Redw Wealth LLC Incresed Positions in Q3 2024

Redw Wealth LLC

  • $387 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
46K
+ 16.58%
$50.25 - $50.74 $2.31M - $2.34M
324K $16.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.22K
+ 20.05%
$79.29 - $84.02 $731K - $775K
55.2K $4.62M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
32K
+ 155.56%
$24.78 - $25.11 $793K - $803K
52.6K $1.32M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
10.8K
+ 28.42%
$25.04 - $25.21 $271K - $273K
48.9K $1.23M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.69K
+ 2.11%
$20.12 - $21.28 $74.2K - $78.5K
179K $3.79M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.05K
+ 3.76%
$24.34 - $25.83 $74.1K - $78.7K
83.9K $2.16M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.79K
+ 33.38%
$64.24 - $74.15 $115K - $133K
7.15K $528K
AIQ
Global X Funds Global X Artifi

ETFs
3.11K
+ 20.92%
$31.85 - $37.36 $98.9K - $116K
18K $667K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.02%
$113.45 - $126.18 $340 - $379
18.1K $2.29M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
476
+ 1.33%
$36.98 - $41.55 $17.6K - $19.8K
36.2K $1.49M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.0%
$48.51 - $52.86 $48.5 - $52.9
26.3K $1.39M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.29K
+ 40.98%
$40.48 - $45.39 $92.9K - $104K
7.89K $347K
QDEF
Flexshares Quality Div Defensi

ETFs
21
+ 0.14%
$65.13 - $71.51 $1.37K - $1.5K
15.4K $1.1M
SO
Southern CO

Utilities
37
+ 0.73%
$77.0 - $90.52 $2.85K - $3.35K
5.09K $459K
USRT
Ishares Core U.S. Reit ETF

ETFs
88
+ 1.25%
$53.07 - $62.66 $4.67K - $5.51K
7.11K $437K
UNP
Union Pacific Corp

Industrials
6
+ 0.2%
$221.78 - $256.09 $1.33K - $1.54K
2.96K $728K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.06%
$213.75 - $259.69 $214 - $260
1.68K $417K
AMT
American Tower Corp

Real Estate
1
+ 0.07%
$192.27 - $242.73 $192 - $243
1.44K $333K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.25%
$523.84 - $572.02 $1.05K - $1.14K
798 $454K
ICSH
Blackrock Ultra Short Term Bon

ETFs
492
+ 3.89%
$50.32 - $50.75 $24.8K - $25K
13.1K $666K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
371
+ 2.05%
$22.51 - $23.57 $8.35K - $8.74K
18.5K $435K
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 0.15%
$150.05 - $171.34 $300 - $343
1.33K $221K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.08%
$173.36 - $189.8 $173 - $190
1.23K $232K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.22%
$332.02 - $382.76 $996 - $1.15K
1.36K $508K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
534
+ 5.09%
$23.75 - $23.75 $12.7K - $12.7K
11K $262K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7
+ 0.28%
$114.73 - $120.23 $803 - $842
2.55K $304K
SCHO
Schwab Short Term Us Treasury

ETFs
3
+ 0.03%
$47.93 - $49.06 $144 - $147
10.7K $523K
Tcw ETF Trust
2.28K
+ 63.31%
N/A
5.88K $0
Global X Fds
11.4K
+ 44.74%
N/A
36.8K $0
CVX
Chevron Corp

Energy
105
+ 6.17%
$137.88 - $161.97 $14.5K - $17K
1.81K $266K
Activity Summary
Buys All Purchases 40 New Holdings 9 Increased Positions 31 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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