Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/3 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 95
- 較 2023 年第 4 季 +5
- 總值
- $2.39 億
- 較 2023 年第 4 季 +$2,772 萬 (+13.2%)
| 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 | $1.36 億 | 56.9% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 50,478 | $865.6 萬 | 3.6% | +140.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 69,513 | $801.5 萬 | 3.4% | +13,899+25.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 38,071 | $602.2 萬 | 2.5% | +229+0.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 9,320 | $490.0 萬 | 2.1% | −15−0.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 26,902 | $485.3 萬 | 2.0% | +17+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,570 | $360.4 萬 | 1.5% | −228−2.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,278 | $348.3 萬 | 1.5% | +118+1.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,509 | $288.2 萬 | 1.2% | +477+9.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,006 | $271.6 萬 | 1.1% | +51+1.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,831 | $242.1 萬 | 1.0% | +446+2.2% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 7,858 | $208.3 萬 | 0.9% | +94+1.2% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 38,317 | $193.9 萬 | 0.8% | −20,921−35.3% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,618 | $179.0 萬 | 0.8% | +2+0.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 22,997 | $168.2 萬 | 0.7% | −107−0.5% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 34,692 | $166.1 萬 | 0.7% | +8,897+34.5% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 70,880 | $161.4 萬 | 0.7% | +15,943+29.0% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 33,168 | $159.9 萬 | 0.7% | +6,955+26.5% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 7,265 | $149.8 萬 | 0.6% | −900−11.0% | 減碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 21,794 | $146.3 萬 | 0.6% | +4,984+29.6% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 21,043 | $142.8 萬 | 0.6% | −6,966−24.9% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,696 | $134.1 萬 | 0.6% | +717+5.5% | 加碼 | – |
| iShares Tr464288208 | MRGSTR MD CP ETF | 17,341 | $126.3 萬 | 0.5% | +3,625+26.4% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 6,756 | $123.4 萬 | 0.5% | +1,372+25.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,717 | $109.0 萬 | 0.5% | +193+3.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 38,616 | $107.9 萬 | 0.5% | +2,929+8.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,644 | $102.7 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,138 | $100.0 萬 | 0.4% | −4,392−41.7% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 20,227 | $99.6 萬 | 0.4% | +4,138+25.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 13,876 | $91.4 萬 | 0.4% | −205−1.5% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,465 | $89.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,416 | $84.8 萬 | 0.4% | −2,508−19.4% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 28,195 | $82.3 萬 | 0.3% | +85+0.3% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,687 | $77.5 萬 | 0.3% | −13−0.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 17,887 | $75.1 萬 | 0.3% | +364+2.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,694 | $74.0 萬 | 0.3% | +119+3.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 25,857 | $72.9 萬 | 0.3% | −44,997−63.5% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,897 | $72.4 萬 | 0.3% | +120+4.3% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,832 | $71.6 萬 | 0.3% | −5,752−45.7% | 減碼 | – |
| VVisa Inc. | Stock | 2,361 | $65.9 萬 | 0.3% | −5−0.2% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $65.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,661 | $65.6 萬 | 0.3% | +2,550+82.0% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 2,550 | $65.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 1,898 | $63.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 16,217 | $60.1 萬 | 0.3% | −989−5.7% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 6,414 | $59.3 萬 | 0.2% | +3,163+97.3% | 加碼 | – |
| MAMastercard Inc | Stock | 1,203 | $57.9 萬 | 0.2% | +50+4.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 689 | $57.5 萬 | 0.2% | +8+1.2% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,242 | $57.3 萬 | 0.2% | +2,436+64.0% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 5,863 | $53.6 萬 | 0.2% | −32−0.5% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 6,997 | $53.4 萬 | 0.2% | −310−4.2% | 減碼 | – |
| CBChubb Ltd | Stock | 1,856 | $48.1 萬 | 0.2% | +160+9.4% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 5,934 | $45.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,870 | $45.5 萬 | 0.2% | +4,013+82.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,934 | $44.2 萬 | 0.2% | −1,126−36.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 17,733 | $42.3 萬 | 0.2% | −1,031−5.5% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,689 | $41.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,197 | $40.7 萬 | 0.2% | +24+0.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 23,020 | $40.5 萬 | 0.2% | −155−0.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 8,098 | $39.1 萬 | 0.2% | −712−8.1% | 減碼 | – |
| DISWalt Disney Co | Stock | 3,138 | $38.4 萬 | 0.2% | +300+10.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,162 | $38.0 萬 | 0.2% | −185−7.9% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 9,567 | $37.3 萬 | 0.2% | −5,392−36.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 806 | $35.8 萬 | 0.2% | −8−1.0% | 減碼 | – |
| KOCoca Cola Co | Stock | 5,807 | $35.5 萬 | 0.1% | +400+7.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 3,554 | $34.7 萬 | 0.1% | +344+10.7% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,951 | $34.7 萬 | 0.1% | +304+6.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,871 | $34.1 萬 | 0.1% | +226+13.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 918 | $33.6 萬 | 0.1% | +123+15.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,120 | $33.4 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 4,046 | $32.4 萬 | 0.1% | −166−3.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,425 | $32.1 萬 | 0.1% | +1,183+22.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 6,935 | $32.0 萬 | 0.1% | +6,935 | 新進 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 13,592 | $31.9 萬 | 0.1% | +13,592 | 新進 | – |
| ETNEaton Corp plc | Stock | 1,003 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,724 | $30.0 萬 | 0.1% | −3,223−29.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,952 | $29.5 萬 | 0.1% | +259+15.3% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,011 | $29.3 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,666 | $29.3 萬 | 0.1% | −114−3.0% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 10,904 | $28.0 萬 | 0.1% | +828+8.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,494 | $28.0 萬 | 0.1% | −62−4.0% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,432 | $27.4 萬 | 0.1% | −977−22.2% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 5,301 | $27.4 萬 | 0.1% | +1,016+23.7% | 加碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $26.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,336 | $26.9 萬 | 0.1% | −14−0.6% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,290 | $25.1 萬 | 0.1% | −4,796−47.6% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,629 | $24.9 萬 | 0.1% | +2,629 | 新進 | – |
| HXLHexcel Corp | COM | 3,391 | $24.7 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,328 | $24.7 萬 | 0.1% | −145−5.9% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 6,735 | $24.4 萬 | 0.1% | −2,632−28.1% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,466 | $23.3 萬 | 0.1% | +2,466 | 新進 | – |
| ELVElevance Health, Inc. | Stock | 426 | $22.1 萬 | 0.1% | +426 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 4,990 | $22.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,670 | $21.8 萬 | 0.1% | +2,670 | 新進 | – |
2023 年第 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 5,976 | $28.5 萬 | 0.1% | – |