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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 112 | $264,570,162 | +$9,788,403 | -$11,351,665 | -$1,563,262 | VTI, JQUA, VEA, AVUS, IVV | 13F-HR | 31 Oct 2025, 14:37 |
| Q2 2025 | 106 | $251,428,862 | +$3,409,752 | -$40,519,705 | -$37,109,953 | VTI, JQUA, VEA, AVUS, JPST | 13F-HR | 04 Aug 2025, 12:30 |
| Q1 2025 | 103 | $268,672,169 | +$8,179,789 | -$23,516,405 | -$15,336,616 | VTI, JQUA, VEA, AVUS, JPST | 13F-HR | 29 Apr 2025, 12:54 |
| Q4 2024 | 104 | $288,038,349 | +$27,662,406 | -$121,638,203 | -$93,975,797 | VTI, JQUA, VEA, AVUS, JPST | 13F-HR | 07 Feb 2025, 15:25 |
| Q3 2024 | 162 | $390,210,930 | +$7,330,200 | -$21,360,238 | -$14,030,038 | VTI, JQUA, VEA, AVUS, JPST | 13F-HR | 29 Oct 2024, 16:50 |
| Q2 2024 | 156 | $381,676,738 | +$18,236,975 | -$11,644,365 | +$6,592,610 | VTI, JQUA, VEA, AVUS, BSV | 13F-HR | 09 Aug 2024, 19:02 |
| Q1 2024 | 162 | $371,107,631 | +$17,573,638 | -$13,603,983 | +$3,969,655 | VTI, JQUA, VEA, AVUS, BSV | 13F-HR | 01 May 2024, 15:11 |
| Q4 2023 | 152 | $348,759,712 | +$15,522,251 | -$21,201,858 | -$5,679,607 | VTI, VEA, JQUA, AVUS, BSV | 13F-HR | 25 Jan 2024, 17:46 |
| Q3 2023 | 142 | $324,469,331 | +$18,746,689 | -$13,268,854 | +$5,477,835 | VTI, VEA, JQUA, BSV, AVUS | 13F-HR | 30 Oct 2023, 15:55 |
| Q2 2023 | 142 | $333,915,441 | +$25,645,573 | -$17,724,500 | +$7,921,073 | VTI, VEA, JQUA, BSV, VNQ | 13F-HR | 04 Aug 2023, 14:23 |
| Q1 2023 | 144 | $314,340,564 | +$28,935,849 | -$16,536,676 | +$12,399,173 | VTI, JQUA, VEA, BSV, VNQ | 13F-HR | 10 May 2023, 17:27 |
| Q4 2022 | 134 | $289,421,699 | +$37,029,268 | -$20,186,063 | +$16,843,205 | VTI, JQUA, BSV, VEA, VNQ | 13F-HR | 13 Feb 2023, 11:03 |
| Q3 2022 | 110 | $260,033,000 | +$26,349,216 | -$20,906,736 | +$5,442,480 | VTI, JQUA, BSV, JPST, HYGV | 13F-HR | 28 Oct 2022, 18:27 |
| Q2 2022 | 114 | $255,000,604 | +$26,052,078 | -$42,862,995 | -$16,810,917 | VTI, JPST, JQUA, VNQ, VEA | 13F-HR | 29 Jul 2022, 11:36 |
| Q1 2022 | 123 | $336,748,000 | +$26,656,147 | -$10,710,887 | +$15,945,260 | JPST, VTI, JQUA, HYGV, VNQ | 13F-HR | 09 May 2022, 18:37 |
| Q4 2021 | 118 | $344,232,000 | +$18,326,276 | -$4,013,408 | +$14,312,868 | JPST, VTI, JQUA, VNQ, HYGV | 13F-HR | 07 Feb 2022, 12:02 |
| Q3 2021 | 114 | $314,415,000 | +$5,517,173 | -$3,182,009 | +$2,335,164 | JPST, VTI, JQUA, VNQ, VEA | 13F-HR | 02 Nov 2021, 18:57 |
| Q2 2021 | 117 | $316,249,000 | +$10,949,707 | -$8,877,843 | +$2,071,864 | JPST, VTI, JQUA, ARKK, VNQ | 13F-HR | 30 Jul 2021, 14:15 |
| Q1 2021 | 110 | $297,815,000 | +$21,321,269 | -$2,408,980 | +$18,912,289 | JPST, VTI, JQUA, ARKK, VNQ | 13F-HR | 04 May 2021, 12:30 |
| Q4 2020 | 99 | $270,241,000 | +$17,163,843 | -$7,885,753 | +$9,278,090 | JPST, VTI, ARKK, JQUA, VNQ | 13F-HR | 08 Feb 2021, 10:46 |
| Q3 2020 | 88 | $237,803,000 | +$37,563,802 | -$7,698,728 | +$29,865,074 | JPST, VTI, VNQ, ARKK, VEA | 13F-HR | 29 Oct 2020, 14:39 |
| Q2 2020 | 86 | $201,941,000 | +$28,039,616 | -$5,722,420 | +$22,317,196 | JPST, VNQ, VTI, ARKK, VEA | 13F-HR | 05 Aug 2020, 09:46 |
| Q1 2020 | 74 | $159,228,000 | +$14,459,188 | -$7,835,217 | +$6,623,971 | JPST, VNQ, XT, SPY, VTI | 13F-HR | 01 May 2020, 14:23 |
| Q4 2019 | 82 | $179,533,000 | +$6,856,570 | -$3,176,758 | +$3,679,812 | JPST, VNQ, XT, RSP, SPY | 13F-HR | 04 Feb 2020, 18:15 |
| Q3 2019 | 84 | $170,113,000 | +$4,119,922 | -$2,995,289 | +$1,124,633 | JPST, VNQ, XT, RSP, VO | 13F-HR | 08 Nov 2019, 14:45 |
| Q2 2019 | 83 | $167,209,000 | +$4,130,293 | -$1,247,038 | +$2,883,255 | JPST, VNQ, XT, RSP, VO | 13F-HR | 09 Aug 2019, 13:26 |
| Q1 2019 | 87 | $162,958,000 | +$6,631,844 | -$2,234,504 | +$4,397,340 | JPST, VNQ, XT, RSP, VO | 13F-HR | 03 May 2019, 18:16 |
| Q4 2018 | 79 | $145,324,000 | +$18,194,689 | -$8,294,971 | +$9,899,718 | JPST, VNQ, XT, RSP, VO | 13F-HR | 08 Feb 2019, 11:51 |
| Q3 2018 | 84 | $150,880,000 | +$36,516,415 | -$29,361,273 | +$7,155,142 | JPST, VNQ, XT, RSP, BSV | 13F-HR | 25 Oct 2018, 16:24 |
| Q2 2018 | 82 | $139,501,000 | +$12,494,535 | -$871,072 | +$11,623,463 | BSV, VNQ, XT, RSP, VO | 13F-HR | 03 Aug 2018, 13:34 |
| Q1 2018 | 82 | $134,132,000 | +$10,792,052 | -$2,195,670 | +$8,596,382 | BSV, VNQ, XT, RSPXXXX, VO | 13F-HR | 04 May 2018, 15:00 |
| Q4 2017 | 84 | $128,077,000 | +$6,365,877 | -$1,398,187 | +$4,967,690 | BSV, VNQ, XT, VO, RSPXXXX | 13F-HR | 05 Feb 2018, 15:21 |
| Q3 2017 | 80 | $120,433,000 | +$17,948,725 | -$2,075,199 | +$15,873,526 | BSV, VNQ, VO, RSPXXXX, XT | 13F-HR | 24 Oct 2017, 12:41 |
| Q2 2017 | 72 | $102,204,000 | +$5,646,423 | -$1,910,226 | +$3,736,197 | VNQ, BSV, VO, RSPXXXX, SPY | 13F-HR | 31 Jul 2017, 16:07 |
| Q1 2017 | 71 | $98,272,000 | +$10,233,061 | -$2,408,708 | +$7,824,353 | VNQ, BSV, VO, RSPXXXX, SPY | 13F-HR | 24 Apr 2017, 16:08 |
| Q4 2016 | 71 | $88,485,000 | $0 | VNQ, BSV, VO, RSPXXXX, SPY | 13F-HR | 24 Jan 2017, 17:07 |