Filer Name: REDE WEALTH, LLC
CIK: 1842054
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 102
Portfolio Value: $0.26B

Rede Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/A US BERKSHIRE HATHAWAY INC-CL A 210 $143M 54.79% -0.5% -
AAPL US APPLE INC 49,670 $12M 4.77% -1.5% -
ITOT US ISHARES CORE S&P TOTAL U.S. 67,220 $9M 3.31% -1.0% -
IVV US ISHARES CORE S&P 500 ETF 10,398 $6M 2.35% -1.6% -
AMZN US AMAZON.COM INC 25,778 $6M 2.17% -0.3% -
JNJ US JOHNSON & JOHNSON 38,258 $6M 2.12% 0.5% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 9,621 $4M 1.67% 15.2% -
NVDA US NVIDIA CORP 31,072 $4M 1.60% 2.5% -
MSFT US MICROSOFT CORP 8,613 $4M 1.39% -0.2% -
SPY US SPDR S&P 500 ETF TRUST 5,249 $3M 1.18% -1.6% -
SCHO US SCHWAB SHORT-TERM US TREAS 104,404 $3M 0.96% 92.0% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 48,853 $2M 0.94% 3.0% -
XOM US EXXON MOBIL CORP 20,820 $2M 0.86% 0.8% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 24,108 $2M 0.81% 8.6% -
COIN US COINBASE GLOBAL INC -CLASS A 7,977 $2M 0.76% 2.0% -
VTIP US VANGUARD SHORT-TERM TIPS 37,350 $2M 0.69% -0.3% -
IXUS US ISHARES CORE INTL STOCK ETF 26,540 $2M 0.67% 7.4% -
UNH US UNITEDHEALTH GROUP INC 3,366 $2M 0.65% -7.0% -
QQQM US INVESCO NASDAQ 100 ETF 7,579 $2M 0.61% 2.9% -
EZBC US FRANKLIN BITCOIN ETF 29,607 $2M 0.61% -0.7% -
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