Rede Wealth
Latest statistics and disclosures from Rede Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, AAPL, JNJ, ITOT, IVV, and represent 67.40% of Rede Wealth's stock portfolio.
- Added to shares of these 10 stocks: ITOT (+$5.6M), SCHO, GOVT, VTIP, IDEV, SPTL, IMCB, QQQM, SCHA, BRK.B.
- Started 10 new stock positions in IDEV, GOVT, IMCB, SCHA, SCHO, QQQM, HYMB, INTC, SPTL, VTIP.
- Reduced shares in these 10 stocks: VTEB, VTV, SPTI, BRK.A, SUB, AGG, SCHM, VB, ISTB, IVV.
- Sold out of its position in F.
- Rede Wealth was a net buyer of stock by $1.4M.
- Rede Wealth has $211M in assets under management (AUM), dropping by 5.68%.
- Central Index Key (CIK): 0001842054
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Portfolio Holdings for Rede Wealth
Rede Wealth holds 90 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 55.1 | $116M | 214.00 | 542625.03 |
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| Apple (AAPL) | 4.6 | $9.7M | 51k | 192.53 |
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| Johnson & Johnson (JNJ) | 2.8 | $5.9M | 38k | 156.74 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.8 | $5.9M | +1937% | 56k | 105.23 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $4.5M | -8% | 9.3k | 477.62 |
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| Amazon (AMZN) | 1.9 | $4.1M | 27k | 151.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $3.1M | +20% | 8.8k | 356.66 |
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| Microsoft Corporation (MSFT) | 1.5 | $3.1M | +3% | 8.2k | 376.03 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.4 | $3.0M | -42% | 59k | 51.05 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.4M | 5.0k | 475.32 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $2.0M | 20k | 99.98 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.0 | $2.0M | -48% | 71k | 28.56 |
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| UnitedHealth (UNH) | 0.9 | $1.9M | 3.6k | 526.51 |
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| Ishares Tr Core Msci Total (IXUS) | 0.9 | $1.8M | -17% | 28k | 64.93 |
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| Vanguard Index Fds Value Etf (VTV) | 0.7 | $1.6M | -55% | 11k | 149.50 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.7 | $1.5M | -10% | 23k | 65.06 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.5M | 3.0k | 495.22 |
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| Coinbase Global Com Cl A (COIN) | 0.6 | $1.4M | 7.8k | 173.92 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.6 | $1.3M | -41% | 13k | 105.43 |
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| Applied Materials (AMAT) | 0.6 | $1.3M | 8.2k | 162.07 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $1.3M | -39% | 13k | 99.25 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.6 | $1.3M | NEW | 26k | 48.45 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $1.3M | NEW | 55k | 23.04 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $1.2M | NEW | 26k | 47.49 |
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| McDonald's Corporation (MCD) | 0.5 | $1.1M | 3.6k | 296.53 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.5 | $1.1M | NEW | 17k | 63.66 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.5 | $1.0M | NEW | 36k | 29.02 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $973k | -45% | 13k | 75.32 |
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| Procter & Gamble Company (PG) | 0.5 | $956k | 6.5k | 146.53 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.4 | $921k | NEW | 14k | 67.13 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $907k | NEW | 5.4k | 168.54 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $882k | 14k | 62.66 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $760k | NEW | 16k | 47.24 |
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| Enterprise Products Partners (EPD) | 0.4 | $741k | -3% | 28k | 26.35 |
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| Netflix (NFLX) | 0.3 | $713k | 1.5k | 486.88 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.3 | $701k | -4% | 7.7k | 91.05 |
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| Verizon Communications (VZ) | 0.3 | $661k | 18k | 37.70 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $653k | -51% | 3.1k | 213.30 |
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| Automatic Data Processing (ADP) | 0.3 | $647k | 2.8k | 232.99 |
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| Visa Com Cl A (V) | 0.3 | $616k | 2.4k | 260.37 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $608k | 3.6k | 170.09 |
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| Norfolk Southern (NSC) | 0.3 | $603k | 2.6k | 236.42 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $598k | 4.9k | 122.75 |
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| CSX Corporation (CSX) | 0.3 | $597k | 17k | 34.67 |
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| Tesla Motors (TSLA) | 0.3 | $583k | -13% | 2.3k | 248.48 |
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| Starbucks Corporation (SBUX) | 0.3 | $566k | -3% | 5.9k | 96.01 |
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| BlackRock (BLK) | 0.3 | $553k | 681.00 | 811.82 |
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| Aon Shs Cl A (AON) | 0.3 | $552k | 1.9k | 291.02 |
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| Truist Financial Corp equities (TFC) | 0.3 | $552k | 15k | 36.92 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $508k | +2% | 7.3k | 69.47 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $492k | 1.2k | 426.50 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $480k | -49% | 10k | 47.56 |
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| Shopify Cl A (SHOP) | 0.2 | $462k | 5.9k | 77.90 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $454k | +14% | 19k | 24.18 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $426k | -42% | 8.8k | 48.32 |
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| Union Pacific Corporation (UNP) | 0.2 | $415k | 1.7k | 245.62 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $393k | -24% | 11k | 35.91 |
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| At&t (T) | 0.2 | $389k | 23k | 16.78 |
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| Chubb (CB) | 0.2 | $383k | 1.7k | 226.00 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $364k | 3.1k | 117.13 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $351k | 23k | 15.15 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $348k | -36% | 3.8k | 91.39 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $337k | 4.6k | 72.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $333k | -16% | 814.00 | 409.52 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $333k | -9% | 4.4k | 75.54 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $332k | -42% | 9.4k | 35.41 |
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| Coca-Cola Company (KO) | 0.2 | $319k | 5.4k | 58.93 |
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| Chevron Corporation (CVX) | 0.1 | $316k | -3% | 2.1k | 149.14 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $306k | 3.3k | 94.08 |
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| Oneok (OKE) | 0.1 | $296k | 4.2k | 70.22 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $285k | -33% | 6.0k | 47.74 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $285k | -10% | 3.8k | 75.35 |
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| 3M Company (MMM) | 0.1 | $270k | -30% | 2.5k | 109.32 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $270k | 3.2k | 84.14 |
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| Cisco Systems (CSCO) | 0.1 | $265k | 5.2k | 50.52 |
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| Walt Disney Company (DIS) | 0.1 | $256k | 2.8k | 90.29 |
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| Abbvie (ABBV) | 0.1 | $255k | 1.6k | 155.01 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $255k | NEW | 10k | 25.30 |
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| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $255k | -6% | 2.2k | 117.45 |
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| FedEx Corporation (FDX) | 0.1 | $255k | 1.0k | 252.95 |
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| Intel Corporation (INTC) | 0.1 | $251k | NEW | 5.0k | 50.25 |
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| Hexcel Corporation (HXL) | 0.1 | $250k | 3.4k | 73.74 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $249k | -3% | 4.9k | 51.28 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $247k | -4% | 2.4k | 104.92 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $244k | -13% | 1.6k | 156.89 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $244k | -3% | 3.8k | 64.45 |
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| Eaton Corp SHS (ETN) | 0.1 | $242k | 1.0k | 240.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $237k | +2% | 1.7k | 139.69 |
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| Caterpillar (CAT) | 0.1 | $235k | +2% | 795.00 | 295.67 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $223k | -16% | 4.3k | 52.00 |
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Past Filings by Rede Wealth
SEC 13F filings are viewable for Rede Wealth going back to 2020
- Rede Wealth 2023 Q4 filed Jan. 17, 2024
- Rede Wealth 2023 Q3 filed Nov. 8, 2023
- Rede Wealth 2023 Q2 filed Aug. 7, 2023
- Rede Wealth 2023 Q1 filed April 26, 2023
- Rede Wealth 2022 Q4 filed Jan. 17, 2023
- Rede Wealth 2022 Q3 filed Oct. 17, 2022
- Rede Wealth 2022 Q2 filed July 21, 2022
- Rede Wealth 2022 Q1 filed April 18, 2022
- Rede Wealth 2021 Q4 filed Feb. 7, 2022
- Rede Wealth 2021 Q3 filed Oct. 8, 2021
- Rede Wealth 2021 Q2 filed July 22, 2021
- Rede Wealth 2021 Q1 filed May 12, 2021
- Rede Wealth 2020 Q4 filed Feb. 16, 2021