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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2023-10-30 (Q3 2023) | Holdings: 75 | Value: $653.7M | 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 | Add 5% ($7.3M) | 22.38% | $146.3M | +53.36% | +17.02% | +38.77% | |
| IWB - ISHARES:RUSS 1000 ETF | Add 5% ($7.2M) | 21.23% | $138.8M | +52.96% | +16.92% | +38.59% | |
| SPSB - SPDR PTF ST CORP BOND | Reduce 10% $(4.0M) | 5.47% | $35.8M | +11.65% | +3.56% | +7.73% | |
| EWJ - ISHARES:MSCI JAPAN | 4.43% | $29.0M | +27.67% | +14.32% | +18.40% | ||
| VTWO - VANGUARD RUS 2000 ID ETF | 3.90% | $25.5M | +37.10% | +18.48% | +35.14% | ||
| IWM - ISHARES:RUSS 2000 ETF | 3.43% | $22.4M | +36.67% | +18.47% | +34.93% | ||
| IEMG - ISHARES:CORE MSCI EMMKTS | 2.78% | $18.2M | +40.76% | +7.80% | +24.95% | ||
| SCHF - SCHWAB STR:INTL EQTY ETF | 2.67% | $17.5M | +40.95% | +13.76% | +22.51% | ||
| SCHX - SCHWAB STR:US LG CAP ETF | Add 23% ($3.0M) | 2.47% | $16.1M | +54.00% | +17.02% | +38.96% | |
| VONV - VANGUARD RUS 1000 VI ETF | Reduce 6% $(836.5K) | 2.05% | $13.4M | +38.49% | +14.50% | +31.97% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Reduce 11% $(1.7M) | 2.02% | $13.2M | +66.13% | +19.18% | +44.08% | |
| GSG - ISHARES:S&P GSCI CMDTY | New Purchase | 1.99% | $13.0M | +2.99% | -3.77% | -2.11% | |
| MSFT - MICROSOFT ORD | Add 8% ($633.1K) | 1.30% | $8.5M | +51.28% | +17.57% | +20.82% | |
| IVV - ISHARES:CORE S&P 500 | New Purchase | 1.03% | $6.8M | +53.12% | +16.55% | +38.60% | |
| SPY - SPDR S&P 500 ETF | Add 150% ($3.8M) | 0.96% | $6.3M | +52.93% | +16.50% | +38.48% | |
| LLY - ELI LILLY ORD | 0.96% | $6.3M | +37.29% | +13.68% | +46.81% | ||
| AVGO - BROADCOM ORD | Reduce 7% $(471.8K) | 0.91% | $5.9M | +240.77% | +40.47% | +104.28% | |
| ABBV - ABBVIE ORD | Add 1% ($45.9K) | 0.75% | $4.9M | +39.72% | +16.81% | +48.72% | |
| VOO - VANGUARD 500 IDX ETF | New Purchase | 0.73% | $4.8M | +53.16% | +16.56% | +38.62% | |
| VONG - VANGUARD RUS 1000 GI ETF | Reduce 14% $(799.5K) | 0.72% | $4.7M | +66.44% | +19.24% | +44.24% | |
| ETN - EATON ORD | Add 14% ($572.7K) | 0.71% | $4.6M | +85.71% | +23.78% | +68.37% | |
| AAPL - APPLE ORD | Add 1% ($46.9K) | 0.70% | $4.6M | +24.55% | +9.03% | +34.08% | |
| VTWV - VANGUARD RUS 2000 VI ETF | Reduce 3% $(147.7K) | 0.69% | $4.5M | +32.12% | +17.73% | +32.64% | |
| CVX - CHEVRON ORD | Add 1% ($42.3K) | 0.67% | $4.4M | +11.26% | +1.97% | +6.28% | |
| MCD - MCDONALD'S ORD | Add 1% ($41.1K) | 0.66% | $4.3M | +18.52% | +11.77% | +13.56% | |
| MMC - MARSH & MCLENNAN ORD | Add 29% ($909.3K) | 0.62% | $4.0M | +14.02% | +2.92% | +17.15% | |
| AGG - ISHARES:CORE US AGG BD | Reduce 19% $(929.1K) | 0.59% | $3.8M | +12.85% | +8.13% | +10.38% | |
| MSI - MOTOROLA SOLUTIONS ORD | Add 1% ($37.0K) | 0.55% | $3.6M | +49.73% | +15.27% | +63.37% | |
| VTHR - VANGUARD RUS 3000 ID ETF | Reduce 1% $(24.8K) | 0.54% | $3.5M | +52.72% | +17.44% | +39.01% | |
| HD - HOME DEPOT ORD | Add 1% ($32.9K) | 0.54% | $3.5M | +32.54% | +25.74% | +42.95% | |
| AMP - AMERIPRISE FINANCE ORD | Add 1% ($32.3K) | 0.53% | $3.5M | +69.43% | +22.95% | +63.94% | |
| JPM - JPMORGAN CHASE ORD | Add 1% ($33.2K) | 0.53% | $3.5M | +116.51% | +27.39% | +65.00% | |
| ACN - ACCENTURE CL A ORD | Add 1% ($31.9K) | 0.51% | $3.3M | -2.92% | +24.61% | +19.55% | |
| PEP - PEPSICO ORD | Add 1% ($29.5K) | 0.50% | $3.3M | -12.91% | +4.21% | +5.09% | |
| PAYX - PAYCHEX ORD | Add 1% ($30.0K) | 0.49% | $3.2M | +33.81% | +10.84% | +29.86% | |
| MRK - MERCK & CO ORD | Add 4% ($115.1K) | 0.49% | $3.2M | -16.38% | +18.38% | +2.20% | |
| UNH - UNITEDHEALTH GRP ORD | Add 1% ($29.2K) | 0.48% | $3.2M | -43.80% | -4.02% | +7.12% | |
| VLO - VALERO ENERGY ORD | Add 28% ($669.6K) | 0.47% | $3.0M | +25.61% | +12.92% | +6.93% | |
| SBUX - STARBUCKS ORD | Add 1% ($27.3K) | 0.45% | $2.9M | +3.69% | +0.40% | +7.52% | |
| SO - SOUTHERN ORD | Add 1% ($27.8K) | 0.44% | $2.9M | +46.96% | +4.79% | +41.10% | |
| PH - PARKER HANNIFIN ORD | Add 18% ($423.8K) | 0.43% | $2.8M | +97.28% | +27.24% | +75.19% | |
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | Add 1% ($25.0K) | 0.42% | $2.8M | +5.93% | +14.70% | +6.34% | |
| ADI - ANALOG DEVICES ORD | Add 1% ($23.5K) | 0.40% | $2.6M | +58.37% | +23.49% | +45.05% | |
| CDW - CDW ORD | Add 1% ($24.4K) | 0.34% | $2.2M | -9.39% | +14.78% | -3.96% | |
| V - VISA CL A ORD | New Purchase | 0.34% | $2.2M | +50.53% | +17.24% | +25.07% | |
| ITW - ILLINOIS TOOL ORD | Add 1% ($17.7K) | 0.30% | $2.0M | +19.53% | +17.46% | +19.57% | |
| APD - AIR PRODUCTS AND CHEMICALS ORD | Add 5% ($95.5K) | 0.30% | $2.0M | +6.77% | -8.37% | +13.54% | |
| PG - PROCTER & GAMBLE ORD | Add 1% ($16.3K) | 0.26% | $1.7M | +5.99% | +5.80% | +13.27% | |
| VICI - VICI PPTYS ORD | Add 1% ($14.9K) | 0.26% | $1.7M | +32.79% | +11.26% | +22.37% | |
| KO - COCA-COLA ORD | New Purchase | 0.22% | $1.4M | +29.21% | +6.00% | +19.02% | |
| IWD - ISHARES:RUSS 1000 VL ETF | Reduce 100% | 0.00% | $0.00 | ||||
| UPS - UNITED PARCEL SERVICE CL B ORD | Reduce 100% | 0.00% | $0.00 | ||||
| WM - WASTE MANAGEMENT ORD | Reduce 100% | 0.00% | $0.00 | ||||
| FPE - FT III:PFD SEC & INC | Reduce 100% | 0.00% | $0.00 | ||||
| NOC - NORTHROP GRUMMAN ORD | Reduce 100% | 0.00% | $0.00 | ||||