Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 98
- 較 2023 年第 1 季 +7
- 總值
- $2.11 億
- 較 2023 年第 1 季 +$1,884 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 | $1.12 億 | 53.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 52,235 | $1,013 萬 | 4.8% | −841−1.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 41,172 | $681.5 萬 | 3.2% | −140.0% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 105,927 | $532.0 萬 | 2.5% | −76−0.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,793 | $436.5 萬 | 2.1% | +32+0.3% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 142,226 | $402.4 萬 | 1.9% | +1,371+1.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 28,867 | $376.3 萬 | 1.8% | +925+3.3% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 24,556 | $348.9 萬 | 1.7% | −376−1.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,674 | $329.4 萬 | 1.6% | +21+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,070 | $275.2 萬 | 1.3% | −113−1.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,728 | $253.9 萬 | 1.2% | −344−5.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 23,246 | $249.3 萬 | 1.2% | +11,001+89.8% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 21,459 | $223.3 萬 | 1.1% | −1,631−7.1% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 35,558 | $222.7 萬 | 1.1% | +3,522+11.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 22,637 | $221.7 萬 | 1.1% | −917−3.9% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,917 | $188.3 萬 | 0.9% | +2+0.1% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 22,297 | $158.4 萬 | 0.8% | −1,685−7.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,478 | $147.1 萬 | 0.7% | −53−1.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 21,546 | $131.5 萬 | 0.6% | +1,421+7.1% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 8,522 | $123.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,812 | $115.6 萬 | 0.5% | +62+1.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,843 | $114.7 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,030 | $106.7 萬 | 0.5% | −1,094−13.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 16,221 | $101.9 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 21,004 | $98.0 萬 | 0.5% | −2,785−11.7% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 19,630 | $93.6 萬 | 0.4% | −2,059−9.5% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 8,916 | $81.9 萬 | 0.4% | +2,701+43.5% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 20,688 | $76.9 萬 | 0.4% | −96−0.5% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 28,946 | $76.3 萬 | 0.4% | −519−1.8% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6,393 | $73.7 萬 | 0.3% | −19−0.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,722 | $71.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,963 | $67.0 萬 | 0.3% | −263−3.2% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 7,143 | $66.6 萬 | 0.3% | +23+0.3% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,492 | $65.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 1,898 | $65.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,584 | $65.2 萬 | 0.3% | +16+0.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,913 | $64.0 萬 | 0.3% | +11+0.4% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 17,184 | $58.6 萬 | 0.3% | −389−2.2% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,550 | $57.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,485 | $57.6 萬 | 0.3% | −190−1.6% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 7,926 | $56.7 萬 | 0.3% | +163+2.1% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 16,382 | $56.3 萬 | 0.3% | +2,423+17.4% | 加碼 | – |
| VVisa Inc. | Stock | 2,368 | $56.2 萬 | 0.3% | +77+3.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,689 | $53.7 萬 | 0.3% | −1,599−30.2% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $53.0 萬 | 0.3% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 14,021 | $48.6 萬 | 0.2% | +431+3.2% | 加碼 | – |
| CVXChevron Corp | Stock | 3,087 | $48.6 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,228 | $48.3 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 680 | $47.0 萬 | 0.2% | −10−1.4% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,459 | $46.8 萬 | 0.2% | +6+0.1% | 加碼 | – |
| TFCTruist Financial Corp | COM | 14,983 | $45.5 萬 | 0.2% | +8+0.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,136 | $44.4 萬 | 0.2% | +166+2.4% | 加碼 | – |
| MMM3M Co | Stock | 4,161 | $41.6 萬 | 0.2% | −24−0.6% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 8,744 | $41.2 萬 | 0.2% | −605−6.5% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 5,553 | $40.5 萬 | 0.2% | −246−4.2% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 6,140 | $39.7 萬 | 0.2% | +38+0.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,033 | $39.5 萬 | 0.2% | −56−1.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,131 | $39.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,483 | $38.7 萬 | 0.2% | −7−0.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 24,205 | $38.6 萬 | 0.2% | −1,900−7.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,000 | $38.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,017 | $36.2 萬 | 0.2% | −500−7.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 974 | $36.0 萬 | 0.2% | −7−0.7% | 減碼 | – |
| CBChubb Ltd | Stock | 1,852 | $35.7 萬 | 0.2% | +236+14.6% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 5,808 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 6,938 | $35.1 萬 | 0.2% | −782−10.1% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,690 | $34.6 萬 | 0.2% | +150+9.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 8,194 | $34.3 萬 | 0.2% | +8,194 | 新進 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 3,185 | $34.0 萬 | 0.2% | −126−3.8% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,297 | $33.9 萬 | 0.2% | −570−14.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 2,460 | $33.1 萬 | 0.2% | +29+1.2% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,534 | $33.1 萬 | 0.2% | +396+9.6% | 加碼 | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,131 | $32.6 萬 | 0.2% | +23+0.1% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 19,399 | $29.4 萬 | 0.1% | −1,053−5.1% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,543 | $28.7 萬 | 0.1% | +3,543 | 新進 | – |
| AXPAmerican Express Co | Stock | 1,641 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 2,589 | $28.6 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,144 | $28.1 萬 | 0.1% | −287−8.4% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,728 | $26.7 萬 | 0.1% | −2−0.1% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,839 | $26.5 萬 | 0.1% | −133−6.7% | 減碼 | – |
| HXLHexcel Corp | COM | 3,385 | $25.7 萬 | 0.1% | −499−12.8% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,273 | $25.5 萬 | 0.1% | +6,273 | 新進 | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 3,981 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 996 | $24.7 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,469 | $24.1 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 976 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,818 | $23.7 萬 | 0.1% | −483−9.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,978 | $23.7 萬 | 0.1% | +1,978 | 新進 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,156 | $23.4 萬 | 0.1% | +3,156 | 新進 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,386 | $23.0 萬 | 0.1% | −1,210−33.6% | 減碼 | – |
| INTCIntel Corp | Stock | 6,582 | $22.0 萬 | 0.1% | −124−1.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,202 | $21.5 萬 | 0.1% | −250−10.2% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,089 | $21.3 萬 | 0.1% | +4,089 | 新進 | 歷史 |
| GLWCorning Inc | COM | 5,996 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,944 | $20.9 萬 | 0.1% | −1,082−35.8% | 減碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 8,688 | $20.8 萬 | 0.1% | −2,620−23.2% | 減碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 5,504 | $20.4 萬 | 0.1% | +5,504 | 新進 | – |
| ETNEaton Corp plc | Stock | 1,003 | $20.2 萬 | 0.1% | +1,003 | 新進 | 歷史 |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Global X FDS37954Y731 | CONSCIOUS COS | 7,499 | $22.1 萬 | 0.1% | – |