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Home > Institutional Investor > Rede Wealth, Llc > Profile

Instuitional Investor - Rede Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Rede Wealth, Llc
Portfolio Value $210,796,393
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 214 $116,121,756 55.08%
2.
Apple Inc.
 AAPL 50,464 $9,715,791 4.6%
3.
Johnson & Johnson
 JNJ 37,842 $5,931,388 2.81%
4.
Ishares Trust
 IEF 55,614 $5,852,313 2.77%
5.
Ishares Trust
 IEF 9,335 $4,458,589 2.11%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)