Rede Wealth, LLC

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Joel Hergenreter - Consultant
Location
Charlottesville, VA
Holdings as of
March 31, 2024
Value $
$239M
Num holdings
95
Date filed
5/3/2024, 11:16 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BRKA, AAPL, ITOT, JNJ, and IVV.
Previous filing
Q4 2023 - Jan 17, 2024
Next filing
Q2 2024 - Aug 5, 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 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
Joel Hergenreter Consultant Broomfield, Colorado 5/3/2024

Other Included Managers (2):

Num Name Location File Number
1 Crossmark global
2 Equity Compass