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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2022-08-04 (Q2 2022) | Holdings: 88 | Value: $611.1M | 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 | Reduce 4% $(4.8M) | 21.43% | $131.0M | +57.36% | -7.31% | +11.14% | |
| IWB - ISHARES:RUSS 1000 ETF | Reduce 4% $(5.7M) | 20.37% | $124.5M | +57.35% | -7.10% | +11.42% | |
| GSG - ISHARES:S&P GSCI CMDTY | Add 43% ($15.4M) | 8.38% | $51.2M | +5.31% | +7.28% | +1.03% | |
| VONV - VANGUARD RUS 1000 VI ETF | 5.19% | $31.7M | +35.79% | -1.06% | +8.44% | ||
| VTWO - VANGUARD RUS 2000 ID ETF | Add 1% ($152.8K) | 4.05% | $24.7M | +22.18% | -3.74% | +5.46% | |
| IWM - ISHARES:RUSS 2000 ETF | Reduce 1% $(210.5K) | 3.54% | $21.6M | +21.64% | -3.76% | +5.34% | |
| IWF - ISHARES:RUSS 1000 GR ETF | 3.41% | $20.9M | +78.14% | -12.78% | +13.98% | ||
| SCHX - SCHWAB STR:US LG CAP ETF | 3.41% | $20.8M | +58.90% | -7.15% | +11.70% | ||
| HEWJ - ISHARES:CURR HGD JAPAN | 2.92% | $17.8M | +72.48% | +1.82% | +25.33% | ||
| SCHF - SCHWAB STR:INTL EQTY ETF | Add 1% ($133.4K) | 2.58% | $15.7M | +46.55% | -5.90% | +13.54% | |
| SPSB - SPDR PTF ST CORP BOND | 1.94% | $11.9M | +13.94% | -2.07% | +2.01% | ||
| VOO - VANGUARD 500 IDX ETF | Reduce 13% $(1.3M) | 1.36% | $8.3M | +58.77% | -6.90% | +11.84% | |
| VONG - VANGUARD RUS 1000 GI ETF | Reduce 1% $(80.3K) | 1.35% | $8.3M | +78.53% | -12.78% | +14.11% | |
| IEMG - ISHARES:CORE MSCI EMMKTS | Add 1% ($99.5K) | 1.32% | $8.1M | +35.24% | -8.44% | +5.83% | |
| IWD - ISHARES:RUSS 1000 VL ETF | Reduce 1% $(108.6K) | 1.29% | $7.9M | +35.27% | -1.10% | +8.35% | |
| AGG - ISHARES:CORE US AGG BD | Add 1% ($73.2K) | 0.83% | $5.1M | +5.02% | -7.93% | -3.19% | |
| SPD - SIMPLIFY:US EQTY DC | New Purchase | 0.79% | $4.9M | +41.29% | -10.51% | +1.69% | |
| VTWV - VANGUARD RUS 2000 VI ETF | 0.79% | $4.8M | +16.70% | -2.46% | +3.49% | ||
| MSFT - MICROSOFT ORD | 0.74% | $4.5M | +85.80% | -18.20% | +19.40% | ||
| SPIB - SPDR PTF IT CORP BOND | New Purchase | 0.67% | $4.1M | +13.36% | -5.35% | +0.21% | |
| VCSH - VANGUARD ST CORP BD ETF | Reduce 12% $(501.8K) | 0.61% | $3.7M | +13.99% | -3.28% | +1.43% | |
| IVV - ISHARES:CORE S&P 500 | Reduce 8% $(309.4K) | 0.60% | $3.6M | +58.77% | -6.88% | +11.87% | |
| VTHR - VANGUARD RUS 3000 ID ETF | 0.50% | $3.0M | +55.44% | -6.92% | +11.03% | ||
| AVGO - BROADCOM ORD | 0.49% | $3.0M | +446.32% | -12.06% | +69.50% | ||
| AAPL - APPLE ORD | 0.48% | $2.9M | +30.00% | -14.74% | +10.08% | ||
| SCHV - SCHWAB STR:US LC VAL ETF | 0.47% | $2.9M | +36.49% | +0.18% | +7.83% | ||
| ABBV - ABBVIE ORD | Reduce 18% $(630.1K) | 0.46% | $2.8M | +50.05% | +7.59% | +12.50% | |
| UNH - UNITEDHEALTH GRP ORD | 0.41% | $2.5M | -42.25% | +3.16% | -2.29% | ||
| LLY - ELI LILLY ORD | Add 23% ($448.0K) | 0.40% | $2.4M | +161.90% | +21.09% | +51.91% | |
| PAYX - PAYCHEX ORD | 0.39% | $2.4M | +20.77% | -8.62% | +1.25% | ||
| CVX - CHEVRON ORD | 0.38% | $2.3M | +13.61% | +25.16% | +10.69% | ||
| HD - HOME DEPOT ORD | 0.32% | $2.0M | +26.80% | -4.33% | +10.73% | ||
| PEP - PEPSICO ORD | New Purchase | 0.30% | $1.8M | -15.84% | +4.03% | +10.06% | |
| GOOGL - ALPHABET CL A ORD | Reduce 25% $(586.3K) | 0.28% | $1.7M | +57.53% | -23.87% | +13.16% | |
| JPM - JPMORGAN CHASE ORD | 0.27% | $1.6M | +175.29% | +17.79% | +43.68% | ||
| SO - SOUTHERN ORD | New Purchase | 0.26% | $1.6M | +33.44% | -17.57% | -8.78% | |
| PFE - PFIZER ORD | 0.25% | $1.5M | -42.54% | -4.32% | -25.23% | ||
| ACN - ACCENTURE CL A ORD | 0.24% | $1.4M | -4.77% | -11.35% | +5.29% | ||
| MCD - MCDONALD'S ORD | New Purchase | 0.24% | $1.4M | +23.62% | +7.04% | +14.74% | |
| ADI - ANALOG DEVICES ORD | 0.23% | $1.4M | +45.19% | -14.37% | +10.83% | ||
| SPY - SPDR S&P 500 ETF | Reduce 78% $(5.1M) | 0.23% | $1.4M | +58.46% | -6.87% | +11.82% | |
| NOC - NORTHROP GRUMMAN ORD | New Purchase | 0.23% | $1.4M | +14.11% | +12.82% | -6.84% | |
| TGT - TARGET ORD | 0.23% | $1.4M | -32.01% | -2.53% | -18.00% | ||
| AMP - AMERIPRISE FINANCE ORD | Reduce 8% $(120.0K) | 0.22% | $1.3M | +103.56% | +19.46% | +32.93% | |
| PLD - PROLOGIS REIT | Reduce 4% $(60.3K) | 0.22% | $1.3M | -8.00% | -15.25% | -1.13% | |
| PNC - PNC FINANCIAL SERVICES GROUP ORD | Reduce 36% $(700.7K) | 0.20% | $1.2M | +32.16% | -3.63% | -15.82% | |
| MMC - MARSH & MCLENNAN ORD | New Purchase | 0.20% | $1.2M | +33.52% | -0.44% | +18.54% | |
| VLO - VALERO ENERGY ORD | Reduce 38% $(709.1K) | 0.19% | $1.2M | +57.20% | +27.90% | +29.49% | |
| UNP - UNION PACIFIC ORD | 0.19% | $1.1M | +9.70% | -12.65% | +4.23% | ||
| EMN - EASTMAN CHEMICAL ORD | 0.18% | $1.1M | -7.42% | -12.55% | -5.18% | ||
| NEE - NEXTERA ENERGY ORD | Reduce 100% | 0.00% | $0.00 | ||||
| QCOM - QUALCOMM ORD | Reduce 100% | 0.00% | $0.00 | ||||
| LMT - LOCKHEED MARTIN ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SBUX - STARBUCKS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| MS - MORGAN STANLEY ORD | Reduce 100% | 0.00% | $0.00 | ||||
| IGIB - ISHARES:5-10 IG CORP BD | Reduce 100% | 0.00% | $0.00 | ||||