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Rede Wealth, LLC

SEC CIK
0001842054
最新申報
2026/8/3

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/1/23 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
109
較 2025 年第 3 季 0
總值
$2.88 億
較 2025 年第 3 季 +$1.60 億 (+126.0%)
申報日
2026/1/23
SEC
Rede Wealth, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BRK.ABerkshire Hathaway IncCL A208$1.57 億54.6%+207+20,700.0%加碼歷史
AAPLApple Inc.Stock47,500$1,291 萬4.5%+5,661+13.5%加碼歷史
iShares Tr464287150CORE S&P TTL STK57,642$857.1 萬3.0%+57,642新進–
JNJJohnson & JohnsonStock37,085$767.5 萬2.7%+32,743+754.1%加碼歷史
iShares Core S&P 500 ETF464287200ETF10,906$747.0 萬2.6%+4,154+61.5%加碼–
AMZNAmazon Com IncStock24,447$564.3 萬2.0%+15,572+175.5%加碼歷史
BRK.BBerkshire Hathaway IncStock10,116$508.5 萬1.8%+6,974+222.0%加碼歷史
MSFTMicrosoft CorpStock8,270$399.9 萬1.4%−2,195−21.0%減碼歷史
SPYSPDR S&P 500 ETF TrustETF5,192$354.0 萬1.2%+3,489+204.9%加碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD67,318$338.5 萬1.2%+67,318新進–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF26,193$279.5 萬1.0%+26,193新進–
NVDANVIDIA CorpStock14,219$265.2 萬0.9%+4,498+46.3%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF29,253$247.6 萬0.9%+29,253新進–
Invesco Nasdaq 100 ETF46138G649ETF9,703$245.4 萬0.9%+9,703新進–
BlackRock ETF Trust09290C103ISHARES US EQUIT36,690$223.1 萬0.8%+36,690新進–
XOMExxonMobil Holdings CorpCOM17,609$211.9 萬0.7%−2,337−11.7%減碼歷史
AMATApplied Materials IncStock7,290$187.3 萬0.7%+7,290新進歷史
COINCoinbase Global, Inc.COM CL A8,088$182.9 萬0.6%+8,088新進歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF72,734$182.4 萬0.6%+72,734新進–
IAUMiShares Gold Trust MicroSHS REPSTG UN TR41,592$178.8 萬0.6%+41,592新進歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF36,614$168.6 萬0.6%+36,614新進–
Vanguard Malvern FDS922020805STRM INFPROIDX28,406$140.5 萬0.5%+21,474+309.8%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF13,984$139.7 萬0.5%+13,984新進–
SPDR Series Trust78468R606ST PORT HIGH ETF58,782$139.1 萬0.5%+58,782新進–
Schwab U.S. Small-Cap ETF808524607ETF43,430$123.7 萬0.4%+43,430新進–
NFLXNetflix IncStock12,802$120.0 萬0.4%+9,612+301.3%加碼依 10 比 1 拆股換算歷史
MCDMcDonalds CorpStock3,558$108.7 萬0.4%+2,291+180.8%加碼歷史
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS21,261$107.6 萬0.4%+21,261新進歷史
JPMJPMorgan Chase & CoStock3,338$107.6 萬0.4%−279−7.7%減碼歷史
Vanguard Morningstar Value ETF922908744ETF5,487$104.8 萬0.4%+5,487新進–
Schwab U.S. Mid-Cap ETF808524508ETF34,638$104.2 萬0.4%+34,638新進–
ETHGrayscale Ethereum Staking Mini ETFSHS NEW35,320$99.1 萬0.3%+35,320新進歷史
iShares Tr464287721U.S. TECH ETF4,868$97.2 萬0.3%+4,868新進–
iShares Tr464288208MRGSTR MD CP ETF11,357$94.0 萬0.3%+11,357新進–
Schwab Strategic Tr808524862SHT TM US TRES37,956$92.5 萬0.3%+37,956新進–
PGProcter & Gamble CoStock6,306$90.4 萬0.3%+4,869+338.8%加碼歷史
UNHUnitedHealth Group IncStock2,617$86.4 萬0.3%+1,768+208.2%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF6,682$86.1 萬0.3%+6,682新進–
Schwab U.S. Large-Cap ETF808524201ETF31,782$85.5 萬0.3%+31,782新進–
SHOPShopify Inc.Stock5,262$84.7 萬0.3%+5,262新進歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF17,331$81.1 萬0.3%+17,331新進–
SPDR Series Trust78464A284ST NUVE HIGH ETF31,733$79.1 萬0.3%+31,733新進–
VVisa Inc.Stock2,184$76.6 萬0.3%+552+33.8%加碼歷史
EPDEnterprise Products Partners L.P.Stock23,257$74.6 萬0.3%+23,257新進歷史
iShares Tr46435G326CORE MSCI INTL9,019$74.4 萬0.3%+9,019新進–
BLKBlackRock, Inc.Stock693$74.2 萬0.3%+519+298.3%加碼歷史
MAMastercard IncStock1,214$69.3 萬0.2%+1,214新進歷史
NSCNorfolk Southern CorpStock2,399$69.3 萬0.2%+2,399新進歷史
AONAon plcCL A1,898$67.0 萬0.2%+1,898新進歷史
iShares Tr4642886613 7 YR TREAS BD5,313$63.4 萬0.2%+5,313新進–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL8,447$60.3 萬0.2%+8,447新進–
iShares Inc46434G764MSCI EMRG CHN8,212$59.7 萬0.2%+8,212新進–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP6,033$59.0 萬0.2%+6,033新進–
ADPAutomatic Data Processing IncStock2,238$57.6 萬0.2%−1,526−40.5%減碼歷史
TAT&T Inc.Stock23,020$57.2 萬0.2%+23,020新進歷史
RTXRTX CorpStock3,076$56.4 萬0.2%+3,076新進歷史
CBChubb LtdStock1,703$53.2 萬0.2%+1,703新進歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD39,886$52.8 萬0.2%+39,886新進–
GLWCorning IncCOM5,946$52.1 萬0.2%+5,946新進歷史
iShares Tr464288158SHRT NAT MUN ETF4,804$51.3 萬0.2%+4,804新進–
ASMLASML Holding NVADR462$49.4 萬0.2%+462新進歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,883$48.6 萬0.2%+363+23.9%加碼–
CSXCSX CorpStock13,268$48.1 萬0.2%+13,268新進歷史
TFCTruist Financial CorpCOM8,975$44.2 萬0.2%+8,975新進歷史
Schwab International Equity ETF808524805ETF18,304$44.0 萬0.2%+18,304新進–
GOOGLAlphabet Inc.Stock1,368$42.8 萬0.1%−4,366−76.1%減碼歷史
TSLATesla, Inc.Stock882$39.7 萬0.1%−23,258−96.3%減碼歷史
ABBVAbbVie Inc.Stock1,658$37.9 萬0.1%−6,870−80.6%減碼歷史
Vanguard Total International Bond ETF92203J407ETF7,817$37.8 萬0.1%+7,817新進–
KOCoca Cola CoStock5,317$37.2 萬0.1%−11,557−68.5%減碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN20,683$37.1 萬0.1%+20,683新進歷史
CATCaterpillar IncStock646$37.0 萬0.1%+646新進歷史
UNPUnion Pacific CorpStock1,584$36.6 萬0.1%+1,584新進歷史
iShares Tr46434V878ULTRA SHORT DUR7,215$36.5 萬0.1%+3,033+72.5%加碼–
MMM3M CoStock2,258$36.2 萬0.1%+363+19.2%加碼歷史
Abrdn ETFs003261203BBRG ALL COMMDY11,547$35.7 萬0.1%+11,547新進–
CSCOCisco Systems, Inc.Stock4,630$35.7 萬0.1%+4,630新進歷史
CVXChevron CorpStock2,337$35.6 萬0.1%+2,337新進歷史
HODLVanEck Bitcoin ETFSH BEN INT14,299$35.4 萬0.1%+14,299新進歷史
SBUXStarbucks CorpStock4,162$35.1 萬0.1%+4,162新進歷史
iShares Tr464288588MBS ETF3,640$34.7 萬0.1%+3,640新進–
iShares Tr46435G425ESG AWR MSCI USA2,247$33.5 萬0.1%+2,247新進–
Invesco QQQ Trust Series I46090E103ETF542$33.3 萬0.1%−258−32.3%減碼–
iShares Tr46435G516ESG AW MSCI EAFE3,484$33.1 萬0.1%+3,484新進–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF3,511$32.1 萬0.1%+3,511新進–
iShares MSCI USA Momentum Factor ETF46432F396ETF1,278$32.0 萬0.1%+1,278新進–
DISWalt Disney CoStock2,758$31.4 萬0.1%+2,758新進歷史
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL2,169$30.8 萬0.1%+2,169新進–
ETNEaton Corp plcStock950$30.3 萬0.1%+950新進歷史
iShares Tr464288307MRGSTR MD CP GRW3,786$30.2 萬0.1%+3,786新進–
FDXFedEx CorpStock1,030$29.7 萬0.1%+1,030新進歷史
iShares Tr46432F859CORE 1 5 YR USD5,988$29.2 萬0.1%+5,988新進–
iShares Tr464288646ISHS 1-5YR INVS5,424$28.7 萬0.1%+5,424新進–
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL5,422$28.5 萬0.1%+5,422新進–
MDLZMondelez International, Inc.Stock5,214$28.1 萬0.1%+5,214新進歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL5,662$25.5 萬0.1%+5,662新進–
BNYBank of New York Mellon CorpStock2,140$24.8 萬0.1%+2,140新進歷史
VZVerizon Communications IncStock6,059$24.7 萬0.1%−905−13.0%減碼歷史
OKEONEOK IncCOM3,281$24.1 萬0.1%+3,281新進歷史
iShares Tr4642874407-10 YR TRSY BD2,448$23.5 萬0.1%+2,448新進–

2025 年第 3 季之後清倉(79 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

Rede Wealth, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
Vanguard Ftse Developed Markets ETF921943858ETF210,997$1,264 萬9.9%–
Vanguard Ftse Emerging Markets ETF922042858ETF124,438$674.2 萬5.3%–
iShares Select Dividend ETF464287168ETF38,710$550.1 萬4.3%–
UBERUber Technologies, IncStock41,195$403.6 萬3.2%歷史
Morgan Stanley ETF Trust61774R767EATO VAN MTG ETF63,666$323.0 萬2.5%–
Schwab US Tips ETF808524870ETF92,749$250.0 萬2.0%–
iShares Tr464287622RUS 1000 ETF6,773$247.5 萬1.9%–
GOOGAlphabet Inc.Stock8,936$217.6 萬1.7%歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD19,057$152.3 萬1.2%–
Fidelity Covington Trust316092857MSCI RL EST ETF51,758$143.9 萬1.1%–
Vanguard S&P 500 ETF922908363ETF2,255$138.5 萬1.1%–
APHAmphenol CorpCL A9,459$117.2 萬0.9%歷史
ACLSAxcelis Technologies IncStock11,495$112.2 萬0.9%歷史
ABTAbbott LaboratoriesStock8,208$109.9 萬0.9%歷史
PNCPNC Financial Services Group, Inc.Stock5,259$105.7 萬0.8%歷史
BRZEBraze, Inc.Stock30,397$86.4 萬0.7%歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF17,334$82.8 萬0.6%–
WMTWalmart Inc.Stock7,976$82.2 萬0.6%歷史
Vanguard Morningstar Growth ETF922908736ETF1,609$77.3 萬0.6%–
Vanguard Morningstar Mid-Cap ETF922908629ETF2,536$74.8 萬0.6%–
ORCLOracle CorpStock2,617$73.6 萬0.6%歷史
HDHome Depot, Inc.Stock1,747$70.8 萬0.6%歷史
ADBEAdobe Inc.Stock1,902$67.1 萬0.5%歷史
MTBM&T Bank CorpCOM3,366$66.5 萬0.5%歷史
AVGOBroadcom Inc.Stock1,877$61.9 萬0.5%歷史
iShares Russell 1000 Growth ETF464287614ETF1,270$59.5 萬0.5%–
METAMeta Platforms, Inc.Stock770$56.6 萬0.4%歷史
CMCSAComcast CorpStock17,819$56.0 萬0.4%歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF3,920$55.9 萬0.4%–
SONSonoco Products CoCOM12,526$54.0 萬0.4%歷史
APDAir Products & Chemicals, Inc.Stock1,969$53.7 萬0.4%歷史
LLYEli Lilly & CoStock639$48.7 萬0.4%歷史
CNICanadian National Railway CoStock5,117$48.3 萬0.4%歷史
Vanguard High Dividend Yield Index ETF921946406ETF3,407$48.0 萬0.4%–
ProShares Tr74348A467S&P 500 DV ARIST4,600$47.4 萬0.4%–
PHParker-Hannifin CorpStock591$44.8 萬0.4%歷史
MRKMerck & Co., Inc.Stock5,269$44.7 萬0.4%歷史
iShares Russell 2000 Growth ETF464287648ETF1,388$44.4 萬0.3%–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,503$43.9 萬0.3%–
GEGeneral Electric CoStock1,382$41.6 萬0.3%歷史
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF3,519$41.5 萬0.3%–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,301$41.4 萬0.3%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF19,513$40.8 萬0.3%–
iShares Core S&P Mid-Cap ETF464287507ETF6,184$40.4 萬0.3%–
COSTCostco Wholesale CorpStock374$34.6 萬0.3%歷史
PLTRPalantir Technologies Inc.Stock1,875$34.2 萬0.3%歷史
iShares Tr46429B655FLTG RATE NT ETF6,446$32.9 萬0.3%–
GSGoldman Sachs Group IncStock406$32.3 萬0.3%歷史
ULUnilever PLCSPON ADR NEW5,301$31.4 萬0.2%歷史
TDYTeledyne Technologies IncCOM534$31.3 萬0.2%歷史
AMGNAmgen IncStock1,072$30.3 萬0.2%歷史
WMBWilliams Companies, Inc.COM4,654$29.5 萬0.2%歷史
GDGeneral Dynamics CorpStock854$29.1 萬0.2%歷史
AXPAmerican Express CoStock869$28.8 萬0.2%歷史
SYKStryker CorpStock775$28.7 萬0.2%歷史
BMYBristol Myers Squibb CoStock6,182$27.9 萬0.2%歷史
NEENextera Energy IncStock3,620$27.3 萬0.2%歷史
QCOMQualcomm IncStock1,626$27.0 萬0.2%歷史
COFCapital One Financial CorpStock1,226$26.1 萬0.2%歷史
ACNAccenture plcStock1,032$25.4 萬0.2%歷史
BRBroadridge Financial Solutions, Inc.Stock1,063$25.4 萬0.2%歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF1,791$25.3 萬0.2%–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF2,638$25.3 萬0.2%–
IBKRInteractive Brokers Group, Inc.Stock3,471$23.9 萬0.2%歷史
IBITiShares Bitcoin Trust ETFETF3,628$23.6 萬0.2%歷史
GLDSPDR Gold TrustETF660$23.5 萬0.2%歷史
Victory Portfolios II92647N865VCSHS US LRG CAP3,371$23.5 萬0.2%–
BXBlackstone Inc.COM1,341$22.9 萬0.2%歷史
SONYSony Group CorpSPONSORED ADR7,693$22.1 萬0.2%歷史
ZBRAZebra Technologies CorpCL A722$21.5 萬0.2%歷史
STXSeagate Technology Holdings plcORD SHS900$21.3 萬0.2%歷史
WRBBerkley W R CorpCOM2,739$21.0 萬0.2%歷史
MOAltria Group, Inc.Stock3,115$20.9 萬0.2%歷史
GEVGE Vernova Inc.Stock335$20.6 萬0.2%歷史
EWEdwards Lifesciences CorpStock2,640$20.5 萬0.2%歷史
AMDAdvanced Micro Devices IncStock1,261$20.4 萬0.2%歷史
ATOAtmos Energy CorpCOM1,184$20.2 萬0.2%歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,509$20.0 萬0.2%–
WFCWells Fargo & CompanyStock2,390$20.0 萬0.2%歷史