REDW Wealth LLC
100 holdingsFiling period: 2026-03-31Current AUM: $276.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 67.7K | $21.7M | $24.9M | 9.03% | -5,907 | 2026-03-31 |
| 2 | JQUA | J P MORGAN EXCHANGE TRADED F | 292.1K | $17.9M | $21.1M | 7.64% | -47,706 | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 267.3K | $17.1M | $18.9M | 6.84% | -39,527 | 2026-03-31 |
| 4 | AVUS | AMERICAN CENTY ETF TR | 137.5K | $15.3M | $17.5M | 6.36% | -9,697 | 2026-03-31 |
| 5 | IVV | ISHARES TR | 19.9K | $13.0M | $14.9M | 5.40% | -1,014 | 2026-03-31 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 254.3K | $12.9M | $12.8M | 4.65% | -13,291 | 2026-03-31 |
| 7 | BSV | VANGUARD BD INDEX FDS | 159.3K | $12.5M | $12.4M | 4.48% | -7,749 | 2026-03-31 |
| 8 | AVDE | AMERICAN CENTY ETF TR | 93.7K | $8.0M | $8.6M | 3.10% | +24.9K | 2026-03-31 |
| 9 | EMXC | ISHARES INC | 99.0K | $7.8M | $9.1M | 3.30% | -9,454 | 2026-03-31 |
| 10 | AGG | ISHARES TR | 69.4K | $6.9M | $6.8M | 2.45% | -2,134 | 2026-03-31 |
| 11 | DUHP | DIMENSIONAL ETF TRUST | 186.6K | $6.9M | $7.7M | 2.78% | -57,272 | 2026-03-31 |
| 12 | AVEM | AMERICAN CENTY ETF TR | 81.2K | $6.5M | $7.3M | 2.63% | +9.4K | 2026-03-31 |
| 13 | USTB | VICTORY PORTFOLIOS II | 120.7K | $6.1M | $6.1M | 2.21% | +57.4K | 2026-03-31 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | 88.8K | $4.8M | $5.2M | 1.89% | -4,518 | 2026-03-31 |
| 15 | IEFA | ISHARES TR | 47.8K | $4.3M | $4.7M | 1.70% | -3,488 | 2026-03-31 |
| 16 | VNQ | VANGUARD INDEX FDS | 48.0K | $4.3M | $4.8M | 1.72% | -5,349 | 2026-03-31 |
| 17 | VTV | VANGUARD INDEX FDS | 19.0K | $3.7M | $4.2M | 1.52% | +3.0K | 2026-03-31 |
| 18 | VCIT | VANGUARD SCOTTSDALE FDS | 39.0K | $3.2M | $3.2M | 1.15% | -1,022 | 2026-03-31 |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | 53.2K | $3.2M | $3.1M | 1.12% | -3,796 | 2026-03-31 |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | 27.7K | $3.0M | $3.4M | 1.22% | +8.4K | 2026-03-31 |
| 21 | TCHP | T ROWE PRICE ETF INC | 64.6K | $2.9M | $3.2M | 1.14% | +19.0K | 2026-03-31 |
| 22 | IWM | ISHARES TR | 11.3K | $2.8M | $3.3M | 1.20% | -569 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 11.0K | $2.8M | $3.4M | 1.23% | -2,525 | 2026-03-31 |
| 24 | PAVE | GLOBAL X FDS | 52.4K | $2.7M | $3.0M | 1.07% | +2.0K | 2026-03-31 |
| 25 | EQWL | INVESCO EXCHANGE TRADED FD T | 22.5K | $2.6M | $2.9M | 1.06% | +13.5K | 2026-03-31 |
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