REDW Stanley Financial Advisors LLC Portfolio Holdings - 13F Filings | 13F Fund Database
REDW Stanley Financial Advisors LLC 13F Holdings
CIK 02817601 · Albuquerque, NM
As of Sep 30, 2022, REDW Stanley Financial Advisors LLC reported
110 positions worth $260.0K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 179,193 | $32.2K | 12.37% |
| JPMORGAN US QUALITY FACTOR ETF | JQUA | — | 583,158 | $20.4K | 7.86% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 234,185 |
|
7.5K6.74% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 339,162 |
7.0K | 6.54% |
| FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | HYGV | — | 408,226 |
6.0K | 6.14% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 188,384 |
5.1K | 5.81% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 358,556 |
3.0K | 5.01% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 239,606 | $8.7K | 3.36% |
| SPDR S&P 500 ETF TRUST | SPY | — | 22,721 | $8.1K | 3.12% |
| APPLE INC | AAPL | Technology | 57,694 | $8.0K | 3.07% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 56,024 | $7.1K | 2.74% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 252,599 | $5.4K | 2.07% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 77,983 | $4.5K | 1.73% |
| GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | PAVE | — | 169,802 | $3.9K | 1.51% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 54,597 | $3.9K | 1.50% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 20,657 | $3.9K | 1.49% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 80,462 | $3.9K | 1.49% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 82,214 | $3.5K | 1.33% |
| VANGUARD VALUE INDEX FUND | VTV | — | 27,635 | $3.4K | 1.31% |
| MICROSOFT CORP | MSFT | Technology | 13,264 | $3.1K | 1.19% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 64,456 | $2.9K | 1.10% |
| FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND | QDEF | — | 61,725 | $2.8K | 1.09% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 9,155 | $2.4K | 0.94% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 8,144 | $2.2K | 0.84% |
| AMAZON.COM INC | AMZN | Equity | 17,844 | $2.0K | 0.78% |