Redw Wealth LLC Reduced Holdings in Q3 2025

Redw Wealth LLC

  • $262 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-31.1K
- 7.86%
$59.61 - $63.09 $1.85M - $1.96M
365K $22.9M
VNQ
Vanguard Specialized Funds Van

ETFs
-9.75K
- 15.25%
$88.47 - $93.24 $863K - $909K
54.2K $4.96M
HYGV
Flexshares Tr High Yield Value

ETFs
-12.3K
- 24.5%
$40.55 - $41.28 $499K - $508K
37.9K $1.56M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-11.2K
- 34.6%
$25.09 - $25.19 $280K - $281K
21.1K $531K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-22.7K
- 8.46%
$35.76 - $37.93 $810K - $859K
245K $9.25M
AVUS
American Centy ETF Tr Avantis

ETFs
-14.5K
- 8.3%
$101.2 - $109.16 $1.47M - $1.59M
161K $17.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.9K
- 0.68%
$50.47 - $50.74 $96K - $96.5K
276K $14M
ORCL
Oracle Corp

Technology
-583
- 42.9%
$218.96 - $328.33 $128K - $191K
776 $218K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-994
- 8.88%
$78.96 - $80.04 $78.5K - $79.6K
10.2K $815K
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.43K
- 2.44%
$58.97 - $60.36 $84.2K - $86.2K
57.2K $3.43M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-3.9K
- 13.58%
$29.2 - $32.74 $114K - $128K
24.8K $789K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.26K
- 2.86%
$81.75 - $84.54 $103K - $106K
42.7K $3.59M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-985
- 3.08%
$72.57 - $74.72 $71.5K - $73.6K
31K $2.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-165
- 5.66%
$459.11 - $506.91 $75.8K - $83.6K
2.75K $1.38M
AIQ
Global X Funds Global X Artifi

ETFs
-1.49K
- 16.7%
$43.2 - $49.66 $64.2K - $73.7K
7.41K $365K
PG
Procter & Gamble CO

Consumer Defensive
-27
- 1.14%
$150.47 - $161.22 $4.06K - $4.35K
2.35K $360K
ADP
Automatic Data Processing Inc

Industrials
-10
- 1.45%
$288.69 - $310.94 $2.89K - $3.11K
682 $200K
V
Visa Inc.

Financial Services
-8
- 1.15%
$332.09 - $358.86 $2.66K - $2.87K
690 $235K
SCHO
Schwab Short Term Us Treasury

ETFs
-480
- 2.28%
$24.23 - $24.42 $11.6K - $11.7K
20.5K $501K
AMZN
Amazon Com Inc

Consumer Cyclical
-49
- 0.94%
$211.65 - $238.24 $10.4K - $11.7K
5.17K $1.13M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-547
- 0.34%
$78.11 - $79.07 $42.7K - $43.3K
159K $12.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-925
- 12.82%
$30.13 - $33.37 $27.9K - $30.9K
6.29K $209K
ABT
Abbott Laboratories

Healthcare
-24
- 1.23%
$120.51 - $136.62 $2.89K - $3.28K
1.92K $257K
IEMG
Ishares Inc

ETFs
-118
- 0.37%
N/A
31.4K $1.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-199
- 8.51%
$546.99 - $602.2 $109K - $120K
2.14K $1.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
-306
- 7.45%
$617.65 - $666.84 $189K - $204K
3.8K $2.53M
VGSH
Vanguard

ETFs
-88
- 0.26%
$58.43 - $58.88 $5.14K - $5.18K
34.3K $2.02M
IBDV
Ishares Tr

Technology
-466
- 0.95%
$21.75 - $22.22 $10.1K - $10.4K
48.5K $1.08M
Global X Fds
-4.28K
- 13.14%
N/A
28.3K $0
SPTL
Spdr Portfolio Long Term Treas

ETFs
-7
- 0.04%
$25.67 - $27.21 $180 - $190
17.3K $466K
JPM
Jpmorgan Chase & CO

Financial Services
-36
- 4.98%
$282.78 - $316.06 $10.2K - $11.4K
687 $216K
XOM
Exxon Mobil Corp

Energy
-44
- 1.37%
$105.83 - $117.22 $4.66K - $5.16K
3.18K $358K
VB
Vanguard Small Cap ETF

ETFs
-93
- 4.26%
$237.58 - $259.17 $22.1K - $24.1K
2.09K $531K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-14
- 0.02%
$20.77 - $21.32 $291 - $298
80.2K $1.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-23
- 0.11%
$21.69 - $23.34 $499 - $537
21K $488K
WMT
Walmart Inc.

Consumer Defensive
-68
- 0.94%
$94.4 - $104.27 $6.42K - $7.09K
7.14K $735K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-145
- 1.3%
$72.04 - $77.35 $10.4K - $11.2K
11K $845K
ABBV
Abb Vie Inc.

Healthcare
-25
- 1.89%
$184.85 - $231.54 $4.62K - $5.79K
1.3K $301K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-47
- 0.06%
$97.75 - $100.75 $4.59K - $4.74K
78.4K $7.86M
VEA
Vanguard Ftse Developed Market

ETFs
-14.6K
- 4.35%
$56.02 - $60.3 $815K - $878K
320K $19.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-146
- 0.24%
$23.82 - $25.84 $3.48K - $3.77K
61.2K $1.57M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-120
- 0.61%
$181.56 - $190.33 $21.8K - $22.8K
19.5K $3.7M
IEFA
Ishares Tr

ETFs
-509
- 0.91%
$81.7 - $87.53 $41.6K - $44.6K
55.3K $4.83M
PAVE
Global X Fds Us Infrastructure

ETFs
-112
- 0.23%
$44.02 - $47.63 $4.93K - $5.33K
49.2K $2.34M
VUG
Vanguard Growth ETF

ETFs
-28
- 0.46%
$433.97 - $484.08 $12.2K - $13.6K
6.02K $2.89M
IWM
Ishares Russell 2000 ETF

ETFs
-145
- 1.14%
$214.92 - $244.84 $31.2K - $35.5K
12.5K $3.03M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.66K
- 1.49%
$62.54 - $68.42 $104K - $114K
110K $7.42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-846
- 0.89%
$49.43 - $54.52 $41.8K - $46.1K
94.6K $5.13M
VTI
Vanguard Total Stock Market Et

ETFs
-4.68K
- 5.8%
$303.93 - $329.86 $1.42M - $1.54M
76.1K $25M
Activity Summary
Buys All Purchases 38 New Holdings 9 Increased Positions 29 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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