Rede Wealth as of Dec. 31, 2022
Portfolio Holdings for Rede Wealth
Rede Wealth holds 88 positions in its portfolio as reported in the December 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) | 54.7 | $101M | 216.00 | 468710.96 | |
Johnson & Johnson (JNJ) | 3.9 | $7.3M | 41k | 176.65 | |
Apple (AAPL) | 3.7 | $6.9M | 53k | 129.93 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.4 | $4.4M | 89k | 49.49 | |
Spdr Ser Tr Portfli Intrmdit (SPTI) | 2.1 | $3.9M | 137k | 28.24 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $3.5M | 9.2k | 384.20 | |
Vanguard Index Fds Value Etf (VTV) | 1.6 | $2.9M | 21k | 140.37 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.5M | 8.1k | 308.90 | |
Amazon (AMZN) | 1.3 | $2.3M | 28k | 84.00 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $2.3M | 6.1k | 382.43 | |
Microsoft Corporation (MSFT) | 1.2 | $2.3M | 9.6k | 239.82 | |
UnitedHealth (UNH) | 1.1 | $2.1M | 3.9k | 530.24 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 1.1 | $2.0M | 19k | 104.27 | |
Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $1.9M | 20k | 96.99 | |
Ishares Tr Core Msci Total (IXUS) | 0.9 | $1.6M | 28k | 57.88 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.9 | $1.6M | 34k | 47.41 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $1.4M | 21k | 65.61 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.4M | 12k | 110.30 | |
Procter & Gamble Company (PG) | 0.7 | $1.2M | 8.1k | 151.56 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.6 | $1.1M | 12k | 91.47 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.6 | $1.1M | 17k | 63.90 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $1.0M | 21k | 50.67 | |
McDonald's Corporation (MCD) | 0.5 | $1.0M | 3.8k | 263.52 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.5 | $990k | 21k | 46.44 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $947k | 5.2k | 183.54 | |
Applied Materials (AMAT) | 0.5 | $840k | 8.6k | 97.38 | |
Verizon Communications (VZ) | 0.4 | $819k | 21k | 39.40 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $734k | 6.4k | 114.89 | |
Enterprise Products Partners (EPD) | 0.4 | $711k | 30k | 24.12 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $709k | 5.3k | 134.09 | |
Starbucks Corporation (SBUX) | 0.4 | $694k | 7.0k | 99.20 | |
Automatic Data Processing (ADP) | 0.4 | $694k | 2.9k | 238.85 | |
Ishares Tr Mbs Etf (MBB) | 0.4 | $660k | 7.1k | 92.75 | |
Truist Financial Corp equities (TFC) | 0.3 | $644k | 15k | 43.03 | |
Norfolk Southern (NSC) | 0.3 | $629k | 2.6k | 246.46 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $577k | 12k | 49.82 | |
Aon Shs Cl A (AON) | 0.3 | $570k | 1.9k | 300.14 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.3 | $565k | 7.9k | 71.79 | |
Chevron Corporation (CVX) | 0.3 | $554k | 3.1k | 179.47 | |
CSX Corporation (CSX) | 0.3 | $544k | 18k | 30.98 | |
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.3 | $539k | 11k | 49.23 | |
NVIDIA Corporation (NVDA) | 0.3 | $516k | 3.5k | 146.14 | |
3M Company (MMM) | 0.3 | $501k | 4.2k | 119.93 | |
BlackRock (BLK) | 0.3 | $488k | 689.00 | 708.29 | |
At&t (T) | 0.3 | $481k | 26k | 18.41 | |
Visa Com Cl A (V) | 0.2 | $462k | 2.2k | 207.81 | |
Netflix (NFLX) | 0.2 | $440k | 1.5k | 294.88 | |
Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $437k | 8.1k | 53.88 | |
Bristol Myers Squibb (BMY) | 0.2 | $432k | 6.0k | 71.95 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $424k | 1.2k | 347.70 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $421k | 6.4k | 65.64 | |
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $418k | 12k | 34.24 | |
Coca-Cola Company (KO) | 0.2 | $415k | 6.5k | 63.61 | |
Raytheon Technologies Corp (RTX) | 0.2 | $401k | 4.0k | 100.92 | |
Abbvie (ABBV) | 0.2 | $389k | 2.4k | 161.62 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $386k | 5.8k | 66.65 | |
Pepsi (PEP) | 0.2 | $385k | 2.1k | 180.66 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $383k | 7.7k | 49.51 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $379k | 12k | 32.96 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $372k | 8.0k | 46.74 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $363k | 4.9k | 74.49 | |
Cisco Systems (CSCO) | 0.2 | $360k | 7.5k | 47.64 | |
Chubb (CB) | 0.2 | $357k | 1.6k | 220.60 | |
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $341k | 7.0k | 48.89 | |
Tesla Motors (TSLA) | 0.2 | $335k | 2.7k | 123.18 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $329k | 2.3k | 145.93 | |
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.2 | $326k | 8.1k | 40.18 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $323k | 1.2k | 266.28 | |
Union Pacific Corporation (UNP) | 0.2 | $319k | 1.5k | 207.07 | |
First Tr Nas100 Eq Weighted SHS (QQEW) | 0.2 | $294k | 3.3k | 88.78 | |
Nike CL B (NKE) | 0.2 | $292k | 2.5k | 117.01 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $289k | 3.4k | 84.75 | |
Walt Disney Company (DIS) | 0.2 | $283k | 3.3k | 86.88 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $282k | 3.5k | 81.17 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $272k | 23k | 11.76 | |
Coinbase Global Com Cl A (COIN) | 0.1 | $257k | 7.3k | 35.39 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $255k | 3.9k | 65.74 | |
American Express Company (AXP) | 0.1 | $251k | 1.7k | 147.75 | |
Philip Morris International (PM) | 0.1 | $248k | 2.5k | 101.21 | |
Ford Motor Company (F) | 0.1 | $240k | 21k | 11.63 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $239k | 10k | 23.77 | |
Caterpillar (CAT) | 0.1 | $234k | 975.00 | 239.62 | |
Hexcel Corporation (HXL) | 0.1 | $226k | 3.8k | 58.85 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $213k | 2.5k | 84.81 | |
Global X Fds Conscious Cos (KRMA) | 0.1 | $208k | 7.5k | 27.69 | |
Ishares Esg Awr Msci Em (ESGE) | 0.1 | $205k | 6.8k | 30.07 | |
Shopify Cl A (SHOP) | 0.1 | $203k | 5.8k | 34.71 | |
Waste Connections (WCN) | 0.0 | $42k | 316.00 | 132.56 |