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  Name: REDW Stanley Financial Advisors LLC
  City: Albuquerque
  State: NM
  Zip: 87109
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $371,110,000
  Total Value Change : $22,351,000
  Securities Held Change : 10
   
All Securities Held : 162
  New Positions : 15
  Closed Positions : 5
  Increased Positions : 51
  Unchanged Positions : 47
  Decreased Positions : 49

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 70 New $0.00 $644,000 21,391 0.17% 644,000 21,391 0.024    N/A
   (USTB)1 Year Chart         USTB Victoryshares Usaa Core Sho... 86 New $0.00 $462,000 9,270 0.12% 462,000 9,270 0.01    N/A
   (LNGR)1 Year Chart         LNGR Global X Longevity Thematic 110 New $0.00 $328,000 10,904 0.09% 328,000 10,904 0.168    N/A
   (IBDT)1 Year Chart         IBDT Ishares Ibonds Dec 2028 Ter... 134 New $24.44 $255,000 10,238 0.07% 255,000 10,238 0    N/A
   (IBTF)1 Year Chart         IBTF Ishares Ibonds Dec 2025 Ter... 133 New $0.00 $255,000 10,957 0.07% 255,000 10,957 0.026    N/A
   (AIQ)1 Year Chart         AIQ Alliance Healthcare Services 139 New $34.37 $237,000 6,970 0.06% 237,000 6,970 0.019    Medical Laboratories ...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 145 New $220.03 $223,000 1,082 0.06% 223,000 1,082 0    Closed - End Fund - E...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 146 New $942.90 $221,000 227 0.06% 221,000 227 0    Semiconductor Equipme...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 147 New $193.27 $220,000 1,299 0.06% 220,000 1,299 0    Communication Equipment
   (DIS)1 Year Chart         DIS Walt Disney Co 150 New $103.37 $215,000 1,757 0.06% 215,000 1,757 0    Entertainment - Diver...
   (GE)1 Year Chart         GE General Electric Co 151 New $161.12 $214,000 1,217 0.06% 214,000 1,217 0    Conglomerates
   (CRM)1 Year Chart         CRM Salesforce.com Inc 152 New $284.68 $210,000 697 0.06% 210,000 697 0    Internet Software & S...
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 153 New $80.42 $203,000 2,495 0.05% 203,000 2,495 0.002    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 154 New $255.17 $202,000 773 0.05% 202,000 773 0.001    Closed - End Fund - E...
      14 Records Found
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Page 1 of 1
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