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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2020-02-10 (Q4 2019) | Holdings: 26 | Value: $376.3M | 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 | Add 2% ($1.2M) | 14.93% | $56.2M | +135.12% | -5.92% | +34.61% | |
| SCHX - Schwab US Large-Cap ET | Add 18% ($6.5M) | 11.34% | $42.7M | +99.85% | -12.57% | +21.49% | |
| VNQ - Vanguard Real Estate ETF | Reduce 21% $(10.6M) | 10.62% | $40.0M | +13.06% | -23.20% | -3.74% | |
| IVW - iShares S&P 500 Growth ETF | Add 1% ($249.8K) | 7.93% | $29.9M | +122.52% | -7.05% | +29.74% | |
| BNDX - Vanguard Total International Bond ETF | 7.66% | $28.8M | +0.08% | -0.75% | +1.92% | ||
| SPYG - SPDR Portfolio S&P 500 Growth ETF | Add 6% ($1.7M) | 7.36% | $27.7M | +124.28% | -6.89% | +29.95% | |
| SCHV - Schwab US Large-Cap Value ET | Add 12% ($2.6M) | 6.53% | $24.6M | +57.45% | -19.55% | +6.29% | |
| VYM - Vanguard High Dividend Yield ETF | Add 3% ($609.2K) | 5.82% | $21.9M | +67.65% | -17.92% | +4.52% | |
| AGG - iShares Core US Aggregate Bond ETF | 5.62% | $21.1M | -0.86% | +2.17% | +4.37% | ||
| DLN - WisdomTree US LargeCap Dividend ETF | Add 1% ($179.0K) | 5.48% | $20.6M | +74.48% | -16.28% | +4.96% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Reduce 21% $(5.4M) | 5.35% | $20.1M | +15.50% | -0.66% | +1.32% | |
| SCHF - Schwab International Equity ET | Add 6% ($538.5K) | 2.36% | $8.9M | +50.58% | -18.21% | +14.07% | |
| EZU - ISHARES INC | 2.07% | $7.8M | +63.29% | -23.39% | +11.31% | ||
| FPE - First Trust Exchange-Traded Fund | 1.66% | $6.3M | +17.39% | -9.99% | +4.77% | ||
| VONG - Vanguard Russell 1000 Growth ETF | Add 33% ($1.3M) | 1.39% | $5.2M | +136.56% | -5.76% | +34.85% | |
| AOK - iShares Core Conservative Allocation ETF | 1.03% | $3.9M | +19.97% | -4.34% | +8.62% | ||
| PHB - Invesco Fundamental Hi Yld Corp Bd ETF | Reduce 26% $(1.1M) | 0.82% | $3.1M | +20.59% | -8.88% | +5.30% | |
| SPSB - SPDR Series Trust | 0.81% | $3.0M | +13.97% | +0.37% | +3.36% | ||
| IWD - iShares Russell 1000 Value ETF | Add 1% ($23.5K) | 0.43% | $1.6M | +57.50% | -20.65% | +6.90% | |
| HYG - iShares iBoxx $ High Yield Corp Bd ETF | Reduce 27% $(394.7K) | 0.28% | $1.1M | +20.43% | -8.79% | +4.43% | |
| AOR - iShares Core Growth Allocation ETF | 0.20% | $765.0K | +41.73% | -9.22% | +13.05% | ||
| PICB - Invesco International Corporate Bond ETF | 0.15% | $561.0K | -2.18% | -5.22% | +12.06% | ||
| AAPL - Apple Inc | New Purchase | 0.10% | $361.0K | +166.63% | -2.39% | +68.33% | |
| MSFT - Microsoft Corp | New Purchase | 0.06% | $212.0K | +178.45% | -1.78% | +29.60% | |
| IWO - iShares Russell 2000 Growth ETF | 0.01% | $22.0K | +33.94% | -14.14% | +51.15% | ||
| IWN - iShares Russell 2000 Value ETF | 0.00% | $18.0K | +43.09% | -28.18% | +23.28% | ||