Rede Wealth

Rede Wealth as of Dec. 31, 2023

Portfolio Holdings for Rede Wealth

Rede Wealth holds 90 positions in its portfolio as reported in the December 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) 55.1 $116M 214.00 542625.03
Apple (AAPL) 4.6 $9.7M 51k 192.53
Johnson & Johnson (JNJ) 2.8 $5.9M 38k 156.74
Ishares Tr Core S&p Ttl Stk (ITOT) 2.8 $5.9M 56k 105.23
Ishares Tr Core S&p500 Etf (IVV) 2.1 $4.5M 9.3k 477.62
Amazon (AMZN) 1.9 $4.1M 27k 151.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $3.1M 8.8k 356.66
Microsoft Corporation (MSFT) 1.5 $3.1M 8.2k 376.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $3.0M 59k 51.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.4M 5.0k 475.32
Exxon Mobil Corporation (XOM) 1.0 $2.0M 20k 99.98
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.0 $2.0M 71k 28.56
UnitedHealth (UNH) 0.9 $1.9M 3.6k 526.51
Ishares Tr Core Msci Total (IXUS) 0.9 $1.8M 28k 64.93
Vanguard Index Fds Value Etf (VTV) 0.7 $1.6M 11k 149.50
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $1.5M 23k 65.06
NVIDIA Corporation (NVDA) 0.7 $1.5M 3.0k 495.22
Coinbase Global Com Cl A (COIN) 0.6 $1.4M 7.8k 173.92
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.3M 13k 105.43
Applied Materials (AMAT) 0.6 $1.3M 8.2k 162.07
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.3M 13k 99.25
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $1.3M 26k 48.45
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $1.3M 55k 23.04
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.2M 26k 47.49
McDonald's Corporation (MCD) 0.5 $1.1M 3.6k 296.53
Ishares Tr Core Msci Intl (IDEV) 0.5 $1.1M 17k 63.66
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.5 $1.0M 36k 29.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $973k 13k 75.32
Procter & Gamble Company (PG) 0.5 $956k 6.5k 146.53
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.4 $921k 14k 67.13
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $907k 5.4k 168.54
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $882k 14k 62.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $760k 16k 47.24
Enterprise Products Partners (EPD) 0.4 $741k 28k 26.35
Netflix (NFLX) 0.3 $713k 1.5k 486.88
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $701k 7.7k 91.05
Verizon Communications (VZ) 0.3 $661k 18k 37.70
Vanguard Index Fds Small Cp Etf (VB) 0.3 $653k 3.1k 213.30
Automatic Data Processing (ADP) 0.3 $647k 2.8k 232.99
Visa Com Cl A (V) 0.3 $616k 2.4k 260.37
JPMorgan Chase & Co. (JPM) 0.3 $608k 3.6k 170.09
Norfolk Southern (NSC) 0.3 $603k 2.6k 236.42
Ishares Tr U.s. Tech Etf (IYW) 0.3 $598k 4.9k 122.75
CSX Corporation (CSX) 0.3 $597k 17k 34.67
Tesla Motors (TSLA) 0.3 $583k 2.3k 248.48
Starbucks Corporation (SBUX) 0.3 $566k 5.9k 96.01
BlackRock (BLK) 0.3 $553k 681.00 811.82
Aon Shs Cl A (AON) 0.3 $552k 1.9k 291.02
Truist Financial Corp equities (TFC) 0.3 $552k 15k 36.92
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $508k 7.3k 69.47
Mastercard Incorporated Cl A (MA) 0.2 $492k 1.2k 426.50
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $480k 10k 47.56
Shopify Cl A (SHOP) 0.2 $462k 5.9k 77.90
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $454k 19k 24.18
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $426k 8.8k 48.32
Union Pacific Corporation (UNP) 0.2 $415k 1.7k 245.62
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $393k 11k 35.91
At&t (T) 0.2 $389k 23k 16.78
Chubb (CB) 0.2 $383k 1.7k 226.00
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $364k 3.1k 117.13
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $351k 23k 15.15
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $348k 3.8k 91.39
Mondelez Intl Cl A (MDLZ) 0.2 $337k 4.6k 72.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $333k 814.00 409.52
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $333k 4.4k 75.54
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $332k 9.4k 35.41
Coca-Cola Company (KO) 0.2 $319k 5.4k 58.93
Chevron Corporation (CVX) 0.1 $316k 2.1k 149.14
Ishares Tr Mbs Etf (MBB) 0.1 $306k 3.3k 94.08
Oneok (OKE) 0.1 $296k 4.2k 70.22
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $285k 6.0k 47.74
Ishares Tr Msci Eafe Etf (EFA) 0.1 $285k 3.8k 75.35
3M Company (MMM) 0.1 $270k 2.5k 109.32
Raytheon Technologies Corp (RTX) 0.1 $270k 3.2k 84.14
Cisco Systems (CSCO) 0.1 $265k 5.2k 50.52
Walt Disney Company (DIS) 0.1 $256k 2.8k 90.29
Abbvie (ABBV) 0.1 $255k 1.6k 155.01
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $255k 10k 25.30
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $255k 2.2k 117.45
FedEx Corporation (FDX) 0.1 $255k 1.0k 252.95
Intel Corporation (INTC) 0.1 $251k 5.0k 50.25
Hexcel Corporation (HXL) 0.1 $250k 3.4k 73.74
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $249k 4.9k 51.28
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $247k 2.4k 104.92
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $244k 1.6k 156.89
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $244k 3.8k 64.45
Eaton Corp SHS (ETN) 0.1 $242k 1.0k 240.82
Alphabet Cap Stk Cl A (GOOGL) 0.1 $237k 1.7k 139.69
Caterpillar (CAT) 0.1 $235k 795.00 295.67
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $223k 4.3k 52.00