0001651336-21-000002.txt : 20210216 0001651336-21-000002.hdr.sgml : 20210216 20210212175443 ACCESSION NUMBER: 0001651336-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210216 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: 21630347 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 12-31-2020 12-31-2020 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 02-12-2021 0 92 146947 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 872 4986 SH SOLE 2343 0 2643 ABBVIE INC COM 00287Y109 218 2022 SH SOLE 1780 0 242 AMAZON COM INC COM 023135106 4186 1285 SH SOLE 524 0 761 AON PLC SHS CL A G0403H108 441 1898 SH SOLE 1898 0 0 APPLE INC COM 037833100 6667 50252 SH SOLE 23341 0 26911 APPLIED MATLS INC COM 038222105 724 8393 SH SOLE 7126 0 1267 AT&T INC COM 00206R102 699 24302 SH SOLE 4450 0 19852 AUTOMATIC DATA PROCESSING IN COM 053015103 469 2661 SH SOLE 1131 0 1530 BERKSHIRE HATHAWAY INC DEL CL A 084670108 69563 200 SH SOLE 94 0 106 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 951 4102 SH SOLE 1327 0 2775 BLACKROCK INC COM 09247X101 514 711 SH SOLE 587 0 124 BRISTOL-MYERS SQUIBB CO COM 110122108 337 5433 SH SOLE 4185 0 1248 CATERPILLAR INC COM 149123101 486 2672 SH SOLE 972 0 1700 CHEVRON CORP NEW COM 166764100 346 3997 SH SOLE 2562 0 1435 CHUBB LIMITED COM H1467J104 249 1616 SH SOLE 1616 0 0 CISCO SYS INC COM 17275R102 266 5947 SH SOLE 1086 0 4861 COCA COLA CO COM 191216100 335 6104 SH SOLE 3570 0 2534 CORNING INC COM 219350105 225 6223 SH SOLE 4600 0 1663 CSX CORP COM 126408103 466 5138 SH SOLE 2460 0 2678 DEERE & CO COM 244199105 326 1210 SH SOLE 1130 0 80 DISNEY WALT CO COM 254687106 574 3167 SH SOLE 1635 0 1532 DOMINION ENERGY INC COM 25746U109 287 3862 SH SOLE 1827 0 2035 DUPONT DE NEMOURS INC COM 26614N102 212 2728 SH SOLE 1753 0 975 ENTERPRISE PRODS PARTNERS L COM 293792107 678 34613 SH SOLE 21949 0 12654 EXXON MOBIL CORP COM 30231G102 488 11845 SH SOLE 8470 0 3375 FACEBOOK INC CL A 30303M102 500 1831 SH SOLE 549 0 1282 FEDEX CORP COM 31428X106 249 960 SH SOLE 940 0 20 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 336 3216 SH SOLE 1016 0 2200 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 5159 100245 SH SOLE 39326 0 60919 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 732 13347 SH SOLE 5620 0 7727 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 1595 15808 SH SOLE 7645 0 8163 GLOBAL X FDS CONSCIOUS COS 37954Y731 287 10522 SH SOLE 6046 0 4476 INTEL CORP COM 458140100 369 7409 SH SOLE 1471 0 5938 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2042 36307 SH SOLE 18892 0 17415 INVESCO EXCH TRADED FD TR II S&P INTL LOW 46138E230 452 15091 SH SOLE 7418 0 8673 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 233 10289 SH SOLE 4419 0 5870 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 359 16379 SH SOLE 7507 0 8872 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 221 10211 SH SOLE 6621 0 3590 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 330 15585 SH SOLE 7374 0 8211 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 386 1521 SH SOLE 654 0 867 INVESCO QQQ TR UNIT SER 1 46090E103 1035 3297 SH SOLE 1777 0 1520 ISHARES INC ESG AWR MSCI EM 46434G863 629 14980 SH SOLE 6682 0 8298 ISHARES INC MSCI EMERG MRKT 464286533 434 7102 SH SOLE 3406 0 3695 ISHARES TR U.S. TECH ETF 464287721 414 4868 SH SOLE 0 0 4868 ISHARES TR CORE S&P SCP ETF 464287804 467 5075 SH SOLE 1895 0 3181 ISHARES TR MRGSTR MD CP GRW 464288307 1473 3850 SH SOLE 1889 0 1961 ISHARES TR MSCI KLD400 SOC 464288570 440 6150 SH SOLE 808 0 5342 ISHARES TR MBS ETF 464288588 332 3012 SH SOLE 2261 0 751 ISHARES TR ISHS 5-10YR INVT 464288638 1737 28113 SH SOLE 10521 0 17592 ISHARES TR U.S. MED DVC ETF 464288810 217 665 SH SOLE 116 0 549 ISHARES TR EAFE GRWTH ETF 464288885 857 8480 SH SOLE 3000 0 5480 ISHARES TR MSCI USA MIN VOL 46429B697 946 13933 SH SOLE 6882 0 7051 ISHARES TR MSCI USA VALUE 46432F388 389 4469 SH SOLE 1494 0 2975 ISHARES TR MSCI USA MMENTM 46432F396 995 6166 SH SOLE 3001 0 3165 ISHARES TR CORE MSCI EAFE 46432F842 409 5927 SH SOLE 3282 0 2645 ISHARES TR ESG AWR MSCI USA 46435G425 1729 20102 SH SOLE 8331 0 11771 ISHARES TR IBOXX INV CP ETF 464287242 299 2151 SH SOLE 660 0 1491 ISHARES TR MSCI EMG MKT ETF 464287234 348 6727 SH SOLE 61 0 6666 ISHARES TR CORE S&P500 ETF 464287200 2441 6504 SH SOLE 2668 0 3836 ISHARES TR CORE S&P TTL STK 464287150 338 3925 SH SOLE 3288 0 637 ISHARES TR MRNGSTR LG-CP GR 464287119 389 1346 SH SOLE 779 0 567 ISHARES TR 20 YR TR BD ETF 464287432 317 2012 SH SOLE 709 0 1303 ISHARES TR US TREAS BD ETF 46429B267 494 18138 SH SOLE 5273 0 12865 ISHARES TR BARCLAYS 7 10 YR 464287440 322 2685 SH SOLE 405 0 2280 ISHARES TR MSCI EAFE ETF 464287465 294 4032 SH SOLE 1292 0 2740 JOHNSON & JOHNSON COM 478160104 6376 40518 SH SOLE 6846 0 33672 JPMORGAN CHASE & CO COM 46625H100 628 4952 SH SOLE 3346 0 1606 MASTERCARD INCORPORATED CL A 57636Q104 389 1087 SH SOLE 0 0 1087 MCDONALDS CORP COM 580135101 824 3844 SH SOLE 3502 0 342 MICROSOFT CORP COM 594918104 1837 8260 SH SOLE 5685 0 2575 MONDELEZ INTL INC CL A 609207105 261 4462 SH SOLE 3847 0 615 NETFLIX INC COM 64110L106 1125 2079 SH SOLE 563 0 1516 NIKE INC CL B 654106103 280 1982 SH SOLE 863 0 1119 NORFOLK SOUTHN CORP COM 655844108 995 4190 SH SOLE 1650 0 2540 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 485 3285 SH SOLE 784 0 1501 NVIDIA CORPORATION COM 67066G104 303 580 SH SOLE 400 0 180 PEPSICO INC COM 713448108 316 2131 SH SOLE 2000 0 131 PHILIP MORRIS INTL INC COM 718172109 208 2513 SH SOLE 1811 0 702 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 213 25754 SH SOLE 24454 0 1300 PROCTER AND GAMBLE CO COM 742718109 1121 8063 SH SOLE 6703 0 1360 RAYTHEON TECHNOLOGIES CORP COM 75513E101 220 3072 SH SOLE 2819 0 253 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 2002 34381 SH SOLE 11548 0 22833 SPDR S&P 500 ETF TR TR UNIT 78462F103 2897 7750 SH SOLE 1900 0 5850 STARBUCKS CORP COM 855244109 704 6577 SH SOLE 3376 0 3201 TESLA INC COM 88160R101 875 1240 SH SOLE 315 0 925 TRUIST FINL CORP COM 89832Q109 227 30404 SH SOLE 1396 0 29008 UNION PAC CORP COM 907818108 358 1715 SH SOLE 915 0 800 UNITEDHEALTH GROUP INC COM 91324P102 993 2833 SH SOLE 1945 0 888 VANECK VECTORS ETF TR GREEN BD ETF 92189F171 9 322 PRN SOLE 322 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 999 17010 SH SOLE 12009 0 501 VISA INC COM CL A 92826C839 478 2186 SH SOLE 618 0 1568 WALMART INC COM 931142103 250 1732 SH SOLE 1700 0 32