Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/18 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 104
- 較 2024 年第 2 季 +8
- 總值
- $2.61 億
- 較 2024 年第 2 季 +$1.53 億 (+140.8%)
| 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 | 211 | $1.46 億 | 55.8% | +211 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 50,407 | $1,174 萬 | 4.5% | +973+2.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 67,888 | $852.8 萬 | 3.3% | −5,599−7.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 38,085 | $617.2 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 10,572 | $609.8 萬 | 2.3% | +68+0.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 25,857 | $481.8 萬 | 1.8% | −171−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,353 | $384.5 萬 | 1.5% | −9−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,626 | $371.2 萬 | 1.4% | +126+1.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 30,319 | $368.2 萬 | 1.4% | +226+0.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,332 | $305.9 萬 | 1.2% | −8−0.1% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 54,377 | $266.3 萬 | 1.0% | +3,559+7.0% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 47,409 | $242.4 萬 | 0.9% | +1,076+2.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 20,652 | $242.1 萬 | 0.9% | −75−0.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,619 | $211.6 萬 | 0.8% | −115−3.1% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 37,459 | $184.7 萬 | 0.7% | −11,902−24.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 22,205 | $184.2 萬 | 0.7% | −337−1.5% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 24,709 | $179.5 萬 | 0.7% | −166−0.7% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 7,363 | $147.9 萬 | 0.6% | +373+5.3% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 7,165 | $144.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,967 | $141.4 萬 | 0.5% | −58−0.4% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 7,819 | $139.3 萬 | 0.5% | −7−0.1% | 減碼 | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 15,886 | $120.8 萬 | 0.5% | −1,907−10.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 6,713 | $116.3 萬 | 0.4% | +6+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,576 | $114.8 萬 | 0.4% | +266+4.2% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 46,663 | $112.2 萬 | 0.4% | +30,610+190.7% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,638 | $110.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 29,822 | $109.8 萬 | 0.4% | −528−1.7% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 20,654 | $106.4 萬 | 0.4% | −242−1.2% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,335 | $94.7 萬 | 0.4% | −5−0.4% | 減碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 35,970 | $94.4 萬 | 0.4% | +867+2.5% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 11,096 | $92.2 萬 | 0.4% | +1,463+15.2% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 28,361 | $82.6 萬 | 0.3% | +84+0.3% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 16,296 | $82.5 萬 | 0.3% | +16,296 | 新進 | – |
| VZVerizon Communications Inc | Stock | 17,787 | $79.9 萬 | 0.3% | −100−0.6% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,885 | $79.8 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,706 | $78.2 萬 | 0.3% | +14+0.4% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,045 | $76.6 萬 | 0.3% | −642−8.4% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,031 | $74.7 萬 | 0.3% | +199+2.9% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $73.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 10,281 | $72.8 萬 | 0.3% | −12,027−53.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,594 | $71.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,605 | $67.0 萬 | 0.3% | +3+0.1% | 加碼 | – |
| VVisa Inc. | Stock | 2,395 | $65.9 萬 | 0.3% | +44+1.9% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,898 | $65.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 691 | $65.6 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,049 | $64.9 萬 | 0.2% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 2,550 | $63.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,205 | $59.5 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 6,103 | $58.5 萬 | 0.2% | −64−1.0% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 19,752 | $57.4 萬 | 0.2% | −2,711−12.1% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,210 | $57.0 萬 | 0.2% | +11+0.2% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,734 | $56.7 萬 | 0.2% | +125+0.9% | 加碼 | – |
| CSXCSX Corp | Stock | 16,241 | $56.1 萬 | 0.2% | +11+0.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,863 | $53.7 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,349 | $52.1 萬 | 0.2% | +385+7.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 19,533 | $51.3 萬 | 0.2% | +3,887+24.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,944 | $50.9 萬 | 0.2% | −218−10.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 23,020 | $50.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 6,016 | $49.7 萬 | 0.2% | −211−3.4% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,292 | $48.9 萬 | 0.2% | +671+7.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,988 | $47.2 萬 | 0.2% | +16+0.8% | 加碼 | – |
| RTXRTX Corp | Stock | 3,757 | $45.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 5,367 | $43.0 萬 | 0.2% | −407−7.0% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 10,163 | $42.6 萬 | 0.2% | +10,163 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 1,689 | $41.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,583 | $41.1 萬 | 0.2% | +627+12.7% | 加碼 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 23,243 | $40.4 萬 | 0.2% | +23+0.1% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 9,308 | $39.8 萬 | 0.2% | +30.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,407 | $38.9 萬 | 0.1% | −400−6.9% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 9,176 | $37.7 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 1,856 | $36.6 萬 | 0.1% | −21−1.1% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 4,002 | $36.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 868 | $33.9 萬 | 0.1% | −62−6.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 14,041 | $33.9 萬 | 0.1% | −3,190−18.5% | 減碼 | – |
| ETNEaton Corp plc | Stock | 1,003 | $33.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 6,755 | $32.9 萬 | 0.1% | −30−0.4% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 6,026 | $32.1 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,908 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,294 | $31.4 萬 | 0.1% | −35−1.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,121 | $31.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,426 | $31.0 萬 | 0.1% | −298−3.9% | 減碼 | – |
| DISWalt Disney Co | Stock | 3,124 | $30.1 萬 | 0.1% | −14−0.4% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,336 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,973 | $29.2 萬 | 0.1% | −10−0.3% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,446 | $28.6 萬 | 0.1% | +3,446 | 新進 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,407 | $28.5 萬 | 0.1% | −26−1.8% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $27.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,291 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 1,001 | $27.4 萬 | 0.1% | −14−1.4% | 減碼 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | COM UNIT | 112,226 | $27.4 萬 | 0.1% | +112,226 | 新進 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $27.2 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 555 | $27.1 萬 | 0.1% | −38−6.4% | 減碼 | – |
| GLWCorning Inc | COM | 5,971 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,461 | $26.6 萬 | 0.1% | +178+3.4% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,899 | $26.3 萬 | 0.1% | −149−3.0% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 5,295 | $26.2 萬 | 0.1% | −1,646−23.7% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,446 | $24.0 萬 | 0.1% | −13−0.5% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 2,840 | $23.9 萬 | 0.1% | −592−17.2% | 減碼 | – |
| ASMLASML Holding NV | ADR | 284 | $23.7 萬 | 0.1% | +6+2.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,363 | $21.9 萬 | 0.1% | +1,363 | 新進 | 歷史 |