0001842054-22-000004.txt : 20221017 0001842054-22-000004.hdr.sgml : 20221017 20221017161427 ACCESSION NUMBER: 0001842054-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221017 DATE AS OF CHANGE: 20221017 EFFECTIVENESS DATE: 20221017 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Rede Wealth, LLC CENTRAL INDEX KEY: 0001842054 IRS NUMBER: 472817663 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20795 FILM NUMBER: 221313887 BUSINESS ADDRESS: STREET 1: 600 PETER JEFFERSON PARKWAY, SUITE 250 CITY: CHARLOTTESVILLE STATE: VA ZIP: 22911 BUSINESS PHONE: 434.974.3500 MAIL ADDRESS: STREET 1: 600 PETER JEFFERSON PARKWAY, SUITE 250 CITY: CHARLOTTESVILLE STATE: VA ZIP: 22911 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001842054 XXXXXXXX 09-30-2022 09-30-2022 false Rede Wealth, LLC

600 Peter Jefferson Parkway, Suite 250 Charlottesville VA 22911

13F COMBINATION REPORT 028-20795 0000825204 028-02180 Crossmark Global Investments, Inc. 0001442676 028-13156 EquityCompass Investment Management N Jean Elizabeth Carlin 434-974-3500 /s/ Jean Elizabeth Carlin Charlottesville VA 10-17-2022 0 127 168391 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 558 5054 SH SOLE 2749 0 2304 ABBVIE INC COM 00287Y109 40 295 SH DFND 0 111 184 ABBVIE INC COM 00287Y109 295 2198 SH SOLE 2134 0 63 AMAZON COM INC COM 023135106 18 160 SH DFND 0 66 94 AMAZON COM INC COM 023135106 11 100 SH DFND 0 100 0 AMAZON COM INC COM 023135106 2929 25920 SH SOLE 14615 0 11305 AMERICAN EXPRESS CO COM 025816109 290 2152 SH SOLE 1199 0 953 AON PLC SHS CL A G0403H108 508 1898 SH SOLE 1898 0 0 APPLE INC COM 037833100 36 257 SH DFND 0 159 100 APPLE INC COM 037833100 7216 52216 SH SOLE 33886 0 18329 APPLIED MATLS INC COM 038222105 676 8257 SH SOLE 6990 0 1267 APPLIED MATLS INC COM 038222105 8 100 SH DFND 0 100 0 AT&T INC COM 00206R102 403 26264 SH SOLE 6984 0 19280 AUTOMATIC DATA PROCESSING IN COM 053015103 620 2742 SH SOLE 1692 0 1049 AUTOMATIC DATA PROCESSING IN COM 053015103 48 212 SH DFND 0 90 122 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1966 7364 SH SOLE 3743 0 3621 BERKSHIRE HATHAWAY INC DEL CL A 084670108 88610 218 SH SOLE 199 0 19 BLACKROCK INC COM 09247X101 378 687 SH SOLE 548 0 138 BRISTOL-MYERS SQUIBB CO COM 110122108 405 5700 SH SOLE 4500 0 1200 CHEVRON CORP NEW COM 166764100 443 3085 SH SOLE 2015 0 1070 CHUBB LIMITED COM H1467J104 294 1616 SH SOLE 1616 0 0 CISCO SYS INC COM 17275R102 255 6381 SH SOLE 1434 0 4946 CISCO SYS INC COM 17275R102 16 400 SH DFND 0 400 0 CISCO SYS INC COM 17275R102 35 873 SH DFND 0 359 514 COCA COLA CO COM 191216100 22 400 SH DFND 0 400 0 COCA COLA CO COM 191216100 343 6114 SH SOLE 3490 0 2624 COINBASE GLOBAL INC COM CL A 19260Q107 228 3534 SH SOLE 2517 0 1017 CSX CORP COM 126408103 11 400 SH DFND 0 400 0 CSX CORP COM 126408103 469 17613 SH SOLE 12090 0 5523 DISNEY WALT CO COM 254687106 302 3202 SH SOLE 183 0 3019 DOMINION ENERGY INC COM 25746U109 232 3362 SH SOLE 2212 0 1150 ENTERPRISE PRODS PARTNERS L COM 293792107 699 29411 SH SOLE 23148 0 6262 EXXON MOBIL CORP COM 30231G102 17 200 SH DFND 0 200 0 EXXON MOBIL CORP COM 30231G102 1047 11996 SH SOLE 10298 0 1697 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1948 41151 SH SOLE 21535 0 19616 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 595 13674 SH SOLE 1440 0 12234 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 304 3636 SH SOLE 3087 0 549 FORD MTR CO DEL COM 345370860 225 20053 SH SOLE 13193 0 6859 INTEL CORP COM 458140100 10 400 SH DFND 0 400 0 INTEL CORP COM 458140100 228 8855 SH SOLE 2416 0 6439 INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 239 6465 SH DFND 0 2653 3812 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1179 20384 SH SOLE 12979 0 7405 INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 102 2760 SH SOLE 2309 0 451 INVESCO QQQ TR UNIT SER 1 46090E103 452 1691 SH SOLE 972 0 719 ISHARES TR 1 3 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464287150 200 2511 SH SOLE 2500 0 11 ISHARES TR CORE US AGGBD ET 464287226 2539 26355 SH SOLE 8256 0 18099 ISHARES TR ESG AWRE 1 5 YR 46435G243 254 10821 SH SOLE 6627 0 4194 ISHARES TR ESG AWR MSCI USA 46435G425 532 6701 SH SOLE 3492 0 3209 ISHARES TR ESG AWR US AGRGT 46435U549 479 10325 SH SOLE 6601 0 3724 ISHARES TR MBS ETF 464288588 291 3175 SH SOLE 2386 0 789 ISHARES TR MBS ETF 464288588 496 5415 SH DFND 0 2225 3190 ISHARES TR MRGSTR MD CP GRW 464288307 477 9471 SH SOLE 9201 0 270 ISHARES TR MSCI EAFE ETF 464287465 172 3064 SH DFND 0 1253 1811 ISHARES TR MSCI EAFE ETF 464287465 213 3795 SH SOLE 1088 0 2707 ISHARES TR MSCI KLD400 SOC 464288570 540 8056 SH SOLE 1960 0 6096 ISHARES TR MSCI USA MMENTM 46432F396 365 2780 SH SOLE 1513 0 1267 ISHARES TR NATIONAL MUN ETF 464288414 422 4109 SH SOLE 4109 0 0 ISHARES TR SHORT TREAS BD 464288679 276 2513 SH SOLE 0 0 2513 ISHARES TR SHRT NAT MUN ETF 464288158 1647 16039 SH SOLE 10781 0 5258 ISHARES TR TIPS BD ETF 464287176 114 1087 SH SOLE 935 0 151 ISHARES TR TIPS BD ETF 464287176 114 1090 SH DFND 0 422 668 ISHARES TR U.S. TECH ETF 464287721 357 4868 SH SOLE 0 0 4868 ISHARES TR US TREAS BD ETF 46429B267 292 12844 SH SOLE 325 0 12519 JOHNSON & JOHNSON COM 478160104 6718 41126 SH SOLE 40423 0 702 JOHNSON & JOHNSON COM 478160104 36 222 SH DFND 0 86 136 JPMORGAN CHASE & CO COM 46625H100 529 5065 SH SOLE 4180 0 884 JPMORGAN CHASE & CO COM 46625H100 28 268 SH DFND 0 101 167 JPMORGAN CHASE & CO COM 46625H100 21 200 SH DFND 0 200 0 MASTERCARD INCORPORATED CL A 57636Q104 27 95 SH DFND 0 39 56 MASTERCARD INCORPORATED CL A 57636Q104 322 1133 SH SOLE 37 0 1096 MCDONALDS CORP COM 580135101 886 3840 SH SOLE 3558 0 281 MICROSOFT CORP COM 594918104 1890 8115 SH SOLE 5641 0 2473 MICROSOFT CORP COM 594918104 29 126 SH DFND 0 53 73 MONDELEZ INTL INC CL A 609207105 301 5489 SH SOLE 4874 0 615 MONDELEZ INTL INC CL A 609207105 22 400 SH DFND 0 400 0 NETFLIX INC COM 64110L106 349 1484 SH SOLE 708 0 776 NIKE INC CL B 654106103 8 100 SH DFND 0 100 0 NIKE INC CL B 654106103 27 322 SH DFND 0 133 189 NIKE INC CL B 654106103 173 2084 SH SOLE 940 0 1144 NORFOLK SOUTHN CORP COM 655844108 535 2550 SH SOLE 1000 0 1550 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 208 4517 SH SOLE 1336 0 3181 NVIDIA CORPORATION COM 67066G104 298 2454 SH SOLE 1728 0 726 NVIDIA CORPORATION COM 67066G104 25 202 SH DFND 0 139 63 PEPSICO INC COM 713448108 348 2131 SH SOLE 2100 0 31 PHILIP MORRIS INTL INC COM 718172109 209 2513 SH SOLE 1661 0 852 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 243 23065 SH SOLE 23064 0 0 PROCTER AND GAMBLE CO COM 742718109 1004 7951 SH SOLE 6105 0 1845 RAYTHEON TECHNOLOGIES CORP COM 75513E101 19 237 SH DFND 0 99 138 RAYTHEON TECHNOLOGIES CORP COM 75513E101 285 3481 SH SOLE 2968 0 513 RAYTHEON TECHNOLOGIES CORP COM 75513E101 16 200 SH DFND 0 200 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 789 13043 SH SOLE 4397 0 8645 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 957 19478 SH SOLE 8890 0 10588 SPDR S&P 500 ETF TR TR UNIT 78462F103 2145 6005 SH SOLE 908 0 5097 SPDR S&P 500 ETF TR TR UNIT 78462F103 323 903 SH DFND 0 369 534 SPDR SER TR PORTFLI INTRMDIT 78464A672 3960 140765 SH SOLE 83751 0 57014 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 451 4925 SH DFND 0 2023 2902 SPDR SER TR PRTFLO S&P500 GW 78464A409 1222 24393 SH SOLE 12711 0 11681 STARBUCKS CORP COM 855244109 25 300 SH DFND 0 300 0 STARBUCKS CORP COM 855244109 563 6684 SH SOLE 3712 0 2971 TESLA INC COM 88160R101 716 2700 SH SOLE 435 0 2265 TRUIST FINL CORP COM 89832Q109 522 11991 SH SOLE 3152 0 8838 UNION PAC CORP COM 907818108 300 1540 SH SOLE 740 0 800 UNITEDHEALTH GROUP INC COM 91324P102 1975 3910 SH SOLE 3183 0 726 VANGUARD INDEX FDS SMALL CP ETF 922908751 866 5070 SH SOLE 2050 0 3019 VANGUARD INDEX FDS VALUE ETF 922908744 853 6912 SH SOLE 3026 0 3885 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 80 2200 SH SOLE 1686 0 514 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 172 4720 SH DFND 0 1938 2782 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4473 92925 SH SOLE 52034 0 40891 VERIZON COMMUNICATIONS INC COM 92343V104 734 19326 SH SOLE 16002 0 3323 VERIZON COMMUNICATIONS INC COM 92343V104 23 601 SH DFND 0 262 339 VERIZON COMMUNICATIONS INC COM 92343V104 15 400 SH DFND 0 400 0 VISA INC COM CL A 92826C839 395 2224 SH SOLE 707 0 1517