0001842054-21-000003.txt : 20211008
0001842054-21-000003.hdr.sgml : 20211008
20211008141730
ACCESSION NUMBER: 0001842054-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211008
DATE AS OF CHANGE: 20211008
EFFECTIVENESS DATE: 20211008
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: 211314939
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
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0001842054
XXXXXXXX
09-30-2021
09-30-2021
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
CCO
434-974-3500
/s/ Jean Elizabeth Carlin
Charlottesville
VA
10-08-2021
0
143
187629
INFORMATION TABLE
2
infotable.xml
3M CO
COM
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SH
SOLE
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ABBOTT LABS
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1752
SH
SOLE
1751
0
0
ABBOTT LABS
COM
002824100
24
200
SH
DFND
0
200
0
ABBVIE INC
COM
00287Y109
31
290
SH
DFND
0
126
164
ABBVIE INC
COM
00287Y109
293
2720
SH
SOLE
2655
0
64
ADIAL PHARMACEUTICALS INC
COM
00688A106
65
15200
SH
SOLE
15200
0
0
AMAZON COM INC
COM
023135106
4271
1300
SH
SOLE
731
0
569
AMERICAN EXPRESS CO
COM
025816109
368
2196
SH
SOLE
1188
0
1008
AON PLC
SHS CL A
G0403H108
542
1898
SH
SOLE
1898
0
0
APPLE INC
COM
037833100
7408
52350
SH
SOLE
32812
0
19538
APPLE INC
COM
037833100
67
474
SH
DFND
0
322
152
APPLIED MATLS INC
COM
038222105
1077
8363
SH
SOLE
7096
0
1267
APPLIED MATLS INC
COM
038222105
26
200
SH
DFND
0
200
0
AT&T INC
COM
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16
600
SH
DFND
0
600
0
AT&T INC
COM
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748
27698
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SOLE
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AUTOMATIC DATA PROCESSING IN
COM
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SOLE
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COM
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212
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DFND
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122
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COM
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3929
SH
SOLE
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1122
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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SOLE
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BERKSHIRE HATHAWAY INC DEL
CL A
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90092
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SOLE
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0
19
BLACKROCK INC
COM
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578
690
SH
SOLE
503
0
186
BRISTOL-MYERS SQUIBB CO
COM
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360
6079
SH
SOLE
4831
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1248
BRISTOL-MYERS SQUIBB CO
COM
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41
686
SH
DFND
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300
386
CATERPILLAR INC
COM
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2473
SH
SOLE
220
0
2253
CHEVRON CORP NEW
COM
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300
SH
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0
300
0
CHEVRON CORP NEW
COM
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SOLE
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CHUBB LIMITED
COM
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280
1616
SH
SOLE
1616
0
0
CISCO SYS INC
COM
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1109
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DFND
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700
409
CISCO SYS INC
COM
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347
6368
SH
SOLE
1113
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5255
COCA COLA CO
COM
191216100
26
500
SH
DFND
0
500
0
COCA COLA CO
COM
191216100
326
6204
SH
SOLE
3580
0
2624
CORNING INC
COM
219350105
226
6184
SH
SOLE
4650
0
1534
CSX CORP
COM
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563
18919
SH
SOLE
13396
0
5523
DEERE & CO
COM
244199105
406
1211
SH
SOLE
1100
0
110
DISNEY WALT CO
COM
254687106
591
3496
SH
SOLE
477
0
3019
DOMINION ENERGY INC
COM
25746U109
249
3406
SH
SOLE
2225
0
1180
ENTERPRISE PRODS PARTNERS L
COM
293792107
725
33492
SH
SOLE
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9732
EXXON MOBIL CORP
COM
30231G102
745
12669
SH
SOLE
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2370
FACEBOOK INC
CL A
30303M102
540
1591
SH
SOLE
591
0
1000
FACEBOOK INC
CL A
30303M102
42
123
SH
DFND
0
55
68
FEDEX CORP
COM
31428X106
211
964
SH
SOLE
944
0
20
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
452
3810
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SOLE
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2291
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FIRST TR ENH NEW
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475
7924
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SOLE
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0
7924
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
4497
88906
SH
SOLE
33735
0
55171
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
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875
16334
SH
SOLE
7828
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FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
1451
13041
SH
SOLE
5256
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FORD MTR CO DEL
COM
345370860
268
18960
SH
SOLE
13430
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5530
GENERAL MTRS CO
COM
37045V100
354
6717
SH
SOLE
5484
0
1233
GENERAL MTRS CO
COM
37045V100
21
400
SH
DFND
0
400
0
GLOBAL X FDS
CONSCIOUS COS
37954Y731
235
7499
SH
SOLE
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HEXCEL CORP NEW
COM
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227
3826
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SOLE
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60
INTEL CORP
COM
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21
400
SH
DFND
0
400
0
INTEL CORP
COM
458140100
656
12304
SH
SOLE
5018
0
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INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
1819
29898
SH
SOLE
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INVESCO EXCH TRADED FD TR II
S&P INTL LOW
46138E230
337
11012
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SOLE
5845
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 MUNI
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7840
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SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
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316
14249
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SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
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522
24106
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SOLE
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8739
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
272
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SH
SOLE
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5784
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
364
16913
SH
SOLE
12172
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
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16741
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SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
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331
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SOLE
474
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674
INVESCO QQQ TR
UNIT SER 1
46090E103
1230
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SOLE
2034
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1402
ISHARES INC
MSCI EMERG MRKT
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5025
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SOLE
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ESG AWR MSCI EM
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MSCI USA MMENTM
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SOLE
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3019
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U.S. TECH ETF
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493
4868
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SOLE
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ISHARES TR
CORE S&P TTL STK
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510
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ESG AWR MSCI USA
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2523
25628
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SOLE
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ISHARES TR
CORE S&P500 ETF
464287200
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SH
SOLE
3410
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3922
ISHARES TR
1 3 YR TREAS BD
464287457
663
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SH
SOLE
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1081
ISHARES TR
US TREAS BD ETF
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SOLE
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ISHARES TR
MBS ETF
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358
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SOLE
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735
ISHARES TR
CORE MSCI EAFE
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372
5009
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SOLE
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3221
ISHARES TR
TIPS BD ETF
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SOLE
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644
ISHARES TR
CORE S&P SCP ETF
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780
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MSCI USA MIN VOL
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ISHS 5-10YR INVT
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ISHARES TR
EAFE GRWTH ETF
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NATIONAL MUN ETF
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IBOXX INV CP ETF
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SOLE
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1594
ISHARES TR
MSCI USA VALUE
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SOLE
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MSCI KLD400 SOC
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ISHARES TR
MSCI EMG MKT ETF
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BARCLAYS 7 10 YR
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280
2434
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SOLE
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2233
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U.S. MED DVC ETF
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SOLE
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3013
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ISHS 1-5YR INVS
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20 YR TR BD ETF
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MRGSTR MD CP GRW
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ISHARES TR
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SOLE
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ISHARES TR
TIPS BD ETF
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324
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ISHARES TR
MSCI EAFE ETF
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DFND
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ISHARES TR
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3 7 YR TREAS BD
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ISHS 5-10YR INVT
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1253
ISHARES TR
MBS ETF
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SH
DFND
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2632
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ISHS 1-5YR INVS
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479
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SH
DFND
0
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5020
ISHARES TR
MSCI EAFE ETF
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2740
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COM
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JPMORGAN CHASE & CO
COM
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CL A
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COM
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SOLE
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MICROSOFT CORP
COM
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MICROSOFT CORP
COM
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MONDELEZ INTL INC
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MONDELEZ INTL INC
CL A
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615
NETFLIX INC
COM
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SOLE
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NIKE INC
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NIKE INC
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COM
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COM
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COM
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COM
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RAYTHEON TECHNOLOGIES CORP
COM
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SCHWAB STRATEGIC TR
INTRM TRM TRES
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SOLE
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TR UNIT
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SPDR S&P 500 ETF TR
TR UNIT
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DFND
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1159
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COM
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STARBUCKS CORP
COM
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TESLA INC
COM
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TRUIST FINL CORP
COM
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SPON ADR NEW
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SPON ADR NEW
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COM
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COM
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INTERMED TERM
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SOLE
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FTSE EMR MKT ETF
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234
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SH
DFND
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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SH
SOLE
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513
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COM
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SOLE
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VERIZON COMMUNICATIONS INC
COM
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SH
DFND
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VISA INC
COM CL A
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SH
SOLE
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WALMART INC
COM
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SOLE
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32