Rede Wealth

Rede Wealth as of Sept. 30, 2022

Portfolio Holdings for Rede Wealth

Rede Wealth holds 89 positions in its portfolio as reported in the September 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) 52.6 $89M 218.00 406467.89
Apple (AAPL) 4.4 $7.4M 53k 140.08
Johnson & Johnson (JNJ) 4.0 $6.8M 41k 163.35
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.7 $4.5M 93k 48.14
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.4 $4.0M 141k 28.13
Amazon (AMZN) 1.7 $2.9M 26k 112.50
Ishares Tr Core S&p500 Etf (IVV) 1.7 $2.8M 7.8k 358.65
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $2.5M 26k 96.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $2.5M 6.9k 357.20
UnitedHealth (UNH) 1.2 $2.0M 3.9k 505.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.0M 7.4k 266.97
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.2 $1.9M 41k 47.34
Microsoft Corporation (MSFT) 1.1 $1.9M 8.2k 232.90
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $1.6M 16k 102.69
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.8 $1.3M 28k 46.12
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $1.2M 24k 50.10
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.7 $1.2M 20k 57.84
Exxon Mobil Corporation (XOM) 0.6 $1.0M 12k 85.00
Procter & Gamble Company (PG) 0.6 $1.0M 8.0k 126.27
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.6 $957k 20k 49.13
McDonald's Corporation (MCD) 0.5 $886k 3.8k 230.73
Vanguard Index Fds Small Cp Etf (VB) 0.5 $866k 5.1k 170.81
Vanguard Index Fds Value Etf (VTV) 0.5 $853k 6.9k 123.41
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $845k 7.4k 114.32
Ishares Tr Core Msci Total (IXUS) 0.5 $811k 16k 50.95
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $789k 13k 60.49
Ishares Tr Mbs Etf (MBB) 0.5 $787k 8.6k 91.65
Verizon Communications (VZ) 0.5 $772k 20k 37.98
Tesla Motors (TSLA) 0.4 $716k 2.7k 265.19
Enterprise Products Partners (EPD) 0.4 $699k 29k 23.77
Applied Materials (AMAT) 0.4 $684k 8.4k 81.87
Automatic Data Processing (ADP) 0.4 $668k 3.0k 226.11
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $645k 13k 49.25
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $595k 14k 43.51
Starbucks Corporation (SBUX) 0.3 $582k 7.0k 83.33
JPMorgan Chase & Co. (JPM) 0.3 $578k 5.5k 104.44
3M Company (MMM) 0.3 $558k 5.1k 110.41
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $540k 8.1k 67.03
Norfolk Southern (NSC) 0.3 $535k 2.6k 209.80
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $532k 6.7k 79.39
Truist Financial Corp equities (TFC) 0.3 $522k 12k 43.53
Aon Shs Cl A (AON) 0.3 $508k 1.9k 267.65
CSX Corporation (CSX) 0.3 $495k 18k 27.50
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $479k 10k 46.39
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.3 $477k 9.5k 50.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $452k 1.7k 267.30
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $451k 4.9k 91.57
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $450k 9.3k 48.34
Chevron Corporation (CVX) 0.3 $443k 3.1k 143.60
Ishares Tr National Mun Etf (MUB) 0.3 $422k 4.1k 102.70
Bristol Myers Squibb (BMY) 0.2 $405k 5.7k 71.05
At&t (T) 0.2 $403k 26k 15.34
Visa Com Cl A (V) 0.2 $395k 2.2k 177.61
Ishares Tr Msci Eafe Etf (EFA) 0.2 $385k 6.9k 56.14
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $381k 4.7k 81.13
BlackRock (BLK) 0.2 $378k 687.00 550.22
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $365k 2.8k 131.29
Coca-Cola Company (KO) 0.2 $358k 6.5k 55.00
Ishares Tr U.s. Tech Etf (IYW) 0.2 $357k 4.9k 73.34
Mastercard Incorporated Cl A (MA) 0.2 $349k 1.2k 284.21
Netflix (NFLX) 0.2 $349k 1.5k 235.18
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $349k 3.4k 102.25
Pepsi (PEP) 0.2 $348k 2.1k 163.30
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.2 $341k 9.2k 36.97
Abbvie (ABBV) 0.2 $338k 2.5k 135.59
Mondelez Intl Cl A (MDLZ) 0.2 $323k 5.9k 54.84
NVIDIA Corporation (NVDA) 0.2 $323k 2.7k 121.43
Raytheon Technologies Corp (RTX) 0.2 $314k 3.9k 80.17
Cisco Systems (CSCO) 0.2 $306k 7.7k 39.96
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $304k 3.6k 83.61
Walt Disney Company (DIS) 0.2 $302k 3.2k 94.32
Union Pacific Corporation (UNP) 0.2 $300k 1.5k 194.81
Chubb (CB) 0.2 $294k 1.6k 181.93
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $292k 13k 22.73
American Express Company (AXP) 0.2 $290k 2.2k 134.76
Ishares Tr Short Treas Bd (SHV) 0.2 $276k 2.5k 109.83
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $254k 11k 23.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $252k 6.9k 36.36
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $243k 23k 10.54
Dominion Resources (D) 0.1 $232k 3.4k 69.01
Intel Corporation (INTC) 0.1 $231k 9.3k 25.00
Ishares Tr Tips Bd Etf (TIP) 0.1 $228k 2.2k 104.88
Coinbase Global Com Cl A (COIN) 0.1 $228k 3.5k 64.52
Ford Motor Company (F) 0.1 $225k 20k 11.22
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $223k 2.3k 96.24
Philip Morris International (PM) 0.1 $209k 2.5k 83.17
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $208k 4.5k 46.05
Nike CL B (NKE) 0.1 $201k 2.5k 80.00
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $200k 2.5k 79.65