Rede Wealth, LLC

Q1 2021 13F Combination Report, Stock Holdings

Signature - Title
Jean Elizabeth Carlin - CCO
Location
Charlottesville, VA
Holdings as of
March 31, 2021
Value $
$164M
Num holdings
101
Date filed
5/12/2021, 02:02 PM
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 - Feb 16, 2021
Next filing
Q2 2021 - Jul 22, 2021
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2021 Q1 compared to 2020 Q4 by default.
* 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 5/12/2021

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