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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2023-04-26 (Q1 2023) | Holdings: 78 | Value: $646.7M | 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 10% $(15.1M) | 20.54% | $132.8M | +57.71% | +11.75% | +27.41% | |
| IWB - ISHARES:RUSS 1000 ETF | Reduce 10% $(14.5M) | 19.48% | $126.0M | +57.52% | +11.92% | +27.47% | |
| SPSB - SPDR PTF ST CORP BOND | Reduce 2% $(1.1M) | 6.78% | $43.8M | +12.36% | +0.21% | +4.35% | |
| EWJ - ISHARES:MSCI JAPAN | New Purchase | 4.36% | $28.2M | +28.17% | +8.28% | +17.42% | |
| VTWO - VANGUARD RUS 2000 ID ETF | Reduce 1% $(226.8K) | 3.96% | $25.6M | +31.41% | +13.18% | +18.09% | |
| IWM - ISHARES:RUSS 2000 ETF | 3.49% | $22.6M | +30.78% | +13.04% | +17.83% | ||
| GSG - ISHARES:S&P GSCI CMDTY | Add 1% ($160.0K) | 3.23% | $20.9M | +14.16% | +8.76% | +15.08% | |
| IEMG - ISHARES:CORE MSCI EMMKTS | Add 137% ($10.7M) | 2.87% | $18.5M | +35.80% | +7.30% | +12.33% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | 2.74% | $17.8M | +31.71% | +3.72% | +10.92% | ||
| VONV - VANGUARD RUS 1000 VI ETF | Reduce 44% $(13.1M) | 2.58% | $16.7M | +34.34% | +7.59% | +17.38% | |
| IWF - ISHARES:RUSS 1000 GR ETF | 2.19% | $14.1M | +80.43% | +16.04% | +37.06% | ||
| SCHX - SCHWAB STR:US LG CAP ETF | Reduce 45% $(10.0M) | 1.85% | $12.0M | +58.95% | +12.11% | +28.05% | |
| FPE - FT III:PFD SEC & INC | 1.72% | $11.1M | +28.11% | +3.81% | +14.94% | ||
| MSFT - MICROSOFT ORD | Add 56% ($2.6M) | 1.11% | $7.2M | +73.94% | +11.99% | +37.02% | |
| AVGO - BROADCOM ORD | Add 37% ($1.6M) | 0.89% | $5.8M | +371.74% | +45.78% | +121.54% | |
| ABBV - ABBVIE ORD | Add 48% ($1.7M) | 0.80% | $5.2M | +31.76% | -2.19% | +9.23% | |
| VONG - VANGUARD RUS 1000 GI ETF | 0.78% | $5.1M | +80.58% | +15.89% | +37.11% | ||
| AGG - ISHARES:CORE US AGG BD | 0.77% | $5.0M | +6.41% | -1.68% | -0.74% | ||
| VTWV - VANGUARD RUS 2000 VI ETF | Reduce 4% $(217.7K) | 0.73% | $4.7M | +29.47% | +13.81% | +18.76% | |
| SPD - SIMPLIFY:US EQTY DC | 0.73% | $4.7M | +52.86% | +10.51% | +22.50% | ||
| AAPL - APPLE ORD | Add 34% ($1.1M) | 0.68% | $4.4M | +28.03% | +17.13% | +5.59% | |
| IWD - ISHARES:RUSS 1000 VL ETF | Reduce 45% $(3.6M) | 0.67% | $4.4M | +33.90% | +7.50% | +17.16% | |
| CVX - CHEVRON ORD | Add 50% ($1.4M) | 0.65% | $4.2M | -0.43% | -3.13% | +4.08% | |
| LLY - ELI LILLY ORD | Add 46% ($1.3M) | 0.63% | $4.1M | +100.60% | +16.59% | +89.99% | |
| MCD - MCDONALD'S ORD | Add 50% ($1.3M) | 0.62% | $4.0M | +8.56% | +2.08% | -3.78% | |
| PAYX - PAYCHEX ORD | Add 48% ($1.2M) | 0.59% | $3.8M | +42.14% | +21.06% | +17.70% | |
| MSI - MOTOROLA SOLUTIONS ORD | Add 61% ($1.4M) | 0.57% | $3.7M | +45.02% | +1.30% | +21.84% | |
| PEP - PEPSICO ORD | Add 45% ($1.1M) | 0.54% | $3.5M | -23.52% | +0.89% | -3.63% | |
| VTHR - VANGUARD RUS 3000 ID ETF | Add 4% ($147.2K) | 0.53% | $3.4M | +56.07% | +11.71% | +26.73% | |
| HD - HOME DEPOT ORD | Add 48% ($1.1M) | 0.52% | $3.4M | +31.83% | +15.31% | +20.05% | |
| SBUX - STARBUCKS ORD | Add 80% ($1.5M) | 0.51% | $3.3M | -12.37% | -9.07% | -18.96% | |
| AMP - AMERIPRISE FINANCE ORD | Add 47% ($1.0M) | 0.49% | $3.2M | +83.22% | +18.84% | +43.60% | |
| JPM - JPMORGAN CHASE ORD | Add 49% ($1.0M) | 0.48% | $3.1M | +122.37% | +15.51% | +45.88% | |
| SO - SOUTHERN ORD | Add 51% ($1.0M) | 0.47% | $3.0M | +37.97% | +1.03% | +6.38% | |
| ADI - ANALOG DEVICES ORD | Add 78% ($1.3M) | 0.46% | $3.0M | +40.15% | +10.00% | +16.39% | |
| UNH - UNITEDHEALTH GRP ORD | Add 23% ($557.7K) | 0.45% | $2.9M | -37.14% | +5.21% | +2.98% | |
| MMC - MARSH & MCLENNAN ORD | Add 52% ($939.3K) | 0.42% | $2.7M | +23.12% | +7.87% | +14.20% | |
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | Add 80% ($1.2M) | 0.42% | $2.7M | -2.30% | +0.49% | +1.57% | |
| ETN - EATON ORD | Add 48% ($869.7K) | 0.41% | $2.7M | +129.35% | +24.55% | +103.46% | |
| GD - GENERAL DYNAMICS ORD | Add 97% ($1.2M) | 0.39% | $2.5M | +46.72% | +2.79% | +36.78% | |
| MRK - MERCK & CO ORD | Add 102% ($1.2M) | 0.37% | $2.4M | -24.00% | -7.53% | +16.65% | |
| VLO - VALERO ENERGY ORD | Add 42% ($686.7K) | 0.36% | $2.3M | +38.95% | +10.20% | +50.64% | |
| ACN - ACCENTURE CL A ORD | Add 77% ($958.0K) | 0.34% | $2.2M | +4.70% | +16.84% | +12.41% | |
| CDW - CDW ORD | New Purchase | 0.33% | $2.1M | +8.93% | +13.81% | +50.06% | |
| ITW - ILLINOIS TOOL ORD | New Purchase | 0.32% | $2.1M | +15.65% | +10.08% | +9.14% | |
| PFE - PFIZER ORD | Add 48% ($651.1K) | 0.31% | $2.0M | -27.44% | -4.20% | -30.19% | |
| APD - AIR PRODUCTS AND CHEMICALS ORD | New Purchase | 0.30% | $1.9M | +5.34% | +5.74% | -15.20% | |
| VICI - VICI PPTYS ORD | New Purchase | 0.29% | $1.9M | +13.67% | -1.69% | -6.81% | |
| WM - WASTE MANAGEMENT ORD | New Purchase | 0.27% | $1.7M | +44.23% | +1.62% | +33.09% | |
| PG - PROCTER & GAMBLE ORD | Add 49% ($566.8K) | 0.27% | $1.7M | +3.30% | -1.44% | +6.76% | |
| NOC - NORTHROP GRUMMAN ORD | Reduce 100% | 0.00% | $0.00 | ||||
| IVV - ISHARES:CORE S&P 500 | Reduce 100% | 0.00% | $0.00 | ||||
| VOO - VANGUARD 500 IDX ETF | Reduce 100% | 0.00% | $0.00 | ||||
| HEWJ - ISHARES:CURR HGD JAPAN | Reduce 100% | 0.00% | $0.00 | ||||
| CVS - CVS HEALTH ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF | Reduce 100% | 0.00% | $0.00 | ||||