Rede Wealth, LLC
118 holdingsFiling period: 2026-06-30Current AUM: $307.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 208 | $155.8M | $155.8M | 50.63% | -- | 2026-06-30 |
| 2 | AAPL | APPLE INC | 47.0K | $13.6M | $15.6M | 5.06% | -108 | 2026-06-30 |
| 3 | ITOT | ISHARES TR | 65.3K | $10.7M | $10.8M | 3.51% | +4.8K | 2026-06-30 |
| 4 | JNJ | JOHNSON & JOHNSON | 37.0K | $9.4M | $9.9M | 3.22% | -35 | 2026-06-30 |
| 5 | IVV | ISHARES TR | 11.7K | $8.7M | $8.9M | 2.88% | -127 | 2026-06-30 |
| 6 | AMZN | AMAZON COM INC | 23.6K | $5.6M | $5.9M | 1.90% | +25 | 2026-06-30 |
| 7 | AMAT | APPLIED MATLS INC | 7.3K | $5.3M | $3.1M | 1.00% | -- | 2026-06-30 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.9K | $5.0M | $5.0M | 1.61% | -129 | 2026-06-30 |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 90.8K | $4.1M | $4.0M | 1.30% | +56.7K | 2026-06-30 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 5.2K | $3.9M | $3.9M | 1.27% | -10 | 2026-06-30 |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | 11.7K | $3.5M | $3.4M | 1.10% | +902 | 2026-06-30 |
| 12 | VTEB | VANGUARD MUN BD FDS | 63.6K | $3.2M | $3.1M | 1.00% | -3,355 | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP | 8.3K | $3.1M | $4.1M | 1.34% | +19 | 2026-06-30 |
| 14 | SPYG | SPDR SERIES TRUST | 25.8K | $3.1M | $3.1M | 1.00% | -788 | 2026-06-30 |
| 15 | NVDA | NVIDIA CORPORATION | 14.0K | $2.8M | $3.0M | 0.97% | -164 | 2026-06-30 |
| 16 | IXUS | ISHARES TR | 27.5K | $2.6M | $2.6M | 0.86% | +1.3K | 2026-06-30 |
| 17 | XOM | EXXON MOBIL CORP | 17.5K | $2.4M | $3.0M | 0.96% | -150 | 2026-06-30 |
| 18 | XOM | EXXON MOBIL CORP | 17.5K | $2.4M | $3.0M | 0.96% | -150 | 2026-06-30 |
| 19 | IDEV | ISHARES TR | 19.4K | $1.7M | $1.8M | 0.57% | +2.4K | 2026-06-30 |
| 20 | SPHY | SPDR SERIES TRUST | 66.5K | $1.6M | $1.5M | 0.50% | +20.9K | 2026-06-30 |
| 21 | GLW | CORNING INC | 5.9K | $1.5M | $853K | 0.28% | -- | 2026-06-30 |
| 22 | DYNF | BLACKROCK ETF TRUST | 20.5K | $1.4M | $1.4M | 0.46% | -10,962 | 2026-06-30 |
| 23 | VTV | VANGUARD INDEX FDS | 6.3K | $1.4M | $1.4M | 0.46% | +580 | 2026-06-30 |
| 24 | IYW | ISHARES TR | 4.9K | $1.2M | $1.2M | 0.40% | -- | 2026-06-30 |
| 25 | COIN | COINBASE GLOBAL INC | 8.1K | $1.2M | $1.4M | 0.45% | +8 | 2026-06-30 |
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