REDW Wealth LLC
Q1 2025 13F Holdings
- Locationalbuquerque, NM
- Num holdings
103
- Value ($000)
$268,672
- Date Filed04/29/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $39.83M | 15 % | 144,927 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $23.01M | 9 % | 407,496 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $22.28M | 8 % | 438,326 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $16.08M | 6 % | 174,083 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $14.14M | 5 % | 279,252 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $12.18M | 5 % | 155,608 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.97M | 5 % | 21,305 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.24M | 3 % | 278,942 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $8.25M | 3 % | 83,355 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $7.46M | 3 % | 82,434 |
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