Rede Wealth

Rede Wealth as of June 30, 2024

Portfolio Holdings for Rede Wealth

Rede Wealth holds 96 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.6 $10M 49k 210.62
Ishares Tr Core S&p Ttl Stk (ITOT) 8.0 $8.7M 74k 118.78
Ishares Tr Core S&p500 Etf (IVV) 5.3 $5.7M 11k 547.21
Johnson & Johnson (JNJ) 5.1 $5.6M 38k 146.16
Amazon (AMZN) 4.6 $5.0M 26k 193.25
Microsoft Corporation (MSFT) 3.5 $3.8M 8.5k 446.95
NVIDIA Corporation (NVDA) 3.4 $3.7M 30k 123.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.1 $3.4M 8.4k 406.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $2.9M 5.3k 544.22
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.3 $2.4M 51k 48.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $2.4M 49k 48.54
Exxon Mobil Corporation (XOM) 2.2 $2.4M 21k 115.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $2.3M 46k 50.11
UnitedHealth (UNH) 1.8 $1.9M 3.7k 509.26
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.7 $1.8M 23k 80.13
Coinbase Global Com Cl A (COIN) 1.6 $1.7M 7.8k 222.23
Applied Materials (AMAT) 1.6 $1.7M 7.2k 235.99
Ishares Tr Core Msci Total (IXUS) 1.5 $1.7M 25k 67.56
Ishares Tr Core Msci Intl (IDEV) 1.3 $1.5M 22k 65.64
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.3 $1.4M 7.0k 197.11
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $1.4M 14k 97.07
Ishares Tr Mrgstr Md Cp Etf (IMCB) 1.1 $1.2M 18k 70.09
Procter & Gamble Company (PG) 1.0 $1.1M 6.7k 164.92
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 1.0 $1.1M 30k 34.82
Vanguard Index Fds Value Etf (VTV) 0.9 $1.0M 6.3k 160.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $992k 21k 47.45
McDonald's Corporation (MCD) 0.9 $927k 3.6k 254.85
Netflix (NFLX) 0.8 $904k 1.3k 674.88
Enterprise Products Partners (EPD) 0.8 $820k 28k 28.98
Ishares Gold Tr Shares Represent (IAUM) 0.8 $814k 35k 23.20
Ishares Tr Msci Kld400 Soc (DSI) 0.7 $798k 7.7k 103.85
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $750k 9.6k 77.83
JPMorgan Chase & Co. (JPM) 0.7 $747k 3.7k 202.26
Verizon Communications (VZ) 0.7 $738k 18k 41.24
Ishares Tr U.s. Tech Etf (IYW) 0.7 $733k 4.9k 150.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $714k 6.8k 104.55
Automatic Data Processing (ADP) 0.6 $688k 2.9k 238.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $681k 11k 64.25
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $647k 5.6k 115.47
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.6 $629k 23k 28.02
Visa Com Cl A (V) 0.6 $617k 2.4k 262.48
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $588k 9.0k 64.95
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $569k 6.2k 91.78
Ishares Tr Mbs Etf (MBB) 0.5 $566k 6.2k 91.81
Aon Shs Cl A (AON) 0.5 $557k 1.9k 293.58
Norfolk Southern (NSC) 0.5 $548k 2.6k 214.73
BlackRock (BLK) 0.5 $544k 690.00 787.64
CSX Corporation (CSX) 0.5 $543k 16k 33.45
Mastercard Incorporated Cl A (MA) 0.5 $530k 1.2k 441.16
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $513k 14k 37.67
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.5 $505k 6.2k 81.16
Chubb (CB) 0.4 $476k 1.9k 255.08
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $442k 8.6k 51.24
At&t (T) 0.4 $440k 23k 19.11
Vanguard Index Fds Small Cp Etf (VB) 0.4 $430k 2.0k 218.04
Tesla Motors (TSLA) 0.4 $428k 2.2k 197.88
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.4 $415k 23k 17.86
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $408k 17k 23.68
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.4 $398k 16k 25.44
Starbucks Corporation (SBUX) 0.4 $387k 5.0k 77.85
Union Pacific Corporation (UNP) 0.4 $382k 1.7k 226.26
Shopify Cl A (SHOP) 0.4 $381k 5.8k 66.05
Raytheon Technologies Corp (RTX) 0.3 $377k 3.8k 100.39
Spdr Ser Tr Portfli High Yld (SPHY) 0.3 $373k 16k 23.23
Coca-Cola Company (KO) 0.3 $370k 5.8k 63.65
Truist Financial Corp equities (TFC) 0.3 $362k 9.3k 38.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $353k 9.2k 38.42
Alphabet Cap Stk Cl A (GOOGL) 0.3 $348k 1.9k 182.15
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $334k 6.9k 48.05
Chevron Corporation (CVX) 0.3 $332k 2.1k 156.45
Oneok (OKE) 0.3 $326k 4.0k 81.55
Mondelez Intl Cl A (MDLZ) 0.3 $324k 5.0k 65.44
Abbvie (ABBV) 0.3 $322k 1.9k 171.52
Eaton Corp SHS (ETN) 0.3 $315k 1.0k 313.55
Walt Disney Company (DIS) 0.3 $312k 3.1k 99.29
Caterpillar (CAT) 0.3 $310k 930.00 333.10
FedEx Corporation (FDX) 0.3 $305k 1.0k 299.97
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.3 $303k 6.8k 44.65
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $292k 7.7k 37.79
Cisco Systems (CSCO) 0.3 $286k 6.0k 47.51
Asml Holding N V N Y Registry Shs (ASML) 0.3 $284k 278.00 1022.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $284k 593.00 479.11
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $279k 3.0k 93.65
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $279k 1.4k 194.87
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $279k 2.3k 119.32
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $270k 3.4k 78.78
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $267k 2.2k 123.29
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $259k 5.0k 51.26
Ishares Tr Msci Eafe Etf (EFA) 0.2 $258k 3.3k 78.33
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $257k 3.8k 67.75
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $250k 5.3k 47.37
3M Company (MMM) 0.2 $238k 2.3k 102.18
Corning Incorporated (GLW) 0.2 $232k 6.0k 38.85
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $226k 2.5k 91.78
Hexcel Corporation (HXL) 0.2 $212k 3.4k 62.44
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $207k 2.5k 81.65