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CIK: 0001842054
Total reported value
$302.0M
$302.0M
96 檔
11.7%
The Q2 2024 SEC filing reveals that Rede Wealth, LLC held a total portfolio value of $302.0M, covering 96 public equity positions.
During Q2 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 AAPL, ITOT, IVV) accounted for 11.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.59% | +0.20% | -2.07% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.04% | +0.45% | +5.72% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.29% | +0.12% | +12.70% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.13% | -0.14% | +0.04% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.63% | +0.10% | -3.25% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.50% | -0.07% | +2.68% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | +0.04% | +901.10% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.13% | -0.09% | -2.43% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | +0.07% | -3.07% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.25% | -0.42% | EXIT | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.21% | -0.23% | +42.28% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.20% | -0.28% | -0.50% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.14% | -0.14% | +20.92% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.75% | +0.10% | +3.21% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.66% | +0.08% | -1.98% | |
| 16 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.60% | -0.12% | -0.41% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.56% | +0.84% | -1.38% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.55% | +0.05% | +18.21% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.35% | +0.06% | +2.36% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.27% | +0.25% | +3.46% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.25% | -0.02% | +2.40% | |
| 22 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 1.15% | -0.08% | +2.61% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.02% | -0.15% | |
| 24 | EZBC | Franklin Bitcoin ETF | ETF-Crypto | 0.97% | -0.12% | — | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.93% | +0.05% | +2.80% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.91% | -0.18% | +3.31% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | -0.08% | -0.16% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.14% | -8.53% | |
| 29 | EPD | Enterprise Products Partners | Stock-Energy | 0.75% | -0.04% | +0.29% | |
| 30 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.75% | -0.07% | — | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.74% | — | — | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.69% | +0.06% | -7.52% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.01% | -0.05% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.03% | — | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.67% | +0.09% | — | |
| 36 | SUB | Ishares Short-term National | ETF-Other | 0.66% | -0.03% | — | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | +0.01% | -0.52% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.63% | +0.02% | — | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.60% | — | -1.04% | |
| 40 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.58% | +0.12% | NEW | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.01% | -0.42% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.54% | -0.01% | -34.79% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.52% | -0.01% | -0.69% | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.52% | +0.01% | -3.85% | |
| 45 | AON | Aon plc | Stock-Financials | 0.51% | -0.01% | — | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.50% | — | — | |
| 47 | BLKCHF | Blackrock Inc | Stock-Other | 0.50% | — | +0.15% | |
| 48 | CSX | Csx CORP | Stock-Industrials | 0.50% | — | +0.08% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.01% | -0.17% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.47% | +0.02% | +102.06% |
According to official SEC Form 13F filings, Rede Wealth, LLC reported a total U.S. public equity portfolio value of $302.0M across 96 disclosed positions in Q2 2024.
During Q2 2024, Rede Wealth, LLC's top holdings by market value included AAPL (9.6%)、ITOT (8.0%)、IVV (5.3%). The largest single position, AAPL, represented 9.6% of total portfolio value.
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In Q2 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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