Instuitional Investor - Redw Stanley Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Redw Stanley Financial Advisors Llc |
| Portfolio Value | $268,672,169 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 144,927 | $39,831,619 | 14.83% | |
| 2. | J P Morgan Exchange Traded F | 407,496 | $23,011,324 | 8.56% | |
| 3. | Vanguard Tax-Managed Fds | 438,326 | $22,280,134 | 8.29% | |
| 4. | American Centy Etf Tr - US EQT ETF | 174,083 | $16,081,761 | 5.99% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 279,252 | $14,138,529 | 5.26% |
