Rede Wealth, LLC

Q1 2021 13F Combination Report, Stock Holdings

Signature - Title
Jean Elizabeth Carlin - CCO
Location
Charlottesville, VA
Holdings as of
31 Mar 2021
Value $
$164,451,208
Num holdings
101
Filing time
12 May 2021, 14:02:53 UTC
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, JNJ, AAPL, LMBS, and SPY.
Previous filing
Q4 2020 - 16 Feb 2021
Next filing
Q2 2021 - 22 Jul 2021
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2021 Q1 compared to 2020 Q4 by default. Changes are calculated vs the previous SEC filing.
* 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 May 2021

List of Other Managers Reporting for Rede Wealth, LLC:

Name Holdings Value Location File Number
CAPSTONE ASSET MANAGEMENT CO $3,603,484,000 Houston, TX 028-02180
EquityCompass Investment Management Baltimore, MD 028-13156