Rede Wealth

Rede Wealth as of March 31, 2025

Portfolio Holdings for Rede Wealth

Rede Wealth holds 105 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 59.2 $168M 210.00 798441.60
Apple (AAPL) 3.9 $11M 50k 222.13
Ishares Tr Core S&p Ttl Stk (ITOT) 3.0 $8.5M 69k 122.01
Johnson & Johnson (JNJ) 2.2 $6.3M 38k 165.84
Ishares Tr Core S&p500 Etf (IVV) 2.1 $5.9M 10k 561.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $5.1M 9.6k 532.58
Amazon (AMZN) 1.7 $4.9M 26k 190.26
NVIDIA Corporation (NVDA) 1.2 $3.4M 31k 108.38
Microsoft Corporation (MSFT) 1.1 $3.3M 8.7k 375.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.9M 5.2k 559.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $2.9M 59k 49.62
Exxon Mobil Corporation (XOM) 0.9 $2.4M 20k 118.93
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $2.4M 98k 24.34
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $1.9M 24k 80.37
Ishares Tr Core Msci Total (IXUS) 0.7 $1.9M 27k 69.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.7M 34k 49.90
UnitedHealth (UNH) 0.6 $1.7M 3.2k 523.75
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $1.6M 8.1k 193.02
Spdr Ser Tr Portfli High Yld (SPHY) 0.5 $1.4M 62k 23.42
Coinbase Global Com Cl A (COIN) 0.5 $1.4M 8.0k 172.23
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.3M 13k 98.92
Netflix (NFLX) 0.4 $1.2M 1.3k 932.53
Procter & Gamble Company (PG) 0.4 $1.2M 6.8k 170.42
Ishares Gold Tr Shares Represent (IAUM) 0.4 $1.1M 37k 31.17
McDonald's Corporation (MCD) 0.4 $1.1M 3.6k 312.37
Schwab Strategic Tr Int-trm U S Tres (SCHR) 0.4 $1.1M 44k 24.86
Applied Materials (AMAT) 0.4 $1.1M 7.3k 145.12
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.4 $1.0M 22k 47.76
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.0M 44k 23.43
Abrdn Etfs Bbrg All Commdy (BCD) 0.3 $959k 28k 34.13
Enterprise Products Partners (EPD) 0.3 $933k 27k 34.14
Automatic Data Processing (ADP) 0.3 $874k 2.9k 305.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $863k 33k 26.20
JPMorgan Chase & Co. (JPM) 0.3 $861k 3.5k 245.30
Visa Com Cl A (V) 0.3 $806k 2.3k 350.52
Verizon Communications (VZ) 0.3 $789k 17k 45.36
Aon Shs Cl A (AON) 0.3 $758k 1.9k 399.09
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.3 $751k 10k 74.08
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $702k 32k 22.08
Vanguard Index Fds Value Etf (VTV) 0.2 $688k 4.0k 172.74
Ishares Tr U S Tech Etf (IYW) 0.2 $684k 4.9k 140.44
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $676k 9.0k 74.72
Mastercard Incorporated Cl A (MA) 0.2 $668k 1.2k 548.12
At&t (T) 0.2 $657k 23k 28.28
Blackrock (BLK) 0.2 $656k 693.00 946.70
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $636k 25k 25.22
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $623k 5.9k 105.60
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $622k 6.1k 102.41
Ishares Tr Mbs Etf (MBB) 0.2 $603k 6.4k 93.78
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $589k 6.4k 91.73
Norfolk Southern (NSC) 0.2 $586k 2.5k 236.89
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $586k 5.0k 118.14
Chubb (CB) 0.2 $573k 1.9k 301.99
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.2 $557k 32k 17.22
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $542k 14k 39.37
Shopify Cl A (SHOP) 0.2 $507k 5.3k 95.48
Ishares Tr Core Msci Intl (IDEV) 0.2 $498k 7.2k 68.89
Starbucks Corporation (SBUX) 0.2 $486k 5.0k 98.09
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $476k 9.1k 52.37
Vanguard Index Fds Small Cp Etf (VB) 0.2 $475k 2.1k 221.75
Raytheon Technologies Corp (RTX) 0.2 $460k 3.5k 132.46
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $437k 5.6k 78.28
Tesla Motors (TSLA) 0.2 $436k 1.7k 259.16
Franklin Templeton Etf Tr Franklin India (FLIN) 0.1 $415k 11k 36.84
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $412k 21k 20.00
Mondelez Intl Cl A (MDLZ) 0.1 $403k 5.9k 67.85
Coca-Cola Company (KO) 0.1 $402k 5.6k 71.62
CSX Corporation (CSX) 0.1 $396k 14k 29.43
Oneok (OKE) 0.1 $392k 4.0k 99.22
Chevron Corporation (CVX) 0.1 $391k 2.3k 167.29
Union Pacific Corporation (UNP) 0.1 $385k 1.6k 236.24
Truist Financial Corp equities (TFC) 0.1 $378k 9.2k 41.15
Cisco Systems (CSCO) 0.1 $369k 6.0k 61.71
Abbvie (ABBV) 0.1 $369k 1.8k 209.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $363k 18k 19.78
Ishares Msci Emrg Chn (EMXC) 0.1 $363k 6.6k 55.09
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $353k 12k 28.58
3M Company (MMM) 0.1 $339k 2.3k 146.85
Asml Holding N V N Y Registry Shs (ASML) 0.1 $334k 504.00 662.64
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $320k 3.4k 95.37
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $311k 6.6k 47.26
Walt Disney Company (DIS) 0.1 $292k 3.0k 98.70
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $285k 7.0k 40.49
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $282k 5.8k 48.35
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $278k 12k 23.04
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $276k 2.3k 121.91
Eaton Corp SHS (ETN) 0.1 $273k 1.0k 271.83
Corning Incorporated (GLW) 0.1 $272k 5.9k 45.78
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $270k 3.8k 71.43
Caterpillar (CAT) 0.1 $267k 810.00 329.79
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $267k 3.3k 81.67
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $263k 1.3k 202.13
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $262k 2.2k 120.93
Alphabet Cap Stk Cl A (GOOGL) 0.1 $261k 1.7k 154.64
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $258k 4.9k 52.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $256k 546.00 468.92
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $254k 3.1k 81.69
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $253k 5.2k 48.82
FedEx Corporation (FDX) 0.1 $247k 1.0k 243.85
Intercontinental Exchange (ICE) 0.1 $241k 1.4k 172.50
Philip Morris International (PM) 0.1 $224k 1.4k 158.73
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $223k 2.5k 91.03
Ishares Tr U S Utilits Etf (IDU) 0.1 $210k 2.1k 101.42
Allstate Corporation (ALL) 0.1 $207k 1.0k 207.07
Ishares Tr Msci Eafe Etf (EFA) 0.1 $200k 2.5k 81.73