0001398344-17-005150.txt : 20170424 0001398344-17-005150.hdr.sgml : 20170424 20170424160834 ACCESSION NUMBER: 0001398344-17-005150 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170424 DATE AS OF CHANGE: 20170424 EFFECTIVENESS DATE: 20170424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: REDW Stanley Financial Advisors LLC CENTRAL INDEX KEY: 0001688931 IRS NUMBER: 850467977 STATE OF INCORPORATION: NM FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17601 FILM NUMBER: 17778381 BUSINESS ADDRESS: STREET 1: 7425 JEFFERSON ST NE CITY: ALBUQUERQUE STATE: NM ZIP: 87109 BUSINESS PHONE: 505-998-3200 MAIL ADDRESS: STREET 1: 7425 JEFFERSON ST NE CITY: ALBUQUERQUE STATE: NM ZIP: 87109 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001688931 XXXXXXXX 03-31-2017 03-31-2017 false REDW Stanley Financial Advisors LLC

7425 Jefferson St Ne Albuquerque NM 87109

13F HOLDINGS REPORT 028-17601 N Dorine Sanchez 505-998-3200 /s/ Dorine Sanchez Albuquerque NM 04-21-2017 0 83 98272 INFORMATION TABLE 2 fp0025251_13fhr-table.xml 13F INFORMATION TABLE APPLE INC COM 037833100 2128 14812 SH SOLE 14363 0 449 APPLE INC COM 037833100 14 100 SH OTR 0 0 100 ISHARES TR CORE US AGGBD ET 464287226 285 2627 SH SOLE 2627 0 0 AMAZON COM INC COM 023135106 288 325 SH SOLE 290 0 35 BANK AMER CORP COM 060505104 218 9238 SH SOLE 9238 0 0 BIOGEN INC COM 09062X103 370 1355 SH SOLE 1355 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 556 6652 SH SOLE 6291 0 361 BRISTOL MYERS SQUIBB CO COM 110122108 257 4721 SH SOLE 406 0 4315 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1958 24144 SH SOLE 21105 0 3039 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1958 11747 SH SOLE 11229 0 518 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 16679 209224 SH SOLE 199239 0 9985 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 175 2193 SH OTR 0 0 2193 COLGATE PALMOLIVE CO COM 194162103 263 3590 SH SOLE 0 0 3590 CAPITAL ONE FINL CORP COM 14040H105 455 5255 SH SOLE 5255 0 0 CISCO SYS INC COM 17275R102 202 5975 SH SOLE 5975 0 0 CHEVRON CORP NEW COM 166764100 340 3168 SH SOLE 2212 0 956 DU PONT E I DE NEMOURS & CO COM 263534109 284 3534 SH SOLE 0 0 3534 DANAHER CORP DEL COM 235851102 273 3190 SH SOLE 3190 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 464 11789 SH SOLE 11789 0 0 ISHARES TR MSCI EAFE ETF 464287465 337 5409 SH SOLE 3640 0 1769 FACEBOOK INC CL A 30303M102 392 2762 SH SOLE 2617 0 145 GENERAL ELECTRIC CO COM 369604103 416 13960 SH SOLE 8410 0 5550 GENERAL ELECTRIC CO COM 369604103 6 200 SH OTR 0 0 200 ALPHABET INC CAP STK CL A 02079K305 142 167 SH SOLE 142 0 25 ALPHABET INC CAP STK CL A 02079K305 212 250 SH OTR 0 0 250 INTERNATIONAL BUSINESS MACHS COM 459200101 472 2713 SH SOLE 2713 0 0 ISHARES TR CORE S&P MCP ETF 464287507 225 1314 SH SOLE 1314 0 0 INTEL CORP COM 458140100 1728 47887 SH SOLE 47887 0 0 INTUIT COM 461202103 391 3375 SH SOLE 3375 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 591 4493 SH SOLE 4493 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 678 5896 SH SOLE 5744 0 152 ISHARES TR RUS 1000 GRW ETF 464287614 276 2426 SH SOLE 2426 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 448 3257 SH SOLE 2714 0 543 ISHARES TR RUS MID CAP ETF 464287499 427 2280 SH SOLE 2280 0 0 JOHNSON & JOHNSON COM 478160104 448 3599 SH SOLE 2406 0 1193 JPMORGAN CHASE & CO COM 46625H100 608 6922 SH SOLE 6531 0 391 KRAFT HEINZ CO COM 500754106 208 2289 SH SOLE 1216 0 1073 MONDELEZ INTL INC CL A 609207105 251 5821 SH SOLE 3619 0 2202 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 291 933 SH SOLE 933 0 0 MARSH & MCLENNAN COS INC COM 571748102 236 3190 SH SOLE 3190 0 0 3M CO COM 88579Y101 573 2993 SH SOLE 2608 0 385 ALTRIA GROUP INC COM 02209S103 389 5443 SH SOLE 4413 0 1030 MICROSOFT CORP COM 594918104 1001 15206 SH SOLE 14721 0 485 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 550 10954 SH SOLE 10954 0 0 PFIZER INC COM 717081103 260 7613 SH SOLE 1376 0 6237 PROCTER AND GAMBLE CO COM 742718109 749 8340 SH SOLE 7864 0 476 PHILIP MORRIS INTL INC COM 718172109 255 2255 SH SOLE 1245 0 1010 PRAXAIR INC COM 74005P104 260 2195 SH SOLE 2195 0 0 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 7372 81173 SH SOLE 77144 0 4029 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 177 1950 SH OTR 0 0 1950 RAYTHEON CO COM NEW 755111507 252 1650 SH SOLE 1650 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 341 5969 SH SOLE 5969 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 352 14668 SH SOLE 14668 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1042 34890 SH SOLE 34889 0 1 SCHWAB STRATEGIC TR US REIT ETF 808524847 205 5031 SH SOLE 4650 0 381 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 217 4586 SH SOLE 4586 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2 51 SH OTR 0 0 51 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 246 4870 SH SOLE 4869 0 1 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 18 356 SH OTR 0 0 356 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 357 6899 SH SOLE 6725 0 174 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 17 329 SH OTR 0 0 329 SCHLUMBERGER LTD COM 806857108 328 4200 SH SOLE 2461 0 1739 SPDR S&P 500 ETF TR TR UNIT 78462F103 5924 25127 SH SOLE 23870 0 1257 SPDR S&P 500 ETF TR TR UNIT 78462F103 129 548 SH OTR 0 0 548 AT&T INC COM 00206R102 480 11545 SH SOLE 4906 0 6639 UNION PAC CORP COM 907818108 390 3679 SH SOLE 3425 0 254 VISA INC COM CL A 92826C839 279 3137 SH SOLE 3137 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1642 12319 SH SOLE 11560 0 759 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1729 43992 SH SOLE 38126 0 5866 VANGUARD INDEX FDS REIT ETF 922908553 18300 221582 SH SOLE 211182 0 10400 VANGUARD INDEX FDS REIT ETF 922908553 224 2715 SH OTR 0 0 2715 VANGUARD INDEX FDS MID CAP ETF 922908629 8819 63339 SH SOLE 59697 0 3642 VANGUARD INDEX FDS MID CAP ETF 922908629 92 664 SH OTR 0 0 664 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1297 10694 SH SOLE 9140 0 1554 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 200 4044 SH SOLE 4044 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 747 7828 SH SOLE 6686 0 1142 VANGUARD INDEX FDS GROWTH ETF 922908736 1825 15005 SH SOLE 14087 0 918 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3412 85899 SH SOLE 76691 0 9208 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 127 3185 SH OTR 0 0 3185 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 453 5832 SH SOLE 5832 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 221 4532 SH SOLE 4532 0 0 WAL-MART STORES INC COM 931142103 367 5098 SH SOLE 5098 0 0 EXXON MOBIL CORP COM 30231G102 702 8564 SH SOLE 4572 0 3992