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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2022-05-13 (Q1 2022) | Holdings: 91 | Value: $717.5M | 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 10% ($14.8M) | 22.83% | $163.8M | +62.09% | +7.78% | +4.37% | |
| IWB - ISHARES:RUSS 1000 ETF | Add 7% ($9.9M) | 21.84% | $156.7M | +62.03% | +7.96% | +4.47% | |
| VONV - VANGUARD RUS 1000 VI ETF | Reduce 23% $(10.6M) | 5.07% | $36.4M | +34.82% | +4.41% | +0.19% | |
| GSG - ISHARES:S&P GSCI CMDTY | Reduce 21% $(9.5M) | 4.89% | $35.1M | -7.70% | -8.90% | -20.43% | |
| VTWO - VANGUARD RUS 2000 ID ETF | Reduce 37% $(17.5M) | 4.15% | $29.8M | +29.57% | +13.62% | +0.23% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Reduce 37% $(15.5M) | 3.70% | $26.6M | +89.90% | +11.44% | +8.72% | |
| IWM - ISHARES:RUSS 2000 ETF | Reduce 20% $(6.5M) | 3.69% | $26.5M | +28.81% | +13.58% | +0.09% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Add 99% ($12.5M) | 3.50% | $25.1M | +63.57% | +7.97% | +4.61% | |
| HEWJ - ISHARES:CURR HGD JAPAN | Reduce 29% $(7.5M) | 2.56% | $18.4M | +80.17% | +7.41% | +19.52% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Reduce 25% $(6.2M) | 2.54% | $18.2M | +44.68% | +1.33% | +10.80% | |
| SPSB - SPDR PTF ST CORP BOND | Reduce 10% $(1.3M) | 1.68% | $12.0M | +14.05% | +0.26% | +1.64% | |
| VOO - VANGUARD 500 IDX ETF | Add 13% ($1.3M) | 1.60% | $11.5M | +63.30% | +7.68% | +5.00% | |
| VONG - VANGUARD RUS 1000 GI ETF | Reduce 7% $(839.7K) | 1.47% | $10.6M | +90.13% | +11.33% | +8.68% | |
| IWD - ISHARES:RUSS 1000 VL ETF | Reduce 16% $(1.8M) | 1.28% | $9.2M | +34.43% | +4.44% | +0.11% | |
| IEMG - ISHARES:CORE MSCI EMMKTS | Add 3% ($267.1K) | 1.25% | $9.0M | +34.69% | +2.28% | +0.69% | |
| SPY - SPDR S&P 500 ETF | Reduce 1% $(72.7K) | 1.08% | $7.8M | +62.99% | +7.68% | +5.01% | |
| VTWV - VANGUARD RUS 2000 VI ETF | 0.80% | $5.7M | +20.46% | +10.63% | -6.28% | ||
| MSFT - MICROSOFT ORD | 0.75% | $5.4M | +99.98% | +13.16% | +20.21% | ||
| AGG - ISHARES:CORE US AGG BD | Add 2% ($89.1K) | 0.73% | $5.2M | +5.71% | +1.09% | -0.88% | |
| IVV - ISHARES:CORE S&P 500 | New Purchase | 0.66% | $4.7M | +63.28% | +7.67% | +5.00% | |
| IGIB - ISHARES:5-10 IG CORP BD | Add 1% ($27.9K) | 0.62% | $4.4M | +14.63% | +2.03% | +1.07% | |
| VCSH - VANGUARD ST CORP BD ETF | Reduce 48% $(4.0M) | 0.60% | $4.3M | +14.24% | +0.64% | +1.51% | |
| AVGO - BROADCOM ORD | Reduce 15% $(678.8K) | 0.54% | $3.8M | +413.64% | -3.56% | +13.05% | |
| AAPL - APPLE ORD | Reduce 12% $(490.9K) | 0.52% | $3.7M | +45.97% | +19.16% | +18.93% | |
| VTHR - VANGUARD RUS 3000 ID ETF | Reduce 14% $(598.3K) | 0.51% | $3.7M | +60.04% | +8.11% | +4.09% | |
| ABBV - ABBVIE ORD | Add 15% ($479.1K) | 0.51% | $3.6M | +36.82% | -6.70% | -1.07% | |
| SCHV - SCHWAB STR:US LC VAL ETF | 0.46% | $3.3M | +34.93% | +3.74% | -0.09% | ||
| GOOGL - ALPHABET CL A ORD | 0.41% | $3.0M | +59.27% | +6.20% | +1.35% | ||
| PAYX - PAYCHEX ORD | Reduce 21% $(739.3K) | 0.40% | $2.9M | +28.65% | +16.56% | -6.71% | |
| CVX - CHEVRON ORD | Reduce 31% $(1.2M) | 0.36% | $2.6M | +1.42% | -6.45% | -3.79% | |
| UNH - UNITEDHEALTH GRP ORD | Add 15% ($335.6K) | 0.35% | $2.5M | -36.72% | +12.60% | +1.64% | |
| PNC - PNC FINANCIAL SERVICES GROUP ORD | 0.32% | $2.3M | +39.47% | +11.77% | -24.64% | ||
| HD - HOME DEPOT ORD | 0.30% | $2.2M | +32.51% | +7.66% | +0.71% | ||
| TGT - TARGET ORD | Reduce 16% $(386.2K) | 0.29% | $2.1M | -48.81% | -20.90% | -25.36% | |
| JPM - JPMORGAN CHASE ORD | Reduce 16% $(385.7K) | 0.27% | $2.0M | +163.65% | +4.22% | +17.89% | |
| PLD - PROLOGIS REIT | Reduce 31% $(859.4K) | 0.26% | $1.9M | -5.95% | +9.37% | +1.04% | |
| AMP - AMERIPRISE FINANCE ORD | 0.26% | $1.8M | +109.96% | +10.51% | +16.79% | ||
| VLO - VALERO ENERGY ORD | New Purchase | 0.25% | $1.8M | +30.20% | -10.00% | -7.93% | |
| ACN - ACCENTURE CL A ORD | Reduce 16% $(344.6K) | 0.25% | $1.8M | +2.34% | +12.92% | -0.95% | |
| LLY - ELI LILLY ORD | 0.24% | $1.8M | +171.19% | +7.82% | +50.53% | ||
| ADI - ANALOG DEVICES ORD | 0.22% | $1.6M | +62.11% | +14.94% | +19.45% | ||
| PFE - PFIZER ORD | Reduce 21% $(396.1K) | 0.21% | $1.5M | -42.36% | +0.53% | -22.74% | |
| NEE - NEXTERA ENERGY ORD | 0.21% | $1.5M | +17.17% | +31.42% | +13.82% | ||
| UNP - UNION PACIFIC ORD | New Purchase | 0.21% | $1.5M | +8.38% | +4.11% | -11.10% | |
| SBUX - STARBUCKS ORD | Reduce 34% $(733.4K) | 0.20% | $1.4M | +32.39% | +19.65% | +45.37% | |
| EMN - EASTMAN CHEMICAL ORD | New Purchase | 0.19% | $1.4M | -15.59% | -0.94% | -19.18% | |
| LMT - LOCKHEED MARTIN ORD | New Purchase | 0.19% | $1.4M | +17.76% | +1.32% | +6.56% | |
| MS - MORGAN STANLEY ORD | New Purchase | 0.18% | $1.3M | +96.12% | +15.55% | +6.94% | |
| QCOM - QUALCOMM ORD | New Purchase | 0.18% | $1.3M | +24.07% | +14.14% | -18.81% | |
| ETN - EATON ORD | Reduce 100% | 0.00% | $0.00 | ||||
| CCI - CROWN CASTLE INTERNATIONAL REIT ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SPG - SIMON PROP GRP REIT ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PH - PARKER HANNIFIN ORD | Reduce 100% | 0.00% | $0.00 | ||||
| BLK - BLACKROCK ORD | Reduce 100% | 0.00% | $0.00 | ||||
| LSI - LIFE STORAGE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| FTSL - FRST TR IV:SENIOR LOAN | Reduce 100% | 0.00% | $0.00 | ||||
| JCI - JOHNSON CONTROLS INTERNATIONAL ORD | Reduce 100% | 0.00% | $0.00 | ||||