Rede Wealth

Rede Wealth as of June 30, 2022

Portfolio Holdings for Rede Wealth

Rede Wealth holds 99 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 51.8 $89M 218.00 408949.54
Johnson & Johnson (JNJ) 4.2 $7.3M 41k 176.72
Apple (AAPL) 4.2 $7.2M 53k 136.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $3.3M 66k 49.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $3.2M 8.4k 377.19
Amazon (AMZN) 1.6 $2.8M 26k 106.25
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.6 $2.7M 92k 29.47
Ishares Tr Core S&p500 Etf (IVV) 1.6 $2.7M 7.1k 379.16
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.5 $2.6M 54k 48.31
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $2.5M 25k 101.67
Microsoft Corporation (MSFT) 1.2 $2.1M 8.1k 256.87
UnitedHealth (UNH) 1.2 $2.0M 3.9k 513.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.9M 7.1k 272.96
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.8 $1.4M 22k 62.00
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.7 $1.2M 26k 47.41
Procter & Gamble Company (PG) 0.7 $1.1M 7.9k 143.74
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $1.1M 21k 52.28
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.1M 10k 104.70
Exxon Mobil Corporation (XOM) 0.6 $1.1M 12k 85.62
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.6 $1.0M 20k 51.62
Verizon Communications (VZ) 0.6 $1.0M 20k 50.76
Ishares Tr Mbs Etf (MBB) 0.6 $982k 10k 97.56
McDonald's Corporation (MCD) 0.6 $948k 3.8k 246.94
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $890k 7.5k 119.49
Vanguard Index Fds Small Cp Etf (VB) 0.5 $819k 4.7k 176.02
Applied Materials (AMAT) 0.4 $752k 8.4k 90.00
Norfolk Southern (NSC) 0.4 $727k 3.2k 227.19
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $726k 16k 46.40
Ishares Tr Core Msci Total (IXUS) 0.4 $716k 13k 57.07
Enterprise Products Partners (EPD) 0.4 $715k 29k 24.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $707k 11k 62.76
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $679k 13k 50.54
Vanguard Index Fds Value Etf (VTV) 0.4 $651k 4.9k 131.81
3M Company (MMM) 0.4 $649k 5.0k 129.52
Automatic Data Processing (ADP) 0.4 $620k 3.0k 209.85
JPMorgan Chase & Co. (JPM) 0.4 $619k 5.6k 110.00
Tesla Motors (TSLA) 0.4 $608k 903.00 673.31
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $596k 7.1k 83.93
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $588k 12k 51.04
Truist Financial Corp equities (TFC) 0.3 $569k 12k 47.47
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $556k 7.7k 71.95
At&t (T) 0.3 $550k 26k 20.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $536k 1.9k 280.04
Starbucks Corporation (SBUX) 0.3 $536k 7.0k 76.37
CSX Corporation (CSX) 0.3 $524k 18k 29.09
Aon Shs Cl A (AON) 0.3 $512k 1.9k 269.76
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.3 $495k 9.5k 51.90
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $478k 9.8k 48.97
Chevron Corporation (CVX) 0.3 $447k 3.1k 144.94
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $447k 5.4k 82.92
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $441k 3.2k 136.28
Bristol Myers Squibb (BMY) 0.3 $439k 5.7k 77.02
Ishares Tr National Mun Etf (MUB) 0.3 $437k 4.1k 106.35
Visa Com Cl A (V) 0.3 $433k 2.2k 196.73
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $431k 4.2k 102.31
Ishares Tr Msci Eafe Etf (EFA) 0.2 $431k 6.9k 62.58
BlackRock (BLK) 0.2 $422k 693.00 608.95
Coca-Cola Company (KO) 0.2 $407k 6.5k 62.50
Ishares Tr U.s. Tech Etf (IYW) 0.2 $389k 4.9k 79.91
NVIDIA Corporation (NVDA) 0.2 $388k 2.6k 151.59
Mastercard Incorporated Cl A (MA) 0.2 $387k 1.2k 315.09
Abbvie (ABBV) 0.2 $384k 2.5k 153.21
Raytheon Technologies Corp (RTX) 0.2 $380k 3.9k 97.05
Mondelez Intl Cl A (MDLZ) 0.2 $366k 5.9k 62.17
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.2 $363k 9.3k 39.29
Pepsi (PEP) 0.2 $355k 2.1k 166.59
Intel Corporation (INTC) 0.2 $344k 9.2k 37.42
Walt Disney Company (DIS) 0.2 $331k 3.5k 94.52
Cisco Systems (CSCO) 0.2 $329k 7.8k 42.00
Union Pacific Corporation (UNP) 0.2 $328k 1.5k 212.99
Ishares Tr Tips Bd Etf (TIP) 0.2 $328k 2.9k 113.64
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $323k 3.7k 87.37
Chubb (CB) 0.2 $318k 1.6k 196.78
American Express Company (AXP) 0.2 $312k 2.3k 138.54
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $311k 2.7k 115.02
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $307k 13k 23.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $291k 7.0k 41.52
Nike CL B (NKE) 0.2 $277k 2.7k 102.48
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $271k 13k 20.94
Dominion Resources (D) 0.2 $268k 3.4k 79.79
Ishares Tr Short Treas Bd (SHV) 0.2 $268k 2.4k 110.06
Netflix (NFLX) 0.2 $259k 1.5k 174.65
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $254k 6.3k 40.17
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $248k 3.4k 72.32
Philip Morris International (PM) 0.1 $248k 2.5k 98.69
Ishares Esg Awr Msci Em (ESGE) 0.1 $246k 7.6k 32.34
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $238k 9.9k 24.05
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $226k 23k 9.81
Abbott Laboratories (ABT) 0.1 $224k 2.1k 108.71
Pfizer (PFE) 0.1 $221k 4.2k 52.36
FedEx Corporation (FDX) 0.1 $221k 973.00 227.13
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $220k 11k 20.49
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $218k 4.5k 48.13
Meta Platforms Cl A (META) 0.1 $212k 1.3k 161.03
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $210k 2.5k 83.67
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $204k 3.4k 59.39
Hexcel Corporation (HXL) 0.1 $200k 3.8k 52.23
Global X Fds Conscious Cos (KRMA) 0.1 $200k 7.5k 26.67
Ford Motor Company (F) 0.1 $189k 17k 11.16