Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/17 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 89
- 較 2022 年第 2 季 −10
- 總值
- $1.68 億
- 較 2022 年第 2 季 −$388.6 萬 (−2.3%)
| 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 | $8,861 萬 | 52.6% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 52,473 | $725.2 萬 | 4.3% | −56−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 41,348 | $675.4 萬 | 4.0% | −80.0% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 92,925 | $447.3 萬 | 2.7% | +26,971+40.9% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 140,765 | $396.0 萬 | 2.4% | +48,786+53.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 26,180 | $295.8 萬 | 1.8% | −228−0.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 7,807 | $280.0 萬 | 1.7% | +686+9.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 26,355 | $253.9 萬 | 1.5% | +1,835+7.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,908 | $246.8 萬 | 1.5% | −1,463−17.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,910 | $197.5 萬 | 1.2% | +27+0.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,364 | $196.6 萬 | 1.2% | +264+3.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 41,151 | $194.8 萬 | 1.2% | −13,087−24.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 8,241 | $191.9 萬 | 1.1% | +185+2.3% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 16,039 | $164.7 萬 | 1.0% | +5,924+58.6% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 27,821 | $128.3 萬 | 0.8% | +1,603+6.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 24,393 | $122.2 萬 | 0.7% | +2,971+13.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 20,384 | $117.9 萬 | 0.7% | −1,843−8.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,196 | $106.4 萬 | 0.6% | −80−0.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,951 | $100.4 萬 | 0.6% | +6+0.1% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 19,478 | $95.7 萬 | 0.6% | −573−2.9% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,840 | $88.6 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,070 | $86.6 萬 | 0.5% | +417+9.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,912 | $85.3 萬 | 0.5% | +1,973+39.9% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 7,390 | $84.5 萬 | 0.5% | −61−0.8% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,917 | $81.1 萬 | 0.5% | +3,370+26.9% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 13,043 | $78.9 萬 | 0.5% | +1,777+15.8% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 8,590 | $78.7 萬 | 0.5% | −1,474−14.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 20,327 | $77.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,700 | $71.6 萬 | 0.4% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 29,411 | $69.9 萬 | 0.4% | +71+0.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,357 | $68.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,954 | $66.8 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 13,092 | $64.5 萬 | 0.4% | −335−2.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,674 | $59.5 萬 | 0.4% | −1,972−12.6% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 6,984 | $58.8 萬 | 0.3% | −33−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,533 | $57.8 萬 | 0.3% | −93−1.7% | 減碼 | 歷史 |
| MMM3M Co | Stock | 5,054 | $55.8 萬 | 0.3% | +43+0.9% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,056 | $54.0 萬 | 0.3% | +328+4.2% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 2,550 | $53.5 萬 | 0.3% | −650−20.3% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 6,701 | $53.2 萬 | 0.3% | −400−5.6% | 減碼 | – |
| TFCTruist Financial Corp | COM | 11,991 | $52.2 萬 | 0.3% | +50.0% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,898 | $50.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 18,013 | $48.0 萬 | 0.3% | +11+0.1% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 10,325 | $47.9 萬 | 0.3% | +564+5.8% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 9,471 | $47.7 萬 | 0.3% | −66−0.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,691 | $45.2 萬 | 0.3% | −223−11.7% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,925 | $45.1 萬 | 0.3% | +4,925 | 新進 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,300 | $44.9 萬 | 0.3% | −2,221−19.3% | 減碼 | – |
| CVXChevron Corp | Stock | 3,085 | $44.3 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,109 | $42.2 萬 | 0.3% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 5,700 | $40.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 26,264 | $40.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,224 | $39.5 萬 | 0.2% | +23+1.0% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,859 | $38.5 萬 | 0.2% | −20−0.3% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,697 | $38.1 萬 | 0.2% | −688−12.8% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 687 | $37.8 萬 | 0.2% | −6−0.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,514 | $36.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,780 | $36.5 萬 | 0.2% | −456−14.1% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $35.7 萬 | 0.2% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 1,484 | $34.9 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,228 | $34.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,409 | $34.9 萬 | 0.2% | +702+25.9% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,131 | $34.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 9,225 | $34.1 萬 | 0.2% | −25−0.3% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 2,493 | $33.5 萬 | 0.2% | −10−0.4% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,889 | $32.3 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,656 | $32.3 萬 | 0.2% | +100+3.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 3,918 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,654 | $30.6 萬 | 0.2% | −185−2.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 3,636 | $30.4 萬 | 0.2% | −61−1.6% | 減碼 | – |
| DISWalt Disney Co | Stock | 3,202 | $30.2 萬 | 0.2% | −300−8.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,540 | $30.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,616 | $29.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 12,844 | $29.2 萬 | 0.2% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 2,152 | $29.0 萬 | 0.2% | −100−4.4% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,513 | $27.6 萬 | 0.2% | +78+3.2% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 10,821 | $25.4 萬 | 0.2% | +926+9.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,920 | $25.2 萬 | 0.1% | −89−1.3% | 減碼 | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,065 | $24.3 萬 | 0.1% | +21+0.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 9,255 | $23.8 萬 | 0.1% | +62+0.7% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 3,362 | $23.2 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,177 | $22.8 萬 | 0.1% | −708−24.5% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 3,534 | $22.8 萬 | 0.1% | +3,534 | 新進 | 歷史 |
| FFord Motor Co | Stock | 20,053 | $22.5 萬 | 0.1% | +3,114+18.4% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,321 | $22.3 萬 | 0.1% | −1,889−44.9% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,513 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 2,506 | $20.8 萬 | 0.1% | −197−7.3% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 4,517 | $20.8 萬 | 0.1% | −12−0.3% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,511 | $20.0 萬 | 0.1% | +10.0% | 加碼 | – |
2022 年第 2 季之後清倉（12 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 12,943 | $27.1 萬 | 0.2% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,323 | $25.4 萬 | 0.1% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,429 | $24.8 萬 | 0.1% | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,607 | $24.6 萬 | 0.1% | – |
| ABTAbbott Laboratories | Stock | 2,057 | $22.4 萬 | 0.1% | 歷史 |
| FDXFedEx Corp | Stock | 973 | $22.1 萬 | 0.1% | 歷史 |
| PFEPfizer Inc | Stock | 4,224 | $22.1 萬 | 0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 10,739 | $22.0 萬 | 0.1% | – |
| METAMeta Platforms, Inc. | Stock | 1,319 | $21.2 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 3,435 | $20.4 萬 | 0.1% | – |
| HXLHexcel Corp | COM | 3,829 | $20.0 萬 | 0.1% | 歷史 |
| Global X FDS37954Y731 | CONSCIOUS COS | 7,499 | $20.0 萬 | 0.1% | – |