Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/28 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 102
- 較 2024 年第 3 季 −2
- 總值
- $2.61 億
- 較 2024 年第 3 季 −$48.6 萬 (−0.2%)
| 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 | 210 | $1.43 億 | 54.8% | −1−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 49,670 | $1,244 萬 | 4.8% | −737−1.5% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 67,220 | $864.6 萬 | 3.3% | −668−1.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,398 | $612.1 萬 | 2.3% | −174−1.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 25,778 | $565.5 萬 | 2.2% | −79−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 38,258 | $553.3 萬 | 2.1% | +173+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,621 | $436.1 萬 | 1.7% | +1,268+15.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 31,072 | $417.3 萬 | 1.6% | +753+2.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,613 | $363.1 萬 | 1.4% | −13−0.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,249 | $307.7 萬 | 1.2% | −83−1.6% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 104,404 | $251.2 萬 | 1.0% | −4,350−4.0% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 48,853 | $244.9 萬 | 0.9% | +1,444+3.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 20,820 | $224.0 萬 | 0.9% | +168+0.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 24,108 | $211.9 萬 | 0.8% | +1,903+8.6% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 7,977 | $198.1 萬 | 0.8% | +158+2.0% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 37,350 | $180.8 萬 | 0.7% | −109−0.3% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,540 | $175.5 萬 | 0.7% | +1,831+7.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,366 | $170.3 萬 | 0.7% | −253−7.0% | 減碼 | 歷史 |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 29,607 | $160.3 萬 | 0.6% | −215−0.7% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 7,579 | $159.5 萬 | 0.6% | +216+2.9% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 56,571 | $132.8 萬 | 0.5% | +9,908+21.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,315 | $129.0 萬 | 0.5% | −652−4.7% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 7,265 | $118.2 萬 | 0.5% | +100+1.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,318 | $117.5 萬 | 0.5% | −17−1.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,804 | $114.1 萬 | 0.4% | +91+1.4% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 41,832 | $108.2 萬 | 0.4% | +524+1.3% | 加碼依 2 比 1 拆股換算 | – |
| MCDMcDonalds Corp | Stock | 3,634 | $105.3 萬 | 0.4% | −4−0.1% | 減碼 | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 12,925 | $98.4 萬 | 0.4% | −2,961−18.6% | 減碼 | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 36,610 | $95.8 萬 | 0.4% | +640+1.8% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 32,346 | $89.6 萬 | 0.3% | −942−2.8% | 減碼依 3 比 1 拆股換算 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,380 | $88.4 萬 | 0.3% | +1,349+19.2% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 35,473 | $86.2 萬 | 0.3% | +2,881+8.8% | 加碼依 2 比 1 拆股換算 | – |
| EPDEnterprise Products Partners L.P. | Stock | 27,256 | $85.5 萬 | 0.3% | −1,105−3.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,562 | $85.4 萬 | 0.3% | −144−3.9% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,861 | $83.8 萬 | 0.3% | −24−0.8% | 減碼 | 歷史 |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 25,423 | $79.7 萬 | 0.3% | +25,423 | 新進 | – |
| TSLATesla, Inc. | Stock | 1,952 | $78.8 萬 | 0.3% | +8+0.4% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $77.7 萬 | 0.3% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 2,356 | $74.5 萬 | 0.3% | −39−1.6% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,734 | $74.2 萬 | 0.3% | −311−4.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 31,782 | $73.7 萬 | 0.3% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| BLKBlackRock, Inc. | Stock | 692 | $71.0 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 17,502 | $70.0 萬 | 0.3% | −285−1.6% | 減碼 | 歷史 |
| AONAon plc | CL A | 1,898 | $68.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,883 | $65.7 萬 | 0.3% | −2,693−41.0% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,658 | $65.4 萬 | 0.3% | +53+0.9% | 加碼 | – |
| MAMastercard Inc | Stock | 1,219 | $64.2 萬 | 0.2% | +14+1.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,049 | $63.3 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,552 | $59.9 萬 | 0.2% | +342+5.5% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 2,550 | $59.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288588 | MBS ETF | 6,528 | $59.8 萬 | 0.2% | +425+7.0% | 加碼 | – |
| SHOPShopify Inc. | Stock | 5,312 | $56.5 萬 | 0.2% | −55−1.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 20,733 | $53.0 萬 | 0.2% | +1,200+6.1% | 加碼 | – |
| CBChubb Ltd | Stock | 1,900 | $52.5 萬 | 0.2% | +37+2.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 23,020 | $52.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 6,002 | $51.5 萬 | 0.2% | −14−0.2% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,324 | $51.1 萬 | 0.2% | −410−3.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,127 | $51.1 萬 | 0.2% | +139+7.0% | 加碼 | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 16,179 | $50.9 萬 | 0.2% | +4,956+44.2% | 加碼依 1 比 10 拆股換算 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 7,565 | $48.8 萬 | 0.2% | −2,716−26.4% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,271 | $47.9 萬 | 0.2% | −21−0.2% | 減碼 | – |
| CSXCSX Corp | Stock | 14,155 | $45.7 萬 | 0.2% | −2,086−12.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,951 | $45.2 萬 | 0.2% | −398−7.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 3,806 | $44.0 萬 | 0.2% | +49+1.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 9,282 | $40.3 萬 | 0.2% | −26−0.3% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 4,002 | $40.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 10,441 | $39.6 萬 | 0.2% | +278+2.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 1,703 | $38.8 萬 | 0.1% | +14+0.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 13,133 | $36.6 萬 | 0.1% | −6,619−33.5% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 6,075 | $36.0 萬 | 0.1% | +49+0.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,707 | $35.5 萬 | 0.1% | +300+5.5% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,944 | $35.5 萬 | 0.1% | +361+6.5% | 加碼 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 20,768 | $35.5 萬 | 0.1% | −2,475−10.6% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 495 | $34.3 萬 | 0.1% | +211+74.3% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 18,354 | $34.0 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| CVXChevron Corp | Stock | 2,333 | $33.8 萬 | 0.1% | +212+10.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,889 | $33.6 萬 | 0.1% | +33+1.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 996 | $33.1 萬 | 0.1% | −7−0.7% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,958 | $32.9 萬 | 0.1% | −166−5.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 884 | $32.1 萬 | 0.1% | +16+1.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,693 | $32.0 萬 | 0.1% | −215−11.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 6,621 | $32.0 萬 | 0.1% | −134−2.0% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,416 | $31.6 萬 | 0.1% | +443+14.9% | 加碼 | – |
| MMM3M Co | Stock | 2,305 | $29.7 萬 | 0.1% | +11+0.5% | 加碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,453 | $29.3 萬 | 0.1% | +27+0.4% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,261 | $29.1 萬 | 0.1% | −75−3.2% | 減碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,986 | $28.6 萬 | 0.1% | +525+9.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 12,082 | $28.5 萬 | 0.1% | −1,959−14.0% | 減碼 | – |
| GLWCorning Inc | COM | 5,971 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 1,006 | $28.3 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 549 | $28.1 萬 | 0.1% | −6−1.1% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,344 | $27.8 萬 | 0.1% | −63−4.5% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $27.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,445 | $26.7 萬 | 0.1% | +5,445 | 新進 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,994 | $25.7 萬 | 0.1% | +95+1.9% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,286 | $25.0 萬 | 0.1% | +446+15.7% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 5,034 | $24.5 萬 | 0.1% | −261−4.9% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,466 | $21.5 萬 | 0.1% | +20+0.8% | 加碼 | – |
| HXLHexcel Corp | COM | 3,397 | $21.3 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。