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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2022-02-08 (Q4 2021) | Holdings: 93 | Value: $835.4M | 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 2% ($3.7M) | 18.83% | $157.3M | +42.16% | -13.02% | -9.51% | |
| IWB - ISHARES:RUSS 1000 ETF | Add 2% ($2.5M) | 18.58% | $155.2M | +41.86% | -12.98% | -9.60% | |
| VTWO - VANGUARD RUS 2000 ID ETF | 6.13% | $51.2M | +12.67% | -14.31% | -5.62% | ||
| VONV - VANGUARD RUS 1000 VI ETF | 5.70% | $47.7M | +25.09% | -8.00% | -3.63% | ||
| IWF - ISHARES:RUSS 1000 GR ETF | Reduce 12% $(6.1M) | 5.54% | $46.3M | +57.04% | -17.75% | -15.15% | |
| IWM - ISHARES:RUSS 2000 ETF | 4.27% | $35.7M | +11.98% | -14.34% | -5.81% | ||
| GSG - ISHARES:S&P GSCI CMDTY | Add 72% ($14.1M) | 4.03% | $33.7M | +15.16% | +18.04% | +5.50% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Add 3% ($758.3K) | 3.19% | $26.6M | +43.00% | -13.11% | -9.85% | |
| HEWJ - ISHARES:CURR HGD JAPAN | Add 1% ($307.5K) | 3.18% | $26.6M | +73.25% | -4.46% | +4.79% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Add 2% ($512.7K) | 3.09% | $25.8M | +25.21% | -15.12% | -6.79% | |
| FTSL - FRST TR IV:SENIOR LOAN | 2.81% | $23.5M | +21.49% | -2.74% | +0.69% | ||
| SPSB - SPDR PTF ST CORP BOND | Reduce 7% $(992.0K) | 1.65% | $13.7M | +11.81% | -1.96% | -1.54% | |
| VONG - VANGUARD RUS 1000 GI ETF | Reduce 8% $(1.1M) | 1.50% | $12.6M | +57.26% | -17.86% | -15.23% | |
| IWD - ISHARES:RUSS 1000 VL ETF | 1.32% | $11.1M | +24.61% | -7.98% | -3.70% | ||
| VOO - VANGUARD 500 IDX ETF | Add 3% ($303.4K) | 1.28% | $10.7M | +43.95% | -12.28% | -9.12% | |
| IEMG - ISHARES:CORE MSCI EMMKTS | Reduce 33% $(4.7M) | 1.13% | $9.4M | +10.72% | -18.61% | -15.00% | |
| VCSH - VANGUARD ST CORP BD ETF | Reduce 29% $(3.6M) | 1.04% | $8.7M | +10.51% | -3.42% | -3.05% | |
| SPY - SPDR S&P 500 ETF | Add 4% ($303.5K) | 0.99% | $8.3M | +43.66% | -12.26% | -9.12% | |
| MSFT - MICROSOFT ORD | 0.71% | $5.9M | +68.12% | -14.44% | -14.13% | ||
| VTWV - VANGUARD RUS 2000 VI ETF | Add 1% ($54.8K) | 0.70% | $5.9M | +10.00% | -9.02% | -2.91% | |
| AGG - ISHARES:CORE US AGG BD | 0.66% | $5.5M | -1.29% | -7.20% | -8.40% | ||
| AVGO - BROADCOM ORD | Reduce 3% $(148.4K) | 0.57% | $4.8M | +397.55% | -6.69% | +1.87% | |
| IGIB - ISHARES:5-10 IG CORP BD | New Purchase | 0.57% | $4.7M | +5.17% | -8.79% | -8.26% | |
| VTHR - VANGUARD RUS 3000 ID ETF | Add 8% ($331.8K) | 0.54% | $4.5M | +40.17% | -13.27% | -9.39% | |
| AAPL - APPLE ORD | 0.51% | $4.3M | +20.86% | -13.50% | -13.92% | ||
| PAYX - PAYCHEX ORD | Add 42% ($1.1M) | 0.43% | $3.6M | +26.15% | -1.75% | -4.60% | |
| SCHV - SCHWAB STR:US LC VAL ETF | 0.40% | $3.4M | +24.98% | -7.83% | -3.79% | ||
| GOOGL - ALPHABET CL A ORD | 0.37% | $3.1M | +29.89% | -20.18% | -32.60% | ||
| HD - HOME DEPOT ORD | Add 65% ($1.2M) | 0.36% | $3.0M | +7.31% | -18.20% | -11.45% | |
| PLD - PROLOGIS REIT | Add 25% ($566.0K) | 0.34% | $2.9M | -21.11% | -12.87% | -14.00% | |
| SBUX - STARBUCKS ORD | 0.33% | $2.7M | +4.34% | -23.26% | +13.37% | ||
| JPM - JPMORGAN CHASE ORD | 0.33% | $2.7M | +101.06% | -21.60% | -7.37% | ||
| CVX - CHEVRON ORD | Add 13% ($321.8K) | 0.32% | $2.7M | +26.69% | +17.71% | +27.64% | |
| TGT - TARGET ORD | Reduce 12% $(378.5K) | 0.32% | $2.7M | -47.36% | +4.74% | -18.60% | |
| ABBV - ABBVIE ORD | 0.32% | $2.6M | +47.52% | +5.74% | +7.21% | ||
| ACN - ACCENTURE CL A ORD | 0.31% | $2.6M | -16.90% | -18.00% | -17.67% | ||
| PNC - PNC FINANCIAL SERVICES GROUP ORD | Add 18% ($376.9K) | 0.30% | $2.5M | +4.08% | -22.25% | -22.36% | |
| BLK - BLACKROCK ORD | Reduce 23% $(695.8K) | 0.28% | $2.3M | +39.84% | -25.59% | -10.12% | |
| SPG - SIMON PROP GRP REIT ORD | Add 22% ($405.9K) | 0.27% | $2.3M | +36.10% | -16.44% | -7.76% | |
| PFE - PFIZER ORD | New Purchase | 0.26% | $2.2M | -43.88% | -5.81% | -13.21% | |
| LSI - LIFE STORAGE ORD | 0.26% | $2.1M | -17.83% | -7.01% | |||
| UNH - UNITEDHEALTH GRP ORD | Add 25% ($432.9K) | 0.26% | $2.1M | -38.02% | -1.84% | -1.02% | |
| AMP - AMERIPRISE FINANCE ORD | 0.22% | $1.9M | +72.63% | -17.99% | +11.36% | ||
| JCI - JOHNSON CONTROLS INTERNATIONAL ORD | 0.21% | $1.7M | +67.07% | -24.22% | -3.43% | ||
| ADI - ANALOG DEVICES ORD | Reduce 22% $(486.6K) | 0.21% | $1.7M | +54.88% | -7.49% | +9.99% | |
| CCI - CROWN CASTLE INTERNATIONAL REIT ORD | New Purchase | 0.20% | $1.7M | -31.99% | -1.34% | -18.39% | |
| LLY - ELI LILLY ORD | 0.20% | $1.7M | +230.84% | +20.38% | +43.60% | ||
| NEE - NEXTERA ENERGY ORD | Add 5% ($71.6K) | 0.20% | $1.7M | +7.10% | -7.19% | -2.32% | |
| PH - PARKER HANNIFIN ORD | New Purchase | 0.20% | $1.6M | +142.31% | -11.44% | +16.91% | |
| ETN - EATON ORD | 0.19% | $1.6M | +150.00% | -3.20% | +11.24% | ||
| SYY - SYSCO ORD | Reduce 100% | 0.00% | $0.00 | ||||
| VTWG - VANGUARD RUS 2000 GI ETF | Reduce 100% | 0.00% | $0.00 | ||||
| ITW - ILLINOIS TOOL ORD | Reduce 100% | 0.00% | $0.00 | ||||
| VLO - VALERO ENERGY ORD | Reduce 100% | 0.00% | $0.00 | ||||