Rede Wealth, LLC
109 holdingsFiling period: 2026-03-31Current AUM: $294.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 208 | $149.4M | $149.4M | 50.68% | -- | 2026-03-31 |
| 2 | AAPL | APPLE INC | 47.1K | $12.0M | $14.5M | 4.94% | -407 | 2026-03-31 |
| 3 | JNJ | JOHNSON & JOHNSON | 37.1K | $9.1M | $9.5M | 3.23% | -- | 2026-03-31 |
| 4 | ITOT | ISHARES TR | 60.5K | $8.6M | $9.9M | 3.36% | +2.8K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 11.8K | $7.7M | $8.8M | 3.00% | +887 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 23.5K | $4.9M | $6.4M | 2.17% | -913 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.0K | $4.8M | $4.8M | 1.63% | -73 | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 5.2K | $3.4M | $3.9M | 1.31% | -3 | 2026-03-31 |
| 9 | VTEB | VANGUARD MUN BD FDS | 66.9K | $3.3M | $3.3M | 1.13% | -390 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 8.3K | $3.1M | $3.9M | 1.31% | +20 | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 17.6K | $3.0M | $2.7M | 0.93% | -- | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 17.6K | $3.0M | $2.7M | 0.93% | -- | 2026-03-31 |
| 13 | SPYG | SPDR SERIES TRUST | 26.6K | $2.6M | $3.1M | 1.06% | +441 | 2026-03-31 |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | 10.8K | $2.6M | $3.1M | 1.04% | +1.1K | 2026-03-31 |
| 15 | AMAT | APPLIED MATLS INC | 7.3K | $2.5M | $3.7M | 1.26% | -- | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 14.2K | $2.5M | $2.9M | 0.97% | -20 | 2026-03-31 |
| 17 | IXUS | ISHARES TR | 26.2K | $2.3M | $2.5M | 0.84% | -3,021 | 2026-03-31 |
| 18 | DYNF | BLACKROCK ETF TRUST | 31.4K | $1.8M | $2.1M | 0.72% | -5,257 | 2026-03-31 |
| 19 | SCHR | SCHWAB STRATEGIC TR | 70.5K | $1.8M | $1.7M | 0.58% | -2,280 | 2026-03-31 |
| 20 | VTIP | VANGUARD MALVERN FDS | 33.2K | $1.7M | $1.6M | 0.56% | +4.8K | 2026-03-31 |
| 21 | FBND | FIDELITY MERRIMACK STR TR | 34.0K | $1.6M | $1.5M | 0.52% | -2,609 | 2026-03-31 |
| 22 | IDEV | ISHARES TR | 17.0K | $1.4M | $1.5M | 0.52% | +8.0K | 2026-03-31 |
| 23 | COIN | COINBASE GLOBAL INC | 8.1K | $1.4M | $1.2M | 0.40% | +31 | 2026-03-31 |
| 24 | SCHA | SCHWAB STRATEGIC TR | 47.3K | $1.4M | $1.6M | 0.54% | +3.9K | 2026-03-31 |
| 25 | IMCB | ISHARES TR | 15.7K | $1.3M | $1.5M | 0.52% | +4.3K | 2026-03-31 |
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