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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2023-07-26 (Q2 2023) | Holdings: 83 | Value: $657.4M | 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 | 21.90% | $144.0M | +39.02% | -10.43% | +20.03% | ||
| IWB - ISHARES:RUSS 1000 ETF | 20.77% | $136.6M | +38.71% | -10.51% | +19.86% | ||
| SPSB - SPDR PTF ST CORP BOND | Reduce 8% $(3.7M) | 6.07% | $39.9M | +11.98% | +0.53% | +6.29% | |
| EWJ - ISHARES:MSCI JAPAN | 4.52% | $29.7M | +18.04% | -8.97% | +10.72% | ||
| VTWO - VANGUARD RUS 2000 ID ETF | 4.10% | $26.9M | +13.93% | -17.48% | +14.00% | ||
| IWM - ISHARES:RUSS 2000 ETF | 3.61% | $23.7M | +13.53% | -17.54% | +13.74% | ||
| IEMG - ISHARES:CORE MSCI EMMKTS | Add 1% ($135.2K) | 2.87% | $18.9M | +24.99% | -11.37% | +5.79% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Add 1% ($193.7K) | 2.80% | $18.4M | +25.68% | -12.09% | +8.68% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Reduce 3% $(481.0K) | 2.35% | $15.5M | +52.71% | -9.40% | +25.13% | |
| VONV - VANGUARD RUS 1000 VI ETF | Reduce 15% $(2.5M) | 2.24% | $14.8M | +23.32% | -11.95% | +13.25% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Add 5% ($605.1K) | 2.06% | $13.6M | +39.63% | -10.51% | +20.24% | |
| MSFT - MICROSOFT ORD | 1.29% | $8.5M | +50.87% | -2.93% | +26.31% | ||
| FPE - FT III:PFD SEC & INC | Reduce 33% $(3.7M) | 1.13% | $7.4M | +23.03% | -3.25% | +14.27% | |
| AVGO - BROADCOM ORD | Reduce 14% $(1.1M) | 1.02% | $6.7M | +218.26% | -7.22% | +68.26% | |
| VONG - VANGUARD RUS 1000 GI ETF | 0.87% | $5.7M | +52.87% | -9.35% | +25.18% | ||
| LLY - ELI LILLY ORD | Reduce 1% $(57.2K) | 0.84% | $5.5M | +72.69% | +23.85% | +79.53% | |
| AAPL - APPLE ORD | 0.78% | $5.2M | +7.75% | -14.07% | +11.93% | ||
| AGG - ISHARES:CORE US AGG BD | Add 2% ($93.1K) | 0.76% | $5.0M | +7.51% | -4.59% | +4.25% | |
| MCD - MCDONALD'S ORD | Add 15% ($625.2K) | 0.74% | $4.9M | +7.51% | -11.94% | -8.35% | |
| VTWV - VANGUARD RUS 2000 VI ETF | 0.74% | $4.9M | +11.80% | -16.27% | +14.89% | ||
| IWD - ISHARES:RUSS 1000 VL ETF | 0.69% | $4.5M | +23.15% | -11.84% | +13.22% | ||
| ABBV - ABBVIE ORD | 0.67% | $4.4M | +38.78% | -2.88% | +30.79% | ||
| CVX - CHEVRON ORD | 0.61% | $4.0M | +1.25% | -10.09% | +0.65% | ||
| ETN - EATON ORD | Add 22% ($696.0K) | 0.58% | $3.8M | +81.90% | -4.16% | +47.02% | |
| MSI - MOTOROLA SOLUTIONS ORD | 0.58% | $3.8M | +41.06% | -7.70% | +35.13% | ||
| VTHR - VANGUARD RUS 3000 ID ETF | 0.56% | $3.7M | +37.57% | -10.87% | +19.56% | ||
| HD - HOME DEPOT ORD | 0.54% | $3.6M | +13.64% | -16.12% | +11.90% | ||
| PEP - PEPSICO ORD | 0.54% | $3.6M | -25.56% | -16.28% | -7.03% | ||
| MRK - MERCK & CO ORD | Add 32% ($850.1K) | 0.53% | $3.5M | -19.32% | -3.47% | +22.33% | |
| AMP - AMERIPRISE FINANCE ORD | 0.53% | $3.5M | +50.76% | -12.53% | +23.05% | ||
| JPM - JPMORGAN CHASE ORD | 0.52% | $3.4M | +90.37% | -13.36% | +37.01% | ||
| ACN - ACCENTURE CL A ORD | Add 39% ($938.7K) | 0.50% | $3.3M | -10.72% | -8.99% | +3.58% | |
| SBUX - STARBUCKS ORD | 0.48% | $3.1M | -4.81% | -9.33% | -24.48% | ||
| SO - SOUTHERN ORD | Add 2% ($73.8K) | 0.48% | $3.1M | +36.66% | -7.68% | +18.71% | |
| PAYX - PAYCHEX ORD | Reduce 17% $(644.8K) | 0.47% | $3.1M | +16.50% | -13.81% | +2.05% | |
| MMC - MARSH & MCLENNAN ORD | 0.47% | $3.1M | +12.62% | -3.37% | +16.04% | ||
| UNH - UNITEDHEALTH GRP ORD | 0.45% | $3.0M | -40.65% | +3.57% | +13.18% | ||
| ADI - ANALOG DEVICES ORD | 0.44% | $2.9M | +27.38% | -17.48% | +18.44% | ||
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | Add 1% ($30.1K) | 0.44% | $2.9M | -4.45% | -11.17% | -6.61% | |
| SPY - SPDR S&P 500 ETF | New Purchase | 0.40% | $2.6M | +39.14% | -10.22% | +20.34% | |
| PH - PARKER HANNIFIN ORD | New Purchase | 0.36% | $2.4M | +83.07% | -7.23% | +40.25% | |
| ITW - ILLINOIS TOOL ORD | 0.32% | $2.1M | +4.84% | -12.31% | -0.96% | ||
| CDW - CDW ORD | 0.31% | $2.0M | -5.66% | +4.54% | +22.59% | ||
| APD - AIR PRODUCTS AND CHEMICALS ORD | 0.30% | $2.0M | -0.42% | -8.30% | -9.92% | ||
| VLO - VALERO ENERGY ORD | 0.30% | $2.0M | +24.07% | -2.32% | +27.30% | ||
| WM - WASTE MANAGEMENT ORD | 0.28% | $1.8M | +41.18% | -1.66% | +23.61% | ||
| VICI - VICI PPTYS ORD | 0.28% | $1.8M | +11.37% | -16.41% | -0.41% | ||
| PG - PROCTER & GAMBLE ORD | 0.27% | $1.8M | +3.41% | -3.94% | +13.02% | ||
| NOC - NORTHROP GRUMMAN ORD | New Purchase | 0.26% | $1.7M | +20.80% | +7.32% | +9.64% | |
| UPS - UNITED PARCEL SERVICE CL B ORD | New Purchase | 0.24% | $1.6M | -40.68% | -26.51% | -27.48% | |
| PFE - PFIZER ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SPD - SIMPLIFY:US EQTY DC | Reduce 100% | 0.00% | $0.00 | ||||
| GD - GENERAL DYNAMICS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| GSG - ISHARES:S&P GSCI CMDTY | Reduce 100% | 0.00% | $0.00 | ||||