Rede Wealth

Rede Wealth as of Sept. 30, 2024

Portfolio Holdings for Rede Wealth

Rede Wealth holds 104 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 55.8 $146M 211.00 691180.00
Apple (AAPL) 4.5 $12M 50k 233.00
Ishares Tr Core S&p Ttl Stk (ITOT) 3.3 $8.5M 68k 125.62
Johnson & Johnson (JNJ) 2.4 $6.2M 38k 162.06
Ishares Tr Core S&p500 Etf (IVV) 2.3 $6.1M 11k 576.83
Amazon (AMZN) 1.8 $4.8M 26k 186.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $3.8M 8.4k 460.26
Microsoft Corporation (MSFT) 1.4 $3.7M 8.6k 430.30
NVIDIA Corporation (NVDA) 1.4 $3.7M 30k 121.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.1M 5.3k 573.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $2.7M 54k 48.98
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.4M 47k 51.12
Exxon Mobil Corporation (XOM) 0.9 $2.4M 21k 117.22
UnitedHealth (UNH) 0.8 $2.1M 3.6k 584.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $1.8M 38k 49.31
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $1.8M 22k 82.94
Ishares Tr Core Msci Total (IXUS) 0.7 $1.8M 25k 72.63
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $1.5M 7.4k 200.85
Applied Materials (AMAT) 0.6 $1.4M 7.2k 202.05
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.4M 14k 101.27
Coinbase Global Com Cl A (COIN) 0.5 $1.4M 7.8k 178.17
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.5 $1.2M 16k 76.02
Procter & Gamble Company (PG) 0.4 $1.2M 6.7k 173.20
Vanguard Index Fds Value Etf (VTV) 0.4 $1.1M 6.6k 174.57
Spdr Ser Tr Portfli High Yld (SPHY) 0.4 $1.1M 47k 24.05
McDonald's Corporation (MCD) 0.4 $1.1M 3.6k 304.54
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.4 $1.1M 30k 36.82
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.1M 21k 51.50
Netflix (NFLX) 0.4 $947k 1.3k 709.27
Ishares Gold Tr Shares Represent (IAUM) 0.4 $944k 36k 26.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $922k 11k 83.09
Enterprise Products Partners (EPD) 0.3 $826k 28k 29.11
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $825k 16k 50.60
Verizon Communications (VZ) 0.3 $799k 18k 44.91
Automatic Data Processing (ADP) 0.3 $798k 2.9k 276.73
JPMorgan Chase & Co. (JPM) 0.3 $781k 3.7k 210.86
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $766k 7.0k 108.79
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $747k 7.0k 106.19
Ishares Tr U.s. Tech Etf (IYW) 0.3 $738k 4.9k 151.62
Ishares Tr Core Msci Intl (IDEV) 0.3 $728k 10k 70.83
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $719k 11k 67.85
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $670k 5.6k 119.60
Visa Com Cl A (V) 0.3 $659k 2.4k 275.00
Aon Shs Cl A (AON) 0.3 $657k 1.9k 345.99
BlackRock (BLK) 0.3 $656k 691.00 949.89
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $649k 9.0k 71.73
Norfolk Southern (NSC) 0.2 $634k 2.6k 248.54
Mastercard Incorporated Cl A (MA) 0.2 $595k 1.2k 493.80
Ishares Tr Mbs Etf (MBB) 0.2 $585k 6.1k 95.81
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $574k 20k 29.06
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $570k 6.2k 91.81
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $567k 14k 41.28
CSX Corporation (CSX) 0.2 $561k 16k 34.53
Chubb (CB) 0.2 $537k 1.9k 288.39
Starbucks Corporation (SBUX) 0.2 $522k 5.3k 97.49
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $513k 20k 26.27
Tesla Motors (TSLA) 0.2 $509k 1.9k 261.63
At&t (T) 0.2 $506k 23k 22.00
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $497k 6.0k 82.63
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $489k 9.3k 52.66
Vanguard Index Fds Small Cp Etf (VB) 0.2 $472k 2.0k 237.21
Raytheon Technologies Corp (RTX) 0.2 $455k 3.8k 121.16
Shopify Cl A (SHOP) 0.2 $430k 5.4k 80.14
Franklin Templeton Etf Tr Franklin India (FLIN) 0.2 $426k 10k 41.90
Union Pacific Corporation (UNP) 0.2 $416k 1.7k 246.48
Mondelez Intl Cl A (MDLZ) 0.2 $411k 5.6k 73.67
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $404k 23k 17.37
Truist Financial Corp equities (TFC) 0.2 $398k 9.3k 42.77
Coca-Cola Company (KO) 0.1 $389k 5.4k 71.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $377k 9.2k 41.12
Abbvie (ABBV) 0.1 $367k 1.9k 197.48
Oneok (OKE) 0.1 $365k 4.0k 91.13
Caterpillar (CAT) 0.1 $340k 868.00 391.12
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $339k 14k 24.15
Eaton Corp SHS (ETN) 0.1 $332k 1.0k 331.44
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $329k 6.8k 48.65
Cisco Systems (CSCO) 0.1 $321k 6.0k 53.22
Alphabet Cap Stk Cl A (GOOGL) 0.1 $316k 1.9k 165.85
3M Company (MMM) 0.1 $314k 2.3k 136.71
Chevron Corporation (CVX) 0.1 $312k 2.1k 147.29
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $310k 7.4k 41.72
Walt Disney Company (DIS) 0.1 $301k 3.1k 96.19
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $295k 2.3k 126.18
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $292k 3.0k 98.12
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $286k 3.4k 83.00
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $285k 1.4k 202.76
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $276k 3.8k 72.97
Ishares Tr Msci Eafe Etf (EFA) 0.1 $275k 3.3k 83.63
FedEx Corporation (FDX) 0.1 $274k 1.0k 273.71
Grayscale Ethereum Mini Tr E Com Unit 0.1 $274k 112k 2.44
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $272k 2.2k 125.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $271k 555.00 488.07
Corning Incorporated (GLW) 0.1 $270k 6.0k 45.15
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $266k 5.5k 48.68
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $263k 4.9k 53.72
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $262k 5.3k 49.41
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $240k 2.4k 98.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $239k 2.8k 84.17
Asml Holding N V N Y Registry Shs (ASML) 0.1 $237k 284.00 833.25
Intercontinental Exchange (ICE) 0.1 $219k 1.4k 160.64
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $212k 2.1k 102.02
Hexcel Corporation (HXL) 0.1 $210k 3.4k 61.83
Carrier Global Corporation (CARR) 0.1 $209k 2.6k 80.49
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $204k 2.5k 83.15