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Dorine Sanchez

@Redw Wealth Llc

Latest period2024 - Q3ReportedManaged Assets$390.211MTotal holdings162
Assets growth rate2.24%Assets growth rate (2-Q avg)2.55%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Redw Wealth Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Redw Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 390.211M in assets, with a quarterly growth rate of 2.24% and a 2-quarter average growth rate of 2.55%. The portfolio is managed by Dorine Sanchez, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 16.58%
4.21%
$16.42M
323,618 shares@ $50.74 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 20.05%
1.19%
$4.624M
55,216 shares@ $83.76 avg price
IBDWIshares Tr
Recent Activity
Increased 2.11%
0.98%
$3.791M
178,648 shares@ $21.23 avg price
ESGUIshares Tr
Recent Activity
Increased 0.02%
0.59%
$2.288M
18,130 shares@ $126.19 avg price
IBDXIshares Tr
Recent Activity
Increased 3.77%
0.56%
$2.158M
83,937 shares@ $25.71 avg price
IBDVIshares Tr
Recent Activity
Increased 2.95%
0.44%
$1.685M
76,006 shares@ $22.17 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 1.34%
0.39%
$1.49M
36,237 shares@ $41.13 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.01%
0.36%
$1.39M
26,301 shares@ $52.87 avg price
IBDQIshares Tr
Recent Activity
Increased 155.56%
0.34%
$1.319M
52,561 shares@ $25.1 avg price
IBDPIshares Tr
Recent Activity
Increased 28.43%
0.32%
$1.232M
48,874 shares@ $25.22 avg price