Redwood Wealth Management Group, LLC [Rocket]

Holdings

Redwood Wealth Management Group, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Apple Inc.	AAPL	Common	20,487	20,487	3,973,850,000	3,973,850,000	4.41		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	11,082	11,082	3,773,949,000	3,773,949,000	4.18	0.00	Hist	06/30/2023
SPDR SERIES TRUST	SDY	Common	26,466	26,466	3,244,203,000	3,244,203,000	3.60		Hist	06/30/2023
INTERNATIONAL BUSINESS MACHINES CORP	IBM	Common	20,741	20,741	2,775,390,000	2,775,390,000	3.08		Hist	06/30/2023
iSHARES TRUST	IVV	Common	5,970	5,970	2,660,889,000	2,660,889,000	2.95		Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	36,613	36,613	2,580,484,000	2,580,484,000	2.86		Hist	06/30/2023
EXXON MOBIL CORP	XOM	Common	23,459	23,459	2,515,978,000	2,515,978,000	2.79	0.00	Hist	06/30/2023
KINDER MORGAN, INC.	KMI	COM	132,424	132,424	2,280,344,000	2,280,344,000	2.53	0.01	Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	18,069	18,069	2,162,859,000	2,162,859,000	2.40		Hist	06/30/2023
INVESCO EXCH TRADED FD TR II	SPLV	Common	33,479	33,479	2,102,827,000	2,102,827,000	2.33		Hist	06/30/2023
Alphabet Inc.	GOOG	COM	17,075	17,075	2,065,563,000	2,065,563,000	2.29		Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	16,223	16,223	1,871,948,000	1,871,948,000	2.08		Hist	06/30/2023
Energy Transfer LP	ET	Common	130,135	130,135	1,652,715,000	1,652,715,000	1.83		Hist	06/30/2023
VERIZON COMMUNICATIONS INC	VZ	Common	41,808	41,808	1,554,845,000	1,554,845,000	1.72		Hist	06/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	15,562	15,562	1,550,753,000	1,550,753,000	1.72		Hist	06/30/2023
iSHARES TRUST	IJH	Common	5,858	5,858	1,531,750,000	1,531,750,000	1.70		Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	32,905	32,905	1,519,553,000	1,519,553,000	1.68		Hist	06/30/2023
Broadcom Ltd	AVGO	COM	1,667	1,667	1,445,702,000	1,445,702,000	1.60		Hist	06/30/2023
PROCTER & GAMBLE Co	PG	Common	8,325	8,325	1,263,220,000	1,263,220,000	1.40	0.00	Hist	06/30/2023
NVIDIA CORP	NVDA	Common	2,526	2,526	1,068,564,000	1,068,564,000	1.18	0.00	Hist	06/30/2023
MCDONALDS CORP	MCD	Common	3,488	3,488	1,040,854,000	1,040,854,000	1.15	0.00	Hist	06/30/2023
Aon plc	AON	Common Stock	2,900	2,900	1,001,080,000	1,001,080,000	1.11		Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	8,439	8,439	961,286,000	961,286,000	1.07	0.00	Hist	06/30/2023
Enphase Energy, Inc.	ENPH	Common	5,400	5,400	904,392,000	904,392,000	1.00		Hist	06/30/2023
Alibaba Group Holding Ltd	BABA	SPONSORED ADS	10,183	10,183	848,753,000	848,753,000	0.94		Hist	06/30/2023
RAYTHEON TECHNOLOGIES CORP	RTX	COM	7,905	7,905	774,372,000	774,372,000	0.86		Hist	06/30/2023
QUALCOMM INC/DE	QCOM	Common	6,315	6,315	751,717,000	751,717,000	0.83		Hist	06/30/2023
ELI LILLY & Co	LLY	Common	1,598	1,598	749,655,000	749,655,000	0.83	0.00	Hist	06/30/2023
PFIZER INC	PFE	Common	20,262	20,262	743,195,000	743,195,000	0.82	0.00	Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	4,488	4,488	742,812,000	742,812,000	0.82		Hist	06/30/2023
AbbVie Inc.	ABBV	COM	5,507	5,507	741,981,000	741,981,000	0.82	0.00	Hist	06/30/2023
CSX CORP	CSX	Common	21,713	21,713	740,413,000	740,413,000	0.82		Hist	06/30/2023
BRISTOL MYERS SQUIBB CO	BMY	Common	11,516	11,516	736,435,000	736,435,000	0.82		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	5,468	5,468	712,808,000	712,808,000	0.79		Hist	06/30/2023
MICRON TECHNOLOGY INC	MU	Common	11,149	11,149	703,613,000	703,613,000	0.78	0.00	Hist	06/30/2023
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