REDW Wealth LLC
CIK 1688931 · Holdings on Dec 31, 2023 · First reported Jan 26, 2024
Top ten holdings
Q4 2023- VTI12.47%
- VEA8.16%
- JQUA8.04%
- AVUS5.34%
- BSV4.96%
- VNQ3.67%
- HYGV3.18%
- AAPL3.05%
- EMXC2.96%
- DUHP2.66%
Share classes counted separately54.49%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $43.47M | 12.47% | 183.27K shares | — | ↗▾ | |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $28.47M | 8.16% | 594.42K shares | — | ↗▾ | |
| 03 | JQUAJPMORGAN US QUALITY FACTORUS QUALTY FCTR View history and evidence | $28.05M | 8.04% | 586.03K shares | — | ↗▾ | |
| 04 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $18.64M | 5.34% | 228.57K shares | — | ↗▾ | |
| 05 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $17.30M | 4.96% | 224.57K shares | — | ↗▾ | |
| 06 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $12.80M | 3.67% | 144.86K shares | — | ↗▾ | |
| 07 | HYGVNT HY VAL-SCRD BD ETFHIG YLD VL ETF View history and evidence | $11.09M | 3.18% | 271.39K shares | — | ↗▾ | |
| 08 | AAPLAPPLE INC View history and evidence | $10.65M | 3.05% | 55.34K shares | — | ↗▾ | |
| 09 | EMXCISHARES MSCI EMR MRK EX CHNAMSCI EMRG CHN View history and evidence | $10.33M | 2.96% | 186.41K shares | — | ↗▾ | |
| 10 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $9.29M | 2.66% | 324.72K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UPS UNITED PARCEL SERVICE-CL B | Non-derivative | — | — | SEC filing ↗ | |
| XLF SS FINANCIAL SELECT SECTOR | Non-derivative | — | — | SEC filing ↗ | |
| IEFA ISHARES CORE MSCI EAFE ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1688931 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 26, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 348759712
}Research all 152 reported holdings.
This page includes 30 of 152 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.