Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REDW WEALTH LLC | 05-01-2024 | 03-31-2024 | 194 | 371,107,631 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $49,341,928 | 189,850 | 0.01 | 0.01 | -2,330 | -1.21 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 2 | $31,931,061 | 603,954 | 0.01 | 0.01 | 28,765 | 5.00 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $31,341,970 | 624,715 | 0.01 | 0.01 | 40,563 | 6.94 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 4 | $21,963,623 | 245,404 | 0.01 | 0.00 | 54,218 | 28.36 | 03-31-2024 |
