Portfolio (Quarterly)
Guide ↗
Rede Wealth, LLC
· CIK 0001842054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IGSB | ISHARES TR | — | 6,021.0 | $316K | 0.11% | +597.0 | +11.0% | $52.56 | -1.5% |
| 22 | NULV | NUSHARES ETF TR | — | 5,788.0 | $263K | 0.10% | +126.0 | +2.2% | $45.50 | +17.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.0%
Financial Services
19.8%
Healthcare
15.3%
Consumer Cyclical
10.1%
Industrials
7.4%
Energy
6.3%
Communication Services
4.3%
Consumer Defensive
2.8%