Rede Wealth

Rede Wealth as of March 31, 2022

Portfolio Holdings for Rede Wealth

Rede Wealth holds 105 positions in its portfolio as reported in the March 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) 54.2 $115M 218.00 528922.02
Apple (AAPL) 4.3 $9.2M 53k 175.10
Johnson & Johnson (JNJ) 3.4 $7.3M 41k 177.23
Amazon (AMZN) 2.0 $4.3M 1.3k 3259.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $4.2M 9.4k 451.49
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.9 $4.0M 83k 48.94
Ishares Tr Core S&p500 Etf (IVV) 1.5 $3.3M 7.2k 453.68
Ishares Tr Esg Awr Msci Usa (ESGU) 1.3 $2.8M 28k 101.35
Microsoft Corporation (MSFT) 1.2 $2.5M 8.0k 307.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.2M 6.2k 352.87
UnitedHealth (UNH) 0.9 $2.0M 3.9k 509.92
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $2.0M 29k 67.10
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.7 $1.5M 23k 64.28
First Tr Nas100 Eq Weighted SHS (QQEW) 0.6 $1.3M 12k 107.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.3M 3.6k 362.59
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.6 $1.3M 26k 49.57
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $1.2M 22k 54.98
Procter & Gamble Company (PG) 0.6 $1.2M 7.9k 152.79
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.6 $1.2M 22k 53.26
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $1.1M 6.8k 168.33
Ishares Tr Mbs Etf (MBB) 0.5 $1.1M 11k 101.76
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.1M 14k 77.58
Applied Materials (AMAT) 0.5 $1.1M 8.4k 131.77
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.0M 12k 83.32
Verizon Communications (VZ) 0.5 $1.0M 20k 50.95
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.0M 8.1k 124.52
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $1.0M 8.2k 122.09
Exxon Mobil Corporation (XOM) 0.5 $997k 12k 82.57
Tesla Motors (TSLA) 0.5 $973k 903.00 1077.52
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $953k 9.9k 96.25
McDonald's Corporation (MCD) 0.4 $949k 3.8k 247.20
3M Company (MMM) 0.4 $922k 6.2k 148.83
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $914k 6.9k 132.10
Norfolk Southern (NSC) 0.4 $913k 3.2k 285.31
Enterprise Products Partners (EPD) 0.4 $845k 33k 25.81
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $812k 7.5k 107.91
Netflix (NFLX) 0.4 $757k 2.0k 374.57
JPMorgan Chase & Co. (JPM) 0.4 $748k 5.5k 135.34
NVIDIA Corporation (NVDA) 0.3 $704k 2.6k 272.91
Starbucks Corporation (SBUX) 0.3 $700k 7.8k 90.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $692k 13k 51.76
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $689k 8.0k 86.67
Truist Financial Corp equities (TFC) 0.3 $678k 12k 56.74
Ishares Esg Awr Msci Em (ESGE) 0.3 $677k 18k 36.74
Automatic Data Processing (ADP) 0.3 $671k 3.0k 227.37
CSX Corporation (CSX) 0.3 $659k 18k 37.46
At&t (T) 0.3 $627k 27k 23.63
Aon Shs Cl A (AON) 0.3 $618k 1.9k 325.61
Ishares Tr Msci Usa Value (VLUE) 0.3 $596k 5.7k 104.60
Intel Corporation (INTC) 0.3 $583k 12k 49.56
Ishares Tr Msci Eafe Etf (EFA) 0.2 $532k 7.2k 73.58
BlackRock (BLK) 0.2 $528k 691.00 764.11
Ishares Tr National Mun Etf (MUB) 0.2 $523k 4.8k 109.74
Chevron Corporation (CVX) 0.2 $518k 3.2k 162.78
Ishares Tr U.s. Tech Etf (IYW) 0.2 $502k 4.9k 103.12
Visa Com Cl A (V) 0.2 $488k 2.2k 221.72
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $483k 3.9k 123.15
Walt Disney Company (DIS) 0.2 $480k 3.5k 137.06
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $444k 5.4k 81.95
Bristol Myers Squibb (BMY) 0.2 $438k 6.0k 73.00
Mastercard Incorporated Cl A (MA) 0.2 $437k 1.2k 357.89
Cisco Systems (CSCO) 0.2 $424k 7.6k 55.69
American Express Company (AXP) 0.2 $422k 2.3k 186.81
Union Pacific Corporation (UNP) 0.2 $421k 1.5k 273.38
Coca-Cola Company (KO) 0.2 $404k 6.5k 61.99
Abbvie (ABBV) 0.2 $404k 2.5k 161.29
Raytheon Technologies Corp (RTX) 0.2 $392k 3.9k 100.00
Ishares Tr Morningstar Grwt (ILCG) 0.2 $391k 6.0k 65.06
Mondelez Intl Cl A (MDLZ) 0.2 $369k 5.9k 62.76
Ford Motor Company (F) 0.2 $364k 22k 16.91
Pepsi (PEP) 0.2 $357k 2.1k 167.53
Nike CL B (NKE) 0.2 $350k 2.7k 130.00
Chubb (CB) 0.2 $346k 1.6k 214.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $339k 7.3k 46.22
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $332k 1.1k 289.20
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.2 $332k 11k 31.10
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $329k 13k 24.94
Ishares Tr Core Msci Eafe (IEFA) 0.1 $315k 4.5k 69.43
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $314k 3.1k 100.90
Ishares Tr Short Treas Bd (SHV) 0.1 $310k 2.8k 110.24
Ishares Msci Emerg Mrkt (EEMV) 0.1 $306k 5.0k 60.98
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $304k 6.5k 46.58
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $303k 6.7k 45.18
Meta Platforms Cl A (META) 0.1 $292k 1.3k 223.35
Dominion Resources (D) 0.1 $288k 3.4k 85.08
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.1 $278k 13k 21.10
Ishares Tr Core Total Usd (IUSB) 0.1 $267k 5.4k 49.57
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $264k 4.4k 59.42
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $248k 23k 10.77
Abbott Laboratories (ABT) 0.1 $247k 2.1k 120.00
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $246k 2.3k 107.33
Global X Fds Conscious Cos (KRMA) 0.1 $243k 7.5k 32.40
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $242k 3.2k 75.89
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $240k 2.0k 121.15
Caterpillar (CAT) 0.1 $239k 1.1k 222.53
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $236k 11k 20.93
Philip Morris International (PM) 0.1 $236k 2.5k 93.91
Coinbase Global Com Cl A (COIN) 0.1 $229k 1.2k 190.20
Hexcel Corporation (HXL) 0.1 $228k 3.8k 59.58
Corning Incorporated (GLW) 0.1 $224k 6.1k 36.84
FedEx Corporation (FDX) 0.1 $224k 970.00 230.93
Pfizer (PFE) 0.1 $224k 4.3k 52.16
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $210k 3.4k 60.99
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $206k 4.2k 49.15
Ishares Tr Eafe Value Etf (EFV) 0.1 $202k 4.0k 50.31