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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2020-11-12 (Q3 2020) | Holdings: 72 | Value: $547.0M | 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 | Add 12% ($11.1M) | 19.34% | $105.8M | +83.41% | +12.87% | +33.82% | |
| IWB - ISHARES:RUSS 1000 ETF | Add 77% ($32.4M) | 13.58% | $74.3M | +82.70% | +12.79% | +33.76% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Add 25% ($9.4M) | 8.56% | $46.8M | +84.59% | +12.66% | +34.07% | |
| VTWO - VANGUARD RUS 2000 ID ETF | New Purchase | 6.92% | $37.8M | +36.28% | +32.22% | +40.60% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Add 1% ($335.5K) | 6.50% | $35.5M | +95.93% | +12.23% | +34.85% | |
| VGK - VANGUARD EURO S ETF | New Purchase | 6.16% | $33.7M | +58.95% | +12.69% | +25.95% | |
| SPY - SPDR S&P 500 ETF | Reduce 5% $(1.7M) | 6.10% | $33.4M | +87.32% | +10.89% | +33.42% | |
| SPYG - SPDR PTF S&P 500 GROWTH | Reduce 32% $(8.6M) | 3.33% | $18.2M | +90.70% | +10.76% | +36.43% | |
| IVW - ISHARES:S&P 500 GRO | Reduce 28% $(6.4M) | 2.97% | $16.2M | +89.55% | +10.70% | +36.28% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Add 143% ($8.0M) | 2.50% | $13.6M | +48.92% | +14.13% | +22.04% | |
| VOO - VANGUARD 500 IDX ETF | Add 27% ($2.2M) | 1.91% | $10.5M | +87.90% | +10.95% | +33.54% | |
| SPSB - SPDR PTF ST CORP BOND | Reduce 1% $(84.4K) | 1.84% | $10.1M | +10.80% | +0.49% | +0.14% | |
| SCHV - SCHWAB STR:US LC VAL ETF | Reduce 63% $(17.1M) | 1.83% | $10.0M | +65.62% | +12.54% | +32.24% | |
| IVV - ISHARES:CORE S&P 500 | New Purchase | 1.61% | $8.8M | +87.86% | +10.96% | +33.54% | |
| VONG - VANGUARD RUS 1000 GI ETF | 1.18% | $6.4M | +96.75% | +12.26% | +34.98% | ||
| AAPL - APPLE ORD | Add 471% ($5.2M) | 1.15% | $6.3M | +79.47% | +11.68% | +26.36% | |
| MSFT - MICROSOFT ORD | Add 35% ($1.3M) | 0.92% | $5.0M | +143.43% | +12.93% | +56.75% | |
| VV - VANGUARD LG-CP I ETF | New Purchase | 0.91% | $5.0M | +85.29% | +12.13% | +33.84% | |
| IWV - ISHARES:RUSSELL 3000 | New Purchase | 0.63% | $3.4M | +79.68% | +13.96% | +34.18% | |
| AMZN - AMAZON COM ORD | Add 157% ($1.8M) | 0.55% | $3.0M | +45.00% | +4.71% | +13.57% | |
| AVGO - BROADCOM ORD | Add 118% ($1.6M) | 0.54% | $3.0M | +736.84% | +31.55% | +55.68% | |
| HD - HOME DEPOT ORD | Add 76% ($1.2M) | 0.51% | $2.8M | +45.58% | +0.17% | +37.23% | |
| AGG - ISHARES:CORE US AGG BD | Reduce 31% $(1.1M) | 0.45% | $2.4M | -5.13% | -0.83% | -1.33% | |
| MA - MASTERCARD CL A ORD | Add 86% ($1.1M) | 0.42% | $2.3M | +71.18% | +3.43% | +9.94% | |
| TGT - TARGET ORD | Add 31% ($499.5K) | 0.38% | $2.1M | -28.44% | +19.30% | +66.56% | |
| VCSH - VANGUARD ST CORP BD ETF | New Purchase | 0.38% | $2.1M | +8.95% | +0.72% | +0.14% | |
| FPE - FRST TR III:PREF SEC&INC | 0.37% | $2.0M | +16.56% | +4.02% | +8.17% | ||
| AMD - ADVANCED MICRO DEVICES ORD | Add 41% ($560.3K) | 0.35% | $1.9M | +88.09% | +10.55% | +77.07% | |
| NEE - NEXTERA ENERGY ORD | Add 61% ($724.2K) | 0.35% | $1.9M | +9.17% | +5.94% | +15.69% | |
| ABT - ABBOTT LABORATORIES ORD | New Purchase | 0.34% | $1.9M | +26.80% | +13.75% | +16.32% | |
| BLK - BLACKROCK ORD | Add 54% ($648.7K) | 0.34% | $1.9M | +77.90% | +11.22% | +47.35% | |
| UNH - UNITEDHEALTH GRP ORD | Add 34% ($461.1K) | 0.33% | $1.8M | -12.15% | -8.71% | +28.14% | |
| ITW - ILLINOIS TOOL ORD | Add 54% ($638.8K) | 0.33% | $1.8M | +35.42% | -5.17% | +15.70% | |
| CTAS - CINTAS ORD | New Purchase | 0.32% | $1.7M | +152.98% | -1.58% | +26.03% | |
| META - FACEBOOK CL A ORD | New Purchase | 0.32% | $1.7M | +157.20% | -1.35% | +25.15% | |
| FAST - FASTENAL ORD | Add 40% ($494.3K) | 0.32% | $1.7M | +117.28% | +1.08% | +33.51% | |
| UNP - UNION PACIFIC ORD | Add 12% ($167.7K) | 0.29% | $1.6M | +26.94% | +6.35% | +21.73% | |
| NKE - NIKE CL B ORD | New Purchase | 0.29% | $1.6M | -40.14% | +11.01% | +33.03% | |
| AMGN - AMGEN ORD | Add 33% ($389.0K) | 0.29% | $1.6M | +42.36% | -0.98% | -9.74% | |
| APD - AIR PRODUCTS AND CHEMICALS ORD | Add 89% ($680.7K) | 0.26% | $1.4M | +19.99% | -2.24% | +15.78% | |
| PLD - PROLOGIS REIT | Add 79% ($584.2K) | 0.24% | $1.3M | +19.81% | +3.91% | +48.79% | |
| ZTS - ZOETIS CL A ORD | Add 46% ($384.0K) | 0.22% | $1.2M | -4.02% | +0.68% | +31.30% | |
| ADI - ANALOG DEVICES ORD | Add 57% ($421.8K) | 0.21% | $1.2M | +90.32% | +17.30% | +36.98% | |
| DKS - DICKS SPORTING ORD | New Purchase | 0.21% | $1.2M | +358.46% | +43.09% | +174.32% | |
| CCI - CROWN CASTLE INTERNATIONAL REIT ORD | Reduce 13% $(163.3K) | 0.20% | $1.1M | -24.38% | -2.49% | +12.52% | |
| PEP - PEPSICO ORD | Add 28% ($234.3K) | 0.20% | $1.1M | +7.25% | -5.87% | +17.30% | |
| SHW - SHERWIN WILLIAMS ORD | New Purchase | 0.19% | $1.0M | +46.40% | -2.17% | +38.95% | |
| GOOGL - ALPHABET CL A ORD | Add 46% ($323.8K) | 0.19% | $1.0M | +109.49% | +20.75% | +69.85% | |
| BBY - BEST BUY ORD | New Purchase | 0.19% | $1.0M | -27.14% | +5.91% | +18.28% | |
| MSCI - MSCI ORD | Add 46% ($314.7K) | 0.18% | $998.0K | +50.81% | +12.89% | +70.37% | |
| VLO - VALERO ENERGY CORP | Reduce 100% | 0.00% | $0.00 | +244.09% | +44.61% | +71.60% | |
| IJR - ISHARES:CORE S&P SM-CP | Reduce 100% | 0.00% | $0.00 | ||||
| LLY - ELI LILLY & CO | Reduce 100% | 0.00% | $0.00 | +484.08% | +45.07% | +84.19% | |
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| MSI - MOTOROLA SOLUTIONS INC | Reduce 100% | 0.00% | $0.00 | +210.83% | +8.74% | +50.56% | |
| MRK - MERCK & CO INC | Reduce 100% | 0.00% | $0.00 | +50.04% | -6.73% | +13.18% | |
| VYM - VANGUARD HI DV YLD ETF | Reduce 100% | 0.00% | $0.00 | ||||
| MINT - PIMCO ETF:ENH SM ACT ETF | Reduce 100% | 0.00% | $0.00 | ||||
| LMT - LOCKHEED MARTIN CORP | Reduce 100% | 0.00% | $0.00 | +59.32% | -8.96% | -5.34% | |
| IWD - ISHARES:RUSS 1000 VL ETF | Reduce 100% | 0.00% | $0.00 | ||||
| BNDX - VANGUARD TOT ITL BI ETF | Reduce 100% | 0.00% | $0.00 | ||||
| AMT - AMERICAN TOWER CORP | Reduce 100% | 0.00% | $0.00 | -2.79% | -5.64% | +10.87% | |
| DLR - DIGITAL REALTY TR INC | Reduce 100% | 0.00% | $0.00 | +58.60% | -2.96% | +16.71% | |