Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Oct 8, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 109
- 0 vs. Q2 2021
- Portfolio value
- $187.6M
- +$41.0K (0.0%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G425 | ESG AWR MSCI USA | 25,628 | $2.52M | 1.3% | +1,663+6.9% | Added | – |
| MSFTMicrosoft Corp | Stock | 9,068 | $2.56M | 1.4% | +552+6.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 7,332 | $3.16M | 1.7% | +178+2.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,300 | $4.27M | 2.3% | +15+1.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,338 | $4.44M | 2.4% | −325−3.0% | Reduced | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 88,906 | $4.50M | 2.4% | −6,547−6.9% | Reduced | – |
| JNJJohnson & Johnson | Stock | 41,259 | $6.66M | 3.6% | +738+1.8% | Added | History |
| AAPLApple Inc. | Stock | 52,824 | $7.47M | 4.0% | +2,592+5.2% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 219 | $90.1M | 48.0% | −1−0.5% | Reduced | History |
Sold out since Q2 2021 (5)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,536 | $280.0K | 0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 647 | $217.0K | 0.1% | History |
| DDDuPont de Nemours, Inc. | COM | 2,711 | $210.0K | 0.1% | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,191 | $205.0K | 0.1% | History |
| ELVElevance Health, Inc. | Stock | 157 | $60.0K | <0.1% | History |