Instuitional Investor - Redw Stanley Financial Advisors Llc
Fund Profile
Filing Period:
Fund Name: | Redw Stanley Financial Advisors Llc |
Portfolio Value | $251,428,862 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 80,771 | $24,548,599 | 9.76% | |
2. | J P Morgan Exchange Traded F | 395,647 | $23,758,631 | 9.45% | |
3. | Vanguard Tax-Managed Fds | 334,305 | $19,058,741 | 7.58% | |
4. | American Centy Etf Tr - US EQT ETF | 175,387 | $17,682,494 | 7.03% | |
5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 278,321 | $14,105,302 | 5.61% |