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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2024-02-06 (Q4 2023) | Holdings: 74 | Value: $694.5M | 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 2% $(4.0M) | 22.90% | $159.1M | +27.69% | +4.63% | +23.14% | |
| IWB - ISHARES:RUSS 1000 ETF | Reduce 2% $(3.6M) | 21.79% | $151.3M | +27.54% | +4.59% | +23.08% | |
| SPSB - SPDR PTF ST CORP BOND | Reduce 6% $(2.0M) | 4.94% | $34.3M | +7.86% | +0.59% | +5.29% | |
| EWJ - ISHARES:MSCI JAPAN | 4.44% | $30.9M | +11.16% | +3.59% | +5.33% | ||
| VTWO - VANGUARD RUS 2000 ID ETF | 4.18% | $29.0M | +14.96% | +5.87% | +18.05% | ||
| IWM - ISHARES:RUSS 2000 ETF | Add 1% ($129.3K) | 3.68% | $25.6M | +14.65% | +5.88% | +17.82% | |
| IEMG - ISHARES:CORE MSCI EMMKTS | Add 1% ($280.7K) | 2.83% | $19.6M | +27.04% | +6.67% | +11.11% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | Add 2% ($379.1K) | 2.79% | $19.4M | +23.36% | +5.77% | +9.14% | |
| SCHX - SCHWAB STR:US LG CAP ETF | 2.60% | $18.0M | +28.17% | +4.72% | +23.33% | ||
| GSG - ISHARES:S&P GSCI CMDTY | 1.67% | $11.6M | +8.63% | +6.79% | +9.06% | ||
| MSFT - MICROSOFT ORD | Add 6% ($650.2K) | 1.55% | $10.8M | +25.56% | +0.65% | +1.32% | |
| AVGO - BROADCOM ORD | Add 1% ($78.1K) | 1.16% | $8.1M | +131.98% | +6.05% | +84.68% | |
| IWF - ISHARES:RUSS 1000 GR ETF | Reduce 49% $(7.4M) | 1.11% | $7.7M | +33.91% | +3.97% | +26.87% | |
| IVV - ISHARES:CORE S&P 500 | 1.08% | $7.5M | +27.84% | +4.58% | +22.74% | ||
| SPY - SPDR S&P 500 ETF | 1.01% | $7.0M | +27.72% | +4.52% | +22.60% | ||
| LLY - ELI LILLY ORD | 0.98% | $6.8M | +9.76% | +9.68% | +24.45% | ||
| ETN - EATON ORD | Add 14% ($730.4K) | 0.86% | $6.0M | +35.30% | +20.73% | +16.14% | |
| VONV - VANGUARD RUS 1000 VI ETF | Reduce 62% $(9.0M) | 0.79% | $5.5M | +19.91% | +5.35% | +18.23% | |
| VOO - VANGUARD 500 IDX ETF | 0.76% | $5.3M | +27.85% | +4.56% | +22.65% | ||
| VTWV - VANGUARD RUS 2000 VI ETF | Add 1% ($31.4K) | 0.75% | $5.2M | +12.70% | +5.87% | +15.61% | |
| AAPL - APPLE ORD | 0.74% | $5.2M | +10.49% | -4.20% | +19.99% | ||
| ABBV - ABBVIE ORD | 0.73% | $5.1M | +13.01% | -5.71% | +13.52% | ||
| MCD - MCDONALD'S ORD | Add 2% ($86.3K) | 0.72% | $5.0M | +8.89% | -5.62% | +5.75% | |
| MSI - MOTOROLA SOLUTIONS ORD | Add 21% ($840.3K) | 0.71% | $4.9M | +26.34% | +9.34% | +47.38% | |
| PH - PARKER HANNIFIN ORD | Add 32% ($1.0M) | 0.62% | $4.3M | +39.77% | +7.09% | +34.52% | |
| JPM - JPMORGAN CHASE ORD | Add 2% ($91.2K) | 0.60% | $4.1M | +68.66% | +9.78% | +60.57% | |
| AGG - ISHARES:CORE US AGG BD | 0.58% | $4.1M | +5.23% | -0.67% | +3.24% | ||
| MMC - MARSH & MCLENNAN ORD | 0.58% | $4.0M | +10.03% | +4.75% | +18.24% | ||
| HD - HOME DEPOT ORD | 0.58% | $4.0M | +3.79% | -4.39% | +16.42% | ||
| AMP - AMERIPRISE FINANCE ORD | 0.58% | $4.0M | +37.00% | +9.96% | +40.32% | ||
| VTHR - VANGUARD RUS 3000 ID ETF | Reduce 2% $(79.4K) | 0.56% | $3.9M | +26.83% | +4.60% | +22.69% | |
| CVX - CHEVRON ORD | 0.56% | $3.9M | +5.12% | +7.47% | +4.04% | ||
| ACN - ACCENTURE CL A ORD | 0.55% | $3.8M | -22.33% | -14.56% | +7.51% | ||
| UNH - UNITEDHEALTH GRP ORD | Add 5% ($161.1K) | 0.50% | $3.5M | -41.70% | -2.15% | +4.14% | |
| MRK - MERCK & CO ORD | 0.49% | $3.4M | -32.77% | +3.39% | -29.34% | ||
| PAYX - PAYCHEX ORD | 0.48% | $3.3M | +19.53% | -0.22% | +23.79% | ||
| PEP - PEPSICO ORD | 0.48% | $3.3M | -18.41% | +3.91% | -13.57% | ||
| SO - SOUTHERN ORD | 0.45% | $3.1M | +44.36% | +15.14% | +29.84% | ||
| VONG - VANGUARD RUS 1000 GI ETF | Reduce 42% $(2.3M) | 0.45% | $3.1M | +33.94% | +3.89% | +26.89% | |
| ADI - ANALOG DEVICES ORD | 0.43% | $3.0M | +28.59% | +6.62% | +8.79% | ||
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | 0.42% | $2.9M | -8.00% | -5.61% | -20.55% | ||
| VLO - VALERO ENERGY ORD | 0.40% | $2.8M | +11.72% | +13.28% | -0.92% | ||
| V - VISA CL A ORD | 0.36% | $2.5M | +25.58% | -0.86% | +25.52% | ||
| CDW - CDW ORD | 0.36% | $2.5M | -23.79% | -5.79% | -17.30% | ||
| SBUX - STARBUCKS ORD | Reduce 22% $(678.6K) | 0.34% | $2.4M | -0.17% | -24.21% | +19.62% | |
| ITW - ILLINOIS TOOL ORD | 0.32% | $2.3M | +3.54% | -3.11% | +1.96% | ||
| GD - GENERAL DYNAMICS ORD | New Purchase | 0.30% | $2.1M | +15.11% | +9.39% | -3.53% | |
| VICI - VICI PPTYS ORD | 0.27% | $1.9M | +20.15% | +0.20% | +6.46% | ||
| PG - PROCTER & GAMBLE ORD | 0.25% | $1.7M | -1.06% | +4.86% | +8.18% | ||
| QCOM - QUALCOMM ORD | New Purchase | 0.25% | $1.7M | +9.63% | +24.73% | +17.99% | |
| KO - COCA-COLA ORD | Reduce 100% | 0.00% | $0.00 | ||||
| APD - AIR PRODUCTS AND CHEMICALS ORD | Reduce 100% | 0.00% | $0.00 | ||||