Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 22, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 109
- +8 vs. Q1 2021
- Portfolio value
- $187.6M
- +$23.2M (+14.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 8,516 | $2.31M | 1.2% | −8−0.1% | Reduced | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 23,965 | $2.36M | 1.3% | +1,384+6.1% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,154 | $3.08M | 1.6% | +624+9.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,285 | $4.42M | 2.4% | −1−0.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,663 | $4.57M | 2.4% | −9−0.1% | Reduced | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 95,453 | $4.86M | 2.6% | −3,054−3.1% | Reduced | – |
| JNJJohnson & Johnson | Stock | 40,521 | $6.67M | 3.6% | +10.0% | Added | History |
| AAPLApple Inc. | Stock | 50,232 | $6.88M | 3.7% | +140+0.3% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 220 | $92.1M | 49.1% | +21+10.6% | Added | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.