Rede Wealth

Rede Wealth as of March 31, 2024

Portfolio Holdings for Rede Wealth

Rede Wealth holds 95 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A New (BRK.A) 56.9 $136M 214.00 634440.00
Apple (AAPL) 3.6 $8.7M 51k 171.50
Ishares Tr Core S&p Ttl Stk (ITOT) 3.4 $8.0M 70k 115.30
Johnson & Johnson (JNJ) 2.5 $6.0M 38k 158.20
Ishares Tr Core S&p500 Etf (IVV) 2.1 $4.9M 9.3k 525.74
Amazon (AMZN) 2.0 $4.9M 27k 180.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $3.6M 8.6k 420.52
Microsoft Corporation (MSFT) 1.5 $3.5M 8.3k 420.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.9M 5.5k 523.07
NVIDIA Corporation (NVDA) 1.1 $2.7M 3.0k 903.57
Exxon Mobil Corporation (XOM) 1.0 $2.4M 21k 116.24
Coinbase Global Com Cl A (COIN) 0.9 $2.1M 7.9k 265.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.9M 38k 50.60
UnitedHealth (UNH) 0.8 $1.8M 3.6k 494.67
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $1.7M 23k 73.15
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $1.7M 35k 47.89
Ishares Tr Us Treas Bd Etf (GOVT) 0.7 $1.6M 71k 22.77
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $1.6M 33k 48.21
Applied Materials (AMAT) 0.6 $1.5M 7.3k 206.23
Ishares Tr Core Msci Intl (IDEV) 0.6 $1.5M 22k 67.13
Ishares Tr Core Msci Total (IXUS) 0.6 $1.4M 21k 67.86
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.3M 14k 97.94
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.5 $1.3M 17k 72.83
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $1.2M 6.8k 182.69
Procter & Gamble Company (PG) 0.5 $1.1M 6.7k 162.24
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.5 $1.1M 39k 27.94
McDonald's Corporation (MCD) 0.4 $1.0M 3.6k 281.91
Vanguard Index Fds Value Etf (VTV) 0.4 $1000k 6.1k 162.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $996k 20k 49.24
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $914k 14k 65.87
Netflix (NFLX) 0.4 $890k 1.5k 607.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $848k 10k 81.43
Enterprise Products Partners (EPD) 0.3 $823k 28k 29.18
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $775k 7.7k 100.81
Verizon Communications (VZ) 0.3 $751k 18k 41.96
JPMorgan Chase & Co. (JPM) 0.3 $740k 3.7k 200.29
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.3 $729k 26k 28.18
Automatic Data Processing (ADP) 0.3 $724k 2.9k 249.73
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $716k 6.8k 104.73
Visa Com Cl A (V) 0.3 $659k 2.4k 279.04
Ishares Tr U.s. Tech Etf (IYW) 0.3 $658k 4.9k 135.06
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $656k 5.7k 115.81
Norfolk Southern (NSC) 0.3 $650k 2.6k 254.91
Aon Shs Cl A (AON) 0.3 $633k 1.9k 333.72
CSX Corporation (CSX) 0.3 $601k 16k 37.07
Ishares Tr Mbs Etf (MBB) 0.2 $593k 6.4k 92.42
Mastercard Incorporated Cl A (MA) 0.2 $579k 1.2k 481.57
BlackRock (BLK) 0.2 $575k 689.00 833.85
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $573k 6.2k 91.80
Starbucks Corporation (SBUX) 0.2 $536k 5.9k 91.39
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $534k 7.0k 76.28
Chubb (CB) 0.2 $481k 1.9k 259.14
Shopify Cl A (SHOP) 0.2 $458k 5.9k 77.17
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $455k 8.9k 51.28
Vanguard Index Fds Small Cp Etf (VB) 0.2 $442k 1.9k 228.59
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $423k 18k 23.83
Union Pacific Corporation (UNP) 0.2 $415k 1.7k 245.93
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $407k 23k 17.56
At&t (T) 0.2 $405k 23k 17.60
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $391k 8.1k 48.25
Walt Disney Company (DIS) 0.2 $384k 3.1k 122.36
Tesla Motors (TSLA) 0.2 $380k 2.2k 175.79
Truist Financial Corp equities (TFC) 0.2 $373k 9.6k 38.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $358k 806.00 444.01
Coca-Cola Company (KO) 0.1 $355k 5.8k 61.18
Raytheon Technologies Corp (RTX) 0.1 $347k 3.6k 97.53
Mondelez Intl Cl A (MDLZ) 0.1 $347k 5.0k 70.00
Abbvie (ABBV) 0.1 $341k 1.9k 182.11
Caterpillar (CAT) 0.1 $336k 918.00 366.43
Chevron Corporation (CVX) 0.1 $334k 2.1k 157.71
Oneok (OKE) 0.1 $324k 4.0k 80.17
Cisco Systems (CSCO) 0.1 $321k 6.4k 49.91
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $320k 6.9k 46.19
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $319k 14k 23.46
Eaton Corp SHS (ETN) 0.1 $314k 1.0k 312.68
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $300k 7.7k 38.86
Alphabet Cap Stk Cl A (GOOGL) 0.1 $295k 2.0k 150.92
FedEx Corporation (FDX) 0.1 $293k 1.0k 289.72
Ishares Tr Msci Eafe Etf (EFA) 0.1 $293k 3.7k 79.86
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $280k 11k 25.69
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $280k 1.5k 187.35
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $274k 3.4k 79.91
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $274k 5.3k 51.60
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $269k 2.2k 123.90
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $269k 2.3k 114.96
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $268k 3.8k 70.68
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $251k 5.3k 47.44
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $249k 2.6k 94.62
Hexcel Corporation (HXL) 0.1 $247k 3.4k 72.84
3M Company (MMM) 0.1 $247k 2.3k 106.08
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $244k 6.7k 36.19
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $233k 2.5k 94.66
Anthem (ELV) 0.1 $221k 426.00 518.55
Intel Corporation (INTC) 0.1 $220k 5.0k 44.17
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $218k 2.7k 81.78