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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2019-11-08 (Q3 2019) | Holdings: 24 | Value: $316.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IWF - iShares Russell 1000 Growth ETF | 15.73% | $49.8M | +169.89% | +14.12% | +37.15% | ||
| SCHX - Schwab US Large-Cap ET | Add 41% ($9.7M) | 10.55% | $33.4M | +120.10% | +9.59% | +18.87% | |
| BNDX - Vanguard Total International Bond ETF | Reduce 3% $(995.7K) | 9.42% | $29.9M | +2.18% | +2.13% | +3.69% | |
| IVW - iShares S&P 500 Growth ETF | 8.69% | $27.5M | +154.28% | +13.70% | +33.86% | ||
| MINT - PIMCO Enhanced Short Maturity Active ETF | Add 5% ($1.3M) | 8.05% | $25.5M | +16.42% | +0.80% | +1.81% | |
| SPYG - SPDR Portfolio S&P 500 Growth ETF | Add 5% ($1.1M) | 7.62% | $24.1M | +155.55% | +13.46% | +33.80% | |
| AGG - iShares Core US Aggregate Bond ETF | Add 780% ($18.9M) | 6.72% | $21.3M | +1.87% | +2.75% | +7.13% | |
| SCHV - Schwab US Large-Cap Value ET | Add 6% ($1.2M) | 6.53% | $20.7M | +64.93% | +4.32% | -0.68% | |
| VYM - Vanguard High Dividend Yield ETF | Add 2% ($447.4K) | 6.36% | $20.1M | +75.07% | +4.02% | -1.67% | |
| DLN - WisdomTree US LargeCap Dividend ETF | 6.12% | $19.4M | +85.15% | +5.69% | +2.45% | ||
| SCHF - Schwab International Equity ET | Reduce 6% $(478.0K) | 2.50% | $7.9M | +56.22% | +3.16% | +3.94% | |
| EZU - ISHARES INC | 2.28% | $7.2M | +68.30% | +2.62% | +1.54% | ||
| FPE - First Trust Exchange-Traded Fund | New Purchase | 1.92% | $6.1M | +22.01% | +3.93% | +4.62% | |
| VNQ - Vanguard Real Estate ETF | Add 1% ($67.1K) | 1.60% | $5.1M | +21.63% | +7.22% | -5.86% | |
| PHB - Invesco Fundamental Hi Yld Corp Bd ETF | 1.30% | $4.1M | +23.46% | +2.11% | +4.31% | ||
| AOK - iShares Core Conservative Allocation ETF | 1.20% | $3.8M | +24.64% | +3.69% | +8.05% | ||
| VONG - Vanguard Russell 1000 Growth ETF | 1.12% | $3.6M | +171.38% | +14.07% | +37.32% | ||
| SPSB - SPDR Series Trust | New Purchase | 0.96% | $3.0M | +15.37% | +1.20% | +4.06% | |
| IWD - iShares Russell 1000 Value ETF | 0.47% | $1.5M | +65.32% | +4.53% | -0.48% | ||
| HYG - iShares iBoxx $ High Yield Corp Bd ETF | Add 1% ($7.4K) | 0.45% | $1.4M | +23.96% | +2.71% | +4.09% | |
| AOR - iShares Core Growth Allocation ETF | 0.23% | $736.0K | +48.58% | +4.48% | +9.59% | ||
| PICB - Invesco International Corporate Bond ETF | 0.17% | $540.0K | -0.07% | +2.16% | +9.54% | ||
| IWO - iShares Russell 2000 Growth ETF | 0.01% | $20.0K | +47.88% | +9.83% | +22.47% | ||
| IWN - iShares Russell 2000 Value ETF | 0.01% | $17.0K | +44.73% | +0.58% | -5.26% | ||
| TIP - iShares TIPS Bond ETF | Reduce 100% | 0.00% | $0.00 | ||||
| VTIP - Vanguard Short-Term Infl-Prot Secs ETF | Reduce 100% | 0.00% | $0.00 | ||||