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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2020-08-12 (Q2 2020) | Holdings: 81 | Value: $426.7M | 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 |
| VONE - VANGUARD RUS 1000 ID ETF | New Purchase | 20.36% | $86.9M | +95.48% | +7.33% | +35.68% | |
| IWB - ISHARES:RUSS 1000 ETF | New Purchase | 9.01% | $38.5M | +95.04% | +7.43% | +35.88% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Add 3% ($1.1M) | 8.06% | $34.4M | +96.64% | +7.24% | +35.84% | |
| SPY - SPDR S&P 500 ETF | Add 2249% ($30.9M) | 7.56% | $32.3M | +98.50% | +6.81% | +34.45% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Reduce 43% $(23.3M) | 7.30% | $31.1M | +109.82% | +7.22% | +34.83% | |
| SCHV - SCHWAB STR:US LC VAL ETF | Add 23% ($4.8M) | 6.10% | $26.0M | +74.98% | +6.96% | +35.61% | |
| IJR - ISHARES:CORE S&P SM-CP | New Purchase | 5.95% | $25.4M | +58.45% | +8.52% | +48.50% | |
| SPYG - SPDR PTF S&P 500 GROWTH | Reduce 17% $(4.9M) | 5.64% | $24.1M | +102.88% | +6.83% | +34.98% | |
| IVW - ISHARES:S&P 500 GRO | Reduce 39% $(12.9M) | 4.76% | $20.3M | +101.48% | +6.75% | +34.71% | |
| VYM - VANGUARD HI DV YLD ETF | Reduce 19% $(3.5M) | 3.52% | $15.0M | +85.20% | +5.56% | +33.03% | |
| SPSB - SPDR PTF ST CORP BOND | Add 37% ($2.8M) | 2.37% | $10.1M | +11.16% | +0.26% | +0.96% | |
| BNDX - VANGUARD TOT ITL BI ETF | Reduce 57% $(11.4M) | 1.98% | $8.5M | -0.91% | +0.99% | +1.21% | |
| VOO - VANGUARD 500 IDX ETF | Add 5201% ($7.4M) | 1.78% | $7.6M | +99.16% | +6.83% | +34.58% | |
| VONG - VANGUARD RUS 1000 GI ETF | 1.33% | $5.7M | +110.59% | +7.16% | +34.91% | ||
| SCHF - SCHWAB STR:INTL EQTY ETF | Reduce 29% $(2.2M) | 1.25% | $5.3M | +56.61% | +5.94% | +28.53% | |
| MSFT - MICROSOFT | Add 1074% ($3.3M) | 0.85% | $3.6M | +152.08% | +3.63% | +41.18% | |
| AGG - ISHARES:CORE US AGG BD | Reduce 2% $(57.9K) | 0.83% | $3.6M | -5.67% | -0.46% | -0.56% | |
| AAPL - APPLE ORD | Add 994% ($3.2M) | 0.81% | $3.5M | +87.65% | +4.40% | +31.14% | |
| FPE - FRST TR III:PREF SEC&INC | 0.46% | $2.0M | +20.67% | +3.47% | +12.08% | ||
| IWD - ISHARES:RUSS 1000 VL ETF | Add 15% ($195.3K) | 0.36% | $1.5M | +76.33% | +7.71% | +36.85% | |
| HD - HOME DEPOT INC | New Purchase | 0.33% | $1.4M | +43.88% | -0.90% | +20.48% | |
| UNH - UNITEDHEALTH GRP INC | New Purchase | 0.30% | $1.3M | -1.83% | +11.37% | +29.67% | |
| CCI - CROWN CASTLE INTERNATIONAL CORP | New Purchase | 0.30% | $1.3M | -22.50% | +2.79% | +22.02% | |
| UNP - UNION PAC CORP | New Purchase | 0.29% | $1.2M | +35.74% | +7.61% | +22.21% | |
| TGT - TARGET CORP | New Purchase | 0.28% | $1.2M | -13.60% | +22.16% | +98.31% | |
| AVGO - BROADCOM INC | New Purchase | 0.28% | $1.2M | +853.24% | +13.45% | +51.27% | |
| FAST - FASTENAL CO | New Purchase | 0.27% | $1.2M | +112.76% | -0.53% | +18.57% | |
| BLK - BLACKROCK INC | New Purchase | 0.27% | $1.2M | +101.32% | +14.84% | +59.68% | |
| AMGN - AMGEN | New Purchase | 0.26% | $1.1M | +41.64% | -0.31% | -2.13% | |
| MINT - PIMCO ETF:ENH SM ACT ETF | Reduce 63% $(1.8M) | 0.25% | $1.1M | +14.59% | +0.25% | +0.59% | |
| MA - MASTERCARD CL A | New Purchase | 0.25% | $1.1M | +73.68% | +2.91% | +11.83% | |
| ITW - ILLINOIS TOOL WKS INC | New Purchase | 0.25% | $1.1M | +46.07% | +8.06% | +20.97% | |
| AMZN - AMAZON COM INC | New Purchase | 0.24% | $1.0M | +42.22% | -1.70% | +3.49% | |
| NEE - NEXTERA ENERGY INC | New Purchase | 0.24% | $1.0M | +19.40% | +9.64% | +20.35% | |
| VLO - VALERO ENERGY CORP | New Purchase | 0.24% | $1.0M | +229.78% | -6.26% | +29.49% | |
| MSI - MOTOROLA SOLUTIONS INC | New Purchase | 0.23% | $973.0K | +202.91% | +19.06% | +64.62% | |
| MRK - MERCK & CO INC | New Purchase | 0.23% | $970.0K | +21.61% | -0.55% | +1.19% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.21% | $909.0K | +221.27% | +12.88% | +61.30% | |
| LLY - ELI LILLY & CO | New Purchase | 0.21% | $904.0K | +440.00% | -5.11% | +78.17% | |
| LMT - LOCKHEED MARTIN CORP | New Purchase | 0.21% | $877.0K | +37.93% | -3.31% | -5.74% | |
| AMD - ADVANCED MICRO DEVICES | New Purchase | 0.20% | $872.0K | +87.75% | -1.75% | +33.39% | |
| DLR - DIGITAL REALTY TR INC | New Purchase | 0.19% | $801.0K | +32.22% | -5.40% | +6.63% | |
| PEP - PEPSICO INC | New Purchase | 0.19% | $797.0K | +13.28% | +6.31% | +17.58% | |
| ADI - ANALOG DEVICES | New Purchase | 0.18% | $771.0K | +122.35% | +15.84% | +46.46% | |
| AMT - AMERICAN TOWER CORP | New Purchase | 0.18% | $771.0K | +0.24% | -2.64% | +15.08% | |
| ZTS - ZOETIS INC CL A | New Purchase | 0.16% | $691.0K | +0.21% | +4.61% | +27.69% | |
| PLD - PROLOGIS INC | New Purchase | 0.16% | $689.0K | +21.28% | +1.58% | +31.72% | |
| GOOGL - ALPHABET CL A | New Purchase | 0.16% | $678.0K | +142.79% | +17.51% | +82.64% | |
| MSCI - MSCI INC | New Purchase | 0.15% | $639.0K | +66.25% | +9.63% | +78.74% | |
| APD - AIR PRODUCTS AND CHEMICALS INC | New Purchase | 0.15% | $622.0K | +13.65% | -6.75% | +0.40% | |
| IGSB - ISHARES:SHT-TRM CORP BD | Reduce 100% | 0.00% | $0.00 | ||||
| HYG - ISHARES:IBOXX $HY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| PICB - INVESCO INTL CORP BD | Reduce 100% | 0.00% | $0.00 | ||||
| VNQ - VANGUARD RE IDX ETF | Reduce 100% | 0.00% | $0.00 | ||||
| IUSB - ISHARES:CORE TOT USD BD | Reduce 100% | 0.00% | $0.00 | ||||
| SPAB - SPDR PTF AGGREGATE BOND | Reduce 100% | 0.00% | $0.00 | ||||
| BND - VANGUARD TOT BD ETF | Reduce 100% | 0.00% | $0.00 | ||||
| IWO - ISHARES:RUSS 2000 GR ETF | Reduce 100% | 0.00% | $0.00 | ||||
| DLN - WISDOMTREE:US LGCP DIV | Reduce 100% | 0.00% | $0.00 | ||||
| AOK - ISHARES:CORE CONSV ALLOC | Reduce 100% | 0.00% | $0.00 | ||||
| IWN - ISHARES:RUSS 2000 VL ETF | Reduce 100% | 0.00% | $0.00 | ||||
| PHB - INVESCO FD HY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| IGIB - ISHARES:INT-TRM CORP BD | Reduce 100% | 0.00% | $0.00 | ||||
| EZU - ISHARES:MSCI EUROZONE | Reduce 100% | 0.00% | $0.00 | ||||