Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/5 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 96
- 較 2024 年第 1 季 +1
- 總值
- $1.09 億
- 較 2024 年第 1 季 −$1.30 億 (−54.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 49,434 | $1,041 萬 | 9.6% | −1,044−2.1% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 73,487 | $872.9 萬 | 8.0% | +3,974+5.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,504 | $574.8 萬 | 5.3% | +1,184+12.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 38,085 | $556.7 萬 | 5.1% | +140.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,028 | $503.0 萬 | 4.6% | −874−3.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,500 | $379.9 萬 | 3.5% | +222+2.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 30,093 | $371.8 萬 | 3.4% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,362 | $340.2 萬 | 3.1% | −208−2.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,340 | $290.6 萬 | 2.7% | −169−3.1% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 50,818 | $244.6 萬 | 2.3% | +17,650+53.2% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 49,361 | $239.6 萬 | 2.2% | +14,669+42.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 20,727 | $238.6 萬 | 2.2% | −104−0.5% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 46,333 | $232.2 萬 | 2.1% | +8,016+20.9% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,734 | $190.1 萬 | 1.8% | +116+3.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 22,542 | $180.6 萬 | 1.7% | −455−2.0% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 7,826 | $173.9 萬 | 1.6% | −32−0.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,165 | $169.1 萬 | 1.6% | −100−1.4% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 24,875 | $168.1 萬 | 1.5% | +3,832+18.2% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 22,308 | $146.4 萬 | 1.3% | +514+2.4% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 6,990 | $137.8 萬 | 1.3% | +234+3.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 14,025 | $136.1 萬 | 1.3% | +329+2.4% | 加碼 | – |
| iShares Tr464288208 | MRGSTR MD CP ETF | 17,793 | $124.7 萬 | 1.1% | +452+2.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,707 | $110.6 萬 | 1.0% | −10−0.1% | 減碼 | 歷史 |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 30,350 | $105.7 萬 | 1.0% | +30,350 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,310 | $101.2 萬 | 0.9% | +172+2.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 20,896 | $99.2 萬 | 0.9% | +669+3.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,638 | $92.7 萬 | 0.9% | −6−0.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,340 | $90.4 萬 | 0.8% | −125−8.5% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 28,277 | $81.9 萬 | 0.8% | +82+0.3% | 加碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 35,103 | $81.4 萬 | 0.8% | +35,103 | 新進 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,687 | $79.8 萬 | 0.7% | 00.0% | 不變 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 9,633 | $75.0 萬 | 0.7% | −783−7.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,692 | $74.7 萬 | 0.7% | −2−0.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 17,887 | $73.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $73.3 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,832 | $71.4 萬 | 0.7% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,882 | $68.8 萬 | 0.6% | −15−0.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,594 | $68.1 萬 | 0.6% | +10,594 | 新進 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,602 | $64.7 萬 | 0.6% | −59−1.0% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 22,463 | $62.9 萬 | 0.6% | −3,394−13.1% | 減碼 | – |
| VVisa Inc. | Stock | 2,351 | $61.7 萬 | 0.6% | −10−0.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,049 | $58.8 萬 | 0.5% | −4,827−34.8% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,199 | $56.9 萬 | 0.5% | −43−0.7% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 6,167 | $56.6 萬 | 0.5% | −247−3.9% | 減碼 | – |
| AONAon plc | CL A | 1,898 | $55.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,550 | $54.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 690 | $54.3 萬 | 0.5% | +1+0.1% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 16,230 | $54.3 萬 | 0.5% | +13+0.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,201 | $53.0 萬 | 0.5% | −2−0.2% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,609 | $51.3 萬 | 0.5% | +6,874+102.1% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 6,227 | $50.5 萬 | 0.5% | −770−11.0% | 減碼 | – |
| CBChubb Ltd | Stock | 1,866 | $47.6 萬 | 0.4% | +10+0.5% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,621 | $44.2 萬 | 0.4% | −249−2.8% | 減碼 | – |
| TAT&T Inc. | Stock | 23,020 | $44.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,972 | $43.0 萬 | 0.4% | +38+2.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,162 | $42.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,220 | $41.5 萬 | 0.4% | +23+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 17,231 | $40.8 萬 | 0.4% | −502−2.8% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,646 | $39.8 萬 | 0.4% | +4,742+43.5% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 4,964 | $38.6 萬 | 0.4% | −899−15.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,689 | $38.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 5,774 | $38.1 萬 | 0.4% | −160−2.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 3,757 | $37.7 萬 | 0.3% | +203+5.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 16,053 | $37.3 萬 | 0.3% | +2,461+18.1% | 加碼 | – |
| KOCoca Cola Co | Stock | 5,807 | $37.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 9,305 | $36.2 萬 | 0.3% | −262−2.7% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 9,176 | $35.3 萬 | 0.3% | +9,176 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 1,908 | $34.8 萬 | 0.3% | −44−2.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 6,941 | $33.4 萬 | 0.3% | −1,157−14.3% | 減碼 | – |
| CVXChevron Corp | Stock | 2,120 | $33.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 4,002 | $32.6 萬 | 0.3% | −44−1.1% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,956 | $32.4 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,877 | $32.2 萬 | 0.3% | +6+0.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,003 | $31.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 3,138 | $31.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 930 | $31.0 萬 | 0.3% | +12+1.3% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,015 | $30.4 萬 | 0.3% | +4+0.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 6,785 | $30.3 萬 | 0.3% | −150−2.2% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,724 | $29.2 萬 | 0.3% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 6,022 | $28.6 萬 | 0.3% | −403−6.3% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 278 | $28.4 萬 | 0.3% | +278 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 593 | $28.4 萬 | 0.3% | −213−26.4% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,983 | $27.9 萬 | 0.3% | +517+21.0% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,433 | $27.9 萬 | 0.3% | −61−4.1% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,336 | $27.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,432 | $27.0 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $26.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 5,048 | $25.9 萬 | 0.2% | −253−4.8% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,291 | $25.8 萬 | 0.2% | −375−10.2% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $25.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,283 | $25.0 萬 | 0.2% | −7−0.1% | 減碼 | – |
| MMM3M Co | Stock | 2,329 | $23.8 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 5,971 | $23.2 萬 | 0.2% | +5,971 | 新進 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,459 | $22.6 萬 | 0.2% | −170−6.5% | 減碼 | – |
| HXLHexcel Corp | COM | 3,393 | $21.2 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,540 | $20.7 萬 | 0.2% | −130−4.9% | 減碼 | – |
2024 年第 1 季之後清倉（5 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 214 | $1.36 億 | 56.9% | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 70,880 | $161.4 萬 | 0.7% | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 38,616 | $107.9 萬 | 0.5% | – |
| ELVElevance Health, Inc. | Stock | 426 | $22.1 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 4,990 | $22.0 萬 | 0.1% | 歷史 |