Rede Wealth, LLC

Q4 2020 13F Combination Report, Stock Holdings

Signature - Title
Jean Elizabeth Carlin - CCO
Location
Charlottesville, VA
Holdings as of
31 Dec 2020
Value $
$146M
Num holdings
92
Date filed
12 Feb 2021, 17:54
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included BRKA, AAPL, JNJ, LMBS, and AMZN.
Next filing
Q1 2021 - 12 May 2021
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jean Elizabeth Carlin CCO Charlottesville, Virginia 12 Feb 2021

List of Other Managers Reporting for Rede Wealth, LLC:

Name Holdings Value Location File Number
Capstone Asset Management Co $3.6B Houston, TX 028-02180
EquityCompass Investment Management Baltimore, MD 028-13156