RW

REDW Wealth LLC

13F
REDW Wealth LLC
Last update 2025-04-29 103 Stocks (8 new)
Value $269.00 Mil Turnover 3 %
Countries:
Top Holdings: VTI(14.83%)JQUA(8.56%)VEA(8.29%)AVUS(5.99%)JPST(5.26%)
Summary Stock Picks Current Portfolio
REDW Wealth LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-12-31Add
+3.17%
●
570.51 ($592.23) 610.83
$561.11
-5.25%
Add 673.24%
17,800
15,498
AAPL 		Apple Inc2024-12-31Reduce
-2.17%
●
221.69 ($235.83) 259.02
$213.32
-9.55%
Reduce -68.9%
16,432
-36,406
AGG 		iShares Core U.S. Aggregate Bond ETF2024-12-31Add
+1.94%
●
96.64 ($98.45) 101.02
$98.43
-0.02%
Add 384.8%
72,449
57,505
JQUA 		JPMorgan U.S. Quality Factor ETF2024-12-31Reduce
-1.94%
●
55.86 ($57.98) 60.2
$56.12
-3.21%
Reduce -23.46%
436,991
-133,970
VEA 		Vanguard FTSE Developed Markets ETF2024-12-31Reduce
-1.77%
●
47.57 ($50.18) 52.35
$52.65
4.92%
Reduce -21.66%
471,866
-130,438
AVUS 		Avantis U.S. Equity ETF2024-12-31Reduce
-1.43%
●
94.37 ($98.24) 102.06
$91.22
-7.15%
Reduce -24.38%
182,449
-58,822
IEFA 		iShares Core MSCI EAFE ETF2024-12-31New Buy
+1.23%
●
69.87 ($73.71) 77.25
$78.49
6.48%
New holding
50,294
50,294
VTI 		Vanguard Total Stock Market ETF2024-12-31Reduce
-1.23%
●
280.04 ($291.95) 302.45
$274.52
-5.97%
Reduce -9.74%
157,184
-16,956
BSV 		Vanguard Short-Term Bond ETF2024-12-31Reduce
-0.99%
●
77.02 ($77.6) 78.56
$78.34
0.95%
Reduce -23.56%
158,913
-48,983
EMXC 		iShares MSCI Emerging Markets ex China ETF2024-12-31Reduce
-0.86%
●
55.45 ($58.68) 61.08
$56.77
-3.25%
Reduce -28.65%
136,663
-54,872

REDW Wealth LLC Total Holding History ($B)

To

REDW Wealth LLC's Asset Allocation

To

REDW Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

REDW Wealth LLC's Hypothetical Growth since 2025-03-31

REDW Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

REDW Wealth LLC News

  • 1

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