Instuitional Investor - Redw Stanley Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Redw Stanley Financial Advisors Llc |
| Portfolio Value | $288,038,349 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 157,184 | $45,553,629 | 15.81% | |
| 2. | J P Morgan Exchange Traded F | 436,991 | $25,026,457 | 8.68% | |
| 3. | Vanguard Tax-Managed Fds | 471,866 | $22,564,635 | 7.83% | |
| 4. | American Centy Etf Tr - US EQT ETF | 182,449 | $17,684,746 | 6.13% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 279,093 | $14,057,914 | 4.88% |
