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CIK: 0001842054
Total reported value
$302.0M
$302.0M
95 檔
54.1%
At the close of Q1 2024, Rede Wealth, LLC disclosed equity holdings valued at approximately $302.0M, spread across 95 reported holdings.
During Q1 2024, Rede Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, ITOT) accounted for 54.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 56.92% | -2.16% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.63% | +0.20% | +0.03% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.36% | +0.45% | +24.99% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.52% | -0.14% | +0.61% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.12% | -0.16% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.10% | +0.06% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | -0.09% | -2.59% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.07% | +1.45% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.21% | +0.07% | +9.48% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.04% | +1.73% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.28% | +2.19% | |
| 12 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.87% | -0.12% | +1.21% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.81% | -0.14% | -35.32% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.10% | +0.06% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.08% | -0.46% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.70% | -0.23% | +34.49% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.68% | — | +29.02% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.67% | -0.42% | EXIT | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | +0.84% | -11.02% | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.61% | +0.06% | +29.65% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.60% | +0.05% | -24.87% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.02% | +5.52% | |
| 23 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.53% | -0.08% | +26.43% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.52% | +0.25% | +25.48% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.02% | +2.96% | |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.45% | — | +8.21% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.08% | +0.03% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | +0.05% | -41.71% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | -0.18% | +25.72% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.38% | -0.01% | -1.46% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.14% | — | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.36% | +0.06% | -19.41% | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.34% | -0.04% | +0.30% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.32% | — | -0.17% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | -0.03% | +2.08% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.01% | +3.33% | |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.31% | +0.12% | NEW | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.30% | +0.01% | +4.32% | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.30% | -0.03% | -45.71% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.01% | -0.21% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.28% | +0.09% | — | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.27% | — | +81.97% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.27% | — | — | |
| 44 | AON | Aon plc | Stock-Financials | 0.27% | -0.01% | — | |
| 45 | CSX | Csx CORP | Stock-Industrials | 0.25% | — | -5.75% | |
| 46 | MBB | Ishares Mbs ETF | ETF-Other | 0.25% | +0.01% | +97.29% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | -0.01% | +4.34% | |
| 48 | BLKCHF | Blackrock Inc | Stock-Other | 0.24% | — | +1.17% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.24% | -0.01% | +64.00% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.22% | — | -0.54% |
According to official SEC Form 13F filings, Rede Wealth, LLC reported a total U.S. public equity portfolio value of $302.0M across 95 disclosed positions in Q1 2024.
During Q1 2024, Rede Wealth, LLC's top holdings by market value included BRK-A (56.9%)、AAPL (3.6%)、ITOT (3.4%). The largest single position, BRK-A, represented 56.9% of total portfolio value.
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In Q1 2024, Rede Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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