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 |
|---|---|---|---|---|---|---|---|---|---|
| DISCOVER FINL SVCS | COM | 151 | $265,196 | 2,023 | 0.00 | 0.00 | -517 | -20.35 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 152 | $263,083 | 1,668 | 0.00 | 0.00 | 175 | 11.72 | 03-31-2024 |
| LOWES COS INC | COM | 153 | $257,533 | 1,011 | 0.00 | 0.00 | -275 | -21.38 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 154 | $256,112 | 3,207 | 0.00 | 0.00 | -18 | -0.56 | 03-31-2024 |
