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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2021-08-02 (Q2 2021) | Holdings: 78 | Value: $752.9M | 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 16% $(21.6M) | 14.57% | $109.7M | +46.09% | +6.16% | -6.32% | |
| IWB - ISHARES:RUSS 1000 ETF | Reduce 16% $(19.9M) | 13.84% | $104.2M | +45.64% | +6.17% | -6.39% | |
| VTWO - VANGUARD RUS 2000 ID ETF | Add 68% ($34.6M) | 11.39% | $85.8M | +5.12% | +8.53% | -13.01% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Reduce 36% $(24.5M) | 5.84% | $44.0M | +57.07% | +7.45% | -10.94% | |
| IEMG - ISHARES:CORE MSCI EMMKTS | Reduce 5% $(2.5M) | 5.81% | $43.8M | +7.53% | -1.34% | -20.60% | |
| IWM - ISHARES:RUSS 2000 ETF | Add 1% ($202.5K) | 5.32% | $40.1M | +4.47% | +8.50% | -13.07% | |
| SPSB - SPDR PTF ST CORP BOND | Add 272% ($26.9M) | 4.88% | $36.7M | +10.00% | -0.39% | -3.33% | |
| HEWJ - ISHARES:CURR HGD JAPAN | Reduce 8% $(2.9M) | 4.65% | $35.0M | +78.75% | +7.36% | +4.14% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Reduce 8% $(3.0M) | 4.42% | $33.3M | +23.25% | +1.48% | -15.31% | |
| VONV - VANGUARD RUS 1000 VI ETF | Add 498% ($23.9M) | 3.80% | $28.6M | +32.21% | +4.90% | -1.41% | |
| FTSL - FRST TR IV:SENIOR LOAN | New Purchase | 3.09% | $23.3M | +23.61% | +1.16% | -1.61% | |
| GSG - ISHARES:S&P GSCI CMDTY | Reduce 48% $(16.6M) | 2.43% | $18.3M | +41.21% | +10.71% | +37.68% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Reduce 46% $(13.7M) | 2.14% | $16.1M | +46.93% | +6.06% | -6.41% | |
| VCSH - VANGUARD ST CORP BD ETF | Add 486% ($10.1M) | 1.62% | $12.2M | +7.67% | -0.72% | -5.26% | |
| VONG - VANGUARD RUS 1000 GI ETF | Add 300% ($7.6M) | 1.34% | $10.1M | +57.59% | +7.41% | -10.85% | |
| VTWV - VANGUARD RUS 2000 VI ETF | Add 14% ($1.2M) | 1.33% | $10.0M | +10.90% | +10.20% | -3.65% | |
| VOO - VANGUARD 500 IDX ETF | Reduce 21% $(2.0M) | 0.98% | $7.4M | +50.51% | +6.34% | -4.09% | |
| IWD - ISHARES:RUSS 1000 VL ETF | 0.84% | $6.3M | +31.47% | +4.74% | -1.60% | ||
| AGG - ISHARES:CORE US AGG BD | Reduce 1% $(70.8K) | 0.75% | $5.7M | -5.62% | -1.41% | -9.42% | |
| MSFT - MICROSOFT ORD | 0.55% | $4.2M | +83.20% | +17.24% | -0.23% | ||
| VTHR - VANGUARD RUS 3000 ID ETF | Reduce 11% $(430.2K) | 0.49% | $3.7M | +43.19% | +6.16% | -6.78% | |
| AAPL - APPLE ORD | Reduce 31% $(1.5M) | 0.44% | $3.3M | +46.55% | +4.05% | +14.59% | |
| TGT - TARGET ORD | 0.43% | $3.2M | -55.85% | +1.24% | -33.94% | ||
| JPM - JPMORGAN CHASE ORD | 0.36% | $2.7M | +109.70% | +12.90% | -23.10% | ||
| AVGO - BROADCOM ORD | Reduce 32% $(1.2M) | 0.34% | $2.6M | +531.01% | +12.53% | +15.89% | |
| BLK - BLACKROCK ORD | Reduce 13% $(379.7K) | 0.33% | $2.5M | +31.69% | +8.89% | -19.52% | |
| C - CITIGROUP ORD | Add 20% ($414.5K) | 0.33% | $2.5M | +53.39% | +1.83% | -21.68% | |
| GOOGL - ALPHABET CL A ORD | Add 38% ($644.5K) | 0.31% | $2.3M | +35.49% | +8.48% | -12.62% | |
| PNC - PNC FINANCIAL SERVICES GROUP ORD | 0.31% | $2.3M | +21.79% | +16.63% | -7.21% | ||
| SBUX - STARBUCKS ORD | Reduce 17% $(449.4K) | 0.29% | $2.2M | -16.02% | -6.24% | -26.14% | |
| ADI - ANALOG DEVICES ORD | 0.29% | $2.2M | +53.36% | +6.64% | +6.60% | ||
| ITW - ILLINOIS TOOL ORD | Reduce 16% $(397.2K) | 0.28% | $2.1M | +24.28% | +1.86% | -5.75% | |
| UNH - UNITEDHEALTH GRP ORD | 0.27% | $2.0M | -25.41% | +10.37% | +31.76% | ||
| EMN - EASTMAN CHEMICAL ORD | Reduce 16% $(376.1K) | 0.26% | $2.0M | -21.03% | -1.67% | -14.35% | |
| MA - MASTERCARD CL A ORD | Reduce 20% $(501.6K) | 0.26% | $2.0M | +49.57% | -12.43% | -5.46% | |
| VLO - VALERO ENERGY ORD | Reduce 11% $(237.3K) | 0.25% | $1.9M | +157.80% | +15.94% | +71.60% | |
| ABBV - ABBVIE ORD | Reduce 17% $(368.6K) | 0.24% | $1.8M | +87.77% | +2.87% | +27.07% | |
| UNP - UNION PACIFIC ORD | 0.24% | $1.8M | +16.11% | +10.42% | +5.68% | ||
| AMP - AMERIPRISE FINANCE ORD | 0.20% | $1.5M | +114.42% | +20.28% | +5.95% | ||
| HD - HOME DEPOT ORD | 0.19% | $1.4M | +20.50% | +12.94% | -4.67% | ||
| CVX - CHEVRON ORD | New Purchase | 0.18% | $1.4M | +74.79% | +12.74% | +59.73% | |
| CTAS - CINTAS ORD | Reduce 33% $(662.1K) | 0.18% | $1.4M | +126.66% | +12.41% | +10.17% | |
| PH - PARKER HANNIFIN ORD | 0.17% | $1.3M | +146.35% | +0.31% | -3.21% | ||
| ACN - ACCENTURE CL A ORD | 0.17% | $1.3M | -7.53% | +14.29% | -1.84% | ||
| NEE - NEXTERA ENERGY ORD | Reduce 36% $(708.4K) | 0.17% | $1.2M | +5.13% | +8.74% | +12.03% | |
| FAST - FASTENAL ORD | Reduce 24% $(387.5K) | 0.16% | $1.2M | +80.59% | +4.80% | -3.51% | |
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | New Purchase | 0.16% | $1.2M | +16.17% | -1.07% | +5.09% | |
| FPE - FRST TR III:PREF SEC&INC | New Purchase | 0.15% | $1.1M | +7.66% | +0.25% | -7.52% | |
| SPG - SIMON PROP GRP REIT ORD | Reduce 26% $(407.7K) | 0.15% | $1.1M | +54.47% | +30.33% | -12.88% | |
| PAYX - PAYCHEX ORD | New Purchase | 0.15% | $1.1M | +37.76% | +9.48% | +15.81% | |
| SPY - SPDR S&P 500 ETF | Reduce 100% | 0.00% | $0.00 | ||||
| NKE - NIKE CL B ORD | Reduce 100% | 0.00% | $0.00 | ||||
| VV - VANGUARD LG-CP I ETF | Reduce 100% | 0.00% | $0.00 | ||||
| IVV - ISHARES:CORE S&P 500 | Reduce 100% | 0.00% | $0.00 | ||||
| CCI - CROWN CASTLE INTERNATIONAL REIT ORD | Reduce 100% | 0.00% | $0.00 | ||||