Rede Wealth

Rede Wealth as of June 30, 2023

Portfolio Holdings for Rede Wealth

Rede Wealth holds 98 positions in its portfolio as reported in the June 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) 53.1 $112M 216.00 517810.00
Apple (AAPL) 4.8 $10M 52k 193.97
Johnson & Johnson (JNJ) 3.2 $6.8M 41k 165.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $5.3M 106k 50.22
Ishares Tr Core S&p500 Etf (IVV) 2.1 $4.4M 9.8k 445.69
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.9 $4.0M 142k 28.29
Amazon (AMZN) 1.8 $3.8M 29k 130.36
Vanguard Index Fds Value Etf (VTV) 1.7 $3.5M 25k 142.10
Microsoft Corporation (MSFT) 1.6 $3.3M 9.7k 340.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.8M 8.1k 341.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.5M 5.7k 443.28
Exxon Mobil Corporation (XOM) 1.2 $2.5M 23k 107.25
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $2.2M 22k 104.04
Ishares Tr Core Msci Total (IXUS) 1.1 $2.2M 36k 62.62
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $2.2M 23k 97.95
UnitedHealth (UNH) 0.9 $1.9M 3.9k 480.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.6M 22k 71.03
NVIDIA Corporation (NVDA) 0.7 $1.5M 3.5k 423.02
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $1.3M 22k 61.01
Applied Materials (AMAT) 0.6 $1.2M 8.5k 144.54
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.2M 5.8k 198.88
McDonald's Corporation (MCD) 0.5 $1.1M 3.8k 298.37
Procter & Gamble Company (PG) 0.5 $1.1M 7.0k 151.73
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $1.0M 16k 62.81
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $980k 21k 46.64
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $936k 20k 47.67
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $819k 8.9k 91.82
Verizon Communications (VZ) 0.4 $769k 21k 37.19
Enterprise Products Partners (EPD) 0.4 $763k 29k 26.35
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $737k 6.4k 115.26
Tesla Motors (TSLA) 0.3 $713k 2.7k 261.77
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $670k 8.0k 84.17
Ishares Tr Mbs Etf (MBB) 0.3 $666k 7.1k 93.27
Netflix (NFLX) 0.3 $657k 1.5k 440.49
Aon Shs Cl A (AON) 0.3 $655k 1.9k 345.20
Starbucks Corporation (SBUX) 0.3 $652k 6.6k 99.06
Automatic Data Processing (ADP) 0.3 $640k 2.9k 219.80
CSX Corporation (CSX) 0.3 $586k 17k 34.10
Norfolk Southern (NSC) 0.3 $578k 2.6k 226.80
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $576k 12k 50.17
Coinbase Global Com Cl A (COIN) 0.3 $567k 7.9k 71.55
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $563k 16k 34.38
Visa Com Cl A (V) 0.3 $562k 2.4k 237.52
JPMorgan Chase & Co. (JPM) 0.3 $537k 3.7k 145.45
Ishares Tr U.s. Tech Etf (IYW) 0.3 $530k 4.9k 108.87
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $486k 14k 34.65
Chevron Corporation (CVX) 0.2 $486k 3.1k 157.36
Mastercard Incorporated Cl A (MA) 0.2 $483k 1.2k 393.29
BlackRock (BLK) 0.2 $470k 680.00 690.79
Ishares Tr Msci Eafe Etf (EFA) 0.2 $468k 6.5k 72.50
Truist Financial Corp equities (TFC) 0.2 $455k 15k 30.35
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $444k 7.1k 62.21
3M Company (MMM) 0.2 $416k 4.2k 100.08
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $413k 8.7k 47.17
Mondelez Intl Cl A (MDLZ) 0.2 $405k 5.6k 72.94
Shopify Cl A (SHOP) 0.2 $397k 6.1k 64.60
Raytheon Technologies Corp (RTX) 0.2 $395k 4.0k 97.96
Pepsi (PEP) 0.2 $395k 2.1k 185.22
Cisco Systems (CSCO) 0.2 $387k 7.5k 51.74
At&t (T) 0.2 $386k 24k 15.95
Bristol Myers Squibb (BMY) 0.2 $384k 6.0k 63.95
Coca-Cola Company (KO) 0.2 $362k 6.0k 60.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $360k 974.00 369.42
Chubb (CB) 0.2 $357k 1.9k 192.56
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $354k 5.8k 60.94
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $351k 6.9k 50.57
Union Pacific Corporation (UNP) 0.2 $346k 1.7k 204.62
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.2 $343k 8.2k 41.84
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $341k 3.2k 106.90
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $339k 3.3k 102.94
Abbvie (ABBV) 0.2 $331k 2.5k 134.71
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $331k 4.5k 72.93
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $326k 23k 14.10
Ford Motor Company (F) 0.1 $294k 19k 15.13
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $287k 3.5k 81.08
American Express Company (AXP) 0.1 $286k 1.6k 174.20
Nike CL B (NKE) 0.1 $286k 2.6k 110.38
Walt Disney Company (DIS) 0.1 $281k 3.1k 89.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $267k 2.7k 97.85
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $265k 1.8k 144.25
Hexcel Corporation (HXL) 0.1 $257k 3.4k 76.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $255k 6.3k 40.68
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $248k 4.0k 62.33
FedEx Corporation (FDX) 0.1 $247k 996.00 247.97
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $241k 2.5k 97.46
Caterpillar (CAT) 0.1 $240k 976.00 246.07
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $237k 4.8k 49.28
Alphabet Cap Stk Cl A (GOOGL) 0.1 $237k 2.0k 119.70
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $234k 3.2k 74.17
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $231k 2.4k 96.60
Intel Corporation (INTC) 0.1 $220k 6.6k 33.44
Philip Morris International (PM) 0.1 $215k 2.2k 97.62
Unilever Spon Adr New (UL) 0.1 $213k 4.1k 52.13
Corning Incorporated (GLW) 0.1 $210k 6.0k 35.04
Ishares Tr Tips Bd Etf (TIP) 0.1 $209k 1.9k 107.61
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $208k 8.7k 23.91
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $204k 5.5k 36.99
Eaton Corp SHS (ETN) 0.1 $202k 1.0k 201.10