報告されたホールディングス
REDW Stanley Financial Advisors LLC

Legal Name: REDW WEALTH LLC

報告期間: Jun 30, 2019
有効日: Aug 9, 2019

セキュリティ	保有株式/元本	市場価格
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

報告されたホールディングス REDW Stanley Financial Advisors LLC

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REDW Stanley Financial Advisors LLC