$282k		363.00	777.96	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$282k	-9%	11k	26.16	View chart
Goldman Sachs (GS)	0.1	$281k		672.00	417.69	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$278k	NEW	11k	25.48	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$266k	-15%	5.6k	47.87	View chart
Discover Financial Services (DFS)	0.1	$265k	-10%	2.0k	131.09	View chart
Chevron Corporation (CVX)	0.1	$263k	+6%	1.7k	157.72	View chart
Lowe's Companies (LOW)	0.1	$258k	-19%	1.0k	254.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$256k		3.2k	79.86	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.1	$256k		7.2k	35.47	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$255k	NEW	10k	24.91	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$255k	NEW	11k	23.23	View chart
Parker-Hannifin Corporation (PH)	0.1	$250k		450.00	555.79	View chart
Enbridge (ENB)	0.1	$246k		6.8k	36.18	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$246k	+12%	10k	23.85	View chart
Amgen (AMGN)	0.1	$241k		846.00	284.32	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$237k	NEW	7.0k	33.96	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$234k	-10%	5.1k	46.00	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$233k		1.3k	182.39	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$232k	-8%	1.3k	183.89	View chart
Flexshares Tr Intl Qltdv Def (IQDE)	0.1	$228k		11k	21.48	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$226k	+400%	3.7k	61.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$223k	NEW	1.1k	205.72	View chart
Lam Research Corporation (LRCX)	0.1	$221k	NEW	227.00	971.57	View chart
Qualcomm (QCOM)	0.1	$220k	NEW	1.3k	169.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$219k		1.2k	179.10	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$217k		2.2k	97.68	View chart
Walt Disney Company (DIS)	0.1	$215k	NEW	1.8k	122.33	View chart
General Electric Com New (GE)	0.1	$214k	NEW	1.2k	175.53	View chart
salesforce (CRM)	0.1	$210k	NEW	697.00	301.18	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$203k	NEW	2.5k	81.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$202k	NEW	773.00	260.72	View chart
Tg Therapeutics (TGTX)	0.0	$152k		10k	15.21	View chart
Ford Motor Company (F)	0.0	$142k		11k	13.28	View chart
Paramount Global Class B Com (PARA)	0.0	$118k		10k	11.77	View chart

Past Filings by REDW Wealth

SEC 13F filings are viewable for REDW Wealth going back to 2016

REDW Wealth 2024 Q1 filed May 1, 2024
REDW Wealth 2023 Q4 filed Jan. 26, 2024
REDW Wealth 2023 Q3 filed Oct. 30, 2023
REDW Wealth 2023 Q2 filed Aug. 4, 2023
REDW Wealth 2023 Q1 filed May 10, 2023
REDW Wealth 2022 Q4 filed Feb. 13, 2023
REDW Wealth 2022 Q3 filed Oct. 31, 2022
REDW Wealth 2022 Q2 filed July 29, 2022
REDW Wealth 2022 Q1 filed May 10, 2022
REDW Wealth 2021 Q4 filed Feb. 7, 2022
REDW Wealth 2021 Q3 filed Nov. 3, 2021
REDW Wealth 2021 Q2 filed July 30, 2021
REDW Wealth 2021 Q1 filed May 4, 2021
REDW Wealth 2020 Q4 filed Feb. 8, 2021
REDW Wealth 2020 Q3 filed Oct. 29, 2020
REDW Wealth 2020 Q2 filed Aug. 5, 2020

View all past filings

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