Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/21 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 99
- 較 2022 年第 1 季 −6
- 總值
- $1.72 億
- 較 2022 年第 1 季 −$4,057 萬 (−19.1%)
| 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 | 218 | $8,915 萬 | 51.7% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 41,356 | $734.1 萬 | 4.3% | +90.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 52,529 | $718.2 萬 | 4.2% | −30.0% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 65,954 | $329.2 萬 | 1.9% | +65,954 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,371 | $315.8 萬 | 1.8% | −1,034−11.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,408 | $280.5 萬 | 1.6% | +248+0.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 91,979 | $271.1 萬 | 1.6% | +91,979 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,121 | $270.0 萬 | 1.6% | −122−1.7% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 54,238 | $262.0 萬 | 1.5% | −28,427−34.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 24,520 | $249.3 萬 | 1.4% | +24,520 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 8,056 | $206.9 萬 | 1.2% | +37+0.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,883 | $199.5 萬 | 1.2% | +2+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,100 | $193.8 萬 | 1.1% | +854+13.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 22,227 | $137.8 萬 | 0.8% | −6,981−23.9% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 26,218 | $124.3 萬 | 0.7% | +26,218 | 新進 | – |
| PGProcter & Gamble Co | Stock | 7,945 | $114.2 萬 | 0.7% | +6+0.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 21,422 | $112.0 萬 | 0.7% | +21,422 | 新進 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 10,115 | $105.9 萬 | 0.6% | +10,115 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 12,276 | $105.1 萬 | 0.6% | +202+1.7% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 20,051 | $103.5 萬 | 0.6% | −2,366−10.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 20,327 | $103.2 萬 | 0.6% | +12+0.1% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 10,064 | $98.2 萬 | 0.6% | −1,021−9.2% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,839 | $94.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 7,451 | $89.0 萬 | 0.5% | −743−9.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,653 | $81.9 萬 | 0.5% | +4,653 | 新進 | – |
| AMATApplied Materials Inc | Stock | 8,357 | $76.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,200 | $72.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 15,646 | $72.6 萬 | 0.4% | −9,996−39.0% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 12,547 | $71.6 萬 | 0.4% | +12,547 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 29,340 | $71.5 萬 | 0.4% | −3,400−10.4% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 11,266 | $70.7 萬 | 0.4% | +11,266 | 新進 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 13,427 | $67.9 萬 | 0.4% | +51+0.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,939 | $65.1 萬 | 0.4% | +4,939 | 新進 | – |
| MMM3M Co | Stock | 5,011 | $64.9 萬 | 0.4% | −1,184−19.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,626 | $63.3 萬 | 0.4% | +98+1.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,952 | $62.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 903 | $60.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 7,101 | $59.6 萬 | 0.3% | −20,478−74.3% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 11,521 | $58.8 萬 | 0.3% | −10,733−48.2% | 減碼 | – |
| TFCTruist Financial Corp | COM | 11,986 | $56.9 萬 | 0.3% | +37+0.3% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,728 | $55.6 萬 | 0.3% | −222−2.8% | 減碼 | – |
| TAT&T Inc. | Stock | 26,264 | $55.0 萬 | 0.3% | −275−1.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,914 | $53.6 萬 | 0.3% | −1,732−47.5% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 7,017 | $53.6 萬 | 0.3% | −756−9.7% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 18,002 | $52.4 萬 | 0.3% | +411+2.3% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,898 | $51.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 9,537 | $49.5 萬 | 0.3% | −13,269−58.2% | 減碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 9,761 | $47.8 萬 | 0.3% | +9,761 | 新進 | – |
| CVXChevron Corp | Stock | 3,084 | $44.7 萬 | 0.3% | −100−3.1% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,385 | $44.6 萬 | 0.3% | −7,043−56.7% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 3,236 | $44.1 萬 | 0.3% | −3,578−52.5% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 5,700 | $43.9 萬 | 0.3% | −300−5.0% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,109 | $43.7 萬 | 0.3% | −657−13.8% | 減碼 | – |
| VVisa Inc. | Stock | 2,201 | $43.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,210 | $43.1 萬 | 0.3% | +1,918+83.7% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,879 | $43.0 萬 | 0.2% | −349−4.8% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 693 | $42.2 萬 | 0.2% | +2+0.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,514 | $41.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $38.9 萬 | 0.2% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 1,228 | $38.7 萬 | 0.2% | +7+0.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,556 | $38.7 萬 | 0.2% | −23−0.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,503 | $38.3 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 3,918 | $37.7 萬 | 0.2% | −4−0.1% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,885 | $36.6 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 9,250 | $36.3 萬 | 0.2% | +2,723+41.7% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,131 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 9,193 | $34.4 萬 | 0.2% | −2,566−21.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,839 | $33.4 萬 | 0.2% | +220+2.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,502 | $33.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,885 | $32.8 萬 | 0.2% | −5,197−64.3% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,540 | $32.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 3,697 | $32.3 萬 | 0.2% | −8,736−70.3% | 減碼 | – |
| CBChubb Ltd | Stock | 1,616 | $31.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 2,252 | $31.2 萬 | 0.2% | −7−0.3% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,707 | $31.1 萬 | 0.2% | −4,212−60.9% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 12,844 | $30.7 萬 | 0.2% | −346−2.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,009 | $29.2 萬 | 0.2% | −314−4.3% | 減碼 | – |
| NKENIKE, Inc. | Stock | 2,703 | $27.6 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 12,943 | $27.1 萬 | 0.2% | −230−1.7% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,435 | $26.8 萬 | 0.2% | −377−13.4% | 減碼 | – |
| DDominion Energy, Inc | Stock | 3,359 | $26.8 萬 | 0.2% | −26−0.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,483 | $25.9 萬 | 0.2% | −538−26.6% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,323 | $25.4 萬 | 0.1% | −383−5.7% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,429 | $24.8 萬 | 0.1% | +240+7.5% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,513 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,607 | $24.6 萬 | 0.1% | −10,820−58.7% | 減碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 9,895 | $23.8 萬 | 0.1% | +9,895 | 新進 | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,044 | $22.6 萬 | 0.1% | +22+0.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,057 | $22.4 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 973 | $22.1 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 4,224 | $22.1 萬 | 0.1% | −61−1.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 10,739 | $22.0 萬 | 0.1% | −538−4.8% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 4,529 | $21.8 萬 | 0.1% | +4,529 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 1,319 | $21.2 萬 | 0.1% | +13+1.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,510 | $21.0 萬 | 0.1% | −602−19.3% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 3,435 | $20.4 萬 | 0.1% | −1,008−22.7% | 減碼 | – |
| HXLHexcel Corp | COM | 3,829 | $20.0 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| Global X FDS37954Y731 | CONSCIOUS COS | 7,499 | $20.0 萬 | 0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 16,939 | $18.9 萬 | 0.1% | −4,590−21.3% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（19 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,269 | $110.7 萬 | 0.5% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,901 | $95.3 萬 | 0.4% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,525 | $81.2 萬 | 0.4% | – |
| iShares Tr46432F388 | MSCI USA VALUE | 5,698 | $59.6 萬 | 0.3% | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,922 | $48.3 萬 | 0.2% | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,418 | $44.4 萬 | 0.2% | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,010 | $39.1 萬 | 0.2% | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,148 | $33.2 萬 | 0.2% | – |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 10,675 | $33.2 萬 | 0.2% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,537 | $31.5 萬 | 0.1% | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 5,018 | $30.6 萬 | 0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,386 | $26.7 萬 | 0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,981 | $24.0 萬 | 0.1% | – |
| CATCaterpillar Inc | Stock | 1,074 | $23.9 萬 | 0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,204 | $22.9 萬 | 0.1% | 歷史 |
| GLWCorning Inc | COM | 6,080 | $22.4 萬 | 0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,443 | $21.0 萬 | 0.1% | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,191 | $20.6 萬 | 0.1% | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 4,015 | $20.2 萬 | 0.1% | – |