Rede Wealth, LLC

Q4 2022 13F Combination Report, Stock Holdings

Signature - Title
Jean Elizabeth Carlin - CCO
Location
Charlottesville, VA
Holdings as of
31 Dec 2022
Value $
$185M
Num holdings
90
Date filed
17 Jan 2023, 13:30
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, VTEB, and SPTI.
Previous filing
Q3 2022 - 17 Oct 2022
Next filing
Q1 2023 - 26 Apr 2023
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q4 compared to 2022 Q3 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 17 Jan 2023

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