| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MSFT | 7 | Q2 2024 | 4.9% |
| APPLE INC | 7 | Q2 2024 | 4.4% |
| SPDR SER TR | 7 | Q2 2024 | 4.3% |
| INTERNATIONAL BUSINESS MACHS | 7 | Q2 2024 | 4.0% |
| IVW | 7 | Q2 2024 | 3.2% |
| XOM | 7 | Q2 2024 | 3.3% |
| IVV | 7 | Q2 2024 | 3.2% |
| GOOGL | 7 | Q2 2024 | 2.8% |
| KMI | 7 | Q2 2024 | 3.2% |
| GOOG | 7 | Q2 2024 | 2.6% |
View Redwood Wealth Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-19 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-01 |
View Redwood Wealth Management Group, 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.