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CIK: 0001688931
Total reported value
$279.1M
$279.1M
103 檔
41.3%
As reported in its official Q1 2025 Form 13F filing, REDW Wealth LLC's tracked investment portfolio stood at $279.1M with 103 total positions.
In Q1 2025, REDW Wealth LLC displayed an active expansion posture, initiating 103 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JQUA, VEA) accounted for 41.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.83% | +0.03% | -7.80% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 8.56% | -0.15% | -6.75% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.29% | -0.28% | -7.11% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.99% | +0.59% | -4.59% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.26% | -0.73% | +0.06% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.53% | -1.10% | -2.08% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.46% | +0.08% | +19.69% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.44% | -0.46% | -9.55% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.07% | -0.34% | +15.05% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.78% | -0.16% | -3.90% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.65% | +0.25% | -5.47% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.00% | — | -1.31% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.65% | -0.41% | -4.43% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.59% | -0.13% | +12.22% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.44% | — | -19.30% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.35% | -0.14% | -0.44% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.29% | -0.19% | -2.58% | |
| 18 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.24% | -0.07% | -20.30% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.11% | -15.30% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.02% | +0.30% | -4.72% | |
| 21 | AVDE | Avantis International Equity | ETF-Other | 1.02% | +0.36% | +23.69% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.03% | -23.07% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.97% | -0.13% | -9.69% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.93% | +0.09% | +16.66% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | +0.07% | -3.47% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.04% | +29.99% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | -0.08% | -2.39% | |
| 28 | PAVE | Global X US Infrastructure | ETF-Other | 0.70% | +0.04% | +46.93% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.65% | +0.65% | -26.42% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | +0.02% | +12.80% | |
| 31 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.62% | -0.10% | -30.02% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.07% | +5.89% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.02% | — | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | -0.03% | -0.47% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.49% | +0.02% | -54.20% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.47% | -0.01% | +0.00% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.02% | -58.58% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.03% | -16.45% | |
| 39 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.40% | -0.01% | — | |
| 40 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.40% | -0.07% | -1.88% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.03% | -2.02% | |
| 42 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.38% | -0.06% | -16.59% | |
| 43 | AGNG | Glb X Aging Population ETF | ETF-Other | 0.38% | -0.18% | +0.55% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.37% | -0.03% | -1.54% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | +0.02% | -3.37% | |
| 46 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.32% | +0.26% | -0.02% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.30% | -0.04% | -2.24% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.23% | +3.47% | |
| 49 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.29% | -0.02% | -6.56% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.26% | -0.02% | +12.03% |
According to official SEC Form 13F filings, REDW Wealth LLC reported a total U.S. public equity portfolio value of $279.1M across 103 disclosed positions in Q1 2025.
During Q1 2025, REDW Wealth LLC's top holdings by market value included VTI (14.8%)、JQUA (8.6%)、VEA (8.3%). The largest single position, VTI, represented 14.8% of total portfolio value.
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Top New Position Initiated
VTI
市值: $39.8M
In Q1 2025, REDW Wealth LLC made 103 total portfolio adjustments, initiating 103 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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