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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2021-11-03 (Q3 2021) | Holdings: 95 | Value: $766.1M | 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 28% ($30.8M) | 18.34% | $140.5M | +37.16% | -5.02% | -19.93% | |
| IWB - ISHARES:RUSS 1000 ETF | Add 34% ($35.5M) | 18.22% | $139.6M | +36.91% | -4.91% | -19.93% | |
| VTWO - VANGUARD RUS 2000 ID ETF | Reduce 39% $(31.6M) | 6.56% | $50.3M | -3.47% | -16.91% | -24.34% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Add 6% ($2.6M) | 6.13% | $47.0M | +45.80% | -8.53% | -29.34% | |
| VONV - VANGUARD RUS 1000 VI ETF | Add 57% ($16.1M) | 5.80% | $44.4M | +25.92% | -0.88% | -8.96% | |
| IWM - ISHARES:RUSS 2000 ETF | Reduce 8% $(3.2M) | 4.57% | $35.0M | -4.05% | -16.91% | -24.43% | |
| HEWJ - ISHARES:CURR HGD JAPAN | Reduce 27% $(9.6M) | 3.47% | $26.6M | +65.85% | -6.07% | -2.48% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Reduce 23% $(7.4M) | 3.29% | $25.2M | +21.66% | -4.75% | -22.19% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Add 46% ($7.5M) | 3.09% | $23.6M | +38.19% | -4.83% | -20.05% | |
| FTSL - FRST TR IV:SENIOR LOAN | Add 1% ($166.0K) | 3.05% | $23.4M | +22.25% | +0.71% | -2.51% | |
| GSG - ISHARES:S&P GSCI CMDTY | 2.51% | $19.3M | +25.34% | +10.01% | +28.52% | ||
| SPSB - SPDR PTF ST CORP BOND | Reduce 59% $(21.8M) | 1.94% | $14.9M | +10.39% | -1.30% | -5.09% | |
| IEMG - ISHARES:CORE MSCI EMMKTS | Reduce 64% $(25.8M) | 1.89% | $14.5M | +8.84% | -3.25% | -26.31% | |
| VCSH - VANGUARD ST CORP BD ETF | Add 2% ($289.6K) | 1.62% | $12.4M | +8.36% | -1.94% | -7.98% | |
| VONG - VANGUARD RUS 1000 GI ETF | Add 20% ($2.1M) | 1.60% | $12.3M | +46.26% | -8.50% | -29.19% | |
| IWD - ISHARES:RUSS 1000 VL ETF | Add 64% ($4.0M) | 1.34% | $10.3M | +25.33% | -0.87% | -9.14% | |
| VOO - VANGUARD 500 IDX ETF | Add 27% ($2.0M) | 1.22% | $9.4M | +41.33% | -3.23% | -17.91% | |
| SPY - SPDR S&P 500 ETF | New Purchase | 0.94% | $7.2M | +41.02% | -3.24% | -17.90% | |
| VTWV - VANGUARD RUS 2000 VI ETF | Reduce 42% $(4.1M) | 0.73% | $5.6M | +0.31% | -10.84% | -16.44% | |
| AGG - ISHARES:CORE US AGG BD | Reduce 2% $(112.5K) | 0.72% | $5.5M | -4.37% | -3.07% | -15.90% | |
| MSFT - MICROSOFT ORD | Add 14% ($615.7K) | 0.65% | $4.9M | +56.77% | -7.93% | -32.94% | |
| VTHR - VANGUARD RUS 3000 ID ETF | Add 6% ($203.4K) | 0.50% | $3.9M | +34.43% | -5.66% | -20.20% | |
| AVGO - BROADCOM ORD | Add 37% ($968.8K) | 0.47% | $3.6M | +459.25% | +9.22% | -11.85% | |
| AAPL - APPLE ORD | 0.45% | $3.4M | +40.76% | +14.04% | -8.04% | ||
| SCHV - SCHWAB STR:US LC VAL ETF | New Purchase | 0.41% | $3.1M | +26.11% | -0.48% | -8.21% | |
| TGT - TARGET ORD | 0.40% | $3.0M | -56.43% | -17.60% | -37.64% | ||
| GOOGL - ALPHABET CL A ORD | Add 12% ($299.4K) | 0.37% | $2.9M | +24.45% | -2.60% | -41.15% | |
| JPM - JPMORGAN CHASE ORD | 0.37% | $2.8M | +86.31% | -9.72% | -20.70% | ||
| BLK - BLACKROCK ORD | Add 15% ($364.0K) | 0.36% | $2.8M | +20.40% | -14.89% | -29.56% | |
| SBUX - STARBUCKS ORD | Add 21% ($443.3K) | 0.34% | $2.6M | -9.62% | -14.51% | -15.85% | |
| ABBV - ABBVIE ORD | Add 20% ($353.1K) | 0.27% | $2.1M | +82.53% | +20.87% | +28.38% | |
| ADI - ANALOG DEVICES ORD | 0.27% | $2.1M | +43.64% | -9.69% | -17.92% | ||
| PAYX - PAYCHEX ORD | Add 77% ($914.3K) | 0.27% | $2.1M | +26.00% | -2.16% | -6.00% | |
| CVX - CHEVRON ORD | Add 56% ($738.1K) | 0.27% | $2.1M | +53.39% | +20.34% | +67.00% | |
| PNC - PNC FINANCIAL SERVICES GROUP ORD | Reduce 14% $(335.0K) | 0.27% | $2.0M | +4.84% | -0.16% | -23.65% | |
| ACN - ACCENTURE CL A ORD | Add 46% ($633.8K) | 0.26% | $2.0M | -19.28% | -4.01% | -27.06% | |
| PLD - PROLOGIS REIT | New Purchase | 0.22% | $1.7M | -18.08% | +4.38% | -25.44% | |
| AMP - AMERIPRISE FINANCE ORD | 0.21% | $1.6M | +78.58% | -0.15% | +3.45% | ||
| LSI - LIFE STORAGE ORD | New Purchase | 0.21% | $1.6M | +2.73% | -19.27% | ||
| SPG - SIMON PROP GRP REIT ORD | Add 36% ($406.2K) | 0.20% | $1.5M | +18.38% | -11.85% | -26.60% | |
| VLO - VALERO ENERGY ORD | Reduce 13% $(213.4K) | 0.19% | $1.5M | +119.40% | +15.49% | +74.37% | |
| JCI - JOHNSON CONTROLS INTERNATIONAL ORD | New Purchase | 0.19% | $1.4M | +58.55% | -6.78% | -10.09% | |
| HD - HOME DEPOT ORD | 0.19% | $1.4M | +6.17% | -2.60% | -21.62% | ||
| SYY - SYSCO ORD | New Purchase | 0.19% | $1.4M | +8.64% | +2.12% | +8.58% | |
| LLY - ELI LILLY ORD | New Purchase | 0.18% | $1.4M | +201.63% | -8.45% | +36.53% | |
| ETN - EATON ORD | New Purchase | 0.18% | $1.4M | +125.76% | -11.27% | -5.18% | |
| VTWG - VANGUARD RUS 2000 GI ETF | New Purchase | 0.18% | $1.4M | -8.36% | -22.60% | -32.10% | |
| NEE - NEXTERA ENERGY ORD | 0.17% | $1.3M | -3.22% | -10.35% | -5.56% | ||
| UNH - UNITEDHEALTH GRP ORD | Reduce 32% $(629.2K) | 0.17% | $1.3M | -32.46% | +5.93% | +19.13% | |
| ITW - ILLINOIS TOOL ORD | Reduce 36% $(696.0K) | 0.16% | $1.3M | +21.70% | +0.08% | -4.11% | |
| C - CITIGROUP ORD | Reduce 100% | 0.00% | $0.00 | ||||
| UNP - UNION PACIFIC ORD | Reduce 100% | 0.00% | $0.00 | ||||
| FPE - FRST TR III:PREF SEC&INC | Reduce 100% | 0.00% | $0.00 | ||||
| MA - MASTERCARD CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| FAST - FASTENAL ORD | Reduce 100% | 0.00% | $0.00 | ||||
| EMN - EASTMAN CHEMICAL ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PH - PARKER HANNIFIN ORD | Reduce 100% | 0.00% | $0.00 | ||||
| CTAS - CINTAS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||