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Dorine Sanchez

Redw Wealth Llc

Assets Managed
$250.729M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-4.41%(2Q avg: -2.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Redw Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 250.729M in assets, with a quarterly growth rate of -4.41% and a 2-quarter average growth rate of -2.63%. The portfolio is managed by Dorine Sanchez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -8.02%
8.67%
$21.733M
67,745 shares@ $320.82 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Decreased -14.03%
7.15%
$17.911M
292,091 shares@ $61.33 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -12.88%
6.84%
$17.13M
267,325 shares@ $64.08 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -6.58%
6.1%
$15.289M
137,516 shares@ $111.19 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.85%
5.18%
$12.975M
19,863 shares@ $653.21 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -4.96%
5.14%
$12.868M
254,253 shares@ $50.62 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -4.63%
4.99%
$12.488M
159,268 shares@ $78.42 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 36.08%
3.18%
$7.953M
93,746 shares@ $84.85 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -8.71%
3.11%
$7.786M
98,985 shares@ $78.66 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -2.98%
2.75%
$6.894M
69,449 shares@ $99.27 avg price

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