Redw Wealth LLC Reduced Holdings in Q3 2024

Redw Wealth LLC

  • $387 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HYGV
Flexshares Tr High Yield Value

ETFs
-53.8K
- 24.76%
$40.11 - $41.67 $2.16M - $2.24M
163K $6.81M
AVUS
American Centy ETF Tr Avantis

ETFs
-26.9K
- 10.02%
$86.27 - $95.15 $2.32M - $2.56M
241K $23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-30.4K
- 17.42%
$41.9 - $48.26 $1.27M - $1.47M
144K $6.89M
MSFT
Microsoft Corp

Technology
-671
- 5.46%
$395.15 - $467.56 $265K - $314K
11.6K $5M
VGSH
Vanguard

ETFs
-8.7K
- 14.13%
$57.74 - $59.13 $502K - $514K
52.9K $3.12M
GOOG
Alphabet Inc.

Communication Services
-906
- 12.57%
$149.54 - $192.66 $135K - $175K
6.3K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
-715
- 4.77%
$161.02 - $200.0 $115K - $143K
14.3K $2.66M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-12.4K
- 16.95%
$28.25 - $31.7 $351K - $394K
60.9K $1.88M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.11K
- 33.87%
$92.63 - $105.69 $196K - $223K
4.12K $429K
GOOGL
Alphabet Inc.

Communication Services
-408
- 5.56%
$148.65 - $191.18 $60.6K - $78K
6.93K $1.15M
XLK
Technology Sector Spdr

ETFs
-640
- 26.97%
$197.34 - $237.68 $126K - $152K
1.73K $391K
AVEM
American Centy ETF Tr Avantis

ETFs
-5.59K
- 8.86%
$57.2 - $65.59 $320K - $366K
57.4K $3.71M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-8.4K
- 4.2%
$56.04 - $62.99 $471K - $529K
192K $11.7M
USTB
Victory Portfolios Ii Victorys

ETFs
-2.67K
- 28.19%
$49.79 - $50.91 $133K - $136K
6.8K $345K
PAVE
Global X Fds Us Infrastructure

ETFs
-7.78K
- 14.12%
$36.39 - $41.16 $283K - $320K
47.3K $1.95M
NVDA
Nvidia Corp

Technology
-456
- 3.23%
$98.91 - $134.91 $45.1K - $61.5K
13.7K $1.66M
JNJ
Johnson & Johnson

Healthcare
-754
- 30.71%
$145.48 - $167.38 $110K - $126K
1.7K $275K
META
Meta Platforms, Inc.

Communication Services
-311
- 19.43%
$453.41 - $572.44 $141K - $178K
1.29K $738K
WMT
Walmart Inc.

Consumer Defensive
-3.14K
- 21.48%
$66.91 - $81.4 $210K - $255K
11.5K $926K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-3.48K
- 15.37%
$29.23 - $33.51 $102K - $117K
19.2K $632K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.82K
- 9.07%
$88.24 - $99.7 $161K - $181K
18.2K $1.75M
V
Visa Inc.

Financial Services
-323
- 10.02%
$253.74 - $291.56 $82K - $94.2K
2.9K $797K
IVV
Ishares Core S&P 500 ETF

ETFs
-195
- 7.81%
$520.18 - $576.82 $101K - $112K
2.3K $1.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-214
- 8.52%
$147.95 - $191.05 $31.7K - $40.9K
2.3K $399K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-39.7K
- 6.5%
$51.29 - $56.57 $2.04M - $2.25M
571K $32.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.57K
- 4.3%
$57.8 - $60.8 $206K - $217K
79.4K $4.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-917
- 4.13%
$76.94 - $79.54 $70.6K - $72.9K
21.3K $1.69M
XLE
Energy Sector Spdr

ETFs
-35
- 0.62%
$84.35 - $93.39 $2.95K - $3.27K
5.64K $495K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1K
- 9.25%
$23.13 - $23.43 $23.1K - $23.4K
9.81K $229K
XT
Ishares Tr Exponential Technol

ETFs
-977
- 5.0%
$54.51 - $61.59 $53.3K - $60.2K
18.6K $1.13M
DVYE
Ishares Emerging Markets Divid

ETFs
-1.24K
- 10.33%
$25.71 - $29.05 $31.8K - $35.9K
10.7K $307K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-635
- 6.96%
$28.75 - $29.46 $18.3K - $18.7K
8.49K $249K
RSG
Republic Services, Inc.

Industrials
-125
- 5.62%
$189.34 - $208.21 $23.7K - $26K
2.1K $421K
DAL
Delta Air Lines, Inc.

Industrials
-486
- 8.32%
$37.32 - $51.8 $18.1K - $25.2K
5.36K $271K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.08K
- 4.2%
$71.45 - $75.64 $149K - $157K
47.5K $3.57M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-210
- 1.2%
$23.88 - $24.01 $5.01K - $5.04K
17.3K $414K
PEP
Pepsico Inc

Consumer Defensive
-100
- 3.76%
$161.9 - $179.3 $16.2K - $17.9K
2.56K $435K
XOM
Exxon Mobil Corp

Energy
-60
- 1.6%
$109.72 - $119.0 $6.58K - $7.14K
3.7K $433K
DFAE
Dimensional ETF Tr

ETFs
-600
- 5.24%
$24.46 - $27.82 $14.7K - $16.7K
10.8K $297K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.37K
- 2.52%
$76.38 - $78.87 $410K - $424K
208K $16.4M
COST
Costco Wholesale Corp

Consumer Defensive
-38
- 3.45%
$801.83 - $917.05 $30.5K - $34.8K
1.06K $943K
GLD
Spdr Gold Trust

ETFs
-61
- 6.53%
$215.56 - $246.98 $13.1K - $15.1K
873 $212K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-700
- 5.19%
$28.02 - $32.68 $19.6K - $22.9K
12.8K $413K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-43
- 6.88%
$531.86 - $624.21 $22.9K - $26.8K
582 $359K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-91
- 1.1%
$33.74 - $37.96 $3.07K - $3.45K
8.15K $305K
UNH
Unitedhealth Group Inc

Healthcare
-77
- 8.76%
$488.01 - $604.18 $37.6K - $46.5K
802 $468K
HD
Home Depot, Inc.

Consumer Cyclical
-84
- 9.16%
$333.64 - $405.2 $28K - $34K
833 $337K
VB
Vanguard Small Cap ETF

ETFs
-181
- 5.33%
$214.77 - $237.72 $38.9K - $43K
3.22K $763K
VUG
Vanguard Growth ETF

ETFs
-105
- 1.64%
$341.08 - $391.94 $35.8K - $41.2K
6.3K $2.42M
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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