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CIK: 0001688931
Total reported value
$279.1M
$279.1M
104 檔
44.7%
According to the latest 13F quarterly dataset, REDW Wealth LLC managed an equity portfolio of $279.1M at the end of Q4 2024, spanning 104 distinct U.S. exchange-listed positions.
In Q4 2024, REDW Wealth LLC adopted a defensive or profit-taking posture, trimming 80 positions and completely liquidating 65 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.82% | +0.03% | -9.74% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 8.69% | -0.15% | -23.46% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.83% | -0.28% | -21.66% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.14% | +0.59% | -24.38% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.88% | -0.73% | -13.76% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.26% | -1.10% | -23.56% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.64% | +0.08% | +673.24% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.62% | -0.46% | -17.76% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.65% | -0.16% | -9.09% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.63% | +0.25% | -28.65% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.44% | -0.34% | +384.80% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.81% | — | -0.12% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.69% | — | -33.23% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.57% | -0.41% | -28.77% | |
| 15 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.47% | -0.07% | -36.52% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.11% | -68.90% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | +0.03% | -48.57% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.25% | -0.14% | -19.01% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.23% | -0.13% | — | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.21% | -0.19% | -24.63% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.02% | -33.22% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.05% | +0.02% | +119.99% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.98% | -0.13% | -17.17% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.97% | +0.30% | -16.92% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | +0.07% | -34.54% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.83% | +0.09% | +660.10% | |
| 27 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.81% | -0.10% | -35.79% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.81% | +0.65% | -36.10% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.76% | -0.08% | -29.25% | |
| 30 | AVDE | Avantis International Equity | ETF-Other | 0.71% | +0.36% | -48.63% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | +0.04% | -27.90% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.07% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.03% | -50.61% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | +0.02% | +220.89% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.02% | -16.36% | |
| 36 | PAVE | Global X US Infrastructure | ETF-Other | 0.47% | +0.04% | -28.54% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.03% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.02% | -57.93% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | -0.01% | -6.07% | |
| 40 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.42% | -0.06% | -41.40% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.03% | -51.33% | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.38% | — | -16.76% | |
| 43 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.37% | -0.01% | — | |
| 44 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.37% | -0.07% | -34.27% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.35% | -0.03% | -40.06% | |
| 46 | AGNG | Glb X Aging Population ETF | ETF-Other | 0.34% | -0.18% | -12.05% | |
| 47 | SCHH | Schwab US Reit ETF | ETF-Other | 0.34% | — | -34.52% | |
| 48 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.34% | +0.26% | — | |
| 49 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.32% | -0.02% | -50.62% | |
| 50 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.32% | -0.04% | -48.19% |
According to official SEC Form 13F filings, REDW Wealth LLC reported a total U.S. public equity portfolio value of $279.1M across 104 disclosed positions in Q4 2024.
During Q4 2024, REDW Wealth LLC's top holdings by market value included VTI (15.8%)、JQUA (8.7%)、VEA (7.8%). The largest single position, VTI, represented 15.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JQUA, VEA) accounted for 44.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
IEFA
市值: $3.5M
Top Position Liquidated / Trimmed
ESGU
前期市值: $2.3M
In Q4 2024, REDW Wealth LLC made 163 total portfolio adjustments, initiating 7 new buys, adding to 11 positions, trimming 80 holdings, and fully liquidating 65 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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