Rede Wealth

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

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Positions held by Rede Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Rede Wealth

Companies in the Rede Wealth portfolio as of the March 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) 46.7 $77M 199.00 385703.52
Johnson & Johnson (JNJ) 4.1 $6.7M 41k 164.34
Apple (AAPL) 3.7 $6.0M 50k 120.44
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.1 $5.0M 99k 51.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $4.2M +37% 11k 396.38
Amazon (AMZN) 2.4 $4.0M 1.3k 3094.09
Ishares Tr Core S&p500 Etf (IVV) 1.6 $2.6M 6.5k 397.86
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.3 $2.1M 36k 58.16
Ishares Tr Esg Awr Msci Usa (ESGU) 1.2 $2.1M +12% 23k 90.87
Microsoft Corporation (MSFT) 1.2 $2.0M +3% 8.5k 237.07
Schwab Strategic Tr Intrm Trm Tres (SCHR) 1.1 $1.8M -5% 32k 56.41
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.1 $1.8M +6% 30k 59.22
Truist Financial Corp equities (TFC) 1.1 $1.8M 30k 58.31
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.9 $1.5M +4% 4.0k 378.12

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First Tr Nas100 Eq Weighted SHS (QQEW) 0.9 $1.4M -13% 14k 103.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.3M +25% 5.1k 255.39
Applied Materials (AMAT) 0.7 $1.2M +6% 8.9k 135.00
UnitedHealth (UNH) 0.7 $1.2M +13% 3.2k 372.17
Norfolk Southern (NSC) 0.7 $1.1M 4.2k 268.50
Procter & Gamble Company (PG) 0.7 $1.1M 8.1k 135.46
Netflix (NFLX) 0.7 $1.1M 2.1k 521.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.1M 3.3k 319.15
Verizon Communications (VZ) 0.6 $1.0M +5% 18k 58.15
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.0M +5% 6.5k 160.90
3M Company (MMM) 0.6 $1.0M +5% 5.3k 192.73
Ishares Tr Mbs Etf (MBB) 0.6 $999k +205% 9.2k 108.48
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $966k 14k 69.22
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $959k +12% 9.5k 100.47
McDonald's Corporation (MCD) 0.5 $860k 3.8k 224.07
Tesla Motors (TSLA) 0.5 $805k -2% 1.2k 668.05
JPMorgan Chase & Co. (JPM) 0.5 $797k +5% 5.2k 152.31
Enterprise Products Partners (EPD) 0.5 $763k 35k 22.02
Starbucks Corporation (SBUX) 0.5 $750k +4% 6.9k 109.25
At&t (T) 0.5 $742k 25k 30.00
Exxon Mobil Corporation (XOM) 0.4 $732k +10% 13k 55.81
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $700k 13k 52.81
Ishares Esg Awr Msci Em (ESGE) 0.4 $695k +7% 16k 43.31
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $628k +13% 5.8k 108.56
Caterpillar (CAT) 0.4 $620k 2.7k 232.04
Walt Disney Company (DIS) 0.4 $590k 3.2k 184.43
BlackRock (BLK) 0.3 $569k +6% 755.00 753.64
Automatic Data Processing (ADP) 0.3 $549k +8% 2.9k 190.70
Ishares Tr Msci Eafe Etf (EFA) 0.3 $540k +76% 7.1k 75.89
Ishares Tr Msci Usa Value (VLUE) 0.3 $535k +16% 5.2k 102.45
Facebook Cl A (FB) 0.3 $534k 1.8k 294.50
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.3 $529k +48% 24k 21.79
CSX Corporation (CSX) 0.3 $527k +6% 5.5k 96.40
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $527k NEW 4.1k 128.79
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $524k +11% 6.9k 76.31
Intel Corporation (INTC) 0.3 $498k +4% 7.8k 64.03
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $467k 18k 26.19
Visa Com Cl A (V) 0.3 $465k 2.2k 211.65
Chevron Corporation (CVX) 0.3 $454k +8% 4.3k 104.75
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $453k NEW 8.3k 54.64
Deere & Company (DE) 0.3 $453k 1.2k 374.38
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.3 $440k -4% 15k 30.43
Aon Shs Cl A (AON) 0.3 $437k 1.9k 230.24
Ishares Tr U.s. Tech Etf (IYW) 0.3 $427k 4.9k 87.72
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.3 $415k +87% 19k 21.66
Ishares Tr Core Msci Eafe (IEFA) 0.3 $413k -3% 5.7k 72.06
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.3 $411k 1.5k 269.69
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $410k +35% 3.6k 112.96
Mastercard Incorporated Cl A (MA) 0.2 $406k +4% 1.1k 356.44
Bristol Myers Squibb (BMY) 0.2 $393k +12% 6.1k 64.14
Cisco Systems (CSCO) 0.2 $380k +23% 7.3k 51.78
Ishares Msci Emerg Mrkt (EEMV) 0.2 $379k -15% 6.0k 63.19
Union Pacific Corporation (UNP) 0.2 $378k 1.7k 220.41
Ishares Tr National Mun Etf (MUB) 0.2 $377k NEW 3.2k 116.14
Ishares Tr Morningstar Grwt (ILCG) 0.2 $370k -4% 1.3k 288.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $369k NEW 7.1k 51.85
Ishares Tr Short Treas Bd (SHV) 0.2 $362k NEW 3.3k 110.53
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $358k 6.7k 53.38
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $356k +4% 3.4k 105.73
Coca-Cola Company (KO) 0.2 $348k +8% 6.6k 52.75
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.2 $329k 16k 21.11
NVIDIA Corporation (NVDA) 0.2 $324k +4% 607.00 533.77
Nike CL B (NKE) 0.2 $322k +21% 2.4k 133.03
Raytheon Technologies Corp (RTX) 0.2 $321k +36% 4.2k 76.77
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $320k +14% 2.5k 130.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $319k -11% 3.5k 91.51
Pepsi (PEP) 0.2 $301k 2.1k 141.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $288k +5% 2.1k 135.47
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $287k NEW 3.3k 86.04
Dominion Resources (D) 0.2 $286k -2% 3.8k 75.90
Mondelez Intl Cl A (MDLZ) 0.2 $280k +9% 4.9k 57.50
FedEx Corporation (FDX) 0.2 $273k 960.00 284.38
Corning Incorporated (GLW) 0.2 $269k 6.2k 43.50
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $265k NEW 12k 22.18
Chubb (CB) 0.2 $255k 1.6k 157.80
Abbvie (ABBV) 0.2 $250k +13% 2.3k 108.84
Wal-Mart Stores (WMT) 0.1 $235k 1.7k 135.68
Abbott Laboratories (ABT) 0.1 $234k NEW 1.9k 120.07
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $234k 26k 9.09
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $228k 10k 22.16
Philip Morris International (PM) 0.1 $223k 2.5k 88.74
Global X Fds Conscious Cos (KRMA) 0.1 $219k -28% 7.5k 29.20
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $219k 663.00 330.32
Dupont De Nemours (DD) 0.1 $219k +3% 2.8k 77.43
Hexcel Corporation (HXL) 0.1 $214k NEW 3.8k 55.93
Constellation Brands Cl A (STZ) 0.0 $47k NEW 206.00 227.54
Adial Pharmaceuticals (ADIL) 0.0 $36k NEW 15k 2.40

Past Filings by Rede Wealth

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