# EDGAR Filing Document

**Accession Number:** 0001842054
**File Stem:** 0001842054-23-000001
**Filing Date:** 2023-1
**Character Count:** 15983
**Document Hash:** b34c01e64118d2429e9eca8f8323d9f7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001842054-23-000001.hdr.sgml**: 20230117

**ACCESSION NUMBER**: 0001842054-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230117

**DATE AS OF CHANGE**: 20230117

**EFFECTIVENESS DATE**: 20230117

**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:** 23531099

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Rede Wealth LLC<br>**Address:** 600 Peter Jefferson Parkway Suite 250<br>Charlottesville, VA 22911

**Form 13F File Number:** 028-20795

**CRD Number (if applicable):** 000173346

**SEC File Number (if applicable):** 801-80719

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jean Elizabeth Carlin<br>**Title:** CCO<br>**Phone:** 434-974-3500

**Signature, Place, and Date of Signing:**

/s/ Jean Elizabeth Carlin  Charlottesville, VA  01-17-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 123

**Form 13F Information Table Value Total:** $187146274

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                | Form 13F File Number   |   CRD Number | SEC File Number   |
|---:|:---|:---|---:|:---|
|     1 | Crossmark Global Investments Inc.   | 028-02180              |    000113360 | 801-17695         |
|     2 | EquityCompass Investment Management | 028-13156              |    000145420 | 801-69131         |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 501322 | 4180 | SH |  | SOLE |  | 1957 | 0 | 2222 |
| ABBVIE INC | COM | 00287Y109 |  | 350398 | 2168 | SH |  | SOLE |  | 2110 | 0 | 58 |
| ABBVIE INC | COM | 00287Y109 |  | 38625 | 239 | SH |  | DFND |  | 0 | 111 | 128 |
| AMAZON COM INC | COM | 023135106 |  | 8400 | 100 | SH |  | DFND |  | 0 | 100 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 31920 | 380 | SH |  | DFND |  | 0 | 157 | 223 |
| AMAZON COM INC | COM | 023135106 |  | 2295048 | 27322 | SH |  | SOLE |  | 16084 | 0 | 11238 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 251027 | 1699 | SH |  | SOLE |  | 706 | 0 | 993 |
| AON PLC | SHS CL A | G0403H108 |  | 569666 | 1898 | SH |  | SOLE |  | 1898 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 15851 | 122 | SH |  | DFND |  | 0 | 59 | 63 |
| APPLE INC | COM | 037833100 |  | 6877532 | 52933 | SH |  | SOLE |  | 34559 | 0 | 18372 |
| APPLE INC | COM | 037833100 |  | 12993 | 100 | SH |  | DFND |  | 0 | 100 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 29214 | 300 | SH |  | DFND |  | 0 | 300 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 810396 | 8322 | SH |  | SOLE |  | 7055 | 0 | 1267 |
| AT INC | COM | 00206R102 |  | 480596 | 26105 | SH |  | SOLE |  | 6825 | 0 | 19280 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 653029 | 2734 | SH |  | SOLE |  | 1685 | 0 | 1048 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 41323 | 173 | SH |  | DFND |  | 0 | 85 | 88 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 101241567 | 216 | SH |  | SOLE |  | 197 | 0 | 19 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2501781 | 8099 | SH |  | SOLE |  | 3048 | 0 | 5051 |
| BLACKROCK INC | COM | 09247X101 |  | 488014 | 689 | SH |  | SOLE |  | 549 | 0 | 138 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 21585 | 300 | SH |  | DFND |  | 0 | 300 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 410115 | 5700 | SH |  | SOLE |  | 4500 | 0 | 1200 |
| CATERPILLAR INC | COM | 149123101 |  | 233630 | 975 | SH |  | SOLE |  | 183 | 0 | 792 |
| CHEVRON CORP NEW | COM | 166764100 |  | 553859 | 3086 | SH |  | SOLE |  | 2015 | 0 | 1070 |
| CHUBB LIMITED | COM | H1467J104 |  | 356490 | 1616 | SH |  | SOLE |  | 1616 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 304974 | 6402 | SH |  | SOLE |  | 1448 | 0 | 4953 |
| CISCO SYS INC | COM | 17275R102 |  | 54595 | 1146 | SH |  | DFND |  | 0 | 759 | 387 |
| COCA COLA CO | COM | 191216100 |  | 25444 | 400 | SH |  | DFND |  | 0 | 400 | 0 |
| COCA COLA CO | COM | 191216100 |  | 389102 | 6117 | SH |  | SOLE |  | 3493 | 0 | 2624 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 257250 | 7269 | SH |  | SOLE |  | 5464 | 0 | 1805 |
| CSX CORP | COM | 126408103 |  | 12392 | 400 | SH |  | DFND |  | 0 | 400 | 0 |
| CSX CORP | COM | 126408103 |  | 532033 | 17173 | SH |  | SOLE |  | 12100 | 0 | 5073 |
| DISNEY WALT CO | COM | 254687106 |  | 282722 | 3254 | SH |  | SOLE |  | 342 | 0 | 2912 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 711259 | 29488 | SH |  | SOLE |  | 23225 | 0 | 6262 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 33090 | 300 | SH |  | DFND |  | 0 | 300 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1323309 | 11997 | SH |  | SOLE |  | 10298 | 0 | 1699 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 1618577 | 34140 | SH |  | SOLE |  | 21146 | 0 | 12994 |
| FIRST TR NAS100 EQ WEIGHTED | SHS | 337344105 |  | 293951 | 3311 | SH |  | SOLE |  | 3171 | 0 | 140 |
| FORD MTR CO DEL | COM | 345370860 |  | 239910 | 20629 | SH |  | SOLE |  | 13508 | 0 | 7120 |
| GLOBAL X FDS | CONSCIOUS COS | 37954Y731 |  | 207647 | 7499 | SH |  | SOLE |  | 3023 | 0 | 4476 |
| HEXCEL CORP NEW | COM | 428291108 |  | 225513 | 3832 | SH |  | SOLE |  | 3772 | 0 | 60 |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | 46138E420 |  | 218258 | 5432 | SH |  | DFND |  | 0 | 2613 | 2819 |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | 46138E420 |  | 107964 | 2687 | SH |  | SOLE |  | 2238 | 0 | 449 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 1061507 | 16612 | SH |  | SOLE |  | 12979 | 0 | 3633 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 322731 | 1212 | SH |  | SOLE |  | 553 | 0 | 659 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 205228 | 6825 | SH |  | SOLE |  | 3697 | 0 | 3128 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 95862 | 1181 | SH |  | SOLE |  | 912 | 0 | 269 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 1865296 | 2298 | SH |  | DFND |  | 0 | 1151 | 1147 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 204113 | 4097 | SH |  | SOLE |  | 3040 | 0 | 1057 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 373301 | 7493 | SH |  | DFND |  | 0 | 3649 | 3844 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 290672 | 2530 | SH |  | SOLE |  | 1573 | 0 | 957 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 442901 | 3855 | SH |  | DFND |  | 0 | 1873 | 1982 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 93772 | 1894 | SH |  | DFND |  | 0 | 926 | 968 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 289336 | 5844 | SH |  | SOLE |  | 1898 | 0 | 3946 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 989822 | 21314 | SH |  | SOLE |  | 6824 | 0 | 14490 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 1645768 | 28434 | SH |  | SOLE |  | 12011 | 0 | 16423 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3542309 | 9220 | SH |  | SOLE |  | 4886 | 0 | 4333 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 213120 | 2513 | SH |  | SOLE |  | 2500 | 0 | 13 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1918850 | 19784 | SH |  | SOLE |  | 6347 | 0 | 13437 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 239293 | 10067 | SH |  | SOLE |  | 6630 | 0 | 3437 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 254874 | 3877 | SH |  | SOLE |  | 2561 | 0 | 1316 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 289082 | 3411 | SH |  | SOLE |  | 967 | 0 | 2444 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 372378 | 7967 | SH |  | SOLE |  | 4730 | 0 | 3237 |
| ISHARES TR | MBS ETF | 464288588 |  | 240686 | 2595 | SH |  | SOLE |  | 1888 | 0 | 707 |
| ISHARES TR | MBS ETF | 464288588 |  | 419230 | 4520 | SH |  | DFND |  | 0 | 2190 | 2330 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 436751 | 8106 | SH |  | SOLE |  | 7956 | 0 | 150 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 173421 | 2642 | SH |  | DFND |  | 0 | 1283 | 1359 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 247200 | 3766 | SH |  | SOLE |  | 1059 | 0 | 2707 |
| ISHARES TR | MSCI KLD400 SOC | 464288570 |  | 564628 | 7865 | SH |  | SOLE |  | 3965 | 0 | 3900 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 329364 | 2257 | SH |  | SOLE |  | 1104 | 0 | 1153 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 1991766 | 19102 | SH |  | SOLE |  | 11403 | 0 | 7699 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 362617 | 4868 | SH |  | SOLE |  | 0 | 0 | 4868 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 7240286 | 40987 | SH |  | SOLE |  | 40286 | 0 | 700 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 34270 | 194 | SH |  | DFND |  | 0 | 86 | 108 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 680361 | 5074 | SH |  | SOLE |  | 4188 | 0 | 885 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 28429 | 212 | SH |  | DFND |  | 0 | 101 | 111 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 393602 | 1132 | SH |  | SOLE |  | 35 | 0 | 1096 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 29905 | 86 | SH |  | DFND |  | 0 | 39 | 47 |
| MCDONALDS CORP | COM | 580135101 |  | 1011929 | 3840 | SH |  | SOLE |  | 3558 | 0 | 281 |
| MICROSOFT CORP | COM | 594918104 |  | 26380 | 110 | SH |  | DFND |  | 0 | 53 | 57 |
| MICROSOFT CORP | COM | 594918104 |  | 2279703 | 9506 | SH |  | SOLE |  | 6959 | 0 | 2546 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 366200 | 5494 | SH |  | SOLE |  | 4879 | 0 | 615 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 19995 | 300 | SH |  | DFND |  | 0 | 300 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 439961 | 1492 | SH |  | SOLE |  | 703 | 0 | 789 |
| NIKE INC | CL B | 654106103 |  | 32178 | 275 | SH |  | DFND |  | 0 | 133 | 142 |
| NIKE INC | CL B | 654106103 |  | 247972 | 2119 | SH |  | SOLE |  | 972 | 0 | 1147 |
| NIKE INC | CL B | 654106103 |  | 11701 | 100 | SH |  | DFND |  | 0 | 100 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 628477 | 2550 | SH |  | SOLE |  | 1000 | 0 | 1550 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 340470 | 6964 | SH |  | SOLE |  | 3315 | 0 | 3649 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 417454 | 12192 | SH |  | SOLE |  | 6119 | 0 | 6073 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 504475 | 3452 | SH |  | SOLE |  | 2676 | 0 | 776 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 11545 | 79 | SH |  | DFND |  | 0 | 39 | 40 |
| PEPSICO INC | COM | 713448108 |  | 384986 | 2131 | SH |  | SOLE |  | 2100 | 0 | 31 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 248168 | 2452 | SH |  | SOLE |  | 1600 | 0 | 852 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 |  | 271470 | 23084 | SH |  | SOLE |  | 23084 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1230227 | 8117 | SH |  | SOLE |  | 6269 | 0 | 1847 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 20890 | 207 | SH |  | DFND |  | 0 | 99 | 108 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 359578 | 3563 | SH |  | SOLE |  | 3048 | 0 | 515 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 20184 | 200 | SH |  | DFND |  | 0 | 200 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 1362224 | 20762 | SH |  | SOLE |  | 5880 | 0 | 14882 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 538872 | 10946 | SH |  | SOLE |  | 8890 | 0 | 2056 |
| SHOPIFY INC | CL A | 82509L107 |  | 202949 | 5847 | SH |  | SOLE |  | 4792 | 0 | 1055 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 378908 | 11496 | SH |  | SOLE |  | 8622 | 0 | 2874 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 288352 | 754 | SH |  | DFND |  | 0 | 364 | 390 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2030321 | 5309 | SH |  | SOLE |  | 541 | 0 | 4768 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 1040846 | 20542 | SH |  | SOLE |  | 13588 | 0 | 6953 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 738071 | 8069 | SH |  | SOLE |  | 1693 | 0 | 6376 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 380241 | 4157 | SH |  | DFND |  | 0 | 2023 | 2134 |
| SPDR SER TR | PORTFLI INTRMDIT | 78464A672 |  | 3867242 | 136942 | SH |  | SOLE |  | 85423 | 0 | 51519 |
| STARBUCKS CORP | COM | 855244109 |  | 664634 | 6700 | SH |  | SOLE |  | 3721 | 0 | 2978 |
| STARBUCKS CORP | COM | 855244109 |  | 29760 | 300 | SH |  | DFND |  | 0 | 300 | 0 |
| TESLA INC | COM | 88160R101 |  | 335296 | 2722 | SH |  | SOLE |  | 457 | 0 | 2265 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 643580 | 14957 | SH |  | SOLE |  | 3103 | 0 | 11852 |
| UNION PAC CORP | COM | 907818108 |  | 318888 | 1540 | SH |  | SOLE |  | 740 | 0 | 800 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2077461 | 3918 | SH |  | SOLE |  | 3190 | 0 | 727 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 947268 | 5161 | SH |  | SOLE |  | 2310 | 0 | 2851 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2922356 | 20819 | SH |  | SOLE |  | 8358 | 0 | 12460 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 4424554 | 89403 | SH |  | SOLE |  | 53058 | 0 | 36345 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 37233 | 945 | SH |  | DFND |  | 0 | 390 | 555 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 15760 | 400 | SH |  | DFND |  | 0 | 400 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 765896 | 19439 | SH |  | SOLE |  | 16093 | 0 | 3345 |
| VISA INC | COM CL A | 92826C839 |  | 462159 | 2224 | SH |  | SOLE |  | 707 | 0 | 1517 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 12726 | 96 | SH |  | SOLE |  | 80 | 0 | 16 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 291632 | 220 | SH |  | DFND |  | 0 | 100 | 120 |

---