| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2009 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 31 | Q2 2024 | 19.8% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 14.5% |
| VANGUARD BD INDEX FDS | 31 | Q2 2024 | 25.0% |
| VANGUARD TAX-MANAGED INTL FD | 31 | Q2 2024 | 8.4% |
| SPDR S&P 500 ETF TR | 31 | Q2 2024 | 6.8% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 9.9% |
| VANGUARD INTL EQUITY INDEX F | 31 | Q2 2024 | 3.7% |
| APPLE INC | 31 | Q2 2024 | 3.4% |
| VANGUARD BD INDEX FDS | 31 | Q2 2024 | 2.4% |
| MICROSOFT CORP | 31 | Q2 2024 | 1.5% |
View REDW Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-29 |
View REDW Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.