Top 50 Redwood Family Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 7.88% | 26.9K | $8.0M | -2.29%(-629) | $311.33(+10.16%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 7.2% | 43.3K | $7.3M | -0.35%(-154) | $116.54(+17.63%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.07% | 28.4K | $7.2M | +0.27%(+77) | $263.24(+17.24%) | 2026-03-31 | |
| ASTS | AST SPACEMOBILE INC | 6.38% | 78.4K | $6.5M | +8.61%(+6.22K) | $62.19(+36.88%) | 2026-03-31 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 6.34% | 13.6K | $6.5M | -14.48%(-2.31K) | $299.22(+36.09%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.3% | 22.3K | $4.4M | +1.83%(+402) | $188.83(+16.07%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.51% | 6.2K | $3.6M | -3.83%(-247) | $607.34(+17.33%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.11% | 5.3K | $3.2M | -1.08%(-58) | $619.76(+10.50%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.44% | 3.8K | $2.5M | -2.30%(-90) | $674.05(+10.49%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.29% | 6.3K | $2.3M | -17.81%(-1.37K) | $500.79(-22.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.84% | +67.86% |
| Top 20 Holdings Unweighted | +8.00% | +25.97% |
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