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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | CORE MSCI EMKT | 101 | $446,186 | 8,647 | 0.00 | 0.00 | -197 | -2.23 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 102 | $441,907 | 794 | 0.00 | 0.00 | 8 | 1.02 | 03-31-2024 |
| NORFOLK SOUTHN CORP | COM | 103 | $440,899 | 1,730 | 0.00 | 0.00 | 2 | 0.12 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 104 | $434,842 | 879 | 0.00 | 0.00 | -32 | -3.51 | 03-31-2024 |
