Redw Wealth LLC Reduced Holdings in Q4 2024

Redw Wealth LLC

  • $287 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-130K
- 21.66%
$47.57 - $52.44 $6.2M - $6.84M
472K $22.6M
AAPL
Apple Inc.

Technology
-36.4K
- 68.9%
$221.69 - $259.02 $8.07M - $9.43M
16.4K $4.11M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-134K
- 23.46%
$55.86 - $60.21 $7.48M - $8.07M
437K $25M
AVUS
American Centy ETF Tr Avantis

ETFs
-58.8K
- 24.38%
$94.36 - $102.06 $5.55M - $6M
182K $17.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-54.9K
- 28.65%
$55.45 - $61.08 $3.04M - $3.35M
137K $7.58M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-49K
- 23.56%
$77.02 - $78.58 $3.77M - $3.85M
159K $12.3M
VTI
Vanguard Total Stock Market Et

ETFs
-17K
- 9.74%
$280.04 - $302.45 $4.75M - $5.13M
157K $45.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.86K
- 48.57%
$567.81 - $607.81 $3.33M - $3.56M
6.2K $3.64M
HYGV
Flexshares Tr High Yield Value

ETFs
-59.7K
- 36.52%
$40.53 - $41.51 $2.42M - $2.48M
104K $4.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-13.8K
- 33.23%
$174.22 - $187.62 $2.4M - $2.59M
27.7K $4.86M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-44.5K
- 13.76%
$50.37 - $50.6 $2.24M - $2.25M
279K $14.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-66.6K
- 17.76%
$33.62 - $35.69 $2.24M - $2.38M
308K $10.4M
AVDE
American Centy ETF Tr Avantis

ETFs
-31.5K
- 48.63%
$60.9 - $66.69 $1.92M - $2.1M
33.3K $2.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.88K
- 57.93%
$442.29 - $483.08 $1.72M - $1.88M
2.82K $1.28M
MSFT
Microsoft Corp

Technology
-3.86K
- 33.22%
$406.35 - $454.46 $1.57M - $1.75M
7.76K $3.27M
VNQ
Vanguard Specialized Funds Van

ETFs
-8.58K
- 9.09%
$87.85 - $98.6 $754K - $846K
85.8K $7.64M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-63.9K
- 35.79%
$20.28 - $21.2 $1.3M - $1.36M
115K $2.33M
VTV
Vanguard Value ETF

ETFs
-7.77K
- 36.1%
$168.32 - $181.87 $1.31M - $1.41M
13.7K $2.33M
VO
Vanguard Mid Cap ETF

ETFs
-5.25K
- 34.54%
$261.5 - $284.63 $1.37M - $1.49M
9.95K $2.63M
VGIT
Vanguard Intermediate Term Tre

ETFs
-19.6K
- 24.63%
$57.78 - $60.4 $1.13M - $1.18M
59.9K $3.47M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.23K
- 50.61%
$180.88 - $232.93 $1.31M - $1.68M
7.06K $1.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.35K
- 51.33%
$481.22 - $538.17 $1.13M - $1.27M
2.23K $1.14M
VCIT
Vanguard Intermediate Term Cor

ETFs
-10.5K
- 19.01%
$80.13 - $83.77 $841K - $879K
44.7K $3.59M
NVDA
Nvidia Corp

Technology
-8.88K
- 65.03%
$117.0 - $148.88 $1.04M - $1.32M
4.78K $641K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-30.9K
- 50.62%
$30.18 - $33.87 $931K - $1.04M
30.1K $926K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-34.8K
- 41.4%
$24.5 - $25.72 $851K - $894K
49.2K $1.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7.38K
- 79.82%
$126.68 - $134.74 $935K - $995K
1.87K $238K
VGSH
Vanguard

ETFs
-15.5K
- 29.25%
$58.02 - $58.88 $898K - $911K
37.4K $2.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.88K
- 16.22%
$18.41 - $40.87 $108K - $240K
30.4K $561K
AVEM
American Centy ETF Tr Avantis

ETFs
-9.72K
- 16.92%
$58.59 - $66.14 $570K - $643K
47.7K $2.81M
AVUV
American Centy ETF Tr Avantis

ETFs
-8.79K
- 48.19%
$94.37 - $106.41 $830K - $935K
9.45K $912K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.16K
- 17.17%
$71.75 - $75.11 $585K - $613K
39.3K $2.83M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-8.52K
- 40.06%
$77.86 - $79.27 $664K - $676K
12.8K $994K
COST
Costco Wholesale Corp

Consumer Defensive
-768
- 72.18%
$873.59 - $994.69 $671K - $764K
296 $271K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-24.3K
- 34.52%
$20.55 - $23.26 $500K - $566K
46.1K $971K
IBDV
Ishares Tr

Technology
-26.1K
- 34.27%
$21.24 - $22.15 $553K - $577K
50K $1.07M
GOOGL
Alphabet Inc.

Communication Services
-3.93K
- 56.73%
$161.86 - $196.66 $636K - $773K
3K $567K
PAVE
Global X Fds Us Infrastructure

ETFs
-13.5K
- 28.54%
$40.41 - $45.95 $546K - $621K
33.8K $1.37M
V
Visa Inc.

Financial Services
-2.21K
- 76.31%
$273.87 - $320.91 $606K - $710K
687 $217K
VUG
Vanguard Growth ETF

ETFs
-1.76K
- 27.9%
$378.79 - $428.11 $666K - $753K
4.54K $1.86M
EEM
Ishares Msci Emerging Markets

ETFs
-152
- 0.12%
$41.82 - $47.36 $6.36K - $7.2K
125K $5.22M
GOOG
Alphabet Inc.

Communication Services
-3.2K
- 50.79%
$163.08 - $198.16 $522K - $634K
3.1K $590K
XT
Ishares Tr Exponential Technol

ETFs
-7.33K
- 39.49%
$58.7 - $62.72 $431K - $460K
11.2K $670K
PG
Procter & Gamble CO

Consumer Defensive
-2.43K
- 52.57%
$161.05 - $179.7 $391K - $436K
2.19K $367K
AIQ
Global X Funds Global X Artifi

ETFs
-8.58K
- 47.81%
$36.57 - $40.57 $314K - $348K
9.37K $362K
WMT
Walmart Inc.

Consumer Defensive
-4.16K
- 36.31%
$79.1 - $95.7 $329K - $398K
7.3K $659K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-736
- 54.32%
$370.24 - $418.94 $272K - $308K
619 $248K
ORCL
Oracle Corp

Technology
-1.38K
- 41.53%
$165.41 - $192.43 $228K - $266K
1.94K $323K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6.9K
- 40.53%
$26.63 - $30.23 $184K - $209K
10.1K $269K
Activity Summary
Buys All Purchases 18 New Holdings 7 Increased Positions 11 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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