Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/22 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 109
- 較 2021 年第 1 季 +8
- 總值
- $1.88 億
- 較 2021 年第 1 季 +$2,318 萬 (+14.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 220 | $9,209 萬 | 49.1% | +21+10.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 50,232 | $688.0 萬 | 3.7% | +140+0.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 40,521 | $667.5 萬 | 3.6% | +10.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 95,453 | $485.9 萬 | 2.6% | −3,054−3.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,663 | $456.5 萬 | 2.4% | −9−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,285 | $442.1 萬 | 2.4% | −1−0.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 7,154 | $307.6 萬 | 1.6% | +624+9.6% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 23,965 | $236.0 萬 | 1.3% | +1,384+6.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,516 | $230.7 萬 | 1.2% | −8−0.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 35,089 | $213.7 萬 | 1.1% | −935−2.6% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 31,707 | $180.3 萬 | 1.0% | −718−2.2% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 27,892 | $168.8 萬 | 0.9% | −1,929−6.5% | 減碼 | – |
| TFCTruist Financial Corp | COM | 30,273 | $168.0 萬 | 0.9% | +20.0% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 24,254 | $167.1 萬 | 0.9% | +182+0.8% | 加碼依 6 比 1 拆股換算 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 13,427 | $150.7 萬 | 0.8% | −316−2.3% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,458 | $138.5 萬 | 0.7% | +231+7.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,966 | $138.0 萬 | 0.7% | −183−3.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,693 | $123.7 萬 | 0.7% | −250−2.8% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 7,019 | $121.7 萬 | 0.6% | +543+8.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,361 | $119.1 萬 | 0.6% | +24+0.7% | 加碼 | – |
| MMM3M Co | Stock | 5,830 | $115.8 萬 | 0.6% | +574+10.9% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,200 | $111.5 萬 | 0.6% | +10+0.2% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,833 | $109.2 萬 | 0.6% | +878+6.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 8,075 | $109.0 萬 | 0.6% | +6+0.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,061 | $108.9 萬 | 0.6% | −4−0.2% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,926 | $106.5 萬 | 0.6% | +381+4.0% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 18,013 | $100.9 萬 | 0.5% | −80.0% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 9,196 | $99.5 萬 | 0.5% | −13−0.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,838 | $88.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 16,353 | $87.7 萬 | 0.5% | +3,097+23.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,856 | $87.4 萬 | 0.5% | +741+5.7% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 33,888 | $81.8 萬 | 0.4% | −760−2.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,233 | $81.4 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 17,169 | $77.5 萬 | 0.4% | +1,123+7.0% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 6,878 | $76.9 萬 | 0.4% | +13+0.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,085 | $73.7 萬 | 0.4% | −120−10.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 25,599 | $73.6 萬 | 0.4% | +860+3.5% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,966 | $68.6 萬 | 0.4% | +4,634+139.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,983 | $67.6 萬 | 0.4% | +198+3.4% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,600 | $63.5 萬 | 0.3% | +3,309+39.9% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 4,855 | $63.4 萬 | 0.3% | +763+18.6% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,245 | $61.3 萬 | 0.3% | +2,119+99.7% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 689 | $60.3 萬 | 0.3% | −66−8.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,689 | $58.8 萬 | 0.3% | −124−6.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,673 | $58.2 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,877 | $57.1 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,199 | $56.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 5,339 | $56.1 萬 | 0.3% | +117+2.2% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,772 | $56.1 萬 | 0.3% | −95−1.4% | 減碼 | – |
| CSXCSX Corp | Stock | 17,444 | $56.0 萬 | 0.3% | +1,043+6.4% | 加碼依 3 比 1 拆股換算 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,085 | $55.9 萬 | 0.3% | −28−0.4% | 減碼 | – |
| INTCIntel Corp | Stock | 9,855 | $55.3 萬 | 0.3% | +2,084+26.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 23,876 | $51.9 萬 | 0.3% | −406−1.7% | 減碼 | – |
| VVisa Inc. | Stock | 2,197 | $51.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 607 | $48.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $48.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 3,762 | $48.1 萬 | 0.3% | +3,762 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,053 | $47.5 萬 | 0.3% | +807+24.9% | 加碼 | – |
| CVXChevron Corp | Stock | 4,438 | $46.4 萬 | 0.2% | +100+2.3% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,898 | $45.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,494 | $43.3 萬 | 0.2% | −30−2.0% | 減碼 | – |
| DEDeere & Co | Stock | 1,210 | $42.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,646 | $42.3 萬 | 0.2% | −85−1.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 13,502 | $41.7 萬 | 0.2% | −957−6.6% | 減碼 | – |
| MAMastercard Inc | Stock | 1,139 | $41.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,119 | $40.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,305 | $40.8 萬 | 0.2% | −115−1.8% | 減碼依 5 比 1 拆股換算 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,376 | $39.8 萬 | 0.2% | +9+0.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 7,332 | $39.1 萬 | 0.2% | −5−0.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 2,513 | $38.8 萬 | 0.2% | +96+4.0% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,076 | $38.5 萬 | 0.2% | −44−0.6% | 減碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 5,924 | $38.0 萬 | 0.2% | −74−1.2% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,706 | $37.0 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 16,689 | $36.0 萬 | 0.2% | −2,467−12.9% | 減碼 | – |
| KOCoca Cola Co | Stock | 6,604 | $35.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 16,816 | $35.5 萬 | 0.2% | +1,231+7.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,140 | $35.3 萬 | 0.2% | −40−1.0% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,190 | $35.1 萬 | 0.2% | −4,638−26.0% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,588 | $34.8 萬 | 0.2% | +131+5.3% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 1,540 | $33.9 萬 | 0.2% | −175−10.2% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,407 | $33.6 萬 | 0.2% | −79−2.3% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 2,131 | $31.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,869 | $30.4 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,616 | $30.2 萬 | 0.2% | −1,009−27.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 13,205 | $29.5 萬 | 0.2% | +2,916+28.3% | 加碼 | – |
| FDXFedEx Corp | Stock | 962 | $28.7 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,536 | $28.0 萬 | 0.1% | −739−22.6% | 減碼 | – |
| AXPAmerican Express Co | Stock | 1,680 | $27.8 萬 | 0.1% | +1,680 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 3,629 | $26.7 萬 | 0.1% | −139−3.7% | 減碼 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 22,968 | $26.1 萬 | 0.1% | −2,786−10.8% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 4,356 | $25.8 萬 | 0.1% | +4,356 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 1,616 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 11,555 | $25.6 萬 | 0.1% | −394−3.3% | 減碼 | – |
| GLWCorning Inc | COM | 6,184 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,496 | $25.2 萬 | 0.1% | +201+8.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,513 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 1,732 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,723 | $24.2 萬 | 0.1% | +4,723 | 新進 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 667 | $24.1 萬 | 0.1% | +4+0.6% | 加碼 | – |
| HXLHexcel Corp | COM | 3,826 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。