REDW Wealth LLC
Q3 2025 13F Holdings
- Locationalbuquerque, NM
- Num holdings
112
- Value ($000)
$264,570
- Date Filed10/31/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $24.97M | 9 % | 76,089 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $22.93M | 9 % | 364,563 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $19.16M | 7 % | 319,752 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $17.48M | 7 % | 160,838 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $14.29M | 5 % | 21,345 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $14.02M | 5 % | 276,419 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $12.58M | 5 % | 159,386 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.25M | 4 % | 244,975 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $7.86M | 3 % | 78,414 | ||
ISHARES INC | MSCI EMRG CHN | 46434G764 | $7.42M | 3 % | 109,849 |
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