$314 Million is the total value of REDW Wealth LLC's 114 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -11,107 | -100.0% | -0.05% | – |
SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -2,597 | -100.0% | -0.06% | – |
VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -5,000 | -100.0% | -0.07% | – |
GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -6,150 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 28 | Q3 2023 | 19.8% |
VANGUARD BD INDEX FDS | 28 | Q3 2023 | 25.0% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 14.5% |
SPDR S&P 500 ETF TR | 28 | Q3 2023 | 6.8% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 9.9% |
VANGUARD TAX-MANAGED INTL FD | 28 | Q3 2023 | 7.9% |
VANGUARD INTL EQUITY INDEX F | 28 | Q3 2023 | 3.7% |
APPLE INC | 28 | Q3 2023 | 3.4% |
VANGUARD BD INDEX FDS | 28 | Q3 2023 | 2.4% |
BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 2.1% |
View REDW Wealth LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-07 |
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.