Notify me when REDW Wealth LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 102 | $262,314,929 | +$8,080,730 | -$14,787,723 | -$6,706,993 | VTI, JQUA, VEA, AVUS, IVV | 13F-HR | 28 Jan 2026, 16:33 |
| Q3 2025 | 112 | $264,570,162 | +$9,788,402 | -$11,351,667 | -$1,563,265 | VTI, JQUA, VEA, AVUS, IVV | 13F-HR | 31 Oct 2025, 14:37 |
| Q2 2025 | 106 | $251,428,862 | +$3,409,752 | -$40,519,714 | -$37,109,962 | VTI, JQUA, VEA, AVUS, JPST | 13F-HR | 04 Aug 2025, 12:30 |
| Q1 2025 | 103 | $268,672,169 | +$8,179,790 | -$23,516,401 | -$15,336,611 | VTI, JQUA, VEA, AVUS, JPST | 13F-HR | 29 Apr 2025, 12:54 |
| Q4 2024 | 104 | $288,038,349 | +$27,662,403 | -$121,638,194 | -$93,975,791 | VTI, JQUA, VEA, AVUS, JPST | 13F-HR | 07 Feb 2025, 15:25 |
| Q3 2024 | 162 | $390,210,930 | +$7,330,200 | -$21,360,237 | -$14,030,037 | VTI, JQUA, VEA, AVUS, JPST | 13F-HR | 29 Oct 2024, 16:50 |
| Q2 2024 | 156 | $381,676,738 | +$18,236,978 | -$11,644,364 | +$6,592,614 | VTI, JQUA, VEA, AVUS, BSV | 13F-HR | 09 Aug 2024, 19:02 |
| Q1 2024 | 162 | $371,107,631 | +$17,573,641 | -$13,603,985 | +$3,969,656 | VTI, JQUA, VEA, AVUS, BSV | 13F-HR | 01 May 2024, 15:11 |
| Q4 2023 | 152 | $348,759,712 | +$15,522,252 | -$21,201,857 | -$5,679,605 | VTI, VEA, JQUA, AVUS, BSV | 13F-HR | 25 Jan 2024, 17:46 |
| Q3 2023 | 142 | $324,469,331 | +$18,746,689 | -$15,408,872 | +$3,337,817 | VTI, VEA, JQUA, BSV, AVUS | 13F-HR | 30 Oct 2023, 15:55 |
| Q2 2023 | 140 | $333,213,579 | +$25,608,622 | -$20,899,802 | +$4,708,820 | VTI, VEA, JQUA, BSV, VNQ | 13F-HR | 04 Aug 2023, 14:23 |
| Q1 2023 | 143 | $313,726,479 | +$28,935,849 | -$18,190,360 | +$10,745,489 | VTI, JQUA, VEA, BSV, VNQ | 13F-HR | 10 May 2023, 17:27 |
| Q4 2022 | 133 | $288,465,624 | +$36,073,192 | -$22,272,064 | +$13,801,128 | VTI, JQUA, BSV, VEA, VNQ | 13F-HR | 13 Feb 2023, 12:03 |
| Q3 2022 | 110 | $260,033,000 | +$26,349,214 | -$22,997,742 | +$3,351,472 | VTI, JQUA, BSV, JPST, HYGV | 13F-HR | 28 Oct 2022, 18:27 |
| Q2 2022 | 114 | $272,587,000 | +$26,052,088 | -$50,248,935 | -$24,196,847 | VTI, JPST, JQUA, HYGV, VNQ | 13F-HR | 29 Jul 2022, 11:36 |
| Q1 2022 | 123 | $336,748,000 | +$26,656,152 | -$12,842,884 | +$13,813,268 | JPST, VTI, JQUA, HYGV, VNQ | 13F-HR | 09 May 2022, 18:37 |
| Q4 2021 | 118 | $344,232,000 | +$18,326,272 | -$4,222,409 | +$14,103,863 | JPST, VTI, JQUA, VNQ, HYGV | 13F-HR | 07 Feb 2022, 13:02 |
| Q3 2021 | 114 | $314,415,000 | +$5,517,175 | -$3,182,008 | +$2,335,167 | JPST, VTI, JQUA, VNQ, VEA | 13F-HR | 02 Nov 2021, 18:57 |
| Q2 2021 | 117 | $316,249,000 | +$10,949,707 | -$8,877,844 | +$2,071,863 | JPST, VTI, JQUA, ARKK, VNQ | 13F-HR | 30 Jul 2021, 14:15 |
| Q1 2021 | 110 | $297,815,000 | +$21,321,264 | -$2,408,981 | +$18,912,283 | JPST, VTI, JQUA, ARKK, VNQ | 13F-HR | 04 May 2021, 12:30 |
| Q4 2020 | 99 | $270,241,000 | +$17,163,846 | -$7,885,755 | +$9,278,091 | JPST, VTI, ARKK, JQUA, VNQ | 13F-HR | 08 Feb 2021, 11:46 |
| Q3 2020 | 88 | $237,803,000 | +$37,563,822 | -$8,756,728 | +$28,807,094 | JPST, VTI, VNQ, ARKK, VEA | 13F-HR | 29 Oct 2020, 14:39 |
| Q2 2020 | 86 | $201,941,000 | +$28,039,620 | -$6,153,421 | +$21,886,199 | JPST, VNQ, VTI, ARKK, VEA | 13F-HR | 05 Aug 2020, 09:46 |
| Q1 2020 | 74 | $159,228,000 | +$14,459,191 | -$10,438,221 | +$4,020,970 | JPST, VNQ, XT, SPY, VTI | 13F-HR | 01 May 2020, 14:23 |
| Q4 2019 | 82 | $179,533,000 | +$6,856,574 | -$4,542,759 | +$2,313,815 | JPST, VNQ, XT, RSP, SPY | 13F-HR | 04 Feb 2020, 19:15 |
| Q3 2019 | 84 | $170,113,000 | +$4,119,922 | -$3,469,289 | +$650,633 | JPST, VNQ, XT, RSP, VO | 13F-HR | 08 Nov 2019, 15:45 |
| Q2 2019 | 83 | $167,209,000 | +$4,130,294 | -$2,632,038 | +$1,498,256 | JPST, VNQ, XT, RSP, VO | 13F-HR | 09 Aug 2019, 13:26 |
| Q1 2019 | 87 | $162,958,000 | +$6,631,845 | -$2,234,504 | +$4,397,341 | JPST, VNQ, XT, RSP, VO | 13F-HR | 03 May 2019, 18:16 |
| Q4 2018 | 79 | $145,324,000 | +$18,194,696 | -$10,966,969 | +$7,227,727 | JPST, VNQ, XT, RSP, VO | 13F-HR | 08 Feb 2019, 12:51 |
| Q3 2018 | 84 | $150,880,000 | +$36,516,391 | -$29,566,271 | +$6,950,120 | JPST, VNQ, XT, RSP, BSV | 13F-HR | 25 Oct 2018, 16:24 |
| Q2 2018 | 82 | $139,501,000 | +$12,494,531 | -$9,562,072 | +$2,932,459 | BSV, VNQ, XT, RSP, VO | 13F-HR | 03 Aug 2018, 13:34 |
| Q1 2018 | 82 | $134,132,000 | +$10,792,050 | -$3,044,670 | +$7,747,380 | BSV, VNQ, XT, RSP, VO | 13F-HR | 04 May 2018, 15:00 |
| Q4 2017 | 85 | $128,783,000 | +$6,705,063 | -$2,751,187 | +$3,953,876 | BSV, VNQ, XT, VO, RSP | 13F-HR | 05 Feb 2018, 16:21 |
| Q3 2017 | 81 | $120,772,000 | +$18,287,717 | -$2,360,199 | +$15,927,518 | BSV, VNQ, VO, RSP, XT | 13F-HR | 24 Oct 2017, 12:41 |
| Q2 2017 | 72 | $102,204,000 | +$5,646,424 | -$3,070,226 | +$2,576,198 | VNQ, BSV, VO, RSP, SPY | 13F-HR | 31 Jul 2017, 16:07 |
| Q1 2017 | 71 | $98,272,000 | +$10,233,062 | -$3,725,708 | +$6,507,354 | VNQ, BSV, VO, RSP, SPY | 13F-HR | 24 Apr 2017, 16:08 |
| Q4 2016 | 71 | $88,485,000 | $0 | $0 | $0 | VNQ, BSV, VO, RSP, SPY | 13F-HR | 24 Jan 2017, 18:07 |