REDW Wealth LLC
Q4 2024 13F Holdings
- Locationalbuquerque, NM
- Num holdings
104
- Value ($000)
$288,038
- Date Filed02/07/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $45.55M | 16 % | 157,184 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $25.03M | 9 % | 436,991 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $22.56M | 8 % | 471,866 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $17.68M | 6 % | 182,449 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $14.06M | 5 % | 279,093 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $12.28M | 4 % | 158,913 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.48M | 4 % | 17,800 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $10.42M | 4 % | 308,394 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $7.64M | 3 % | 85,775 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $7.58M | 3 % | 136,663 |
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