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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2021-05-12 (Q1 2021) | Holdings: 80 | Value: $773.0M | 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 | Reduce 11% $(15.2M) | 15.71% | $121.4M | +58.13% | +9.76% | -2.29% | |
| IWB - ISHARES:RUSS 1000 ETF | Add 10% ($10.1M) | 14.85% | $114.8M | +57.65% | +9.83% | -2.26% | |
| VTWO - VANGUARD RUS 2000 ID ETF | Reduce 5% $(5.0M) | 12.74% | $98.5M | +9.09% | +4.00% | -15.51% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Add 46% ($19.2M) | 7.93% | $61.3M | +79.08% | +15.08% | -5.09% | |
| IEMG - ISHARES:CORE MSCI EMMKTS | Add 33% ($11.1M) | 5.75% | $44.4M | +8.57% | +0.45% | -18.84% | |
| IWM - ISHARES:RUSS 2000 ETF | New Purchase | 4.97% | $38.4M | +8.21% | +3.82% | -15.72% | |
| HEWJ - ISHARES:CURR HGD JAPAN | Add 40% ($10.8M) | 4.91% | $38.0M | +85.99% | +5.72% | +4.03% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Add 45% ($10.8M) | 4.47% | $34.6M | +28.82% | +5.73% | -10.58% | |
| GSG - ISHARES:S&P GSCI CMDTY | New Purchase | 3.93% | $30.3M | +45.90% | +2.73% | +57.36% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Reduce 52% $(30.2M) | 3.57% | $27.6M | +59.65% | +10.28% | -1.97% | |
| SPSB - SPDR PTF ST CORP BOND | Add 14% ($1.2M) | 1.28% | $9.9M | +10.24% | +0.12% | -3.34% | |
| VONV - VANGUARD RUS 1000 VI ETF | New Purchase | 1.18% | $9.1M | +35.56% | +4.72% | +0.61% | |
| VONG - VANGUARD RUS 1000 GI ETF | Add 25% ($1.8M) | 1.17% | $9.1M | +79.95% | +15.28% | -4.91% | |
| VOO - VANGUARD 500 IDX ETF | Reduce 25% $(2.9M) | 1.12% | $8.7M | +62.67% | +9.93% | +0.01% | |
| VTWV - VANGUARD RUS 2000 VI ETF | 1.10% | $8.5M | +11.65% | +2.22% | -7.04% | ||
| IVV - ISHARES:CORE S&P 500 | Reduce 28% $(2.9M) | 0.97% | $7.5M | +62.65% | +9.92% | +0.04% | |
| IWD - ISHARES:RUSS 1000 VL ETF | New Purchase | 0.78% | $6.1M | +34.72% | +4.56% | +0.43% | |
| SPY - SPDR S&P 500 ETF | Reduce 25% $(1.9M) | 0.76% | $5.9M | +62.26% | +9.90% | -0.01% | |
| VV - VANGUARD LG-CP I ETF | Reduce 25% $(1.9M) | 0.75% | $5.8M | +60.85% | +10.45% | -1.87% | |
| AGG - ISHARES:CORE US AGG BD | Add 130% ($3.2M) | 0.73% | $5.7M | -3.00% | +2.25% | -8.42% | |
| AAPL - APPLE ORD | Reduce 10% $(458.3K) | 0.55% | $4.3M | +71.52% | +19.86% | +18.76% | |
| VTHR - VANGUARD RUS 3000 ID ETF | Reduce 9% $(398.1K) | 0.49% | $3.8M | +54.29% | +9.06% | -3.49% | |
| AVGO - BROADCOM ORD | Reduce 1% $(38.0K) | 0.47% | $3.7M | +618.20% | +13.97% | +40.75% | |
| MSFT - MICROSOFT ORD | 0.47% | $3.6M | +116.75% | +21.39% | +8.87% | ||
| TGT - TARGET ORD | 0.34% | $2.6M | -44.02% | +28.48% | +9.16% | ||
| JPM - JPMORGAN CHASE ORD | Add 17% ($373.0K) | 0.34% | $2.6M | +102.60% | +1.72% | -22.80% | |
| SBUX - STARBUCKS ORD | Add 44% ($788.3K) | 0.33% | $2.6M | -8.09% | +6.40% | -29.97% | |
| BLK - BLACKROCK ORD | 0.32% | $2.5M | +41.03% | +11.86% | -23.75% | ||
| ITW - ILLINOIS TOOL ORD | 0.32% | $2.5M | +21.78% | +0.85% | -8.65% | ||
| MA - MASTERCARD CL A ORD | 0.31% | $2.4M | +56.97% | +1.07% | -6.91% | ||
| EMN - EASTMAN CHEMICAL ORD | Add 17% ($316.1K) | 0.29% | $2.2M | -28.95% | -7.16% | -15.62% | |
| C - CITIGROUP ORD | New Purchase | 0.28% | $2.1M | +42.76% | -0.30% | -33.37% | |
| PNC - PNC FINANCIAL SERVICES GROUP ORD | Add 10% ($192.2K) | 0.28% | $2.1M | +18.54% | +0.98% | -14.81% | |
| ABBV - ABBVIE ORD | 0.27% | $2.1M | +90.06% | +1.93% | +38.53% | ||
| VCSH - VANGUARD ST CORP BD ETF | 0.27% | $2.1M | +8.32% | +0.38% | -5.19% | ||
| NEE - NEXTERA ENERGY ORD | Reduce 3% $(58.7K) | 0.26% | $2.0M | +15.36% | +16.27% | -1.32% | |
| ADI - ANALOG DEVICES ORD | 0.25% | $1.9M | +75.66% | +15.71% | +9.40% | ||
| VLO - VALERO ENERGY ORD | New Purchase | 0.25% | $1.9M | +119.03% | -14.00% | +67.17% | |
| UNH - UNITEDHEALTH GRP ORD | Reduce 15% $(321.1K) | 0.24% | $1.9M | -23.38% | +1.20% | +21.08% | |
| CTAS - CINTAS ORD | 0.23% | $1.8M | +157.07% | +13.37% | +10.26% | ||
| UNP - UNION PACIFIC ORD | 0.23% | $1.8M | +14.52% | +3.11% | +5.97% | ||
| NKE - NIKE CL B ORD | 0.22% | $1.7M | -42.96% | +28.67% | -14.82% | ||
| FAST - FASTENAL ORD | Reduce 19% $(357.1K) | 0.20% | $1.6M | +90.50% | +6.16% | +2.83% | |
| AMP - AMERIPRISE FINANCE ORD | New Purchase | 0.18% | $1.4M | +122.54% | +9.52% | +6.52% | |
| GOOGL - ALPHABET CL A ORD | Add 25% ($286.7K) | 0.18% | $1.4M | +64.49% | +23.74% | +4.26% | |
| SPG - SIMON PROP GRP REIT ORD | New Purchase | 0.17% | $1.3M | +71.23% | +14.88% | +3.87% | |
| HD - HOME DEPOT ORD | Reduce 45% $(1.1M) | 0.17% | $1.3M | +24.68% | +4.41% | -5.28% | |
| PH - PARKER HANNIFIN ORD | New Purchase | 0.17% | $1.3M | +145.79% | -3.89% | -11.66% | |
| ACN - ACCENTURE CL A ORD | Add 1% ($6.4K) | 0.15% | $1.2M | +4.82% | +15.38% | +3.17% | |
| CCI - CROWN CASTLE INTERNATIONAL REIT ORD | 0.15% | $1.1M | -30.47% | +9.48% | +1.51% | ||
| SPYG - SPDR PTF S&P 500 GROWTH | Reduce 100% | 0.00% | $0.00 | ||||
| AMZN - AMAZON COM ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SCHV - SCHWAB STR:US LC VAL ETF | Reduce 100% | 0.00% | $0.00 | ||||
| IVW - ISHARES:S&P 500 GRO | Reduce 100% | 0.00% | $0.00 | ||||
| IJR - ISHARES:CORE S&P SM-CP | Reduce 100% | 0.00% | $0.00 | ||||
| SHW - SHERWIN WILLIAMS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO ORD | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - ADVANCED MICRO DEVICES ORD | Reduce 100% | 0.00% | $0.00 | ||||
| APD - AIR PRODUCTS AND CHEMICALS ORD | Reduce 100% | 0.00% | $0.00 | ||||