Rede Wealth

Rede Wealth as of June 30, 2025

Portfolio Holdings for Rede Wealth

Rede Wealth holds 106 positions in its portfolio as reported in the June 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) 55.2 $153M 210.00 728800.00
Apple (AAPL) 3.7 $10M 50k 205.17
Ishares Tr Core S&p Ttl Stk (ITOT) 3.5 $9.6M 71k 135.04
Ishares Tr Core S&p500 Etf (IVV) 2.4 $6.6M 11k 620.93
Johnson & Johnson (JNJ) 2.1 $5.7M 37k 152.75
Amazon (AMZN) 2.0 $5.6M 26k 219.39
NVIDIA Corporation (NVDA) 1.8 $5.0M 31k 157.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $4.5M 9.3k 485.77
Microsoft Corporation (MSFT) 1.5 $4.3M 8.6k 497.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $3.1M 5.0k 617.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $2.9M 59k 49.03
Coinbase Global Com Cl A (COIN) 1.0 $2.8M 8.1k 350.49
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $2.5M 102k 24.38
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.9 $2.4M 25k 95.32
Ishares Tr Core Msci Total (IXUS) 0.8 $2.2M 29k 77.31
Exxon Mobil Corporation (XOM) 0.8 $2.2M 20k 107.80
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $1.9M 8.3k 227.10
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.8M 36k 50.27
Netflix (NFLX) 0.6 $1.8M 1.3k 1339.12
Spdr Series Trust Portfli High Yld (SPHY) 0.6 $1.6M 66k 23.80
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.4M 14k 99.20
Applied Materials (AMAT) 0.5 $1.4M 7.4k 183.07
Ishares Gold Tr Shares Represent (IAUM) 0.4 $1.2M 38k 32.99
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.4 $1.2M 19k 62.42
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.4 $1.2M 47k 25.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.1M 45k 25.30
Procter & Gamble Company (PG) 0.4 $1.1M 6.8k 159.32
McDonald's Corporation (MCD) 0.4 $1.1M 3.6k 292.20
Abrdn Etfs Bbrg All Commdy (BCD) 0.4 $1.0M 31k 33.15
JPMorgan Chase & Co. (JPM) 0.4 $1.0M 3.5k 289.91
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.0M 36k 28.05
UnitedHealth (UNH) 0.3 $902k 2.9k 311.97
Enterprise Products Partners (EPD) 0.3 $850k 27k 31.01
Ishares Tr U.s. Tech Etf (IYW) 0.3 $844k 4.9k 173.27
Vanguard Index Fds Value Etf (VTV) 0.3 $839k 4.7k 176.74
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.3 $832k 10k 79.66
Visa Com Cl A (V) 0.3 $815k 2.3k 355.05
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $777k 32k 24.44
Verizon Communications (VZ) 0.3 $753k 17k 43.27
Automatic Data Processing (ADP) 0.3 $745k 2.4k 308.40
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.3 $741k 31k 23.72
Spdr Series Trust Nuveen Ice High (HYMB) 0.3 $728k 29k 24.78
Blackrock (BLK) 0.3 $727k 693.00 1049.50
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $718k 17k 42.74
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $706k 6.1k 116.16
Mastercard Incorporated Cl A (MA) 0.2 $685k 1.2k 561.94
Aon Shs Cl A (AON) 0.2 $677k 1.9k 356.76
At&t (T) 0.2 $666k 23k 28.94
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $652k 8.9k 72.82
Ishares Tr Mbs Etf (MBB) 0.2 $623k 6.6k 93.89
Norfolk Southern (NSC) 0.2 $614k 2.4k 256.02
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $613k 5.3k 115.35
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $588k 4.9k 119.09
Ishares Tr Core Msci Intl (IDEV) 0.2 $552k 7.3k 76.04
Chubb (CB) 0.2 $550k 1.9k 289.72
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $543k 5.9k 91.73
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $525k 5.6k 93.95
Vanguard Index Fds Small Cp Etf (VB) 0.2 $484k 2.0k 236.98
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $474k 9.0k 52.76
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $471k 4.4k 106.34
Raytheon Technologies Corp (RTX) 0.2 $461k 3.2k 146.02
Franklin Templeton Etf Tr Franklin India (FLIN) 0.2 $455k 11k 39.83
Starbucks Corporation (SBUX) 0.2 $436k 4.8k 91.63
CSX Corporation (CSX) 0.2 $433k 13k 32.63
Asml Holding N V N Y Registry Shs (ASML) 0.2 $432k 539.00 801.41
Ishares Msci Emrg Chn (EMXC) 0.2 $425k 6.7k 63.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $406k 18k 22.10
Cisco Systems (CSCO) 0.1 $403k 5.8k 69.38
Mondelez Intl Cl A (MDLZ) 0.1 $399k 5.9k 67.44
Coca-Cola Company (KO) 0.1 $397k 5.6k 70.75
Truist Financial Corp equities (TFC) 0.1 $395k 9.2k 42.99
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $383k 7.8k 49.24
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $378k 21k 18.32
Union Pacific Corporation (UNP) 0.1 $375k 1.6k 230.09
Eaton Corp SHS (ETN) 0.1 $358k 1.0k 356.98
Walt Disney Company (DIS) 0.1 $354k 2.9k 124.01
3M Company (MMM) 0.1 $344k 2.3k 152.23
Tesla Motors (TSLA) 0.1 $339k 1.1k 317.67
Spdr Series Trust Portfli Intrmdit (SPTI) 0.1 $338k 12k 28.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $337k 6.8k 49.51
Chevron Corporation (CVX) 0.1 $334k 2.3k 143.19
Abbvie (ABBV) 0.1 $324k 1.7k 185.62
Oneok (OKE) 0.1 $323k 4.0k 81.63
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $319k 3.3k 95.77
Corning Incorporated (GLW) 0.1 $313k 5.9k 52.59
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $309k 1.3k 240.32
Caterpillar (CAT) 0.1 $309k 795.00 388.21
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $306k 2.3k 135.30
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $304k 3.8k 80.23
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $302k 3.7k 80.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $301k 546.00 551.64
Alphabet Cap Stk Cl A (GOOGL) 0.1 $297k 1.7k 176.22
First Tr Exchange-traded SHS (QQEW) 0.1 $296k 2.2k 136.49
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $281k 6.7k 41.92
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $277k 3.1k 89.22
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $271k 12k 22.39
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $263k 5.4k 48.65
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $262k 4.9k 53.29
Philip Morris International (PM) 0.1 $258k 1.4k 182.13
Intercontinental Exchange (ICE) 0.1 $257k 1.4k 183.47
FedEx Corporation (FDX) 0.1 $231k 1.0k 227.33
International Business Machines (IBM) 0.1 $219k 743.00 294.94
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $217k 2.1k 104.57
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $214k 2.4k 88.25
Meta Platforms Cl A (META) 0.1 $212k 287.00 738.09
Allstate Corporation (ALL) 0.1 $201k 1.0k 201.31