Avoid Fraud, Get The Facts, And Find The Best
Legal Name: REDW WEALTH LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 9, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD BD INDEX FD INC (921937827)
|
42,500 |
$3,423k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
12,442 |
$2,652k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
76,567 |
$2,457k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
54,063 |
$2,255k |
|
|
MICROSOFT CORP (594918104)
|
15,173 |
$2,033k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
27,515 |
$1,941k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
11,712 |
$1,914k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
11,286 |
$1,694k |
|
|
INTEL CORP (458140100)
|
28,493 |
$1,364k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
40,687 |
$1,068k |
|
|
Intuit Inc (461202103)
|
3,335 |
$872k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
9,907 |
$857k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
6,542 |
$731k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
3,988 |
$715k |
|
|
Amazon.com Inc (023135106)
|
376 |
$712k |
|
|
VANGUARD MALVERN FDS (922020805)
|
13,480 |
$665k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
14,797 |
$658k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
12,373 |
$656k |
|
|
PROCTER & GAMBLE CO (742718109)
|
5,725 |
$628k |
|
|
UNION PAC CORP (907818108)
|
3,487 |
$590k |
|
|
3M CO (88579Y101)
|
3,278 |
$568k |
|
|
WALMART INC COM (931142103)
|
4,852 |
$536k |
|
|
Facebook Inc (30303M102)
|
2,727 |
$526k |
|
|
VISA INC COM CL A (92826C839)
|
3,005 |
$522k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,283 |
$510k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,630 |
$480k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
8,500 |
$475k |
|
|
SCHWAB STRATEGIC T (808524862)
|
9,333 |
$472k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
4,229 |
$469k |
|
|
DANAHER CORP (235851102)
|
3,190 |
$456k |
|
|
MASTERCARD INC (57636Q104)
|
1,720 |
$455k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
3,570 |
$454k |
|
|
Linde PLC (G5494J103)
|
2,195 |
$441k |
|
|
JOHNSON & JOHNSON (478160104)
|
3,077 |
$429k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,697 |
$424k |
|
|
Exxon Mobil Corp (30231G102)
|
5,418 |
$415k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,847 |
$378k |
|
|
ISHARES (464287234)
|
8,803 |
$378k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,052 |
$373k |
|
|
DISNEY WALT CO (254687106)
|
2,602 |
$363k |
|
|
Boeing Co/The (097023105)
|
975 |
$355k |
|
|
CISCO SYSTEMS INC (17275R102)
|
5,975 |
$327k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
6,473 |
$326k |
|
|
MARSH & MCLENNAN COS (571748102)
|
3,190 |
$318k |
|
|
STARBUCKS CORP (855244109)
|
3,704 |
$311k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
3,400 |
$309k |
|
|
RAYTHEON (755111507)
|
1,731 |
$301k |
|
|
ISHARES (464287465)
|
4,562 |
$300k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,396 |
$286k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
3,270 |
$286k |
|
|
Bank of America Corp. (060505104)
|
9,760 |
$283k |
|
|
SPDR SERIES TRUST (78464A649)
|
9,379 |
$274k |
|
|
American Express Co. (025816109)
|
2,200 |
$272k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
2,992 |
$261k |
|
|
TEXAS INSTRUMENTS (882508104)
|
2,260 |
$259k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
4,501 |
$257k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
2,348 |
$253k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,292 |
$251k |
|
|
BIOGEN INC (09062X103)
|
1,050 |
$246k |
|
|
SPDR SERIES TRUST (78464A805)
|
6,529 |
$238k |
|
|
BP PLC (055622104)
|
5,651 |
$236k |
|
|
Alphabet Inc (02079K107)
|
215 |
$232k |
|
|
MONDELEZ INTL INC (609207105)
|
4,221 |
$228k |
|
|
Caterpillar Inc (149123101)
|
1,667 |
$227k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
3,972 |
$227k |
|
|
ABBOTT LABS (002824100)
|
2,682 |
$226k |
|
|
WELLS FARGO CO NEW (949746101)
|
4,500 |
$213k |
|
|
HANCOCK JOHN INVS TR (410142103)
|
10,139 |
$166k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
548 |
$161k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
837 |
$140k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
2,877 |
$122k |
|
|
ISHARES TR (46434V381)
|
2,791 |
$108k |
|
|
ARK (00214Q104)
|
1,972 |
$95k |
|
|
WESTERN ASSET HIGH INCM OPP (95766K109)
|
18,519 |
$95k |
|
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
20,000 |
$84k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
740 |
$61k |
|
|
Apple Inc (037833100)
|
100 |
$20k |
|
|
NORFOLK SOUTHERN (655844108)
|
100 |
$20k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
100 |
$16k |
|
|
FORD MOTOR CO (345370860)
|
1,250 |
$13k |
|
|
AT&T INC (00206R102)
|
400 |
$13k |
|
|
KINDER MORGAN INC (49456B101)
|
300 |
$6k |
|
|
GENERAL ELECTRIC CO (369604103)
|
200 |
$2k |
|
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