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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2022-10-27 (Q3 2022) | Holdings: 85 | Value: $585.3M | 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 3% ($3.6M) | 21.90% | $128.2M | +69.67% | +6.13% | +10.59% | |
| IWB - ISHARES:RUSS 1000 ETF | Add 3% ($3.0M) | 20.72% | $121.3M | +69.10% | +5.98% | +10.40% | |
| SPSB - SPDR PTF ST CORP BOND | Add 165% ($19.3M) | 5.29% | $31.0M | +16.00% | +2.28% | +4.08% | |
| VONV - VANGUARD RUS 1000 VI ETF | 5.10% | $29.8M | +39.43% | +7.24% | +0.57% | ||
| VTWO - VANGUARD RUS 2000 ID ETF | 4.12% | $24.1M | +26.77% | +4.48% | -7.69% | ||
| GSG - ISHARES:S&P GSCI CMDTY | Reduce 53% $(24.3M) | 3.64% | $21.3M | +2.28% | -4.75% | -0.87% | |
| IWM - ISHARES:RUSS 2000 ETF | 3.60% | $21.1M | +26.16% | +4.44% | -7.86% | ||
| SCHX - SCHWAB STR:US LG CAP ETF | 3.39% | $19.8M | +71.10% | +6.05% | +11.00% | ||
| HEWJ - ISHARES:CURR HGD JAPAN | Add 1% ($163.6K) | 3.03% | $17.8M | +73.20% | +4.84% | +24.64% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Reduce 28% $(5.6M) | 2.48% | $14.5M | +100.55% | +4.92% | +20.65% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | 2.41% | $14.1M | +60.35% | +19.72% | +13.66% | ||
| FPE - FT III:PFD SEC & INC | New Purchase | 1.85% | $10.9M | +26.82% | +10.41% | -0.01% | |
| VOO - VANGUARD 500 IDX ETF | 1.34% | $7.9M | +70.58% | +6.00% | +11.24% | ||
| IWD - ISHARES:RUSS 1000 VL ETF | 1.27% | $7.4M | +38.86% | +7.10% | +0.37% | ||
| IEMG - ISHARES:CORE MSCI EMMKTS | 1.20% | $7.1M | +56.82% | +22.39% | +12.41% | ||
| VONG - VANGUARD RUS 1000 GI ETF | Reduce 35% $(2.8M) | 0.88% | $5.1M | +101.14% | +5.03% | +20.86% | |
| SPD - SIMPLIFY:US EQTY DC | 0.83% | $4.9M | +56.01% | +1.53% | +3.91% | ||
| AGG - ISHARES:CORE US AGG BD | 0.82% | $4.8M | +13.17% | +5.77% | +0.19% | ||
| IVV - ISHARES:CORE S&P 500 | Add 36% ($1.2M) | 0.80% | $4.7M | +70.51% | +5.96% | +11.21% | |
| VTWV - VANGUARD RUS 2000 VI ETF | 0.78% | $4.6M | +20.84% | +5.22% | -8.75% | ||
| SPY - SPDR S&P 500 ETF | Add 208% ($2.8M) | 0.71% | $4.1M | +70.18% | +5.94% | +11.13% | |
| MSFT - MICROSOFT ORD | 0.70% | $4.1M | +128.76% | +7.58% | +50.53% | ||
| VCSH - VANGUARD ST CORP BD ETF | Add 7% ($249.7K) | 0.66% | $3.9M | +17.86% | +3.59% | +4.17% | |
| AAPL - APPLE ORD | 0.51% | $3.0M | +43.16% | -3.35% | +15.59% | ||
| VTHR - VANGUARD RUS 3000 ID ETF | 0.50% | $2.9M | +66.75% | +5.91% | +9.16% | ||
| UNH - UNITEDHEALTH GRP ORD | Add 12% ($292.9K) | 0.47% | $2.8M | -44.01% | -10.58% | -1.32% | |
| ABBV - ABBVIE ORD | Add 12% ($293.4K) | 0.47% | $2.8M | +41.54% | +0.76% | +1.16% | |
| AVGO - BROADCOM ORD | 0.46% | $2.7M | +546.04% | +28.30% | +88.99% | ||
| SCHV - SCHWAB STR:US LC VAL ETF | 0.46% | $2.7M | +38.72% | +6.73% | -0.96% | ||
| LLY - ELI LILLY ORD | 0.41% | $2.4M | +119.14% | -5.24% | +58.70% | ||
| PAYX - PAYCHEX ORD | 0.40% | $2.4M | +31.18% | -0.65% | -2.07% | ||
| CVX - CHEVRON ORD | 0.39% | $2.3M | -7.16% | -3.26% | -16.56% | ||
| PEP - PEPSICO ORD | Add 13% ($236.3K) | 0.34% | $2.0M | -18.87% | -5.10% | -7.23% | |
| HD - HOME DEPOT ORD | 0.34% | $2.0M | +32.66% | +9.01% | -0.30% | ||
| SO - SOUTHERN ORD | Add 23% ($341.7K) | 0.31% | $1.8M | +56.56% | +4.02% | +6.18% | |
| MCD - MCDONALD'S ORD | Add 20% ($276.5K) | 0.28% | $1.6M | +19.33% | +1.83% | -0.59% | |
| CVS - CVS HEALTH ORD | New Purchase | 0.27% | $1.6M | -24.28% | -5.67% | -24.44% | |
| MMC - MARSH & MCLENNAN ORD | Add 29% ($338.2K) | 0.26% | $1.5M | +40.33% | +10.74% | +22.60% | |
| JPM - JPMORGAN CHASE ORD | 0.26% | $1.5M | +145.06% | +11.87% | +12.95% | ||
| TGT - TARGET ORD | 0.25% | $1.5M | -32.92% | +2.09% | -32.80% | ||
| AMP - AMERIPRISE FINANCE ORD | 0.24% | $1.4M | +79.96% | +14.08% | +6.19% | ||
| MSI - MOTOROLA SOLUTIONS ORD | New Purchase | 0.24% | $1.4M | +73.09% | +3.88% | +14.86% | |
| NOC - NORTHROP GRUMMAN ORD | 0.23% | $1.4M | +0.15% | -18.39% | -11.85% | ||
| ACN - ACCENTURE CL A ORD | 0.23% | $1.3M | +3.57% | -1.30% | +6.55% | ||
| PFE - PFIZER ORD | 0.22% | $1.3M | -37.97% | -3.60% | -30.88% | ||
| ETN - EATON ORD | New Purchase | 0.21% | $1.2M | +156.92% | +9.95% | +37.08% | |
| VLO - VALERO ENERGY ORD | 0.20% | $1.2M | +25.95% | +9.79% | -0.30% | ||
| PNC - PNC FINANCIAL SERVICES GROUP ORD | 0.20% | $1.2M | +32.72% | +1.48% | -26.96% | ||
| PLD - PROLOGIS REIT | 0.19% | $1.1M | +7.10% | +16.52% | -7.89% | ||
| ADI - ANALOG DEVICES ORD | Reduce 21% $(282.9K) | 0.18% | $1.1M | +78.44% | +19.92% | +12.23% | |
| UNP - UNION PACIFIC ORD | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| EMN - EASTMAN CHEMICAL ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SPIB - SPDR PTF IT CORP BOND | Reduce 100% | 0.00% | $0.00 | ||||