Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/26 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 91
- 較 2022 年第 4 季 +3
- 總值
- $1.92 億
- 較 2022 年第 4 季 +$689.6 萬 (+3.7%)
| 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 | 52.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 53,076 | $875.2 萬 | 4.6% | −79−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 41,186 | $638.4 萬 | 3.3% | +50.0% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 106,003 | $537.0 萬 | 2.8% | +16,600+18.6% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 140,855 | $407.6 萬 | 2.1% | +3,913+2.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,761 | $401.3 萬 | 2.1% | +541+5.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 24,932 | $344.3 萬 | 1.8% | +4,113+19.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 27,942 | $288.6 萬 | 1.5% | +140+0.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,653 | $278.3 萬 | 1.5% | +37+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,183 | $252.7 萬 | 1.3% | +84+1.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,072 | $248.6 萬 | 1.3% | +9+0.1% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 23,090 | $241.7 萬 | 1.3% | +3,988+20.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 23,554 | $234.7 萬 | 1.2% | +3,770+19.1% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 32,036 | $198.5 萬 | 1.0% | +3,602+12.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,915 | $185.0 萬 | 1.0% | −3−0.1% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 23,982 | $162.7 萬 | 0.8% | +3,220+15.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,245 | $134.3 萬 | 0.7% | −52−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,124 | $120.8 萬 | 0.6% | +7+0.1% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 23,789 | $112.2 萬 | 0.6% | +2,475+11.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 20,125 | $111.4 萬 | 0.6% | −417−2.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,750 | $109.0 萬 | 0.6% | +589+11.4% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,842 | $107.4 萬 | 0.6% | +2+0.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,522 | $104.7 萬 | 0.5% | −100−1.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 21,689 | $103.8 萬 | 0.5% | −12,451−36.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 16,221 | $101.2 萬 | 0.5% | −391−2.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,531 | $98.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,784 | $80.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 29,465 | $76.3 萬 | 0.4% | −23−0.1% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6,412 | $75.4 萬 | 0.4% | +27+0.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,288 | $68.9 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,568 | $68.4 萬 | 0.4% | −432−6.2% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 7,120 | $67.4 萬 | 0.4% | +5+0.1% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,902 | $64.6 萬 | 0.3% | −5−0.2% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,226 | $64.2 萬 | 0.3% | +361+4.6% | 加碼 | – |
| AONAon plc | CL A | 1,898 | $59.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,675 | $59.0 萬 | 0.3% | +85+0.7% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,215 | $57.1 萬 | 0.3% | −6,011−49.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,722 | $56.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,550 | $54.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 17,573 | $52.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 7,763 | $52.5 萬 | 0.3% | +494+6.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,291 | $51.7 萬 | 0.3% | +67+3.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,492 | $51.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 14,975 | $51.1 萬 | 0.3% | +18+0.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,086 | $50.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 26,105 | $50.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,959 | $47.6 萬 | 0.2% | +2,463+21.4% | 加碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 13,590 | $46.3 萬 | 0.2% | +1,398+11.5% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 690 | $46.2 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,453 | $46.2 萬 | 0.2% | +45+0.7% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $45.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 9,349 | $44.9 萬 | 0.2% | +1,382+17.3% | 加碼 | – |
| MAMastercard Inc | Stock | 1,229 | $44.7 萬 | 0.2% | +11+0.9% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,185 | $44.0 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,000 | $41.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,867 | $41.1 萬 | 0.2% | +3,867 | 新進 | – |
| MDLZMondelez International, Inc. | Stock | 5,799 | $40.4 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,517 | $40.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 4,089 | $40.0 萬 | 0.2% | +119+3.0% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 7,720 | $39.6 萬 | 0.2% | −18−0.2% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 7,490 | $39.2 萬 | 0.2% | −58−0.8% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 6,970 | $38.9 萬 | 0.2% | +6+0.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,131 | $38.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,431 | $38.7 萬 | 0.2% | +24+1.0% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,596 | $35.6 萬 | 0.2% | +3,596 | 新進 | – |
| DISWalt Disney Co | Stock | 3,431 | $34.4 萬 | 0.2% | +177+5.4% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 5,808 | $33.4 萬 | 0.2% | −2,298−28.3% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 3,026 | $33.4 萬 | 0.2% | +3,026 | 新進 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 3,311 | $33.3 萬 | 0.2% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 2,586 | $31.7 萬 | 0.2% | +92+3.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 981 | $31.5 萬 | 0.2% | −231−19.1% | 減碼 | – |
| CBChubb Ltd | Stock | 1,616 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,540 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,138 | $29.7 萬 | 0.2% | +261+6.7% | 加碼 | – |
| SHOPShopify Inc. | Stock | 6,102 | $29.3 萬 | 0.2% | +255+4.4% | 加碼 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,108 | $28.8 萬 | 0.2% | +24+0.1% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,972 | $27.4 萬 | 0.1% | −285−12.6% | 減碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 11,308 | $27.2 萬 | 0.1% | +1,241+12.3% | 加碼 | – |
| AXPAmerican Express Co | Stock | 1,641 | $27.1 萬 | 0.1% | −58−3.4% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 5,301 | $26.7 萬 | 0.1% | −5,645−51.6% | 減碼 | – |
| HXLHexcel Corp | COM | 3,884 | $26.5 萬 | 0.1% | +52+1.4% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 20,452 | $25.8 萬 | 0.1% | −177−0.9% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,730 | $24.7 萬 | 0.1% | +217+8.6% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,452 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 991 | $22.7 萬 | 0.1% | +991 | 新進 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,469 | $22.3 萬 | 0.1% | −942−27.6% | 減碼 | – |
| CATCaterpillar Inc | Stock | 976 | $22.3 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Global X FDS37954Y731 | CONSCIOUS COS | 7,499 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 6,706 | $21.9 萬 | 0.1% | +6,706 | 新進 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 3,981 | $21.6 萬 | 0.1% | +3,981 | 新進 | 歷史 |
| GLWCorning Inc | COM | 5,996 | $21.2 萬 | 0.1% | +5,996 | 新進 | 歷史 |
2022 年第 4 季之後清倉（4 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。