$289 Million is the total value of REDW Wealth LLC's 134 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DIS | Exit | DISNEY WALT CO | $0 | – | -2,118 | -100.0% | -0.08% | – |
VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -5,362 | -100.0% | -0.08% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -6,336 | -100.0% | -0.08% | – |
FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,143 | -100.0% | -0.11% | – |
SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -11,868 | -100.0% | -0.13% | – |
BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -11,442 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.