Rede Wealth, LLC
- SEC CIK
- 0001842054
- 最新申報
- 2026/8/3
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 105
- 較 2024 年第 4 季 +3
- 總值
- $2.83 億
- 較 2024 年第 4 季 +$2,212 萬 (+8.5%)
| 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 | $1.68 億 | 59.2% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 49,612 | $1,102 萬 | 3.9% | −58−0.1% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 69,380 | $846.5 萬 | 3.0% | +2,160+3.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 37,799 | $626.9 萬 | 2.2% | −459−1.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 10,413 | $585.1 萬 | 2.1% | +15+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,612 | $511.9 萬 | 1.8% | −9−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,722 | $489.4 萬 | 1.7% | −56−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 31,220 | $338.4 萬 | 1.2% | +148+0.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,659 | $325.1 萬 | 1.1% | +46+0.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,229 | $292.5 萬 | 1.0% | −20−0.4% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 58,775 | $291.6 萬 | 1.0% | +9,922+20.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 20,251 | $240.8 萬 | 0.9% | −569−2.7% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 98,231 | $239.1 萬 | 0.8% | −6,173−5.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 24,191 | $194.4 萬 | 0.7% | +83+0.3% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,709 | $186.5 萬 | 0.7% | +169+0.6% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 33,687 | $168.1 萬 | 0.6% | −3,663−9.8% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,184 | $166.8 萬 | 0.6% | −182−5.4% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 8,091 | $156.2 萬 | 0.6% | +512+6.8% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 61,676 | $144.4 萬 | 0.5% | +5,105+9.0% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 8,027 | $138.2 萬 | 0.5% | +50+0.6% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,307 | $131.6 萬 | 0.5% | −8−0.1% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,314 | $122.5 萬 | 0.4% | −4−0.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,796 | $115.8 萬 | 0.4% | −8−0.1% | 減碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 36,532 | $113.9 萬 | 0.4% | −78−0.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,634 | $113.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 44,060 | $109.5 萬 | 0.4% | +8,587+24.2% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 7,265 | $105.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 21,602 | $103.2 萬 | 0.4% | −8,005−27.0% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 43,852 | $102.7 萬 | 0.4% | +2,020+4.8% | 加碼 | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 28,089 | $95.9 萬 | 0.3% | +2,666+10.5% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 27,329 | $93.3 萬 | 0.3% | +73+0.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,859 | $87.3 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 32,928 | $86.3 萬 | 0.3% | +582+1.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,509 | $86.1 萬 | 0.3% | −53−1.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,300 | $80.6 萬 | 0.3% | −56−2.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 17,402 | $78.9 萬 | 0.3% | −100−0.6% | 減碼 | 歷史 |
| AONAon plc | CL A | 1,898 | $75.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 10,142 | $75.1 萬 | 0.3% | −2,783−21.5% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 31,782 | $70.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,982 | $68.8 萬 | 0.2% | +99+2.5% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $68.4 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,049 | $67.6 萬 | 0.2% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 1,219 | $66.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 23,230 | $65.7 萬 | 0.2% | +210+0.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 693 | $65.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 25,212 | $63.6 萬 | 0.2% | +4,479+21.6% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,896 | $62.3 萬 | 0.2% | −2,484−29.6% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,074 | $62.2 萬 | 0.2% | −660−9.8% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 6,429 | $60.3 萬 | 0.2% | −99−1.5% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,421 | $58.9 萬 | 0.2% | −131−2.0% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 2,474 | $58.6 萬 | 0.2% | −76−3.0% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 4,960 | $58.6 萬 | 0.2% | −698−12.3% | 減碼 | – |
| CBChubb Ltd | Stock | 1,896 | $57.3 萬 | 0.2% | −4−0.2% | 減碼 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 32,349 | $55.7 萬 | 0.2% | +16,170+99.9% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,768 | $54.2 萬 | 0.2% | +444+3.3% | 加碼 | – |
| SHOPShopify Inc. | Stock | 5,312 | $50.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 7,234 | $49.8 萬 | 0.2% | −331−4.4% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 4,951 | $48.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,091 | $47.6 萬 | 0.2% | −180−1.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,142 | $47.5 萬 | 0.2% | +15+0.7% | 加碼 | – |
| RTXRTX Corp | Stock | 3,469 | $46.0 萬 | 0.2% | −337−8.9% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 5,584 | $43.7 萬 | 0.2% | −418−7.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,683 | $43.6 萬 | 0.2% | −269−13.8% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 11,272 | $41.5 萬 | 0.1% | +831+8.0% | 加碼 | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 20,593 | $41.2 萬 | 0.1% | −175−0.8% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,933 | $40.3 萬 | 0.1% | −11−0.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,617 | $40.2 萬 | 0.1% | −90−1.6% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 13,468 | $39.6 萬 | 0.1% | −687−4.9% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 3,952 | $39.2 萬 | 0.1% | −50−1.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,334 | $39.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,628 | $38.5 萬 | 0.1% | −75−4.4% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 9,185 | $37.8 萬 | 0.1% | −97−1.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,973 | $36.9 萬 | 0.1% | −102−1.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,759 | $36.8 萬 | 0.1% | −130−6.9% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 18,354 | $36.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 6,588 | $36.3 萬 | 0.1% | +6,588 | 新進 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 12,359 | $35.3 萬 | 0.1% | −774−5.9% | 減碼 | – |
| MMM3M Co | Stock | 2,305 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 504 | $33.4 萬 | 0.1% | +9+1.8% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,350 | $31.9 萬 | 0.1% | −66−1.9% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 6,585 | $31.1 萬 | 0.1% | −36−0.5% | 減碼 | – |
| DISWalt Disney Co | Stock | 2,958 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,027 | $28.5 萬 | 0.1% | −426−5.7% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,833 | $28.2 萬 | 0.1% | −153−2.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 12,082 | $27.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,261 | $27.6 萬 | 0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 1,004 | $27.3 萬 | 0.1% | +8+0.8% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 5,946 | $27.2 萬 | 0.1% | −25−0.4% | 減碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 810 | $26.7 萬 | 0.1% | −74−8.4% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,263 | $26.6 萬 | 0.1% | +717+28.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,302 | $26.3 萬 | 0.1% | −42−3.1% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $26.2 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,685 | $26.1 萬 | 0.1% | −8−0.5% | 減碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,910 | $25.8 萬 | 0.1% | −84−1.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 546 | $25.6 萬 | 0.1% | −3−0.5% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,105 | $25.4 萬 | 0.1% | −181−5.5% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,184 | $25.3 萬 | 0.1% | −261−4.8% | 減碼 | – |
| FDXFedEx Corp | Stock | 1,011 | $24.7 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,398 | $24.1 萬 | 0.1% | −10−0.7% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（2 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。