Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/8 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 81
- 較 2023 年第 2 季 −17
- 總值
- $1.99 億
- 較 2023 年第 2 季 −$1,116 萬 (−5.3%)
| 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 | 216 | $1.15 億 | 57.6% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 50,621 | $866.7 萬 | 4.3% | −1,614−3.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 37,807 | $588.8 萬 | 3.0% | −3,365−8.2% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 103,847 | $499.5 萬 | 2.5% | −2,080−2.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,203 | $438.1 萬 | 2.2% | +410+4.2% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 137,056 | $377.3 萬 | 1.9% | −5,170−3.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 27,039 | $343.7 萬 | 1.7% | −1,828−6.3% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 23,725 | $327.2 萬 | 1.6% | −831−3.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,325 | $256.6 萬 | 1.3% | −745−9.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,898 | $249.4 萬 | 1.3% | −1,776−18.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,297 | $238.7 萬 | 1.2% | −2,949−12.7% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 21,448 | $220.6 萬 | 1.1% | −11−0.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,113 | $218.6 萬 | 1.1% | −615−10.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 21,554 | $202.7 萬 | 1.0% | −1,083−4.8% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 33,777 | $202.6 萬 | 1.0% | −1,781−5.0% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,620 | $182.5 萬 | 0.9% | −297−7.6% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 23,622 | $159.9 萬 | 0.8% | +1,325+5.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 25,954 | $153.9 萬 | 0.8% | +4,408+20.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,951 | $128.4 萬 | 0.6% | −527−15.2% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,306 | $119.2 萬 | 0.6% | +494+8.5% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 8,122 | $112.4 萬 | 0.6% | −400−4.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,643 | $96.0 萬 | 0.5% | −200−5.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,451 | $94.1 萬 | 0.5% | −579−8.2% | 減碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 19,920 | $92.4 萬 | 0.5% | −1,084−5.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 14,342 | $84.3 萬 | 0.4% | −1,879−11.6% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 29,026 | $79.4 萬 | 0.4% | +80+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 15,326 | $72.4 萬 | 0.4% | −4,304−21.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,722 | $68.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,775 | $66.8 萬 | 0.3% | −138−4.7% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 8,052 | $65.6 萬 | 0.3% | +89+1.1% | 加碼 | – |
| AONAon plc | CL A | 1,898 | $61.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 7,732 | $58.1 萬 | 0.3% | −194−2.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 17,523 | $56.8 萬 | 0.3% | −3,165−15.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,492 | $56.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,140 | $56.0 萬 | 0.3% | −444−6.7% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,969 | $54.8 萬 | 0.3% | −2,947−33.1% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 16,259 | $54.6 萬 | 0.3% | −123−0.8% | 減碼 | – |
| VVisa Inc. | Stock | 2,366 | $54.4 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 17,196 | $52.9 萬 | 0.3% | +12+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,550 | $51.5 萬 | 0.3% | −139−3.8% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $51.1 萬 | 0.3% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 2,550 | $50.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 14,423 | $48.4 萬 | 0.2% | +402+2.9% | 加碼 | – |
| MAMastercard Inc | Stock | 1,155 | $45.7 萬 | 0.2% | −73−5.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 681 | $44.0 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,161 | $42.9 萬 | 0.2% | +25+0.4% | 加碼 | – |
| TFCTruist Financial Corp | COM | 14,991 | $42.9 萬 | 0.2% | +8+0.1% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 8,926 | $40.4 萬 | 0.2% | +182+2.1% | 加碼 | – |
| CVXChevron Corp | Stock | 2,200 | $37.1 萬 | 0.2% | −887−28.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 16,342 | $36.2 萬 | 0.2% | +16,342 | 新進 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,152 | $35.7 萬 | 0.2% | −3,241−50.7% | 減碼 | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,152 | $35.5 萬 | 0.2% | +21+0.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,696 | $35.3 萬 | 0.2% | −156−8.4% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 23,330 | $35.0 萬 | 0.2% | −875−3.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,720 | $35.0 萬 | 0.2% | +30+1.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 974 | $34.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,872 | $33.7 萬 | 0.2% | +338+7.5% | 加碼 | – |
| MMM3M Co | Stock | 3,556 | $33.3 萬 | 0.2% | −605−14.5% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 5,934 | $32.4 萬 | 0.2% | −206−3.4% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,642 | $32.2 萬 | 0.2% | −911−16.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,407 | $30.3 萬 | 0.2% | −610−10.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,240 | $29.2 萬 | 0.1% | −2,219−34.4% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 3,279 | $29.1 萬 | 0.1% | −3,864−54.1% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 5,164 | $27.8 萬 | 0.1% | −2,319−31.0% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 4,287 | $27.2 萬 | 0.1% | +4,287 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 1,001 | $26.5 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,730 | $25.7 萬 | 0.1% | +2+0.1% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,808 | $25.3 萬 | 0.1% | −31−1.7% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,051 | $25.2 萬 | 0.1% | −6,434−56.0% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 5,134 | $25.0 萬 | 0.1% | −1,804−26.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,640 | $24.4 萬 | 0.1% | −820−33.3% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 19,461 | $24.2 萬 | 0.1% | +62+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,309 | $24.0 萬 | 0.1% | −876−27.5% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,469 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 3,179 | $22.9 萬 | 0.1% | −854−21.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,807 | $22.8 萬 | 0.1% | −337−10.7% | 減碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,936 | $22.5 萬 | 0.1% | −1,872−32.2% | 減碼 | – |
| HXLHexcel Corp | COM | 3,387 | $22.1 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,648 | $21.6 萬 | 0.1% | −330−16.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,003 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 776 | $21.2 萬 | 0.1% | −200−20.5% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（19 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 2,131 | $39.5 萬 | 0.2% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,000 | $38.4 萬 | 0.2% | 歷史 |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 8,194 | $34.3 萬 | 0.2% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,297 | $33.9 萬 | 0.2% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,543 | $28.7 萬 | 0.1% | – |
| AXPAmerican Express Co | Stock | 1,641 | $28.6 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 2,589 | $28.6 萬 | 0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,273 | $25.5 萬 | 0.1% | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 3,981 | $24.8 萬 | 0.1% | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,818 | $23.7 萬 | 0.1% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,156 | $23.4 萬 | 0.1% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,386 | $23.0 萬 | 0.1% | – |
| INTCIntel Corp | Stock | 6,582 | $22.0 萬 | 0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,202 | $21.5 萬 | 0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,089 | $21.3 萬 | 0.1% | 歷史 |
| GLWCorning Inc | COM | 5,996 | $21.0 萬 | 0.1% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,944 | $20.9 萬 | 0.1% | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 8,688 | $20.8 萬 | 0.1% | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 5,504 | $20.4 萬 | 0.1% | – |