Rede-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  null,
  "ABBV",
  "PAA",
  null,
  "ALL",
  "GOOGL",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  null,
  null,
  null,
  "MCD",
  null,
  "UNP",
  null,
  null,
  null,
  null,
  "EMXC",
  "AMAT",
  "ICE",
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "OKE",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PG",
  "VZ",
  "SCHX",
  null,
  "SHOP",
  "RTX",
  null,
  "SPYG",
  null,
  null,
  "SBUX",
  "TFC",
  "IEF",
  "AON",
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  "ESGD",
  null,
  null,
  "BNDX",
  "VTEB",
  "VB",
  "VTV",
  "V",
  null,
  null,
  null,
  "SCHF",
  "SCHA",
  "NSC",
  null,
  "IXUS",
  "MTUM",
  "ESGU",
  "FDX",
  "ADP",
  "BRK-A",
  "BRK-B",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "COIN",
  "GLW",
  "CSX",
  "EFA",
  "QQQ",
  "EPD",
  "DIS",
  "ETN",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 143
Total Value: 283123754
Accession Number: 0001842054-25-000003
Form Type: 13F-HR
CIK: rede-wealth
Manager Name: Rede-Wealth

Data Enrichment

70% identified

100 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

143 positions • $283.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:—

Value:$167.7M

% of Portfolio:59.2% ($167.7M/$283.1M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$11.0M

% of Portfolio:3.9% ($11.0M/$283.1M)

464287150

ITOT|464287150

Shares:—

Value:$8.5M

% of Portfolio:3.0% ($8.5M/$283.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:—

Value:$6.3M

% of Portfolio:2.2% ($6.3M/$283.1M)

464287200

IVV|464287200

Shares:—

Value:$5.9M

% of Portfolio:2.1% ($5.9M/$283.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$5.1M

% of Portfolio:1.8% ($5.1M/$283.1M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$4.9M

% of Portfolio:1.7% ($4.9M/$283.1M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$3.4M

% of Portfolio:1.2% ($3.4M/$283.1M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$283.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:—

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$283.1M)

922907746

VTEB|922907746

Shares:—

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$283.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:—

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$283.1M)

808524862

Shares:—

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$283.1M)

78464A409

SPYG|78464A409

Shares:—

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$283.1M)

46432F834

IXUS|46432F834

Shares:—

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$283.1M)

922020805

Shares:—

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$283.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:—

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$283.1M)

46138G649

Shares:—

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$283.1M)

78468R606

Shares:—

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$283.1M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:—

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$283.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	—	QoQ - YoY -	All Managers (Combined)	$167.7M	59.2% ($167.7M/$283.1M)	QoQ +17.25% (+$24.7M) YoY +23.49% (+$31.9M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$11.0M	3.9% ($11.0M/$283.1M)	QoQ -11.40% (-$1.4M) YoY +27.36% (+$2.4M)
(ITOTcusip464287150)	—	QoQ - YoY -	All Managers (Combined)	$8.5M	3.0% ($8.5M/$283.1M)	QoQ -2.09% (-$180.8K) YoY +5.61% (+$450.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	—	QoQ - YoY -	All Managers (Combined)	$6.3M	2.2% ($6.3M/$283.1M)	QoQ +13.29% (+$735.8K) YoY +4.25% (+$255.9K)
(IVVcusip464287200)	—	QoQ - YoY -	All Managers (Combined)	$5.9M	2.1% ($5.9M/$283.1M)	QoQ -4.40% (-$269.8K) YoY +19.41% (+$951.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$5.1M	1.8% ($5.1M/$283.1M)	QoQ +17.38% (+$758.2K) YoY +42.04% (+$1.5M)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$4.9M	1.7% ($4.9M/$283.1M)	QoQ -13.46% (-$761.6K) YoY +1.00% (+$48.5K)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$3.4M	1.2% ($3.4M/$283.1M)	QoQ -18.91% (-$789.1K) YoY +25.15% (+$680.1K)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$3.3M	1.1% ($3.3M/$283.1M)	QoQ -10.46% (-$380.0K) YoY -6.46% (-$224.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	1.0% ($2.9M/$283.1M)	QoQ -4.91% (-$151.3K) YoY +3.86% (+$109.0K)
(VTEBcusip922907746)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	1.0% ($2.9M/$283.1M)	QoQ +19.08% (+$467.4K) YoY +50.42% (+$977.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	—	QoQ - YoY -	All Managers (Combined)	$2.4M	0.9% ($2.4M/$283.1M)	QoQ +7.53% (+$168.8K) YoY -0.10% (-$2.6K)
(cusip808524862)✕	—	QoQ - YoY -	All Managers (Combined)	$2.4M	0.8% ($2.4M/$283.1M)	QoQ -4.81% (-$121.0K) YoY +49.52% (+$791.9K)
(SPYGcusip78464A409)	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.7% ($1.9M/$283.1M)	QoQ -8.25% (-$174.9K) YoY +15.57% (+$262.0K)
(IXUScusip46432F834)	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.7% ($1.9M/$283.1M)	QoQ +6.22% (+$109.2K) YoY +30.57% (+$436.6K)
(cusip922020805)✕	—	QoQ - YoY -	All Managers (Combined)	$1.7M	0.6% ($1.7M/$283.1M)	QoQ -7.05% (-$127.5K) YoY +1.17% (+$19.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	—	QoQ - YoY -	All Managers (Combined)	$1.7M	0.6% ($1.7M/$283.1M)	QoQ -2.03% (-$34.7K) YoY -6.80% (-$121.9K)
(cusip46138G649)✕	—	QoQ - YoY -	All Managers (Combined)	$1.6M	0.6% ($1.6M/$283.1M)	QoQ -2.08% (-$33.3K) YoY +26.53% (+$327.5K)
(cusip78468R606)✕	—	QoQ - YoY -	All Managers (Combined)	$1.4M	0.5% ($1.4M/$283.1M)	QoQ +8.79% (+$116.7K) YoY +352.99% (+$1.1M)
Coinbase Global, Inc.(COINcusip19260Q107)	—	QoQ - YoY -	All Managers (Combined)	$1.4M	0.5% ($1.4M/$283.1M)	QoQ -30.20% (-$598.2K) YoY -33.63% (-$700.8K)