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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2020-05-08 (Q1 2020) | Holdings: 32 | Value: $232.8M | 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:RUSS 1000 GR ETF | Reduce 11% $(5.4M) | 18.34% | $42.7M | +153.76% | +20.10% | +44.61% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Reduce 19% $(6.5M) | 11.81% | $27.5M | +130.45% | +16.74% | +48.27% | |
| IVW - ISHARES:S&P 500 GRO | Add 4% ($947.7K) | 11.34% | $26.4M | +142.34% | +19.35% | +43.67% | |
| SPYG - SPDR PTF S&P 500 GROWTH | Reduce 3% $(599.4K) | 9.88% | $23.0M | +143.98% | +19.38% | +43.88% | |
| BNDX - VANGUARD TOT ITL BI ETF | Reduce 32% $(9.3M) | 8.31% | $19.3M | +0.76% | +2.27% | +0.87% | |
| SCHV - SCHWAB STR:US LC VAL ETF | Add 4% ($689.8K) | 8.06% | $18.8M | +96.00% | +11.89% | +48.28% | |
| VYM - VANGUARD HI DV YLD ETF | 7.13% | $16.6M | +104.73% | +10.39% | +45.05% | ||
| DLN - WISDOMTREE:US LGCP DIV | Reduce 6% $(993.8K) | 6.34% | $14.8M | +109.81% | +12.09% | +40.11% | |
| SPSB - SPDR PTF ST CORP BOND | Add 138% ($4.1M) | 3.06% | $7.1M | +13.40% | +2.04% | +2.87% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Reduce 5% $(307.9K) | 2.80% | $6.5M | +85.39% | +15.66% | +48.32% | |
| EZU - ISHARES:MSCI EUROZONE | 2.44% | $5.7M | +114.56% | +22.53% | +59.07% | ||
| VONG - VANGUARD RUS 1000 GI ETF | 1.92% | $4.5M | +155.02% | +20.23% | +44.83% | ||
| AGG - ISHARES:CORE US AGG BD | Reduce 84% $(18.2M) | 1.51% | $3.5M | -3.21% | +3.07% | +0.25% | |
| MINT - PIMCO ETF:ENH SM ACT ETF | Reduce 85% $(16.8M) | 1.22% | $2.8M | +16.26% | +1.43% | +1.95% | |
| VNQ - VANGUARD RE IDX ETF | Reduce 8% $(249.6K) | 1.19% | $2.8M | +46.75% | +12.42% | +38.08% | |
| PHB - INVESCO FD HY CORP | Reduce 7% $(188.9K) | 1.07% | $2.5M | +32.64% | +10.29% | +16.41% | |
| FPE - FRST TR III:PREF SEC&INC | Reduce 66% $(3.4M) | 0.75% | $1.8M | +30.35% | +7.18% | +18.28% | |
| HYG - ISHARES:IBOXX $HY CORP | Add 28% ($260.1K) | 0.51% | $1.2M | +31.72% | +8.38% | +14.73% | |
| IWD - ISHARES:RUSS 1000 VL ETF | 0.50% | $1.2M | +98.42% | +12.57% | +51.94% | ||
| SPY - SPDR S&P 500 ETF | New Purchase | 0.49% | $1.1M | +131.15% | +16.09% | +46.26% | |
| AOK - ISHARES:CORE CONSV ALLOC | Reduce 86% $(3.1M) | 0.22% | $513.0K | +25.81% | +7.74% | +14.68% | |
| SPAB - SPDR PTF AGGREGATE BOND | New Purchase | 0.22% | $501.0K | -3.20% | +3.26% | +0.45% | |
| BND - VANGUARD TOT BD ETF | New Purchase | 0.21% | $495.0K | -3.17% | +3.27% | +0.19% | |
| IUSB - ISHARES:CORE TOT USD BD | New Purchase | 0.21% | $492.0K | +0.18% | +4.11% | +2.20% | |
| MSFT - MICROSOFT ORD | Add 12% ($25.6K) | 0.10% | $238.0K | +189.06% | +14.02% | +36.33% | |
| AAPL - APPLE ORD | Reduce 29% $(92.1K) | 0.09% | $221.0K | +179.28% | +46.62% | +65.80% | |
| PICB - INVESCO INTL CORP BD | Reduce 60% $(301.8K) | 0.09% | $205.0K | +3.32% | +12.00% | +17.81% | |
| IGIB - ISHARES:INT-TRM CORP BD | New Purchase | 0.08% | $182.0K | +9.29% | +7.80% | +6.73% | |
| VOO - VANGUARD 500 IDX ETF | New Purchase | 0.05% | $120.0K | +132.10% | +16.18% | +46.50% | |
| IGSB - ISHARES:SHT-TRM CORP BD | New Purchase | 0.04% | $88.0K | +13.46% | +3.29% | +4.51% | |
| IWO - ISHARES:RUSS 2000 GR ETF | 0.01% | $16.0K | +58.70% | +21.09% | +54.71% | ||
| IWN - ISHARES:RUSS 2000 VL ETF | 0.00% | $11.0K | +98.02% | +20.77% | +85.64% | ||
| AOR - iShares Core Growth Allocation ETF | Reduce 100% | 0.00% | $0.00 | ||||