Rede Wealth

Latest statistics and disclosures from Rede Wealth's latest quarterly 13F-HR filing:

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Portfolio Holdings for Rede Wealth

Companies in the Rede Wealth portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 48.0 $90M 219.00 411379.00
Apple (AAPL) 4.0 $7.5M +5% 53k 141.51
Johnson & Johnson (JNJ) 3.6 $6.7M 41k 161.50
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.4 $4.5M -6% 89k 50.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $4.4M -3% 10k 429.10
Amazon (AMZN) 2.3 $4.3M 1.3k 3285.38
Ishares Tr Core S&p500 Etf (IVV) 1.7 $3.2M +2% 7.3k 430.85
Microsoft Corporation (MSFT) 1.4 $2.6M +6% 9.1k 281.92
Ishares Tr Esg Awr Msci Usa (ESGU) 1.3 $2.5M +6% 26k 98.45
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.0 $1.8M -14% 30k 60.84
Truist Financial Corp equities (TFC) 0.9 $1.8M 30k 58.66
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.9 $1.8M -2% 31k 56.72
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.9 $1.6M -3% 23k 68.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.5M +12% 5.6k 272.94

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UnitedHealth (UNH) 0.8 $1.5M +12% 3.9k 390.81
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $1.5M -11% 25k 60.04
First Tr Nas100 Eq Weighted SHS (QQEW) 0.8 $1.5M -2% 13k 111.26
Netflix (NFLX) 0.7 $1.2M 2.0k 610.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.2M +2% 3.4k 357.97
Ishares Tr Msci Usa Mmentm (MTUM) 0.7 $1.2M 7.0k 175.54
Procter & Gamble Company (PG) 0.6 $1.2M +6% 8.6k 139.84
Verizon Communications (VZ) 0.6 $1.1M +15% 21k 53.99
3M Company (MMM) 0.6 $1.1M +9% 6.4k 175.41
Applied Materials (AMAT) 0.6 $1.1M 8.6k 128.78
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $1.1M 10k 106.45
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.1M 15k 73.48
Ishares Tr Mbs Etf (MBB) 0.5 $1.0M +2% 9.5k 108.22
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.0M +65% 7.0k 144.30
Norfolk Southern (NSC) 0.5 $1.0M 4.2k 239.29
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $962k +40% 11k 86.16
McDonald's Corporation (MCD) 0.5 $925k 3.8k 241.01
JPMorgan Chase & Co. (JPM) 0.5 $907k +4% 5.5k 165.44
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.5 $875k 16k 53.57
Tesla Motors (TSLA) 0.4 $806k -4% 1.0k 775.00
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $780k +19% 7.1k 109.15
Ishares Tr Tips Bd Etf (TIP) 0.4 $777k +61% 6.1k 127.67
At&t (T) 0.4 $755k +10% 28k 26.67
Starbucks Corporation (SBUX) 0.4 $754k 6.8k 110.36
Ishares Esg Awr Msci Em (ESGE) 0.4 $749k +5% 18k 41.44
Exxon Mobil Corporation (XOM) 0.4 $745k -8% 13k 58.80
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $726k +14% 5.6k 130.41
Enterprise Products Partners (EPD) 0.4 $725k 34k 21.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $687k +8% 13k 54.54
Intel Corporation (INTC) 0.4 $667k +28% 13k 52.50
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $601k +6% 7.2k 83.25
Walt Disney Company (DIS) 0.3 $591k +9% 3.5k 169.05
Automatic Data Processing (ADP) 0.3 $584k 2.9k 199.78
Facebook Cl A (FB) 0.3 $582k 1.7k 339.41
BlackRock (BLK) 0.3 $578k 690.00 837.68
Ishares Tr Msci Usa Value (VLUE) 0.3 $572k +6% 5.7k 100.76
CSX Corporation (CSX) 0.3 $563k +8% 19k 29.76
Ishares Tr Msci Eafe Etf (EFA) 0.3 $562k 7.2k 77.91
Aon Shs Cl A (AON) 0.3 $542k 1.9k 285.56
NVIDIA Corporation (NVDA) 0.3 $542k +329% 2.6k 207.87
Ishares Tr National Mun Etf (MUB) 0.3 $540k +14% 4.6k 116.23
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.3 $522k 24k 21.65
Ishares Tr U.s. Tech Etf (IYW) 0.3 $493k 4.9k 101.27
Visa Com Cl A (V) 0.3 $489k 2.2k 222.58
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $475k NEW 7.9k 59.94
Caterpillar (CAT) 0.3 $475k -7% 2.5k 192.07
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $452k +12% 3.8k 118.64
Mastercard Incorporated Cl A (MA) 0.2 $421k +6% 1.2k 347.75
Ishares Tr Morningstar Grwt (ILCG) 0.2 $409k 6.2k 65.50
Chevron Corporation (CVX) 0.2 $408k -8% 4.1k 100.00
Deere & Company (DE) 0.2 $406k 1.2k 335.26
Cisco Systems (CSCO) 0.2 $405k 7.5k 54.10
Nike CL B (NKE) 0.2 $403k +10% 2.8k 145.06
Bristol Myers Squibb (BMY) 0.2 $401k +10% 6.8k 59.22
General Motors Company (GM) 0.2 $375k +63% 7.1k 52.70
Raytheon Technologies Corp (RTX) 0.2 $373k +5% 4.3k 85.87
Ishares Tr Core Msci Eafe (IEFA) 0.2 $372k -11% 5.0k 74.27
American Express Company (AXP) 0.2 $368k +30% 2.2k 167.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $365k +3% 7.3k 50.01
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.2 $364k 17k 21.52
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.2 $353k 17k 21.09
Pepsi (PEP) 0.2 $351k +9% 2.3k 150.58
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $350k 13k 26.54
Coca-Cola Company (KO) 0.2 $349k 6.7k 52.00
Mondelez Intl Cl A (MDLZ) 0.2 $343k +22% 6.0k 57.50
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $338k 6.7k 50.40
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.2 $337k -18% 11k 30.60
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.2 $331k -23% 1.1k 288.33
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $328k -2% 3.3k 98.29
Abbvie (ABBV) 0.2 $322k +20% 3.0k 106.90
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $316k +7% 14k 22.18
Ishares Msci Emerg Mrkt (EEMV) 0.2 $315k -15% 5.0k 62.69
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $304k -11% 2.3k 133.22
Union Pacific Corporation (UNP) 0.2 $302k 1.5k 196.10
Wal-Mart Stores (WMT) 0.2 $297k +23% 2.1k 139.31
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $280k -6% 2.4k 115.04
Chubb (CB) 0.1 $280k 1.6k 173.27
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $272k +6% 12k 22.13
Ford Motor Company (F) 0.1 $268k NEW 19k 14.13
Ishares Tr Core Total Usd (IUSB) 0.1 $256k NEW 4.8k 53.26
Dominion Resources (D) 0.1 $249k -6% 3.4k 73.11
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $241k +476% 3.8k 62.71
Philip Morris International (PM) 0.1 $238k 2.5k 94.71
Global X Fds Conscious Cos (KRMA) 0.1 $235k 7.5k 31.34
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $234k 23k 10.18
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $233k NEW 2.6k 89.34
Abbott Laboratories (ABT) 0.1 $231k -4% 2.0k 118.15
Hexcel Corporation (HXL) 0.1 $227k 3.8k 59.33
Corning Incorporated (GLW) 0.1 $226k 6.2k 36.55
FedEx Corporation (FDX) 0.1 $211k 964.00 218.88
Bank of New York Mellon Corporation (BK) 0.1 $204k -16% 3.9k 51.92
Pfizer (PFE) 0.1 $203k NEW 4.7k 42.91
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.1 $202k 7.8k 25.77
Unilever Spon Adr New (UL) 0.1 $200k +3% 3.7k 54.15
Adial Pharmaceuticals (ADIL) 0.0 $65k 15k 4.28

Past Filings by Rede Wealth

SEC 13F filings are viewable for Rede Wealth going back to 2020