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CIK: 0001688931
Total reported value
$279.1M
$279.1M
106 檔
35.5%
In Q2 2025, REDW Wealth LLC's U.S. equity holdings reached a combined market value of $279.1M, distributed across 106 disclosed stock positions.
REDW Wealth LLC executed strategic sector rebalancing during Q2 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 36 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JQUA, VEA) accounted for 35.5% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.76% | +0.03% | -44.27% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 9.45% | -0.15% | -2.91% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.58% | -0.28% | -23.73% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.03% | +0.59% | +0.75% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.61% | -0.73% | -0.33% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.30% | +0.08% | +0.67% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.01% | -1.10% | +2.78% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.79% | -0.46% | -4.06% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.10% | -0.34% | -5.87% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.80% | +0.25% | -13.69% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.27% | -0.16% | -22.41% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.88% | -0.41% | -2.66% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.85% | -0.13% | -1.09% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.45% | -0.14% | -1.37% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.42% | — | -12.33% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.39% | -0.19% | +0.53% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.37% | +0.36% | +12.76% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.29% | +0.30% | +4.48% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.11% | +1.24% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.09% | +0.09% | +0.92% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.04% | +2.39% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.03% | -13.87% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.95% | +0.07% | -11.56% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.94% | -0.13% | -9.90% | |
| 25 | PAVE | Global X US Infrastructure | ETF-Other | 0.86% | +0.04% | -0.71% | |
| 26 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.82% | -0.07% | -39.29% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | -0.08% | -5.94% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.75% | +0.02% | +0.72% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | +0.65% | +1.64% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.07% | — | |
| 31 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.67% | -0.10% | -0.04% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.02% | -2.43% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.58% | +0.02% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.02% | +3.30% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.55% | -0.03% | +8.39% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.01% | +0.00% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.03% | +6.90% | |
| 38 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.48% | -0.01% | +5.35% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.03% | -11.57% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.02% | +0.15% | |
| 41 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.43% | -0.07% | — | |
| 42 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.42% | -0.06% | +1.75% | |
| 43 | AGNG | Glb X Aging Population ETF | ETF-Other | 0.41% | -0.18% | — | |
| 44 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.41% | +0.26% | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | +0.23% | — | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.35% | -0.03% | -10.86% | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.34% | -0.02% | +2.07% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.33% | -0.04% | -0.57% | |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.32% | — | +33.15% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.32% | -0.02% | +0.73% |
According to official SEC Form 13F filings, REDW Wealth LLC reported a total U.S. public equity portfolio value of $279.1M across 106 disclosed positions in Q2 2025.
During Q2 2025, REDW Wealth LLC's top holdings by market value included VTI (9.8%)、JQUA (9.4%)、VEA (7.6%). The largest single position, VTI, represented 9.8% of total portfolio value.
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Top New Position Initiated
SCHE
市值: $217.6K
Top Position Liquidated / Trimmed
VOO
前期市值: $615.7K
In Q2 2025, REDW Wealth LLC made 88 total portfolio adjustments, initiating 6 new buys, adding to 43 positions, trimming 36 holdings, and fully liquidating 3 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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