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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2023-01-26 (Q4 2022) | Holdings: 85 | Value: $633.9M | 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 1% ($1.6M) | 21.82% | $138.3M | +58.92% | +2.06% | +23.47% | |
| IWB - ISHARES:RUSS 1000 ETF | Add 1% ($1.9M) | 20.71% | $131.3M | +58.36% | +1.89% | +23.21% | |
| SPSB - SPDR PTF ST CORP BOND | Add 43% ($13.4M) | 7.03% | $44.6M | +13.46% | +0.87% | +5.06% | |
| VONV - VANGUARD RUS 1000 VI ETF | Reduce 11% $(3.6M) | 4.68% | $29.7M | +29.19% | -2.72% | +7.65% | |
| VTWO - VANGUARD RUS 2000 ID ETF | Reduce 1% $(249.7K) | 3.98% | $25.2M | +20.72% | -7.26% | +7.86% | |
| IWM - ISHARES:RUSS 2000 ETF | Reduce 1% $(274.3K) | 3.47% | $22.0M | +20.13% | -7.27% | +7.66% | |
| GSG - ISHARES:S&P GSCI CMDTY | Reduce 1% $(119.2K) | 3.45% | $21.8M | +3.99% | -8.91% | -2.46% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Reduce 3% $(670.2K) | 3.23% | $20.5M | +60.09% | +2.08% | +23.82% | |
| HEWJ - ISHARES:CURR HGD JAPAN | Add 35% ($4.4M) | 2.67% | $17.0M | +65.50% | +5.68% | +37.27% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Add 2% ($299.4K) | 2.59% | $16.4M | +33.44% | +2.03% | +8.46% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Reduce 16% $(2.4M) | 1.95% | $12.4M | +89.79% | +6.78% | +39.66% | |
| FPE - FT III:PFD SEC & INC | Add 7% ($764.7K) | 1.84% | $11.7M | +14.48% | -10.08% | +1.27% | |
| VOO - VANGUARD 500 IDX ETF | 1.33% | $8.4M | +59.77% | +2.56% | +23.69% | ||
| IWD - ISHARES:RUSS 1000 VL ETF | Reduce 5% $(387.8K) | 1.24% | $7.9M | +28.54% | -2.94% | +7.31% | |
| IEMG - ISHARES:CORE MSCI EMMKTS | Reduce 3% $(192.6K) | 1.18% | $7.5M | +25.44% | -6.91% | -2.80% | |
| SPY - SPDR S&P 500 ETF | Add 38% ($1.7M) | 0.96% | $6.1M | +59.42% | +2.56% | +23.56% | |
| IVV - ISHARES:CORE S&P 500 | 0.79% | $5.0M | +59.73% | +2.59% | +23.70% | ||
| VTWV - VANGUARD RUS 2000 VI ETF | Add 1% ($54.4K) | 0.79% | $5.0M | +14.69% | -10.67% | +5.46% | |
| AGG - ISHARES:CORE US AGG BD | 0.76% | $4.8M | +6.83% | +0.23% | +1.70% | ||
| SPD - SIMPLIFY:US EQTY DC | 0.70% | $4.4M | +52.81% | +1.31% | +18.67% | ||
| VONG - VANGUARD RUS 1000 GI ETF | Reduce 15% $(781.5K) | 0.70% | $4.4M | +90.02% | +6.82% | +39.69% | |
| MSFT - MICROSOFT ORD | Reduce 9% $(387.5K) | 0.60% | $3.8M | +107.28% | +22.73% | +66.01% | |
| AVGO - BROADCOM ORD | Add 7% ($239.9K) | 0.58% | $3.7M | +393.45% | +4.98% | +109.92% | |
| ABBV - ABBVIE ORD | Add 8% ($251.3K) | 0.56% | $3.6M | +38.89% | +1.99% | +15.77% | |
| VTHR - VANGUARD RUS 3000 ID ETF | Reduce 1% $(19.1K) | 0.49% | $3.1M | +56.11% | +1.29% | +22.25% | |
| CVX - CHEVRON ORD | Add 8% ($228.8K) | 0.48% | $3.1M | -9.25% | -8.58% | -15.90% | |
| LLY - ELI LILLY ORD | Add 8% ($221.7K) | 0.47% | $3.0M | +127.50% | +13.15% | +88.20% | |
| UNH - UNITEDHEALTH GRP ORD | Reduce 9% $(251.3K) | 0.42% | $2.7M | -38.35% | -0.23% | +3.80% | |
| PAYX - PAYCHEX ORD | Add 8% ($195.8K) | 0.41% | $2.6M | +32.63% | -4.92% | +9.53% | |
| AAPL - APPLE ORD | Reduce 7% $(196.3K) | 0.41% | $2.6M | +47.96% | +17.82% | +34.68% | |
| MCD - MCDONALD'S ORD | Add 35% ($647.8K) | 0.40% | $2.5M | +15.43% | +7.79% | +8.70% | |
| HD - HOME DEPOT ORD | Add 8% ($180.0K) | 0.39% | $2.5M | +22.56% | -5.12% | +17.17% | |
| PEP - PEPSICO ORD | Add 8% ($178.3K) | 0.38% | $2.4M | -14.66% | +12.49% | +1.89% | |
| AMP - AMERIPRISE FINANCE ORD | Add 26% ($456.2K) | 0.35% | $2.2M | +55.83% | -12.71% | +14.92% | |
| JPM - JPMORGAN CHASE ORD | Add 10% ($190.6K) | 0.33% | $2.1M | +116.76% | -1.77% | +26.35% | |
| MSI - MOTOROLA SOLUTIONS ORD | Add 30% ($473.7K) | 0.33% | $2.1M | +63.75% | +14.79% | +28.92% | |
| SO - SOUTHERN ORD | Add 7% ($131.9K) | 0.32% | $2.1M | +50.71% | +10.30% | +6.95% | |
| MMC - MARSH & MCLENNAN ORD | Add 7% ($112.9K) | 0.28% | $1.8M | +24.24% | +2.69% | +10.50% | |
| SBUX - STARBUCKS ORD | New Purchase | 0.27% | $1.7M | -9.79% | +4.21% | -11.93% | |
| CVS - CVS HEALTH ORD | Add 12% ($181.7K) | 0.27% | $1.7M | -20.37% | -16.06% | -13.37% | |
| PFE - PFIZER ORD | Add 12% ($184.9K) | 0.27% | $1.7M | -36.63% | -12.39% | -34.66% | |
| NOC - NORTHROP GRUMMAN ORD | Add 5% ($75.3K) | 0.26% | $1.7M | +24.45% | +6.04% | +2.84% | |
| ETN - EATON ORD | Add 13% ($193.5K) | 0.26% | $1.6M | +134.21% | +5.17% | +57.78% | |
| VLO - VALERO ENERGY ORD | Add 7% ($99.6K) | 0.24% | $1.5M | +7.19% | -23.04% | -4.73% | |
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | New Purchase | 0.23% | $1.4M | +10.34% | +15.17% | +20.19% | |
| ADI - ANALOG DEVICES ORD | Add 9% ($115.5K) | 0.22% | $1.4M | +48.68% | +5.55% | +18.86% | |
| GD - GENERAL DYNAMICS ORD | New Purchase | 0.22% | $1.4M | +39.65% | -4.58% | +19.20% | |
| MRK - MERCK & CO. INC. | New Purchase | 0.20% | $1.2M | -17.43% | +9.18% | +17.38% | |
| PG - PROCTER & GAMBLE ORD | New Purchase | 0.19% | $1.2M | +14.43% | +11.61% | +13.51% | |
| ACN - ACCENTURE CL A ORD | Reduce 17% $(231.6K) | 0.18% | $1.2M | +5.34% | +1.20% | +38.74% | |
| PNC - PNC FINANCIAL SERVICES GROUP ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SCHV - SCHWAB STR:US LC VAL ETF | Reduce 100% | 0.00% | $0.00 | ||||
| TGT - TARGET ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PLD - PROLOGIS REIT | Reduce 100% | 0.00% | $0.00 | ||||
| VCSH - VANGUARD ST CORP BD ETF | Reduce 100% | 0.00% | $0.00 | ||||