Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/7 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 106
- 較 2021 年第 3 季 −3
- 總值
- $1.99 億
- 較 2021 年第 3 季 +$1,132 萬 (+6.0%)
| 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 | $9,870 萬 | 49.6% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 52,614 | $934.2 萬 | 4.7% | −210−0.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 41,269 | $706.0 萬 | 3.5% | +100.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,191 | $484.0 萬 | 2.4% | −147−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,308 | $436.1 萬 | 2.2% | +8+0.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 84,344 | $421.6 萬 | 2.1% | −4,562−5.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,287 | $347.6 萬 | 1.7% | −45−0.6% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 25,977 | $280.3 萬 | 1.4% | +349+1.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,068 | $271.4 萬 | 1.4% | −1,000−11.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 29,898 | $205.2 萬 | 1.0% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 3,899 | $195.8 萬 | 1.0% | +2+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,624 | $168.2 萬 | 0.8% | +33+0.6% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 22,806 | $167.0 萬 | 0.8% | −511−2.2% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 12,584 | $149.1 萬 | 0.7% | −457−3.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,670 | $146.0 萬 | 0.7% | +234+6.8% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 23,228 | $137.6 萬 | 0.7% | −1,541−6.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 25,745 | $137.0 萬 | 0.7% | +9,411+57.6% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 8,463 | $133.2 萬 | 0.7% | −100−1.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,934 | $129.8 萬 | 0.7% | −647−7.5% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 22,443 | $126.0 萬 | 0.6% | −8,552−27.6% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,897 | $125.4 萬 | 0.6% | −53−0.8% | 減碼 | – |
| NFLXNetflix Inc | Stock | 2,002 | $120.6 萬 | 0.6% | −31−1.5% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,411 | $116.6 萬 | 0.6% | −191−1.3% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 10,027 | $110.6 萬 | 0.6% | −90−0.9% | 減碼 | – |
| MMM3M Co | Stock | 6,076 | $107.9 萬 | 0.5% | −292−4.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,839 | $102.9 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 9,381 | $100.7 萬 | 0.5% | −77−0.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 943 | $99.7 萬 | 0.5% | −97−9.3% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,678 | $99.0 萬 | 0.5% | −342−4.9% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 11,550 | $98.7 萬 | 0.5% | +391+3.5% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 3,200 | $95.3 萬 | 0.5% | −1,000−23.8% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 6,982 | $90.2 萬 | 0.5% | +893+14.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,637 | $87.4 萬 | 0.4% | +491+6.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,492 | $87.0 萬 | 0.4% | +8+0.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,846 | $80.1 萬 | 0.4% | +13+0.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,613 | $76.8 萬 | 0.4% | +7+0.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,072 | $73.9 萬 | 0.4% | −597−4.7% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 18,186 | $72.3 萬 | 0.4% | +111+0.6% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,923 | $72.0 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 32,666 | $71.7 萬 | 0.4% | −826−2.5% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,548 | $71.4 萬 | 0.4% | −20−0.4% | 減碼 | – |
| TFCTruist Financial Corp | COM | 11,946 | $69.9 萬 | 0.4% | −18,331−60.5% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,576 | $67.8 萬 | 0.3% | −20−0.2% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,231 | $67.2 萬 | 0.3% | +12+0.2% | 加碼 | – |
| CSXCSX Corp | Stock | 17,582 | $66.1 萬 | 0.3% | −1,337−7.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 12,804 | $66.0 萬 | 0.3% | +100+0.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 26,539 | $65.3 萬 | 0.3% | −1,759−6.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 690 | $63.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 5,758 | $63.0 萬 | 0.3% | +81+1.4% | 加碼 | – |
| AONAon plc | CL A | 1,898 | $57.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,160 | $56.3 萬 | 0.3% | −55−0.8% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $55.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,722 | $54.9 萬 | 0.3% | +76+1.6% | 加碼 | – |
| DISWalt Disney Co | Stock | 3,496 | $54.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,830 | $51.9 萬 | 0.3% | +20+0.5% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 7,535 | $47.8 萬 | 0.2% | +58+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,197 | $47.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,183 | $44.4 萬 | 0.2% | −61−1.0% | 減碼 | – |
| MAMastercard Inc | Stock | 1,215 | $43.6 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 20,912 | $43.4 萬 | 0.2% | +1,952+10.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,277 | $42.9 萬 | 0.2% | −437−25.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 2,569 | $42.8 萬 | 0.2% | −206−7.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 19,867 | $42.6 萬 | 0.2% | −4,239−17.6% | 減碼 | – |
| GMGeneral Motors Co | COM | 7,186 | $42.1 萬 | 0.2% | +69+1.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,590 | $41.1 萬 | 0.2% | −175−2.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,383 | $39.7 萬 | 0.2% | −699−17.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,604 | $39.1 萬 | 0.2% | −100−1.5% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,877 | $39.0 萬 | 0.2% | −96−1.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,540 | $38.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,148 | $37.2 萬 | 0.2% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,131 | $37.0 萬 | 0.2% | −200−8.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,247 | $36.8 萬 | 0.2% | +51+2.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,206 | $36.2 萬 | 0.2% | −141−3.2% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,826 | $36.0 萬 | 0.2% | −183−3.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,212 | $35.7 萬 | 0.2% | −86−1.2% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,190 | $35.2 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 10,940 | $34.9 萬 | 0.2% | −72−0.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 2,502 | $33.9 萬 | 0.2% | −508−16.9% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,110 | $33.3 萬 | 0.2% | −227−6.8% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,706 | $32.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 5,022 | $31.5 萬 | 0.2% | −3−0.1% | 減碼 | – |
| CBChubb Ltd | Stock | 1,616 | $31.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 14,223 | $31.1 萬 | 0.2% | −26−0.2% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 5,169 | $30.9 萬 | 0.2% | −2,755−34.8% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,370 | $29.5 萬 | 0.1% | +762+29.2% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,203 | $29.2 萬 | 0.1% | −79−3.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 2,053 | $28.9 萬 | 0.1% | +101+5.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 4,675 | $27.6 萬 | 0.1% | −50−1.1% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,399 | $27.6 萬 | 0.1% | −35−1.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 12,598 | $26.9 萬 | 0.1% | −4,315−25.5% | 減碼 | – |
| DDominion Energy, Inc | Stock | 3,382 | $26.6 萬 | 0.1% | −24−0.7% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 4,941 | $26.2 萬 | 0.1% | +134+2.8% | 加碼 | – |
| Global X FDS37954Y731 | CONSCIOUS COS | 7,499 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 970 | $25.1 萬 | 0.1% | +6+0.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 11,118 | $24.3 萬 | 0.1% | −1,171−9.5% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,658 | $24.1 萬 | 0.1% | −185−4.8% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,513 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 3,931 | $22.8 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 6,080 | $22.6 萬 | 0.1% | −104−1.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,073 | $22.2 萬 | 0.1% | −1,400−56.6% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（6 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VZVerizon Communications Inc | Stock | 20,747 | $112.0 萬 | 0.6% | 歷史 |
| DEDeere & Co | Stock | 1,211 | $40.6 萬 | 0.2% | 歷史 |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 16,741 | $35.3 萬 | 0.2% | 歷史 |
| WMTWalmart Inc. | Stock | 2,132 | $29.7 萬 | 0.2% | 歷史 |
| HXLHexcel Corp | COM | 3,826 | $22.7 萬 | 0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 7,840 | $20.2 萬 | 0.1% | – |