0001842054-24-000001.txt : 20240117 0001842054-24-000001.hdr.sgml : 20240117 20240117102436 ACCESSION NUMBER: 0001842054-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Rede Wealth, LLC CENTRAL INDEX KEY: 0001842054 ORGANIZATION NAME: 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: 24537067 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 X0202 13F-HR LIVE false false false 0001842054 XXXXXXXX 12-31-2023 12-31-2023 false Rede Wealth, LLC

600 Peter Jefferson Parkway, Suite 250 Charlottesville VA 22911

13F COMBINATION REPORT 028-20795 000173346 801-80719 0000825204 028-02180 000113360 801-17695 Crossmark Global Investments, Inc. 0001442676 028-13156 000145420 801-69131 EquityCompass Investment Management N Jean Elizabeth Carlin 434-974-3500 /s/ Jean Elizabeth Carlin Charlottesville VA 01-17-2024 0 112 210796393 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 270340 2473 SH SOLE 395 0 2078 ABBVIE INC COM 00287Y109 248631 1604 SH SOLE 1130 0 474 ABBVIE INC COM 00287Y109 6354 41 SH DFND 0 0 41 ALPHABET INC CAP STK CL A 02079K305 227415 1628 SH SOLE 1116 0 512 ALPHABET INC CAP STK CL A 02079K305 9080 65 SH DFND 0 0 65 AMAZON COM INC COM 023135106 6078 40 SH DFND 0 0 40 AMAZON COM INC COM 023135106 4078829 26845 SH SOLE 14865 0 11980 AON PLC SHS CL A G0403H108 552356 1898 SH SOLE 1898 0 0 APPLE INC COM 037833100 9711555 50442 SH SOLE 30038 0 20404 APPLE INC COM 037833100 4236 22 SH DFND 0 0 22 APPLIED MATLS INC COM 038222105 1323302 8165 SH SOLE 7098 0 1067 AT&T INC COM 00206R102 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COM 75513E101 5890 70 SH DFND 0 0 70 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 760044 16089 SH SOLE 10060 0 6029 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1270020 26213 SH SOLE 17900 0 8313 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 973448 12924 SH SOLE 4204 0 8720 SHOPIFY INC CL A 82509L107 462259 5934 SH SOLE 4371 0 1563 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 331685 9367 SH SOLE 6858 0 2509 SPDR S&P 500 ETF TR TR UNIT 78462F103 2332387 4907 SH SOLE 383 0 4524 SPDR S&P 500 ETF TR TR UNIT 78462F103 59414 125 SH DFND 0 0 125 SPDR SER TR PRTFLO S&P500 GW 78464A409 1503171 23104 SH SOLE 16021 0 7083 SPDR SER TR NUVEEN BLOOMBERG 78464A284 254923 10076 SH SOLE 8669 0 1407 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 80697 883 SH DFND 0 0 883 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 267133 2923 SH SOLE 689 0 2234 SPDR SER TR PORTFLI INTRMDIT 78464A672 2023590 70854 SH SOLE 42846 0 28008 SPDR SER TR PORTFOLIO LN TSR 78464A664 1035637 35687 SH SOLE 24192 0 11495 STARBUCKS CORP COM 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