REDW Wealth LLC holdings history

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216 is the total number of securities REDW Wealth LLC has owned. The longest REDW Wealth LLC has owned a single stock is 28 quarters.

REDW Wealth LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VNQ VANGUARD INDEX FDS28283.75%11.33%19.83%Q4 2016Q3 202328
BSV VANGUARD BD INDEX FDS28280.72%7.32%25.02%Q4 2016Q3 202328
VTI VANGUARD INDEX FDS28281.01%6.69%14.51%Q4 2016Q3 202328
SPY SPDR S&P 500 ETF TR28281.80%3.83%6.78%Q4 2016Q3 202328
VO VANGUARD INDEX FDS28281.16%3.75%9.93%Q4 2016Q3 202328
VEA VANGUARD TAX-MANAGED I...28280.97%3.58%7.87%Q4 2016Q3 202328
VWO VANGUARD INTL EQUITY I...28281.75%2.58%3.73%Q4 2016Q3 202328
AAPL APPLE INC28281.58%2.38%3.40%Q4 2016Q3 202328
BND VANGUARD BD INDEX FDS28280.86%1.35%2.41%Q4 2016Q3 202328
BRKB BERKSHIRE HATHAWAY INC...28280.68%1.26%2.14%Q4 2016Q3 202328
MSFT MICROSOFT CORP28281.00%1.20%1.54%Q4 2016Q3 202328
VUG VANGUARD INDEX FDS28280.57%1.18%2.38%Q4 2016Q3 202328
SCHB SCHWAB STRATEGIC TR28280.29%1.05%1.75%Q4 2016Q3 202328
INTC INTEL CORP28280.20%0.77%1.92%Q4 2016Q3 202328
SCHF SCHWAB STRATEGIC TR28280.36%0.75%1.50%Q4 2016Q3 202328
VB VANGUARD INDEX FDS28280.23%0.70%1.88%Q4 2016Q3 202328
VTV VANGUARD INDEX FDS28280.11%0.54%1.81%Q4 2016Q3 202328
AMZN AMAZON COM INC28280.26%0.49%0.82%Q4 2016Q3 202328
INTU INTUIT28280.40%0.46%0.59%Q4 2016Q3 202328
IVW ISHARES TR28280.31%0.42%0.64%Q4 2016Q3 202328
JPM JPMORGAN CHASE & CO28280.26%0.41%0.68%Q4 2016Q3 202328
PG PROCTER & GAMBLE CO28280.20%0.36%0.89%Q4 2016Q3 202328
WMT WAL-MART STORES INC28280.23%0.34%0.48%Q4 2016Q3 202328
SCHE SCHWAB STRATEGIC TR28280.18%0.32%0.64%Q4 2016Q3 202328
UNP UNION PACIFIC CORP28280.21%0.30%0.40%Q4 2016Q3 202328
SCHZ SCHWAB STRATEGIC TR28280.09%0.28%0.59%Q4 2016Q3 202328
DHR DANAHER CORPORATION28280.23%0.27%0.32%Q4 2016Q3 202328
IWR ISHARES TR28280.15%0.26%0.47%Q4 2016Q3 202328
JNJ JOHNSON & JOHNSON28280.16%0.26%0.56%Q4 2016Q3 202328
V VISA INC28280.19%0.26%0.31%Q4 2016Q3 202328
IWM ISHARES TR28280.09%0.25%0.51%Q4 2016Q3 202328
VYM VANGUARD WHITEHALL FDS...28280.09%0.25%0.47%Q4 2016Q3 202328
IWF ISHARES TR28280.10%0.22%0.31%Q4 2016Q3 202328
MDY SPDR S&P MIDCAP 400 ET...28280.11%0.18%0.33%Q4 2016Q3 202328
MMC MARSH & MCLENNAN COS INC28280.13%0.18%0.24%Q4 2016Q3 202328
SCHH SCHWAB STRATEGIC TR27270.20%0.49%0.88%Q1 2017Q3 202327
EEM ISHARES TR2430.08%0.32%1.08%Q4 2016Q3 202327
MMM 3M CO27270.06%0.31%0.61%Q4 2016Q2 202327
FB META PLATFORMS INC2430.08%0.26%0.41%Q4 2016Q3 202327
GOOG ALPHABET INC2510.12%0.26%0.81%Q4 2016Q3 202326
SCHO SCHWAB STRATEGIC TR1880.10%0.25%0.49%Q4 2016Q3 202326
MA MASTERCARD INCORPORATED26260.15%0.21%0.29%Q2 2017Q3 202326
NEE NEXTERA ENERGY INC26260.11%0.16%0.21%Q2 2017Q3 202326
EFA ISHARES TR1440.07%0.16%0.41%Q4 2016Q3 202326
NSC NORFOLK SOUTHN CORP26260.10%0.16%0.20%Q2 2017Q3 202326
CSCO CISCO SYS INC2510.10%0.14%0.21%Q1 2017Q3 202326
AXP AMERICAN EXPRESS CO26260.10%0.14%0.20%Q2 2017Q3 202326
XT ISHARES TR25250.40%3.47%7.45%Q3 2017Q3 202325
VTIP VANGUARD MALVERN FDS2410.20%0.62%1.65%Q1 2017Q3 202325
XOM EXXON MOBIL CORP1310.09%0.31%0.88%Q4 2016Q3 202325
IWD ISHARES TR15100.08%0.27%0.79%Q4 2016Q1 202325
TXN TEXAS INSTRS INC25250.12%0.15%0.18%Q3 2017Q3 202325
CAT CATERPILLAR INC DEL25250.11%0.14%0.21%Q3 2017Q3 202325
BIV VANGUARD BD INDEX FDS24240.24%0.41%0.57%Q4 2016Q3 202224
T AT&T INC2130.05%0.22%0.55%Q4 2016Q2 202324
SBUX STARBUCKS CORP24240.08%0.14%0.21%Q4 2017Q3 202324
VZ VERIZON COMMUNICATIONS...1850.08%0.14%0.24%Q4 2016Q3 202223
RSP INVESCO EXCHANGE TRADE...22222.34%3.41%5.80%Q2 2018Q3 202322
JPST JP MORGAN EXCHANGE TRA...21212.40%20.97%36.83%Q3 2018Q3 202321
IVV ISHARES TR21210.13%0.21%0.32%Q3 2018Q3 202321
IJH ISHARES TR1380.07%0.15%0.27%Q4 2016Q1 202221
FAX ABRDN ASIA PACIFIC INC...1920.02%0.04%0.06%Q4 2017Q3 202321
AMT AMERICAN TOWER CORP NEW20200.08%0.19%0.28%Q4 2018Q3 202320
ARKK ARK ETF TR19190.28%2.76%7.21%Q3 2017Q1 202219
ABT ABBOTT LABS1450.08%0.10%0.14%Q3 2018Q3 202319
GOOGL ALPHABET INC1130.07%0.23%0.49%Q4 2016Q3 202318
LIN LINDE PLC17170.20%0.23%0.26%Q4 2018Q4 202217
F FORD MTR CO DEL1070.05%0.09%0.15%Q2 2018Q3 202317
ESGU ISHARES TR16160.13%0.51%0.61%Q4 2019Q3 202316
PFE PFIZER INC1060.08%0.16%0.29%Q4 2016Q1 202316
ESGD ISHARES TR15150.20%0.26%0.33%Q1 2020Q3 202315
ESGE ISHARES INC15150.16%0.21%0.30%Q1 2020Q3 202315
QDEF FLEXSHARES TR14140.43%0.81%1.13%Q2 2020Q3 202314
QQQ INVESCO QQQ TR14140.28%0.58%1.10%Q2 2020Q3 202314
TSLA TESLA INC14140.13%0.31%0.41%Q2 2020Q3 202314
RTN RAYTHEON CO14140.14%0.22%0.26%Q4 2016Q1 202014
IQDE FLEXSHARES TR14140.07%0.21%0.32%Q2 2020Q3 202314
BAC BK OF AMERICA CORP14140.13%0.19%0.23%Q4 2016Q1 202014
BA BOEING CO1040.07%0.17%0.25%Q3 2017Q3 202114
DIS DISNEY WALT CO1210.07%0.15%0.22%Q2 2019Q1 202314
GE GENERAL ELECTRIC CO1040.03%0.14%0.49%Q4 2016Q2 202114
RTX RTX CORPORATION14140.11%0.13%0.17%Q2 2020Q3 202314
MCD MCDONALDS CORP1310.08%0.10%0.12%Q3 2019Q3 202314
JQUA J P MORGAN EXCHANGE-TR...13134.36%7.00%8.01%Q3 2020Q3 202313
HYGV FLEXSHARES TR13130.12%3.68%6.48%Q3 2020Q3 202313
AGG ISHARES TR760.15%0.36%0.60%Q4 2016Q3 202313
COF CAPITAL ONE FINL CORP13130.14%0.31%0.52%Q4 2016Q4 201913
CVX CHEVRON CORP NEW1030.07%0.23%0.49%Q4 2016Q3 202313
SCHM SCHWAB STRATEGIC TR810.06%0.16%0.27%Q4 2016Q2 202113
EAGG ISHARES TR13130.10%0.14%0.20%Q1 2020Q1 202313
DE DEERE & CO13130.09%0.12%0.15%Q3 2020Q3 202313
ACN ACCENTURE PLC IRELAND1210.08%0.09%0.12%Q4 2019Q3 202313
IYH ISHARES TR1110.06%0.09%0.12%Q4 2019Q2 202313
ENB ENBRIDGE INC1210.07%0.09%0.12%Q4 2019Q3 202313
BIIB BIOGEN INC12120.14%0.30%0.46%Q4 2016Q3 201912
MDLZ MONDELEZ INTL INC12120.12%0.19%0.30%Q4 2016Q3 201912
USRT ISHARES TR840.07%0.11%0.18%Q2 2020Q3 202312
ORCL ORACLE CORP710.08%0.09%0.12%Q3 2019Q3 202312
CB CHUBB LIMITED11110.18%0.50%0.78%Q1 2021Q3 202311
SDY SPDR SER TR11110.24%0.27%0.33%Q1 2021Q3 202311
VV VANGUARD INDEX FDS11110.25%0.27%0.28%Q1 2021Q3 202311
WFC WELLS FARGO CO NEW740.07%0.12%0.18%Q2 2018Q4 202111
SUSB ISHARES TR11110.07%0.11%0.14%Q3 2020Q1 202311
JHI HANCOCK JOHN INVS TR11110.08%0.10%0.14%Q4 2017Q2 202011
IEI ISHARES TR11110.09%0.09%0.10%Q1 2021Q3 202311
FCX FREEPORT-MCMORAN INC740.07%0.09%0.14%Q3 2020Q3 202311
HIO WESTERN ASSET HIGH INC...11110.04%0.06%0.07%Q4 2017Q2 202011
NFRA FLEXSHARES TR10100.18%0.26%0.42%Q2 2021Q3 202310
SCHR SCHWAB STRATEGIC TR820.13%0.17%0.21%Q4 2018Q1 202210
SCHC SCHWAB STRATEGIC TR10100.13%0.15%0.18%Q2 2020Q3 202210
SPAB SPDR SER TR10100.08%0.14%0.18%Q4 2018Q1 202110
NVO NOVO-NORDISK A S10100.07%0.10%0.14%Q2 2021Q3 202310
IWV ISHARES TR640.08%0.09%0.11%Q4 2020Q3 202310
GS GOLDMAN SACHS GROUP INC710.06%0.08%0.10%Q4 2020Q3 202310
BMY BRISTOL MYERS SQUIBB CO810.14%0.28%0.37%Q4 2016Q1 20199
MO ALTRIA GROUP INC810.14%0.26%0.41%Q4 2016Q1 20199
PEP PEPSICO INC720.06%0.14%0.20%Q3 2017Q3 20239
DAL DELTA AIR LINES INC DEL630.06%0.08%0.09%Q4 2020Q3 20239
IWN ISHARES TR720.07%0.08%0.08%Q4 2020Q1 20239
PX PRAXAIR INC880.23%0.26%0.29%Q4 2016Q3 20188
BP BP PLC420.07%0.13%0.16%Q4 2017Q2 20238
TIP ISHARES TR880.08%0.09%0.10%Q1 2021Q4 20228
FNDC SCHWAB STRATEGIC TR530.06%0.07%0.08%Q1 2021Q3 20238
DIMENSIONAL ETF TRUST771.15%1.91%2.42%Q1 2022Q3 20237
SPTS SPDR SER TR770.10%0.31%0.54%Q1 2022Q3 20237
XLE SELECT SECTOR SPDR TR770.12%0.22%0.32%Q1 2022Q3 20237
XLF SELECT SECTOR SPDR TR770.07%0.21%0.30%Q1 2022Q3 20237
DWDP DOWDUPONT INC770.14%0.21%0.31%Q3 2017Q1 20197
DVYE ISHARES INC770.08%0.14%0.20%Q1 2022Q3 20237
SO SOUTHERN CO770.11%0.12%0.14%Q1 2022Q3 20237
SHOP SHOPIFY INC770.09%0.10%0.12%Q2 2020Q4 20217
IWP ISHARES TR770.07%0.08%0.09%Q3 2020Q1 20227
BMO BANK MONTREAL QUE510.06%0.07%0.08%Q2 2021Q2 20237
LOW LOWES COS INC430.06%0.07%0.08%Q3 2021Q3 20237
RSP RYDEX ETF TRUST665.98%7.04%8.35%Q4 2016Q1 20186
EMXC ISHARES INC660.67%1.81%2.67%Q2 2022Q3 20236
PAVE GLOBAL X FDS661.08%1.56%2.36%Q2 2022Q3 20236
VGIT VANGUARD SCOTTSDALE FDS660.11%1.36%2.15%Q2 2022Q3 20236
VCIT VANGUARD SCOTTSDALE FDS660.14%0.89%1.32%Q2 2022Q3 20236
IBM INTERNATIONAL BUSINESS...660.16%0.32%0.51%Q4 2016Q1 20186
CL COLGATE PALMOLIVE CO660.16%0.23%0.28%Q4 2016Q1 20186
PM PHILIP MORRIS INTL INC660.15%0.22%0.26%Q4 2016Q1 20186
JMST J P MORGAN EXCHANGE-TR...660.13%0.19%0.25%Q1 2021Q2 20226
ABBV ABBVIE INC210.07%0.09%0.16%Q4 2017Q3 20236
IWO ISHARES TR660.06%0.07%0.08%Q4 2020Q1 20226
MS MORGAN STANLEY420.06%0.07%0.08%Q2 2021Q1 20236
VGSH VANGUARD SCOTTSDALE FDS551.73%2.18%2.65%Q3 2022Q3 20235
AVUS AMERICAN CENTY ETF TR550.13%1.70%4.32%Q3 2022Q3 20235
SPYV SPDR SER TR550.28%0.31%0.36%Q3 2022Q3 20235
XSOE WISDOMTREE TR550.24%0.28%0.32%Q3 2022Q3 20235
IEMG ISHARES INC410.11%0.18%0.28%Q2 2022Q3 20235
KMI KINDER MORGAN INC DEL410.12%0.16%0.24%Q4 2016Q3 20195
XLK SELECT SECTOR SPDR TR410.08%0.14%0.18%Q4 2021Q3 20235
VOO VANGUARD INDEX FDS410.06%0.14%0.16%Q1 2022Q3 20235
GUNR FLEXSHARES TR410.07%0.10%0.12%Q2 2021Q4 20225
VBK VANGUARD INDEX FDS550.06%0.07%0.07%Q4 2020Q4 20215
VCSH VANGUARD SCOTTSDALE FDS440.62%0.80%0.93%Q4 2022Q3 20234
AVEM AMERICAN CENTY ETF TR440.22%0.61%1.06%Q4 2022Q3 20234
AVDE AMERICAN CENTY ETF TR440.08%0.51%0.94%Q4 2022Q3 20234
SLB SCHLUMBERGER LTD440.23%0.31%0.42%Q4 2016Q3 20174
COST COSTCO WHSL CORP NEW440.15%0.19%0.20%Q4 2022Q3 20234
UPS UNITED PARCEL SERVICE INC220.15%0.18%0.20%Q2 2018Q3 20234
SPSB SPDR SER TR440.08%0.16%0.23%Q2 2022Q1 20234
TMO THERMO FISHER SCIENTIF...440.13%0.15%0.18%Q4 2022Q3 20234
UNH UNITEDHEALTH GROUP INC440.13%0.14%0.14%Q4 2022Q3 20234
DFAI DIMENSIONAL ETF TRUST440.08%0.11%0.14%Q4 2022Q3 20234
XLV SELECT SECTOR SPDR TR440.08%0.11%0.14%Q4 2022Q3 20234
RSG REPUBLIC SVCS INC440.10%0.11%0.11%Q4 2022Q3 20234
XLY SELECT SECTOR SPDR TR440.07%0.10%0.11%Q4 2022Q3 20234
DFS DISCOVER FINL SVCS440.07%0.08%0.10%Q4 2022Q3 20234
IXN ISHARES TR310.06%0.07%0.08%Q4 2021Q3 20234
VIAC VIACOMCBS INC220.04%0.06%0.08%Q1 2021Q3 20234
DHY CREDIT SUISSE HIGH YLD...440.02%0.02%0.02%Q4 2017Q3 20184
DD DU PONT E I DE NEMOURS...330.28%0.29%0.31%Q4 2016Q2 20173
LINDE PLC330.25%0.26%0.26%Q1 2023Q3 20233
SPY SPDR S&P 500 ETF TR330.20%0.24%0.33%Q4 2022Q2 20233
FTS FORTIS INC330.16%0.18%0.20%Q2 2017Q4 20173
NVDA NVIDIA CORPORATION330.07%0.12%0.18%Q1 2023Q3 20233
SPLV INVESCO EXCH TRADED FD...210.10%0.12%0.14%Q3 2019Q2 20203
AVUV AMERICAN CENTY ETF TR330.07%0.12%0.16%Q1 2023Q3 20233
STIP ISHARES TR330.07%0.09%0.12%Q2 2022Q4 20223
SOXX ISHARES TR330.08%0.09%0.10%Q4 2022Q2 20233
HD HOME DEPOT INC330.07%0.09%0.10%Q1 2023Q3 20233
DFAE DIMENSIONAL ETF TRUST330.08%0.08%0.08%Q1 2023Q3 20233
SPDW SPDR INDEX SHS FDS330.06%0.08%0.08%Q1 2023Q3 20233
GWW GRAINGER W W INC330.06%0.07%0.07%Q1 2023Q3 20233
XNTK SPDR SER TR330.06%0.06%0.06%Q2 2021Q4 20213
KHC KRAFT HEINZ CO220.21%0.22%0.23%Q4 2016Q1 20172
SCHG SCHWAB STRATEGIC TR220.16%0.16%0.16%Q2 2023Q3 20232
SPTM SPDR SERIES TRUST220.14%0.14%0.14%Q1 2019Q2 20192
IBDV ISHARES TR220.10%0.12%0.14%Q2 2023Q3 20232
XLC SELECT SECTOR SPDR TR220.07%0.07%0.08%Q1 2023Q2 20232
TSM TAIWAN SEMICONDUCTOR M...220.07%0.07%0.08%Q2 2023Q3 20232
XLP SELECT SECTOR SPDR TR220.07%0.07%0.07%Q4 2022Q1 20232
CAR AVIS BUDGET GROUP110.06%0.07%0.07%Q1 2022Q2 20232
PGR PROGRESSIVE CORP110.06%0.06%0.06%Q1 2023Q3 20232
VVR INVESCO SR INCOME TR220.02%0.02%0.02%Q1 2022Q2 20222
NEAR ISHARES U S ETF TR110.56%0.56%0.56%Q1 2017Q1 20171
IBDW ISHARES TR110.43%0.43%0.43%Q3 2023Q3 20231
ETF OPPORTUNITIES TRUST110.35%0.35%0.35%Q1 2022Q1 20221
KO COCA COLA CO110.32%0.32%0.32%Q3 2017Q3 20171
AIG AMERICAN INTL GROUP INC110.28%0.28%0.28%Q4 2016Q4 20161
YY YY INC110.27%0.27%0.27%Q4 2016Q4 20161
IBDP ISHARES TR110.25%0.25%0.25%Q3 2023Q3 20231
LUV SOUTHWEST AIRLS CO110.10%0.10%0.10%Q2 2023Q2 20231
IBDR ISHARES TR110.08%0.08%0.08%Q3 2023Q3 20231
AMGN AMGEN INC110.07%0.07%0.07%Q3 2023Q3 20231
IBDU ISHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
IEFA ISHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
IBTE ISHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
NFLX NETFLIX INC110.06%0.06%0.06%Q4 2021Q4 20211
QCOM QUALCOMM INC110.06%0.06%0.06%Q4 2021Q4 20211
IDU ISHARES TR110.06%0.06%0.06%Q1 2022Q1 20221
VALE VALE S A110.06%0.06%0.06%Q4 2022Q4 20221
TGTX TG THERAPEUTICS INC110.03%0.03%0.03%Q3 2023Q3 20231
QQQ INVESCO QQQ TR110.01%0.01%0.01%Q2 2023Q2 20231
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of REDW Wealth LLC.

The conviction is calculated by counting the number of quarters a security has been reported by REDW Wealth LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that REDW Wealth LLC owns currently or has owned in the past.