Portfolio (Quarterly)
Guide ↗
Redwood Wealth Management Group, LLC
· CIK 0001963839| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | KMI | KINDER MORGAN INC DEL | Energy | 89,181 | $3.0M | 1.29% | SOLD |
| 22 | — | MFS INTL DIVERSIFICATION I | — | 107,847 | $3.0M | 1.29% | SOLD |
| 23 | — | FIDELITY ADVISOR GROWTH OPPS I | — | 13,943 | $3.0M | 1.27% | SOLD |
| 24 | MU | MICRON TECHNOLOGY INC | Technology | 7,473 | $2.5M | 1.09% | SOLD |
| 25 | — | LORD ABBETT BOND-DEBENTURE I | — | 351,531 | $2.5M | 1.07% | SOLD |
| 26 | — | SCHWAB PRIME ADVANTAGE MONEY ULTRA | — | 2,335,834 | $2.3M | 1.01% | SOLD |
| 27 | — | COLUMBIA DIVIDEND INCOME INST2 | — | 60,044 | $2.3M | 0.99% | SOLD |
| 28 | TLT | ISHARES 20 YEAR TREASURY BOND ETF | — | 25,650 | $2.2M | 0.96% | SOLD |
| 29 | LLY | ELI LILLY AND CO | Healthcare | 2,350 | $2.2M | 0.93% | SOLD |
| 30 | MRVL | MARVELL TECHNOLOGY INC | Technology | 20,570 | $2.0M | 0.88% | SOLD |
| 31 | TSLA | TESLA INC | Consumer Cyclical | 5,140 | $1.9M | 0.82% | SOLD |
| 32 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | — | 28,896 | $1.9M | 0.80% | SOLD |
| 33 | IJH | ISHARES CORE S&P MID-CAPETF | — | 27,165 | $1.8M | 0.79% | SOLD |
| 34 | — | GUGGENHEIM TOTAL RETURN BOND P | — | 74,992 | $1.8M | 0.77% | SOLD |
| 35 | IJR | ISHARES CORE S&P SMALL-CAP ETF | — | 14,209 | $1.8M | 0.76% | SOLD |
| 36 | JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | — | 37,930 | $1.7M | 0.74% | SOLD |
| 37 | — | VANGUARD SMALL CAP VALUE INDEX ADMIRAL | — | 18,288 | $1.7M | 0.74% | SOLD |
| 38 | — | LORD ABBETT CR OPPORTUNITIES INST | — | 202,550 | $1.7M | 0.72% | SOLD |
| 39 | — | VANGUARD INTERNATIONAL GROWTH ADM | — | 15,492 | $1.7M | 0.72% | SOLD |
| 40 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | — | 11,465 | $1.7M | 0.72% | SOLD |