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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2021-02-10 (Q4 2020) | Holdings: 87 | Value: $669.0M | 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 8% ($9.5M) | 19.32% | $129.2M | +62.87% | +4.88% | +11.01% | |
| IWB - ISHARES:RUSS 1000 ETF | Add 18% ($15.0M) | 14.81% | $99.1M | +62.45% | +4.94% | +11.03% | |
| VTWO - VANGUARD RUS 2000 ID ETF | Add 86% ($42.4M) | 13.74% | $91.9M | +2.00% | -3.90% | -10.91% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Add 4% ($1.9M) | 8.18% | $54.8M | +64.24% | +4.82% | +11.23% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Add 6% ($2.3M) | 6.24% | $41.8M | +74.61% | -0.88% | +6.62% | |
| IEMG - ISHARES:CORE MSCI EMMKTS | New Purchase | 4.80% | $32.1M | -0.42% | -5.95% | -11.43% | |
| HEWJ - ISHARES:CURR HGD JAPAN | New Purchase | 3.74% | $25.0M | +79.32% | -1.07% | +1.45% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Add 46% ($7.1M) | 3.41% | $22.8M | +32.11% | +4.39% | +3.12% | |
| IVW - ISHARES:S&P 500 GRO | Add 152% ($6.8M) | 1.69% | $11.3M | +71.38% | +1.17% | +10.64% | |
| VOO - VANGUARD 500 IDX ETF | Reduce 7% $(775.7K) | 1.63% | $10.9M | +69.83% | +6.25% | +14.14% | |
| IVV - ISHARES:CORE S&P 500 | 1.47% | $9.8M | +69.78% | +6.24% | +14.12% | ||
| SPYG - SPDR PTF S&P 500 GROWTH | Reduce 52% $(10.5M) | 1.44% | $9.6M | +72.47% | +1.28% | +10.89% | |
| SPSB - SPDR PTF ST CORP BOND | Reduce 14% $(1.4M) | 1.30% | $8.7M | +10.26% | +0.02% | -1.61% | |
| SPY - SPDR S&P 500 ETF | Reduce 80% $(29.9M) | 1.10% | $7.4M | +69.38% | +6.22% | +14.08% | |
| VV - VANGUARD LG-CP I ETF | Add 31% ($1.7M) | 1.09% | $7.3M | +65.67% | +4.92% | +11.64% | |
| VONG - VANGUARD RUS 1000 GI ETF | 1.07% | $7.1M | +75.17% | -0.87% | +6.68% | ||
| VTWV - VANGUARD RUS 2000 VI ETF | New Purchase | 1.05% | $7.0M | +16.12% | +7.24% | +4.40% | |
| AAPL - APPLE ORD | Reduce 29% $(2.1M) | 0.77% | $5.1M | +57.50% | -7.19% | +24.83% | |
| SCHV - SCHWAB STR:US LC VAL ETF | Reduce 60% $(6.8M) | 0.69% | $4.6M | +47.94% | +10.48% | +15.96% | |
| VTHR - VANGUARD RUS 3000 ID ETF | New Purchase | 0.59% | $4.0M | +58.13% | +3.97% | +9.67% | |
| AVGO - BROADCOM ORD | Reduce 2% $(75.7K) | 0.52% | $3.5M | +556.89% | -6.37% | +24.65% | |
| MSFT - MICROSOFT ORD | Reduce 36% $(1.9M) | 0.51% | $3.4M | +114.60% | +0.82% | +21.54% | |
| AGG - ISHARES:CORE US AGG BD | Add 5% ($119.4K) | 0.38% | $2.6M | -5.15% | -1.98% | -4.27% | |
| MA - MASTERCARD CL A ORD | 0.36% | $2.4M | +63.45% | +6.53% | +7.55% | ||
| BLK - BLACKROCK ORD | 0.36% | $2.4M | +60.11% | +16.38% | +7.96% | ||
| TGT - TARGET ORD | 0.35% | $2.3M | -40.26% | +9.34% | +11.68% | ||
| ITW - ILLINOIS TOOL ORD | Add 19% ($362.2K) | 0.34% | $2.3M | +38.56% | +15.81% | +8.37% | |
| NEE - NEXTERA ENERGY ORD | Add 300% ($1.6M) | 0.32% | $2.1M | -0.40% | -11.36% | -9.01% | |
| HD - HOME DEPOT ORD | Reduce 20% $(540.8K) | 0.31% | $2.1M | +44.00% | +19.72% | +28.67% | |
| VCSH - VANGUARD ST CORP BD ETF | 0.31% | $2.1M | +8.03% | -0.14% | -2.54% | ||
| ABBV - ABBVIE ORD | New Purchase | 0.31% | $2.1M | +112.57% | +11.20% | +42.13% | |
| UNH - UNITEDHEALTH GRP ORD | 0.31% | $2.1M | -6.75% | +23.33% | +44.73% | ||
| AMZN - AMAZON COM ORD | Reduce 35% $(1.1M) | 0.30% | $2.0M | +37.52% | -2.07% | -6.87% | |
| JPM - JPMORGAN CHASE ORD | New Purchase | 0.28% | $1.9M | +130.82% | +14.19% | +12.84% | |
| FAST - FASTENAL ORD | 0.28% | $1.9M | +109.56% | +11.18% | +10.92% | ||
| CTAS - CINTAS ORD | 0.28% | $1.9M | +153.64% | +1.41% | +8.11% | ||
| ADI - ANALOG DEVICES ORD | Add 26% ($387.5K) | 0.28% | $1.9M | +68.43% | -2.02% | +1.20% | |
| NKE - NIKE CL B ORD | 0.27% | $1.8M | -46.56% | -3.92% | -1.23% | ||
| SBUX - STARBUCKS ORD | New Purchase | 0.26% | $1.7M | -3.80% | +7.46% | -9.76% | |
| EMN - EASTMAN CHEMICAL ORD | New Purchase | 0.26% | $1.7M | -15.23% | +22.26% | +18.26% | |
| UNP - UNION PACIFIC ORD | 0.25% | $1.7M | +24.52% | +10.99% | +18.66% | ||
| PNC - PNC FINANCIAL SERVICES GROUP ORD | New Purchase | 0.25% | $1.6M | +41.68% | +22.20% | +33.01% | |
| AMD - ADVANCED MICRO DEVICES ORD | Reduce 28% $(597.9K) | 0.23% | $1.6M | +67.50% | -17.30% | +21.83% | |
| IJR - ISHARES:CORE S&P SM-CP | New Purchase | 0.23% | $1.5M | +11.45% | +3.05% | +1.22% | |
| APD - AIR PRODUCTS AND CHEMICALS ORD | 0.20% | $1.3M | +25.49% | +18.57% | -2.10% | ||
| PEP - PEPSICO ORD | 0.17% | $1.1M | +11.07% | +6.50% | +25.86% | ||
| ACN - ACCENTURE CL A ORD | New Purchase | 0.17% | $1.1M | +14.57% | +11.95% | +29.06% | |
| SHW - SHERWIN WILLIAMS ORD | 0.17% | $1.1M | +48.21% | +20.35% | +15.61% | ||
| CCI - CROWN CASTLE INTERNATIONAL REIT ORD | 0.16% | $1.0M | -22.42% | +13.52% | +7.46% | ||
| GOOGL - ALPHABET CL A ORD | Reduce 21% $(259.5K) | 0.14% | $966.0K | +75.12% | +8.56% | +28.44% | |
| VGK - VANGUARD EURO S ETF | Reduce 100% | 0.00% | $0.00 | ||||
| META - FACEBOOK CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| IWV - ISHARES:RUSSELL 3000 | Reduce 100% | 0.00% | $0.00 | ||||
| ABT - ABBOTT LABORATORIES ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PLD - PROLOGIS REIT | Reduce 100% | 0.00% | $0.00 | ||||
| FPE - FRST TR III:PREF SEC&INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZTS - ZOETIS CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| BBY - BEST BUY ORD | Reduce 100% | 0.00% | $0.00 | ||||
| MSCI - MSCI ORD | Reduce 100% | 0.00% | $0.00 | ||||
| DKS - DICKS SPORTING ORD | Reduce 100% | 0.00% | $0.00 | ||||
| AMGN - AMGEN ORD | Reduce 100% | 0.00% | $0.00 | ||||