REDW Wealth LLC
Q2 2025 13F Holdings
- Locationalbuquerque, NM
- Num holdings
106
- Value ($000)
$251,429
- Date Filed08/04/2025
- Form type13F-HR
- CIK0001688931
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $24.55 M | 10 % | 80,771 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $23.76 M | 9 % | 395,647 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $19.06 M | 8 % | 334,305 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $17.68 M | 7 % | 175,387 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $14.11 M | 6 % | 278,321 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $13.32 M | 5 % | 21,447 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $12.59 M | 5 % | 159,933 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.52 M | 4 % | 267,625 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $7.78 M | 3 % | 78,461 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $7.04 M | 3 % | 111,509 |
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