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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
VTIVanguard Index Fds
Recent Activity
Decreased -4.08%
12.64%
$49.31M
174,140 shares@ $283.17 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Decreased -6.49%
8.28%
$32.299M
570,961 shares@ $56.57 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -5.09%
8.16%
$31.808M
602,304 shares@ $52.82 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Decreased -10.01%
5.89%
$22.957M
241,271 shares@ $95.16 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 16.58%
4.21%
$16.42M
323,618 shares@ $50.74 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -2.51%
4.2%
$16.359M
207,896 shares@ $78.69 avg price
DUHPDimensional Etf Trust
Recent Activity
Decreased -4.03%
3.28%
$12.776M
375,005 shares@ $34.08 avg price
AAPLApple Inc
Recent Activity
Decreased -1.56%
3.16%
$12.311M
52,838 shares@ $233.0 avg price
EMXCIshares Inc
Recent Activity
Decreased -4.2%
3%
$11.705M
191,535 shares@ $61.11 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -5.62%
2.36%
$9.192M
94,355 shares@ $97.43 avg price