Redwood Family Wealth LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RF Redwood Family Wealth LLC | Institutional Filer | — | $95.4M | 98 |
Current Portfolio Holdings
Showing all 98 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | — | 27K | $8.0M | 8.42% |
| 2 | XOM | Exxon Mobil Corporation | Energy | 43K | $7.3M | 7.69% |
| 3 | AAPL | Apple Inc. | Technology | 28K | $7.2M | 7.56% |
| 4 | ASTS | AST SpaceMobile, Inc. | Technology | 78K | $6.5M | 6.81% |
| 5 | VTV | VANGUARD INDEX FDS | — | 22K | $4.4M | 4.59% |
| 6 | QQQ | Invesco QQQ Trust | — | 6K | $3.6M | 3.75% |
| 7 | VOO | VANGUARD INDEX FDS | — | 5K | $3.2M | 3.33% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 4K | $2.5M | 2.60% |
| 9 | MSFT | Microsoft Corporation | Technology | 6K | $2.3M | 2.45% |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | — | 9K | $2.1M | 2.25% |
| 11 | NVDA | NVIDIA Corporation | Technology | 11K | $2.0M | 2.10% |
| 12 | TBIL | RBB FD INC | — | 37K | $1.8M | 1.93% |
| 13 | DIVO | AMPLIFY ETF TR | — | 40K | $1.8M | 1.90% |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | — | 24K | $1.8M | 1.88% |
| 15 | DIS | The Walt Disney Company | Communication Services | 18K | $1.8M | 1.86% |
Showing 1 to 15 of 98 holdings