Rede Wealth, LLC — Q2 2021 13F 持股

Name: Rede Wealth, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001842054

申报总市值

US$2.8亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	49.09%	-0.83%	+10.55%
2	AAPL	Apple INC	股票-科技	3.67%	-0.19%	+0.28%
3	JNJ	Johnson & Johnson	股票-医疗保健	3.56%	+0.59%	+0.00%
4	LMBS	First Trust Low Duration Opp	ETF-其他	2.59%	—	-3.10%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.43%	-0.02%	-0.08%
6	AMZN	Amazon.com INC	股票-周期性消费	2.36%	-0.20%	-0.08%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.64%	+0.17%	+9.56%
8	ESGU	Ishares Esg Aware Msci USA	ETF-其他	1.26%	—	+6.13%
9	MSFT	Microsoft CORP	股票-科技	1.23%	-0.29%	-0.09%
10	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股与成长	1.14%	—	-2.60%
11	SCHR	Schwab Intermediate-term US	ETF-其他	0.96%	—	-2.21%
12	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投资级公司债	0.90%	—	-6.47%
13	TFC	Truist Financial CORP	股票-金融	0.90%	—	+0.01%
14	IMCG	Ishares Morningstar Mid-cap	ETF-其他	0.89%	—	+504.54%
15	QQEW	First Tr Nasdaq-100 Sel Eq	ETF-科技型	0.80%	—	-2.30%
16	UNH	Unitedhealth Group INC	股票-医疗保健	0.74%	-0.05%	+7.16%
17	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.74%	-0.04%	-3.55%
18	AMAT	Applied Materials INC	股票-科技	0.66%	+0.25%	-2.80%
19	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.65%	—	+8.38%
20	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.63%	—	+0.72%
21	MMM	3m Co	股票-工业	0.62%	—	+10.92%
22	NSC	Norfolk Southern CORP	股票-工业	0.59%	—	+0.24%
23	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.58%	—	+6.29%
24	PG	Procter & Gamble Co/the	股票-非周期性消费	0.58%	—	+0.07%
25	NFLX	Netflix INC	股票-通信服务	0.58%	—	-0.19%
26	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	0.57%	—	+3.99%
27	VZ	Verizon Communications INC	股票-通信服务	0.54%	—	-0.04%
28	MBB	Ishares Mbs ETF	ETF-其他	0.53%	—	-0.14%
29	MCD	Mcdonald's CORP	股票-周期性消费	0.47%	—	—
30	FIXD	First Trust Smith Opportunis	ETF-其他	0.47%	—	+23.36%
31	XOM	Exxon Mobil CORP	股票-能源	0.47%	+0.33%	+5.65%
32	EPD	Enterprise Products Partners	股票-能源	0.44%	+0.06%	-2.19%
33	JPM	Jpmorgan Chase & Co	股票-金融	0.43%	—	+0.02%
34	ESGE	Ishares INC Ishares Esg Awar	ETF-其他	0.41%	—	+7.00%
35	SBUX	Starbucks CORP	股票-周期性消费	0.41%	—	+0.19%
36	TSLA	Tesla INC	股票-周期性消费	0.39%	-0.03%	-9.96%
37	T	At&t INC	股票-通信服务	0.39%	+0.04%	+3.48%
38	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.37%	—	+139.08%
39	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.36%	—	+3.42%
40	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.34%	—	+39.91%
41	IEI	Ishares 3-7 Year Treasury Bo	ETF-政府公债	0.34%	-0.06%	+18.65%
42	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.33%	—	+99.67%
43	BLKCHF	Blackrock INC	股票-其他	0.32%	—	-8.74%
44	META	Meta Platforms Inc-class A	股票-通信服务	0.31%	—	-6.84%
45	CAT	Caterpillar INC	股票-工业	0.31%	—	+0.04%
46	ADP	Automatic Data Processing	股票-科技	0.30%	-0.04%	-0.03%
47	DIS	Walt Disney Co/the	股票-通信服务	0.30%	—	—
48	VLUE	Ishares Msci USA Value Facto	ETF-其他	0.30%	—	+2.24%
49	DSI	Ishares Esg Msci Kld 400 ETF	ETF-其他	0.30%	-0.05%	-1.38%
50	CSX	Csx CORP	股票-工业	0.30%	—	+219.08%

1–50 of 109

本季持股变动

Rede Wealth, LLC 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	BRK-A	Berkshire Hathaway Inc-cl A	—	EXIT	清仓
2	STZ	Constellation Brands Inc-a	—	EXIT	清仓
3	JNJ	Johnson & Johnson	—	EXIT	清仓
4	AAPL	Apple INC	—	EXIT	清仓
5	LMBS	First Trust Low Duration Opp	—	EXIT	清仓
6	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清仓
7	AMZN	Amazon.com INC	—	EXIT	清仓
8	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
9	SPLV	Invesco S&p 500 Low Volatili	—	EXIT	清仓
10	ESGU	Ishares Esg Aware Msci USA	—	EXIT	清仓
11	MSFT	Microsoft CORP	—	EXIT	清仓
12	SCHR	Schwab Intermediate-term US	—	EXIT	清仓
13	TFC	Truist Financial CORP	—	EXIT	清仓
14	IGIB	Ishares 5-10y Inv Grade CORP	—	EXIT	清仓
15	IMCG	Ishares Morningstar Mid-cap	—	EXIT	清仓
16	QQEW	First Tr Nasdaq-100 Sel Eq	—	EXIT	清仓
17	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
18	UNH	Unitedhealth Group INC	—	EXIT	清仓
19	AMAT	Applied Materials INC	—	EXIT	清仓
20	NSC	Norfolk Southern CORP	—	EXIT	清仓
21	PG	Procter & Gamble Co/the	—	EXIT	清仓
22	NFLX	Netflix INC	—	EXIT	清仓
23	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清仓
24	VZ	Verizon Communications INC	—	EXIT	清仓
25	MTUM	Ishares Msci USA Momentum Fa	—	EXIT	清仓
26	MMM	3m Co	—	EXIT	清仓
27	MBB	Ishares Mbs ETF	—	EXIT	清仓
28	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清仓
29	EFG	Ishares Msci Eafe Growth ETF	—	EXIT	清仓
30	MCD	Mcdonald's CORP	—	EXIT	清仓
31	TSLA	Tesla INC	—	EXIT	清仓
32	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
33	EPD	Enterprise Products Partners	—	EXIT	清仓
34	SBUX	Starbucks CORP	—	EXIT	清仓
35	T	At&t INC	—	EXIT	清仓
36	XOM	Exxon Mobil CORP	—	EXIT	清仓
37	FIXD	First Trust Smith Opportunis	—	EXIT	清仓
38	ESGE	Ishares INC Ishares Esg Awar	—	EXIT	清仓
39	IJR	Ishares Core S&p Small-cap E	—	EXIT	清仓
40	CAT	Caterpillar INC	—	EXIT	清仓
41	DIS	Walt Disney Co/the	—	EXIT	清仓
42	BLKCHF	Blackrock INC	—	EXIT	清仓
43	ADP	Automatic Data Processing	—	EXIT	清仓
44	EFA	Ishares Msci Eafe ETF	—	EXIT	清仓
45	VLUE	Ishares Msci USA Value Facto	—	EXIT	清仓
46	META	Meta Platforms Inc-class A	—	EXIT	清仓
47	IEI	Ishares 3-7 Year Treasury Bo	—	EXIT	清仓
48	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	—	EXIT	清仓
49	CSX	Csx CORP	—	EXIT	清仓
50	DSI	Ishares Esg Msci Kld 400 ETF	—	EXIT	清仓