Redw Wealth LLC Reduced Holdings in Q1 2025

Redw Wealth LLC

  • $267 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-12.3K
- 7.8%
$271.18 - $303.12 $3.32M - $3.72M
145K $39.8M
MSFT
Microsoft Corp

Technology
-4.55K
- 58.58%
$375.39 - $447.2 $1.71M - $2.03M
3.21K $1.21M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-29.5K
- 6.75%
$55.41 - $60.74 $1.63M - $1.79M
407K $23M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-72.5K
- 54.2%
$21.23 - $23.75 $1.54M - $1.72M
61.3K $1.32M
AVUS
American Centy ETF Tr Avantis

ETFs
-8.37K
- 4.59%
$90.7 - $101.57 $759K - $850K
174K $16.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-29.5K
- 9.55%
$32.57 - $35.82 $959K - $1.05M
279K $9.24M
AAPL
Apple Inc.

Technology
-2.51K
- 15.3%
$209.68 - $247.1 $527K - $621K
13.9K $3.09M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.35K
- 19.3%
$169.43 - $182.84 $907K - $979K
22.4K $3.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.43K
- 23.07%
$551.42 - $612.93 $789K - $877K
4.77K $2.67M
HYGV
Flexshares Tr High Yield Value

ETFs
-21.1K
- 20.3%
$40.21 - $41.29 $847K - $870K
82.7K $3.34M
VTV
Vanguard Value ETF

ETFs
-3.63K
- 26.42%
$167.73 - $179.21 $609K - $651K
10.1K $1.75M
TSLA
Tesla, Inc.

Consumer Cyclical
-118
- 3.37%
$222.15 - $428.22 $26.2K - $50.5K
3.39K $878K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-25.2K
- 54.64%
$20.2 - $22.24 $509K - $561K
20.9K $450K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-19.5K
- 44.63%
$25.05 - $25.16 $489K - $491K
24.2K $609K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.47K
- 5.47%
$54.25 - $57.64 $405K - $431K
129K $7.12M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.16K
- 16.45%
$190.26 - $242.06 $221K - $281K
5.9K $1.12M
VB
Vanguard Small Cap ETF

ETFs
-1.44K
- 40.22%
$217.89 - $252.64 $313K - $363K
2.14K $473K
NVDA
Nvidia Corp

Technology
-1.75K
- 36.63%
$106.98 - $149.43 $187K - $262K
3.03K $328K
VEA
Vanguard Ftse Developed Market

ETFs
-33.5K
- 7.11%
$47.4 - $52.99 $1.59M - $1.78M
438K $22.3M
META
Meta Platforms, Inc.

Communication Services
-435
- 38.16%
$576.36 - $736.67 $251K - $320K
705 $406K
GOOG
Alphabet Inc.

Communication Services
-745
- 24.02%
$156.06 - $207.71 $116K - $155K
2.36K $368K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.81K
- 9.69%
$71.17 - $73.66 $271K - $281K
35.5K $2.61M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-8.16K
- 16.59%
$24.21 - $25.09 $198K - $205K
41K $1.03M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.34K
- 3.9%
$85.55 - $94.34 $286K - $315K
82.4K $7.46M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.96K
- 32.63%
$24.91 - $29.02 $124K - $144K
10.2K $256K
GOOGL
Alphabet Inc.

Communication Services
-408
- 13.61%
$154.33 - $206.19 $63K - $84.1K
2.59K $400K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.34K
- 30.78%
$18.36 - $20.51 $172K - $192K
21K $415K
VO
Vanguard Mid Cap ETF

ETFs
-345
- 3.47%
$251.87 - $277.95 $86.9K - $95.9K
9.61K $2.48M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.97K
- 6.56%
$27.56 - $32.1 $54.4K - $63.3K
28.1K $791K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 2.02%
$468.34 - $539.52 $21.1K - $24.3K
2.19K $1.03M
AVUV
American Centy ETF Tr Avantis

ETFs
-212
- 2.24%
$84.95 - $100.62 $18K - $21.3K
9.24K $805K
VONG
Vanguard Russell 1000 Growth E

ETFs
-2
- 0.02%
$92.71 - $107.38 $185 - $215
9.39K $871K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.31K
- 2.08%
$76.94 - $78.28 $254K - $259K
156K $12.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.55K
- 4.43%
$42.5 - $46.71 $193K - $212K
98.1K $4.44M
AVEM
American Centy ETF Tr Avantis

ETFs
-2.25K
- 4.72%
$57.11 - $62.4 $129K - $141K
45.5K $2.74M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.1K
- 10.2%
$50.44 - $50.7 $55.7K - $56K
9.72K $492K
WMT
Walmart Inc.

Consumer Defensive
-177
- 2.42%
$84.5 - $105.05 $15K - $18.6K
7.13K $625K
VGSH
Vanguard

ETFs
-895
- 2.39%
$58.07 - $58.69 $52K - $52.5K
36.5K $2.14M
XT
Ishares Tr Exponential Technol

ETFs
-146
- 1.3%
$57.56 - $64.0 $8.4K - $9.34K
11.1K $638K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 1.3%
$522.96 - $601.18 $4.71K - $5.41K
684 $364K
XLV
Select Sector Spdr Fund Health

ETFs
-170
- 8.72%
$137.61 - $149.68 $23.4K - $25.4K
1.78K $259K
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.55K
- 2.58%
$57.44 - $59.4 $88.8K - $91.8K
58.3K $3.46M
USRT
Ishares Core U.S. Reit ETF

ETFs
-122
- 2.39%
$55.14 - $60.29 $6.73K - $7.36K
4.99K $287K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-326
- 4.71%
$39.65 - $43.35 $12.9K - $14.1K
6.6K $277K
IBDV
Ishares Tr

Technology
-941
- 1.88%
$21.11 - $21.73 $19.9K - $20.4K
49K $1.06M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-196
- 1.54%
$77.7 - $78.94 $15.2K - $15.5K
12.6K $991K
SCHO
Schwab Short Term Us Treasury

ETFs
-315
- 1.48%
$24.1 - $24.34 $7.59K - $7.67K
21K $511K
DVYE
Ishares Emerging Markets Divid

ETFs
-229
- 2.14%
$25.08 - $27.99 $5.74K - $6.41K
10.5K $286K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-162
- 4.04%
$74.85 - $84.89 $12.1K - $13.8K
3.85K $314K
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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