$172 Million is the total value of Rede Wealth, LLC's 141 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -4,015 | -100.0% | -0.10% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -4,191 | -100.0% | -0.10% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -3,443 | -100.0% | -0.10% | – |
| GLW | Exit | CORNING INC | $0 | – | -6,080 | -100.0% | -0.10% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -1,204 | -100.0% | -0.11% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,074 | -100.0% | -0.11% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -1,981 | -100.0% | -0.11% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -5,386 | -100.0% | -0.12% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -5,018 | -100.0% | -0.14% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -4,537 | -100.0% | -0.15% | – |
| IDLV | Exit | INVESCO EXCH TRADED FD TR IIs&p intl low | $0 | – | -10,675 | -100.0% | -0.16% | – |
| RYT | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $0 | – | -1,148 | -100.0% | -0.16% | – |
| ILCG | Exit | ISHARES TRmorningstar grwt | $0 | – | -6,010 | -100.0% | -0.18% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -5,418 | -100.0% | -0.21% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -3,922 | -100.0% | -0.23% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -5,698 | -100.0% | -0.28% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -7,525 | -100.0% | -0.38% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -9,901 | -100.0% | -0.45% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -14,269 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 57.6% |
| APPLE INC | 12 | Q3 2023 | 4.8% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 4.3% |
| AMAZON COM INC | 12 | Q3 2023 | 2.8% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 2.4% |
| ISHARES TR | 12 | Q3 2023 | 2.2% |
| FIRST TR EXCHANGE-TRADED FD | 12 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 12 | Q3 2023 | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 1.3% |
| UNITEDHEALTH GROUP INC | 12 | Q3 2023 | 1.2% |
View Rede Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-10-08 |
View Rede Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.