Mga Batayang Estadistika
Nilai Portofolio $ 277,031,520
Posisi Saat Ini 106
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Rede Wealth, LLC telah mengungkapkan total kepemilikan 106 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 277,031,520 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Rede Wealth, LLC adalah Berkshire Hathaway Inc. (US:BRK.A) , Apple Inc. (US:AAPL) , iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (US:ITOT) , iShares Trust - iShares Core S&P 500 ETF (US:IVV) , and Johnson & Johnson (US:JNJ) . Posisi baru Rede Wealth, LLC meliputi: International Business Machines Corporation (US:IBM) , .

Rede Wealth, LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.03 4.96 1.7911 0.5960
0.01 2.83 1.0050 0.5167
0.07 9.63 3.4197 0.4298
0.01 4.27 1.5171 0.3690
0.03 5.64 2.0037 0.2752
0.01 6.55 2.3273 0.2607
0.00 1.76 0.6250 0.1922
0.03 2.41 0.8553 0.1686
0.03 2.23 0.7934 0.1349
0.01 1.35 0.4884 0.1160
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.00 153.05 54.3629 -4.8595
0.05 10.16 3.6078 -0.2846
0.00 0.90 0.3257 -0.2634
0.01 4.50 1.5980 -0.2101
0.04 5.70 2.0245 -0.1896
0.02 2.17 0.7712 -0.0795
0.00 0.47 0.1674 -0.0525
0.00 0.74 0.2688 -0.0396
0.00 0.34 0.1223 -0.0317
0.03 0.85 0.3019 -0.0277
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-08-04 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 153.05 -8.72 54.3629 -4.8595
AAPL / Apple Inc. 0.05 -0.22 10.16 -7.83 3.6078 -0.2846
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.07 2.76 9.63 13.73 3.4197 0.4298
IVV / iShares Trust - iShares Core S&P 500 ETF 0.01 1.33 6.55 11.98 2.3273 0.2607
JNJ / Johnson & Johnson 0.04 -1.28 5.70 -9.08 2.0245 -0.1896
AMZN / Amazon.com, Inc. 0.03 -0.04 5.64 15.27 2.0037 0.2752
NVDA / NVIDIA Corporation 0.03 0.60 4.96 46.64 1.7911 0.5960
BRK.B / Berkshire Hathaway Inc. 0.01 -3.65 4.50 -12.13 1.5980 -0.2101
MSFT / Microsoft Corporation 0.01 -0.83 4.27 31.42 1.5171 0.3690
SPY / SPDR S&P 500 ETF 0.01 -3.75 3.11 6.29 1.1226 0.0894
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.06 -0.39 2.87 -1.58 1.0196 -0.0105
COIN / Coinbase Global, Inc. 0.01 0.57 2.83 104.70 1.0050 0.5167
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.10 4.24 2.50 4.44 0.8867 0.0422
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.03 4.43 2.41 23.87 0.8553 0.1686
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 0.03 8.18 2.23 19.80 0.7934 0.1349
XOM / Exxon Mobil Corporation 0.02 -0.54 2.17 -9.84 0.7712 -0.0795
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 0.01 2.21 1.88 20.31 0.6671 0.1155
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.04 5.90 1.79 6.73 0.6370 0.0433
NFLX / Netflix, Inc. 0.00 0.00 1.76 43.59 0.6250 0.1922
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF 0.07 7.02 1.57 8.73 0.5580 0.0478
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.01 8.05 1.43 8.36 0.5149 0.0499
AMAT / Applied Materials, Inc. 0.01 1.72 1.35 28.27 0.4884 0.1160
IAUM / iShares Gold Trust Micro 0.04 2.99 1.24 9.05 0.4409 0.0387
EZBC / Franklin Templeton Digital Holdings Trust - Franklin Bitcoin ETF 0.02 -10.02 1.21 17.65 0.4310 0.0665
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF 0.05 5.82 1.17 6.58 0.4145 0.0277
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.04 2.05 1.13 10.22 0.4021 0.0392
PG / The Procter & Gamble Company 0.01 0.22 1.09 -6.30 0.3854 -0.0236
MCD / McDonald's Corporation 0.00 0.00 1.06 -6.52 0.3772 -0.0238
BCD / abrdn ETFs - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 0.03 9.01 1.02 5.95 0.3605 0.0219
JPM / JPMorgan Chase & Co. 0.00 -0.51 1.01 17.67 0.3595 0.0554
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.04 9.12 1.01 16.82 0.3580 0.0533
UNH / UnitedHealth Group Incorporated 0.00 -9.17 0.90 -45.89 0.3257 -0.2634
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.03 0.28 0.85 -9.00 0.3019 -0.0277
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 0.00 0.84 23.43 0.2996 0.0581
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 19.26 0.84 22.13 0.2981 0.0552
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF 0.01 2.99 0.83 10.79 0.2955 0.0302
V / Visa Inc. 0.00 -0.26 0.81 0.99 0.2893 0.0045
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.03 0.00 0.78 10.70 0.2759 0.0280
VZ / Verizon Communications Inc. 0.02 0.00 0.75 -4.69 0.2675 -0.0113
ADP / Automatic Data Processing, Inc. 0.00 -15.53 0.74 -14.78 0.2688 -0.0396
ETH / Grayscale Ethereum Mini Trust ETF 0.03 -3.37 0.74 33.03 0.2634 0.0666
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF 0.03 16.52 0.73 14.49 0.2586 0.0340
BLK / BlackRock, Inc. 0.00 0.00 0.73 10.82 0.2583 0.0266
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.02 22.05 0.72 32.47 0.2551 0.0637
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0.01 0.00 0.71 13.34 0.2506 0.0309
MA / Mastercard Incorporated 0.00 0.00 0.69 2.70 0.2433 0.0074
AON / Aon plc 0.00 0.00 0.68 -10.57 0.2405 -0.0270
T / AT&T Inc. 0.02 -0.90 0.67 1.52 0.2405 0.0084
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.01 -1.11 0.65 -3.70 0.2315 -0.0073
MBB / iShares Trust - iShares MBS ETF 0.01 3.28 0.62 3.49 0.2214 0.0085
NSC / Norfolk Southern Corporation 0.00 -3.03 0.61 4.78 0.2217 0.0147
SHOP / Shopify Inc. 0.01 0.00 0.61 20.71 0.2176 0.0385
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.00 -0.46 0.59 0.34 0.2122 0.0053
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.01 0.43 0.55 10.84 0.1962 0.0202
CB / Chubb Limited 0.00 0.05 0.55 -4.02 0.1952 -0.0070
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0.01 -7.83 0.54 -7.82 0.1928 -0.0152
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 0.01 0.00 0.52 19.91 0.1863 0.0320
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 -4.58 0.48 2.11 0.1721 0.0043
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.01 -1.18 0.47 -0.63 0.1684 0.0002
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 -24.83 0.47 -24.28 0.1674 -0.0525
RTX / RTX Corporation 0.00 -8.94 0.46 0.44 0.1638 0.0015
FLIN / Franklin Templeton ETF Trust - Franklin FTSE India ETF 0.01 1.25 0.45 9.40 0.1615 0.0148
SBUX / Starbucks Corporation 0.00 -3.80 0.44 -10.10 0.1550 -0.0165
CSX / CSX Corporation 0.01 -1.49 0.43 9.09 0.1563 0.0163
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 6.94 0.43 29.43 0.1559 0.0380
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.01 2.28 0.43 17.40 0.1511 0.0229
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.02 0.00 0.41 11.57 0.1441 0.0159
CSCO / Cisco Systems, Inc. 0.01 -2.86 0.40 9.24 0.1430 0.0128
MDLZ / Mondelez International, Inc. 0.01 -0.40 0.40 -1.00 0.1438 0.0017
KO / The Coca-Cola Company 0.01 0.00 0.40 -1.24 0.1412 -0.0009
TFC / Truist Financial Corporation 0.01 0.04 0.40 4.77 0.1403 0.0068
EQAL / Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 0.01 17.98 0.38 22.83 0.1359 0.0260
PAA / Plains All American Pipeline, L.P. - Limited Partnership 0.02 0.14 0.38 -8.27 0.1342 -0.0113
UNP / Union Pacific Corporation 0.00 0.00 0.37 -2.60 0.1352 -0.0006
ETN / Eaton Corporation plc 0.00 0.00 0.36 31.62 0.1294 0.0330
DIS / The Walt Disney Company 0.00 -3.38 0.35 21.65 0.1259 0.0228
MMM / 3M Company 0.00 -2.04 0.34 1.48 0.1221 0.0025
TSLA / Tesla, Inc. 0.00 -36.60 0.34 -22.48 0.1223 -0.0317
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF 0.01 -5.06 0.34 -4.53 0.1199 -0.0048
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.01 31.11 0.34 32.81 0.1195 0.0301
CVX / Chevron Corporation 0.00 0.04 0.33 -14.36 0.1188 -0.0191
ABBV / AbbVie Inc. 0.00 -0.68 0.32 -11.96 0.1152 -0.0150
OKE / ONEOK, Inc. 0.00 0.00 0.32 -17.86 0.1146 -0.0239
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.00 -0.57 0.32 0.00 0.1133 0.0005
GLW / Corning Incorporated 0.01 0.00 0.31 14.71 0.1111 0.0149
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.00 -1.31 0.31 17.11 0.1097 0.0167
CAT / Caterpillar Inc. 0.00 -1.85 0.31 15.36 0.1096 0.0152
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.00 0.00 0.31 10.91 0.1087 0.0113
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF 0.00 0.00 0.30 12.22 0.1079 0.0124
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.00 14.37 0.30 13.53 0.1091 0.0150
QQQ / Invesco QQQ Trust, Series 1 0.00 0.00 0.30 17.58 0.1070 0.0166
GOOGL / Alphabet Inc. 0.00 -0.12 0.30 13.85 0.1054 0.0133
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund 0.00 0.00 0.30 12.98 0.1052 0.0125
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 0.01 -4.48 0.28 -1.06 0.0999 -0.0006
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.00 0.00 0.28 9.49 0.0984 0.0088
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 0.01 0.00 0.27 -2.88 0.0961 -0.0022
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF 0.01 -7.27 0.26 -6.74 0.0935 -0.0061
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF 0.00 0.12 0.26 1.56 0.0946 0.0035
PM / Philip Morris International Inc. 0.00 0.00 0.26 14.73 0.0930 0.0137
ICE / Intercontinental Exchange, Inc. 0.00 0.00 0.26 6.22 0.0911 0.0059
FDX / FedEx Corporation 0.00 0.59 0.23 -6.10 0.0835 -0.0036
IBM / International Business Machines Corporation 0.00 0.22 0.0791 0.0791
IDU / iShares Trust - iShares U.S. Utilities ETF 0.00 0.00 0.22 2.86 0.0770 0.0027
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.00 -0.90 0.21 -4.04 0.0761 -0.0027
META / Meta Platforms, Inc. 0.00 0.21 0.0765 0.0765
ALL / The Allstate Corporation 0.00 0.00 0.20 -2.90 0.0715 -0.0016
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -100.00 0.00 0.0000