Rede Wealth

Rede Wealth as of Dec. 31, 2024

Portfolio Holdings for Rede Wealth

Rede Wealth holds 102 positions in its portfolio as reported in the December 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) 54.8 $143M 210.00 680920.00
Apple (AAPL) 4.8 $12M 50k 250.42
Ishares Tr Core S&p Ttl Stk (ITOT) 3.3 $8.6M 67k 128.62
Ishares Tr Core S&p500 Etf (IVV) 2.3 $6.1M 10k 588.66
Amazon (AMZN) 2.2 $5.7M 26k 219.39
Johnson & Johnson (JNJ) 2.1 $5.5M 38k 144.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $4.4M 9.6k 453.28
NVIDIA Corporation (NVDA) 1.6 $4.2M 31k 134.29
Microsoft Corporation (MSFT) 1.4 $3.6M 8.6k 421.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.1M 5.2k 586.08
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $2.5M 104k 24.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.4M 49k 50.13
Exxon Mobil Corporation (XOM) 0.9 $2.2M 21k 107.57
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $2.1M 24k 87.90
Coinbase Global Com Cl A (COIN) 0.8 $2.0M 8.0k 248.30
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $1.8M 37k 48.42
Ishares Tr Core Msci Total (IXUS) 0.7 $1.8M 27k 66.14
UnitedHealth (UNH) 0.7 $1.7M 3.4k 505.87
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.6 $1.6M 30k 54.15
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $1.6M 7.6k 210.45
Spdr Ser Tr Portfli High Yld (SPHY) 0.5 $1.3M 57k 23.47
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.3M 13k 96.90
Applied Materials (AMAT) 0.5 $1.2M 7.3k 162.63
Netflix (NFLX) 0.5 $1.2M 1.3k 891.32
Procter & Gamble Company (PG) 0.4 $1.1M 6.8k 167.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.1M 42k 25.86
McDonald's Corporation (MCD) 0.4 $1.1M 3.6k 289.87
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.4 $984k 13k 76.15
Ishares Gold Tr Shares Represent (IAUM) 0.4 $958k 37k 26.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $896k 32k 27.71
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $884k 8.4k 105.48
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $862k 36k 24.29
Enterprise Products Partners (EPD) 0.3 $855k 27k 31.36
JPMorgan Chase & Co. (JPM) 0.3 $854k 3.6k 239.71
Automatic Data Processing (ADP) 0.3 $838k 2.9k 292.73
Abrdn Etfs Bbrg All Commdy (BCD) 0.3 $797k 25k 31.33
Tesla Motors (TSLA) 0.3 $788k 2.0k 403.84
Ishares Tr U.s. Tech Etf (IYW) 0.3 $777k 4.9k 159.52
Visa Com Cl A (V) 0.3 $745k 2.4k 316.04
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $742k 6.7k 110.25
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $737k 32k 23.18
Blackrock (BLK) 0.3 $710k 692.00 1025.36
Verizon Communications (VZ) 0.3 $700k 18k 39.99
Aon Shs Cl A (AON) 0.3 $682k 1.9k 359.16
Vanguard Index Fds Value Etf (VTV) 0.3 $657k 3.9k 169.30
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $654k 5.7k 115.55
Mastercard Incorporated Cl A (MA) 0.2 $642k 1.2k 526.57
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $633k 9.0k 70.00
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $599k 6.6k 91.43
Norfolk Southern (NSC) 0.2 $599k 2.6k 234.74
Ishares Tr Mbs Etf (MBB) 0.2 $599k 6.5k 91.68
Shopify Cl A (SHOP) 0.2 $565k 5.3k 106.33
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $530k 21k 25.58
Chubb (CB) 0.2 $525k 1.9k 276.30
At&t (T) 0.2 $524k 23k 22.77
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $515k 6.0k 85.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $511k 13k 38.37
Vanguard Index Fds Small Cp Etf (VB) 0.2 $511k 2.1k 240.28
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.2 $510k 16k 31.49
Ishares Tr Core Msci Intl (IDEV) 0.2 $488k 7.6k 64.47
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $479k 9.3k 51.70
CSX Corporation (CSX) 0.2 $457k 14k 32.27
Starbucks Corporation (SBUX) 0.2 $452k 5.0k 91.25
Raytheon Technologies Corp (RTX) 0.2 $440k 3.8k 115.72
Truist Financial Corp equities (TFC) 0.2 $403k 9.3k 43.38
Oneok (OKE) 0.2 $402k 4.0k 100.40
Franklin Templeton Etf Tr Franklin India (FLIN) 0.2 $396k 10k 37.90
Union Pacific Corporation (UNP) 0.1 $388k 1.7k 228.04
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $366k 13k 27.88
Cisco Systems (CSCO) 0.1 $360k 6.1k 59.20
Coca-Cola Company (KO) 0.1 $355k 5.7k 62.26
Mondelez Intl Cl A (MDLZ) 0.1 $355k 5.9k 59.73
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $355k 21k 17.08
Asml Holding N V N Y Registry Shs (ASML) 0.1 $343k 495.00 693.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $340k 18k 18.50
Chevron Corporation (CVX) 0.1 $338k 2.3k 144.85
Abbvie (ABBV) 0.1 $336k 1.9k 177.70
Eaton Corp SHS (ETN) 0.1 $331k 996.00 331.87
Walt Disney Company (DIS) 0.1 $329k 3.0k 111.35
Caterpillar (CAT) 0.1 $321k 884.00 362.75
Alphabet Cap Stk Cl A (GOOGL) 0.1 $321k 1.7k 189.30
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $320k 6.6k 48.30
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $316k 3.4k 92.45
3M Company (MMM) 0.1 $298k 2.3k 129.06
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $293k 7.5k 39.37
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $291k 2.3k 128.82
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $286k 3.8k 75.53
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $286k 6.0k 47.77
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $285k 12k 23.61
Corning Incorporated (GLW) 0.1 $284k 6.0k 47.52
FedEx Corporation (FDX) 0.1 $283k 1.0k 281.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $281k 549.00 511.23
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $278k 1.3k 206.92
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $271k 2.2k 124.96
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $267k 5.4k 49.05
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $257k 5.0k 51.51
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $250k 3.3k 76.14
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $245k 5.0k 48.67
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $215k 2.5k 87.33
Hexcel Corporation (HXL) 0.1 $213k 3.4k 62.70
Intercontinental Exchange (ICE) 0.1 $210k 1.4k 149.01
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $200k 2.5k 78.61