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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.15%
1.91%
$7.44M
41,529 shares@ $179.17 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.74%
1.78%
$6.92M
12,060 shares@ $573.78 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -17.41%
1.77%
$6.895M
144,091 shares@ $47.86 avg price
HYGVFlexshares Tr
Recent Activity
Decreased -24.76%
1.75%
$6.81M
163,437 shares@ $41.67 avg price
EEMIshares Tr
Recent Activity
Decreased -0.3%
1.47%
$5.731M
124,967 shares@ $45.87 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -5.46%
1.29%
$4.999M
11,618 shares@ $430.31 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -4.3%
1.23%
$4.8M
79,437 shares@ $60.42 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 20.05%
1.19%
$4.624M
55,216 shares@ $83.76 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Decreased -4.87%
1.12%
$4.343M
64,790 shares@ $67.03 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -0.5%
1.04%
$4.048M
60,847 shares@ $66.52 avg price