REDWX Holdings List

As of May 30, 2025

No.	Symbol	Name	% Weight	Shares
1	MSFT	Microsoft Corporation	8.24%	25,059
2	NVDA	NVIDIA Corporation	6.29%	65,189
3	V	Visa Inc.	4.96%	19,002
4	COST	Costco Wholesale Corporation	4.72%	6,350
5	TTWO	Take-Two Interactive Software, Inc.	4.43%	27,427
6	MMC	Marsh & McLennan Companies, Inc.	3.39%	20,282
7	AMP	Ameriprise Financial, Inc.	3.11%	8,553
8	LLY	Eli Lilly and Company	2.94%	5,582
9	AVGO	Broadcom Inc.	2.80%	16,219
10	TJX	The TJX Companies, Inc.	2.79%	30,811
11	SFM	Sprouts Farmers Market, Inc.	2.74%	22,188
12	CDNS	Cadence Design Systems, Inc.	2.61%	12,732
13	ZS	Zscaler, Inc.	2.61%	13,234
14	NOW	ServiceNow, Inc.	2.60%	3,596
15	UNH	UnitedHealth Group Incorporated	2.26%	10,457
16	AMD	Advanced Micro Devices, Inc.	2.25%	28,476
17	AZEK	The AZEK Company Inc.	2.10%	59,387
18	COF	Capital One Financial Corporation	2.07%	15,330
19	APTV	Aptiv PLC	1.75%	36,697
20	WMT	Walmart Inc.	1.72%	24,331
21	MU	Micron Technology, Inc.	1.69%	25,049
22	IFF	International Flavors & Fragrances Inc.	1.57%	28,664
23	FHN	First Horizon Corporation	1.56%	110,049
24	PLD	Prologis, Inc.	1.53%	19,692
25	EMR	Emerson Electric Co.	1.49%	17,510
26	AWK	American Water Works Company, Inc.	1.42%	13,879
27	DIS	The Walt Disney Company	1.40%	17,313
28	VRTX	Vertex Pharmaceuticals Incorporated	1.37%	4,353
29	BIO	Bio-Rad Laboratories, Inc.	1.30%	8,042
30	ECL	Ecolab Inc.	1.29%	6,810
31	WM	Waste Management, Inc.	1.20%	6,986
32	TMUS	T-Mobile US, Inc.	1.19%	6,881
33	MDB	MongoDB, Inc.	1.18%	8,723
34	WMS	Advanced Drainage Systems, Inc.	1.14%	14,520
35	RIVN	Rivian Automotive, Inc.	1.10%	106,449
36	GTES	Gates Industrial Corporation plc	1.06%	70,401
37	MSA	MSA Safety Incorporated	1.06%	9,096
38	RRX	Regal Rexnord Corporation	1.04%	10,867
39	ACM	AECOM	1.03%	13,092
40	XYL	Xylem Inc.	1.00%	11,107
41	CMG	Chipotle Mexican Grill, Inc.	0.92%	25,809
42	INTC	Intel Corporation	0.87%	61,966
43	ON	ON Semiconductor Corporation	0.86%	28,715
44	GEV	GE Vernova Inc.	0.85%	2,519
45	CRM	Salesforce, Inc.	0.83%	4,369
46	OPCH	Option Care Health, Inc.	0.76%	32,424
47	FIS	Fidelity National Information Services, Inc.	0.69%	12,182
48	DXCM	DexCom, Inc.	0.66%	10,705
49	MEG	Montrose Environmental Group, Inc.	0.65%	46,464
50	APO	Apollo Global Management, Inc.	0.58%	6,220

As of May 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	98.61%
Cash	1.39%

Sector Breakdown

Sector	% Weight
Information Technology	28.31%
Health Care	17.22%
Financials	15.40%
Consumer Discretionary	12.73%
Industrials	8.26%
Consumer Staples	6.98%
Other	3.14%
Materials	2.48%
Real Estate	2.43%
Communication Services	2.06%
Utilities	0.99%

Country Breakdown

Sector	% Weight
United States	90.85%
Other	3.15%
Netherlands	2.73%
Ireland	2.05%
Bermuda	0.82%
Israel	0.40%