Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/17 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 90
- 較 2023 年第 3 季 +9
- 總值
- $2.11 億
- 較 2023 年第 3 季 +$1,134 萬 (+5.7%)
| 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 | 214 | $1.16 億 | 55.1% | −2−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 50,464 | $971.6 萬 | 4.6% | −157−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 37,842 | $593.1 萬 | 2.8% | +35+0.1% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 55,614 | $585.2 萬 | 2.8% | +52,884+1,937.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,335 | $445.9 萬 | 2.1% | −868−8.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 26,885 | $408.5 萬 | 1.9% | −154−0.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,798 | $313.8 萬 | 1.5% | +1,473+20.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,160 | $306.8 萬 | 1.5% | +262+3.3% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 59,238 | $302.4 萬 | 1.4% | −44,609−43.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,032 | $239.2 萬 | 1.1% | −81−1.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,385 | $203.8 萬 | 1.0% | +88+0.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 70,854 | $202.4 萬 | 1.0% | −66,202−48.3% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,616 | $190.4 萬 | 0.9% | −4−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 28,009 | $181.9 萬 | 0.9% | −5,768−17.1% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,530 | $157.4 萬 | 0.7% | −13,195−55.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 23,104 | $150.3 萬 | 0.7% | −2,850−11.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,955 | $146.3 萬 | 0.7% | +4+0.1% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 7,764 | $135.0 萬 | 0.6% | +32+0.4% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 12,584 | $132.7 萬 | 0.6% | −8,864−41.3% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 8,165 | $132.3 萬 | 0.6% | +43+0.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,979 | $128.8 萬 | 0.6% | −8,575−39.8% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 26,213 | $127.0 萬 | 0.6% | +26,213 | 新進 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 54,937 | $126.6 萬 | 0.6% | +54,937 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 25,795 | $122.5 萬 | 0.6% | +25,795 | 新進 | – |
| MCDMcDonalds Corp | Stock | 3,643 | $108.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 16,810 | $107.0 萬 | 0.5% | +16,810 | 新進 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 35,687 | $103.6 萬 | 0.5% | +35,687 | 新進 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 12,924 | $97.3 萬 | 0.5% | −10,698−45.3% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 6,524 | $95.6 萬 | 0.5% | +73+1.1% | 加碼 | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 13,716 | $92.1 萬 | 0.4% | +13,716 | 新進 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 5,384 | $90.7 萬 | 0.4% | +5,384 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 14,081 | $88.2 萬 | 0.4% | −261−1.8% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 16,089 | $76.0 萬 | 0.4% | +16,089 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 28,110 | $74.1 萬 | 0.4% | −916−3.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,465 | $71.3 萬 | 0.3% | −27−1.8% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,700 | $70.1 萬 | 0.3% | −352−4.4% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 17,523 | $66.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,060 | $65.3 萬 | 0.3% | −3,246−51.5% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,777 | $64.7 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,366 | $61.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,575 | $60.8 萬 | 0.3% | +25+0.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,550 | $60.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $59.8 萬 | 0.3% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 17,206 | $59.7 萬 | 0.3% | +10+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,347 | $58.3 萬 | 0.3% | −375−13.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,895 | $56.6 萬 | 0.3% | −245−4.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 681 | $55.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 1,898 | $55.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 14,959 | $55.2 萬 | 0.3% | −32−0.2% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,307 | $50.8 萬 | 0.2% | +146+2.0% | 加碼 | – |
| MAMastercard Inc | Stock | 1,153 | $49.2 萬 | 0.2% | −2−0.2% | 減碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 10,086 | $48.0 萬 | 0.2% | −9,834−49.4% | 減碼 | – |
| SHOPShopify Inc. | Stock | 5,934 | $46.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 18,764 | $45.4 萬 | 0.2% | +2,422+14.8% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 8,810 | $42.6 萬 | 0.2% | −6,516−42.5% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,689 | $41.5 萬 | 0.2% | −31−1.8% | 減碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 10,947 | $39.3 萬 | 0.2% | −3,476−24.1% | 減碼 | – |
| TAT&T Inc. | Stock | 23,175 | $38.9 萬 | 0.2% | −155−0.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,696 | $38.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,111 | $36.4 萬 | 0.2% | −41−1.3% | 減碼 | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,173 | $35.1 萬 | 0.2% | +21+0.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,806 | $34.8 萬 | 0.2% | −2,163−36.2% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 4,647 | $33.7 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 814 | $33.3 萬 | 0.2% | −160−16.4% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,409 | $33.3 萬 | 0.2% | −463−9.5% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 9,367 | $33.2 萬 | 0.2% | −6,892−42.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 5,407 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,119 | $31.6 萬 | 0.1% | −81−3.7% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 3,251 | $30.6 萬 | 0.1% | −28−0.9% | 減碼 | – |
| OKEONEOK Inc | COM | 4,212 | $29.6 萬 | 0.1% | −75−1.7% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 5,976 | $28.5 萬 | 0.1% | −2,950−33.0% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,780 | $28.5 萬 | 0.1% | −460−10.8% | 減碼 | – |
| MMM3M Co | Stock | 2,473 | $27.0 萬 | 0.1% | −1,083−30.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 3,210 | $27.0 萬 | 0.1% | +31+1.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,242 | $26.5 萬 | 0.1% | +78+1.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,838 | $25.6 萬 | 0.1% | +31+1.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,645 | $25.5 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 10,076 | $25.5 萬 | 0.1% | +10,076 | 新進 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $25.5 萬 | 0.1% | −140−6.1% | 減碼 | – |
| FDXFedEx Corp | Stock | 1,006 | $25.4 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 4,989 | $25.1 萬 | 0.1% | +4,989 | 新進 | 歷史 |
| HXLHexcel Corp | COM | 3,389 | $25.0 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,857 | $24.9 萬 | 0.1% | −194−3.8% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,350 | $24.7 萬 | 0.1% | −119−4.8% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,556 | $24.4 萬 | 0.1% | −252−13.9% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $24.4 萬 | 0.1% | −150−3.8% | 減碼 | – |
| ETNEaton Corp plc | Stock | 1,003 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,693 | $23.6 萬 | 0.1% | +45+2.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 795 | $23.5 萬 | 0.1% | +19+2.4% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,285 | $22.3 萬 | 0.1% | −849−16.5% | 減碼 | – |
2023 年第 3 季之後清倉（1 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。