Redw Wealth LLC Reduced Holdings in Q4 2025

Redw Wealth LLC

  • $256 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-24.8K
- 6.79%
$61.42 - $63.67 $1.52M - $1.58M
340K $21.1M
AVUS
American Centy ETF Tr Avantis

ETFs
-13.6K
- 8.47%
$105.96 - $111.17 $1.44M - $1.51M
147K $16.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.83K
- 8.71%
$99.87 - $101.27 $682K - $692K
71.6K $7.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.43K
- 17.57%
$185.12 - $192.11 $634K - $658K
16.1K $3.01M
VTI
Vanguard Total Stock Market Et

ETFs
-2.44K
- 3.2%
$321.8 - $337.95 $784K - $824K
73.7K $24.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8.88K
- 3.21%
$50.57 - $50.77 $449K - $451K
268K $13.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-667
- 17.53%
$653.02 - $687.39 $436K - $458K
3.14K $2.09M
HYGV
Flexshares Tr High Yield Value

ETFs
-9.5K
- 25.07%
$40.49 - $41.17 $385K - $391K
28.4K $1.15M
VEA
Vanguard Ftse Developed Market

ETFs
-12.9K
- 4.03%
$59.18 - $62.09 $763K - $801K
307K $18.8M
IEFA
Ishares Tr

ETFs
-4.08K
- 7.37%
$86.09 - $89.88 $351K - $366K
51.2K $4.55M
VGSH
Vanguard

ETFs
-3.73K
- 10.89%
$58.64 - $58.96 $219K - $220K
30.5K $1.79M
VO
Vanguard Mid Cap ETF

ETFs
-531
- 6.23%
$286.27 - $296.23 $152K - $157K
7.99K $2.29M
IWM
Ishares Russell 2000 ETF

ETFs
-613
- 4.89%
$236.79 - $250.33 $145K - $153K
11.9K $2.83M
IVV
Ishares Core S&P 500 ETF

ETFs
-468
- 2.19%
$656.2 - $690.71 $307K - $323K
20.9K $14.1M
VNQ
Vanguard Specialized Funds Van

ETFs
-850
- 1.57%
$88.13 - $92.69 $74.9K - $78.8K
53.4K $4.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-119
- 3.49%
$401.99 - $468.37 $47.8K - $55.7K
3.29K $1.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-254
- 11.87%
$589.5 - $635.77 $150K - $161K
1.89K $1.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.49K
- 14.62%
$79.55 - $80.13 $119K - $119K
8.71K $693K
XT
Ishares Tr Exponential Technol

ETFs
-1.76K
- 15.97%
$71.46 - $75.47 $126K - $133K
9.25K $682K
VUG
Vanguard Growth ETF

ETFs
-266
- 4.42%
$470.44 - $504.26 $125K - $134K
5.75K $2.78M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.83K
- 23.01%
$23.02 - $24.23 $111K - $117K
16.1K $386K
META
Meta Platforms, Inc.

Communication Services
-5
- 0.63%
$609.01 - $751.67 $3.05K - $3.76K
785 $478K
QDEF
Flexshares Quality Div Defensi

ETFs
-1.18K
- 6.85%
$78.1 - $81.04 $91.8K - $95.2K
16K $1.28M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-2.1K
- 31.82%
$44.26 - $47.16 $92.9K - $99K
4.5K $211K
MSFT
Microsoft Corp

Technology
-111
- 3.35%
$496.82 - $542.07 $55.1K - $60.2K
3.2K $1.63M
VB
Vanguard Small Cap ETF

ETFs
-233
- 11.15%
$248.1 - $260.08 $57.8K - $60.6K
1.86K $463K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.08K
- 0.44%
$37.18 - $38.47 $40.1K - $41.5K
244K $9.19M
WMT
Walmart Inc.

Consumer Defensive
-626
- 8.77%
$101.18 - $109.03 $63.3K - $68.3K
6.51K $670K
IEMG
Ishares Inc

ETFs
-1.04K
- 3.32%
N/A
30.4K $1.63M
GLD
Spdr Gold Trust

ETFs
-170
- 19.61%
$354.79 - $403.15 $60.3K - $68.5K
697 $262K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.9K
- 15.31%
$20.85 - $21.86 $39.6K - $41.5K
10.5K $222K
AVUV
American Centy ETF Tr Avantis

ETFs
-200
- 2.13%
$95.19 - $100.66 $19K - $20.1K
9.2K $897K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-1.29K
- 1.61%
$21.09 - $21.35 $27.2K - $27.5K
78.9K $1.66M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-1.06K
- 2.51%
$25.43 - $25.82 $27K - $27.4K
41.3K $1.05M
XOM
Exxon Mobil Corp

Energy
-411
- 12.94%
$110.64 - $119.78 $45.5K - $49.2K
2.77K $325K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.15K
- 6.65%
$26.76 - $27.67 $30.8K - $31.8K
16.2K $433K
PG
Procter & Gamble CO

Consumer Defensive
-92
- 3.92%
$145.5 - $153.18 $13.4K - $14.1K
2.26K $328K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-335
- 3.04%
$75.19 - $77.98 $25.2K - $26.1K
10.7K $815K
CVX
Chevron Corp

Energy
-170
- 11.34%
$148.9 - $157.72 $25.3K - $26.8K
1.33K $205K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.08K
- 5.64%
$37.0 - $39.93 $40K - $43.1K
18.1K $701K
IBDV
Ishares Tr

Technology
-768
- 1.58%
$22.03 - $22.24 $16.9K - $17.1K
47.8K $1.05M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-199
- 0.64%
$74.09 - $75.1 $14.7K - $14.9K
30.8K $2.29M
VGIT
Vanguard Intermediate Term Tre

ETFs
-236
- 0.41%
$59.84 - $60.54 $14.1K - $14.3K
57K $3.42M
SCHO
Schwab Short Term Us Treasury

ETFs
-575
- 2.8%
$24.31 - $24.46 $14K - $14.1K
20K $486K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-94
- 0.38%
$30.55 - $32.35 $2.87K - $3.04K
24.7K $775K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-59
- 2.53%
$114.27 - $121.15 $6.74K - $7.15K
2.28K $265K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.29K
- 1.36%
$52.54 - $55.77 $67.6K - $71.7K
93.4K $5.12M
AIQ
Global X Funds Global X Artifi

ETFs
-136
- 1.84%
$48.93 - $53.56 $6.65K - $7.28K
7.27K $364K
Global X Fds
-2.9K
- 10.25%
N/A
25.4K $0
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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