Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/17 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 88
- 較 2022 年第 3 季 −1
- 總值
- $1.85 億
- 較 2022 年第 3 季 +$1,649 萬 (+9.8%)
| 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 | 216 | $1.01 億 | 54.8% | −2−0.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 41,181 | $727.5 萬 | 3.9% | −167−0.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 53,155 | $690.6 萬 | 3.7% | +682+1.3% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 89,403 | $442.5 萬 | 2.4% | −3,522−3.8% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 136,942 | $386.7 萬 | 2.1% | −3,823−2.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,220 | $354.2 萬 | 1.9% | +1,413+18.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,819 | $292.2 萬 | 1.6% | +13,907+201.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,099 | $250.2 萬 | 1.4% | +735+10.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 27,802 | $233.5 萬 | 1.3% | +1,622+6.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,063 | $231.9 萬 | 1.3% | −845−12.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,616 | $230.6 萬 | 1.2% | +1,375+16.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,918 | $207.7 萬 | 1.1% | +8+0.2% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 19,102 | $199.2 萬 | 1.1% | +3,063+19.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,784 | $191.9 萬 | 1.0% | −6,571−24.9% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 28,434 | $164.6 萬 | 0.9% | +12,517+78.6% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 34,140 | $161.9 萬 | 0.9% | −7,011−17.0% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 20,762 | $136.2 萬 | 0.7% | +7,719+59.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,297 | $135.6 萬 | 0.7% | +101+0.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,117 | $123.0 萬 | 0.7% | +166+2.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 12,226 | $111.8 萬 | 0.6% | +7,301+148.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 16,612 | $106.2 萬 | 0.6% | −3,772−18.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 20,542 | $104.1 萬 | 0.6% | −3,851−15.8% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,840 | $101.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 21,314 | $99.0 萬 | 0.5% | −6,507−23.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,161 | $94.7 萬 | 0.5% | +91+1.8% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 8,622 | $84.0 萬 | 0.5% | +265+3.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,784 | $81.9 萬 | 0.4% | +457+2.2% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6,385 | $73.4 萬 | 0.4% | −1,005−13.6% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 29,488 | $71.1 萬 | 0.4% | +77+0.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,286 | $70.9 萬 | 0.4% | −247−4.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,000 | $69.4 萬 | 0.4% | +16+0.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,907 | $69.4 萬 | 0.4% | −47−1.6% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 7,115 | $66.0 萬 | 0.4% | −1,475−17.2% | 減碼 | – |
| TFCTruist Financial Corp | COM | 14,957 | $64.4 萬 | 0.3% | +2,966+24.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,550 | $62.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,590 | $57.7 萬 | 0.3% | −1,502−11.5% | 減碼 | – |
| AONAon plc | CL A | 1,898 | $57.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,865 | $56.5 萬 | 0.3% | −191−2.4% | 減碼 | – |
| CVXChevron Corp | Stock | 3,086 | $55.4 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 17,573 | $54.4 萬 | 0.3% | −440−2.4% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 10,946 | $53.9 萬 | 0.3% | −8,532−43.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,531 | $51.6 萬 | 0.3% | +875+32.9% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,180 | $50.1 萬 | 0.3% | −874−17.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 689 | $48.8 萬 | 0.3% | +2+0.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 26,105 | $48.1 萬 | 0.3% | −159−0.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,224 | $46.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 1,492 | $44.0 萬 | 0.2% | +8+0.5% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 8,106 | $43.7 萬 | 0.2% | −1,365−14.4% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,000 | $43.2 萬 | 0.2% | +300+5.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,218 | $42.4 萬 | 0.2% | −10−0.8% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,408 | $42.1 萬 | 0.2% | −451−6.6% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 12,192 | $41.7 萬 | 0.2% | +12,192 | 新進 | – |
| KOCoca Cola Co | Stock | 6,517 | $41.5 萬 | 0.2% | +30.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 3,970 | $40.1 萬 | 0.2% | +52+1.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,407 | $38.9 萬 | 0.2% | −86−3.4% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,794 | $38.6 萬 | 0.2% | −95−1.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,131 | $38.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 7,738 | $38.3 萬 | 0.2% | −1,562−16.8% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 11,496 | $37.9 萬 | 0.2% | +11,496 | 新進 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 7,967 | $37.2 萬 | 0.2% | −2,358−22.8% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $36.3 萬 | 0.2% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 7,548 | $36.0 萬 | 0.2% | −106−1.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,616 | $35.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 6,964 | $34.0 萬 | 0.2% | +2,447+54.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,722 | $33.5 萬 | 0.2% | +22+0.8% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,257 | $32.9 萬 | 0.2% | −523−18.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 8,119 | $32.6 萬 | 0.2% | −1,106−12.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,212 | $32.3 萬 | 0.2% | −479−28.3% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,540 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 3,311 | $29.4 萬 | 0.2% | −325−8.9% | 減碼 | – |
| NKENIKE, Inc. | Stock | 2,494 | $29.2 萬 | 0.2% | −12−0.5% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,411 | $28.9 萬 | 0.2% | −3,290−49.1% | 減碼 | – |
| DISWalt Disney Co | Stock | 3,254 | $28.3 萬 | 0.2% | +52+1.6% | 加碼 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,084 | $27.1 萬 | 0.1% | +19+0.1% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 7,269 | $25.7 萬 | 0.1% | +3,735+105.7% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,877 | $25.5 萬 | 0.1% | +3,877 | 新進 | – |
| AXPAmerican Express Co | Stock | 1,699 | $25.1 萬 | 0.1% | −453−21.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,452 | $24.8 萬 | 0.1% | −61−2.4% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 20,629 | $24.0 萬 | 0.1% | +576+2.9% | 加碼 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 10,067 | $23.9 萬 | 0.1% | −754−7.0% | 減碼 | – |
| CATCaterpillar Inc | Stock | 975 | $23.4 萬 | 0.1% | +975 | 新進 | 歷史 |
| HXLHexcel Corp | COM | 3,832 | $22.6 萬 | 0.1% | +3,832 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,513 | $21.3 萬 | 0.1% | +2+0.1% | 加碼 | – |
| Global X FDS37954Y731 | CONSCIOUS COS | 7,499 | $20.8 萬 | 0.1% | +7,499 | 新進 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,825 | $20.5 萬 | 0.1% | +6,825 | 新進 | – |
| SHOPShopify Inc. | Stock | 5,847 | $20.3 萬 | 0.1% | +5,847 | 新進 | 歷史 |
| WCNWaste Connections, Inc. | COM | 316 | – | – | +316 | 新進 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,479 | – | – | −1,218−25.9% | 減碼 | – |
2022 年第 3 季之後清倉（10 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,674 | $59.5 萬 | 0.4% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,109 | $42.2 萬 | 0.3% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,409 | $34.9 萬 | 0.2% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 12,844 | $29.2 萬 | 0.2% | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,513 | $27.6 萬 | 0.2% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,920 | $25.2 萬 | 0.1% | – |
| INTCIntel Corp | Stock | 9,255 | $23.8 萬 | 0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 3,362 | $23.2 萬 | 0.1% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,177 | $22.8 萬 | 0.1% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,321 | $22.3 萬 | 0.1% | – |