StockDriftsStockDriftsTop 50 REDW Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8.67% | 67.7K | $21.7M | -8.02%(-5.91K) | $172.26(+114.07%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 7.14% | 292.1K | $17.9M | -14.04%(-47.71K) | $35.32(+103.77%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.83% | 267.3K | $17.1M | -12.88%(-39.53K) | $41.30(+71.44%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 6.1% | 137.5K | $15.3M | -6.59%(-9.70K) | $75.31(+68.76%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.17% | 19.9K | $13.0M | -4.86%(-1.01K) | $556.66(+34.45%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.13% | 254.3K | $12.9M | -4.97%(-13.29K) | $50.37(+0.09%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.98% | 159.3K | $12.5M | -4.64%(-7.75K) | $76.97(+1.01%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.17% | 93.7K | $8.0M | +36.07%(+24.85K) | $69.97(+28.52%) | 2026-03-31 | |
| EMXC | ISHARES INC | 3.11% | 99.0K | $7.8M | -8.72%(-9.45K) | $49.63(+95.41%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.75% | 69.4K | $6.9M | -2.98%(-2.13K) | $99.37(-0.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.37% | +38.15% |
| Top 20 Holdings Unweighted | +10.65% | +35.47% |
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