Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/8 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 109
- 較 2021 年第 2 季 0
- 總值
- $1.88 億
- 較 2021 年第 2 季 +$4.10 萬 (0.0%)
| 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 | 219 | $9,009 萬 | 48.0% | −1−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 52,824 | $747.5 萬 | 4.0% | +2,592+5.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 41,259 | $666.3 萬 | 3.6% | +738+1.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 88,906 | $449.7 萬 | 2.4% | −6,547−6.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,338 | $443.6 萬 | 2.4% | −325−3.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,300 | $427.1 萬 | 2.3% | +15+1.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 7,332 | $315.9 萬 | 1.7% | +178+2.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 9,068 | $255.6 萬 | 1.4% | +552+6.5% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 25,628 | $252.3 萬 | 1.3% | +1,663+6.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 29,898 | $181.9 萬 | 1.0% | −5,191−14.8% | 減碼 | – |
| TFCTruist Financial Corp | COM | 30,277 | $177.6 萬 | 0.9% | +40.0% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 30,995 | $175.8 萬 | 0.9% | −712−2.2% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 23,317 | $160.6 萬 | 0.9% | −937−3.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,591 | $152.6 萬 | 0.8% | +625+12.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,897 | $152.3 萬 | 0.8% | +439+12.7% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 24,769 | $148.7 萬 | 0.8% | −3,123−11.2% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 13,041 | $145.1 萬 | 0.8% | −386−2.9% | 減碼 | – |
| NFLXNetflix Inc | Stock | 2,033 | $124.1 萬 | 0.7% | −28−1.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,436 | $123.0 萬 | 0.7% | +75+2.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,950 | $122.0 萬 | 0.7% | −69−1.0% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 8,581 | $120.0 萬 | 0.6% | +506+6.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,747 | $112.0 萬 | 0.6% | +2,734+15.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 6,368 | $111.7 萬 | 0.6% | +538+9.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,563 | $110.3 萬 | 0.6% | −130−1.5% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 10,117 | $107.7 萬 | 0.6% | +191+1.9% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,602 | $107.3 萬 | 0.6% | −231−1.6% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 9,458 | $102.3 萬 | 0.5% | +262+2.8% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,020 | $101.3 萬 | 0.5% | +2,775+65.4% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 4,200 | $100.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 11,159 | $96.1 萬 | 0.5% | +3,193+40.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,838 | $92.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,484 | $89.8 萬 | 0.5% | +251+4.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 16,334 | $87.5 萬 | 0.5% | −19−0.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,040 | $80.6 萬 | 0.4% | −45−4.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,146 | $78.0 萬 | 0.4% | +1,163+19.4% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,089 | $77.7 萬 | 0.4% | +2,327+61.9% | 加碼 | – |
| TAT&T Inc. | Stock | 28,298 | $76.4 萬 | 0.4% | +2,699+10.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,833 | $75.4 萬 | 0.4% | −45−0.7% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 18,075 | $74.9 萬 | 0.4% | +906+5.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,669 | $74.5 萬 | 0.4% | −1,187−8.6% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 33,492 | $72.5 萬 | 0.4% | −396−1.2% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,568 | $72.5 萬 | 0.4% | +713+14.7% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,596 | $68.8 萬 | 0.4% | +996+8.6% | 加碼 | – |
| INTCIntel Corp | Stock | 12,704 | $67.7 萬 | 0.4% | +2,849+28.9% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,219 | $60.1 萬 | 0.3% | +447+6.6% | 加碼 | – |
| DISWalt Disney Co | Stock | 3,496 | $59.1 萬 | 0.3% | +297+9.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,925 | $58.4 萬 | 0.3% | +48+1.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,714 | $58.2 萬 | 0.3% | +25+1.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 690 | $57.8 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 5,677 | $57.2 萬 | 0.3% | +338+6.3% | 加碼 | – |
| CSXCSX Corp | Stock | 18,919 | $56.3 萬 | 0.3% | +1,475+8.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,215 | $56.3 萬 | 0.3% | +130+1.8% | 加碼 | – |
| AONAon plc | CL A | 1,898 | $54.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,606 | $54.0 萬 | 0.3% | +178+7.3% | 加碼依 4 比 1 拆股換算 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,646 | $54.0 萬 | 0.3% | +593+14.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 24,106 | $52.2 萬 | 0.3% | +230+1.0% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $49.3 萬 | 0.3% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 2,197 | $48.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 2,473 | $47.5 萬 | 0.3% | −200−7.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 7,924 | $47.5 萬 | 0.3% | +7,924 | 新進 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,810 | $45.2 萬 | 0.2% | +434+12.9% | 加碼 | – |
| MAMastercard Inc | Stock | 1,211 | $42.1 萬 | 0.2% | +72+6.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,082 | $41.4 萬 | 0.2% | −356−8.0% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,244 | $40.9 萬 | 0.2% | −61−1.0% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 7,477 | $40.7 萬 | 0.2% | +145+2.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,211 | $40.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 2,775 | $40.3 萬 | 0.2% | +262+10.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,765 | $40.1 萬 | 0.2% | +646+10.6% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 7,117 | $37.5 萬 | 0.2% | +2,761+63.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,347 | $37.3 萬 | 0.2% | +207+5.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,009 | $37.2 萬 | 0.2% | −637−11.3% | 減碼 | – |
| AXPAmerican Express Co | Stock | 2,196 | $36.8 萬 | 0.2% | +516+30.7% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,298 | $36.5 萬 | 0.2% | +222+3.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 16,913 | $36.4 萬 | 0.2% | +224+1.3% | 加碼 | – |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 16,741 | $35.3 萬 | 0.2% | −75−0.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,704 | $35.2 萬 | 0.2% | +100+1.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,331 | $35.1 萬 | 0.2% | +200+9.4% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,190 | $35.0 萬 | 0.2% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 5,973 | $34.7 萬 | 0.2% | +1,104+22.7% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,706 | $33.8 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 11,012 | $33.7 萬 | 0.2% | −2,490−18.4% | 減碼 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,148 | $33.1 萬 | 0.2% | −346−23.2% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,337 | $32.8 萬 | 0.2% | −70−2.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,010 | $32.4 萬 | 0.2% | +514+20.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 14,249 | $31.6 萬 | 0.2% | +1,044+7.9% | 加碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 5,025 | $31.5 萬 | 0.2% | −899−15.2% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,282 | $30.4 萬 | 0.2% | −306−11.8% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,540 | $30.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 2,132 | $29.7 萬 | 0.2% | +400+23.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,616 | $28.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,434 | $28.0 萬 | 0.1% | −182−7.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 12,289 | $27.2 萬 | 0.1% | +734+6.4% | 加碼 | – |
| FFord Motor Co | Stock | 18,960 | $26.8 萬 | 0.1% | +18,960 | 新進 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 4,807 | $25.6 萬 | 0.1% | +4,807 | 新進 | – |
| DDominion Energy, Inc | Stock | 3,406 | $24.9 萬 | 0.1% | −223−6.1% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,843 | $24.1 萬 | 0.1% | −159−4.0% | 減碼依 6 比 1 拆股換算 | – |
| PMPhilip Morris International Inc. | Stock | 2,513 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y731 | CONSCIOUS COS | 7,499 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 22,986 | $23.4 萬 | 0.1% | +18+0.1% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,608 | $23.3 萬 | 0.1% | +2,608 | 新進 | – |
2021 年第 2 季之後清倉（5 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,536 | $28.0 萬 | 0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 647 | $21.7 萬 | 0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 2,711 | $21.0 萬 | 0.1% | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,191 | $20.5 萬 | 0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 157 | $6.00 萬 | <0.1% | 歷史 |