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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2024-04-19 (Q1 2024) | Holdings: 83 | Value: $801.4M | 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 | Add 1% ($1.4M) | 21.98% | $176.2M | +26.80% | +11.18% | +4.34% | |
| IWB - ISHARES:RUSS 1000 ETF | Add 1% ($1.6M) | 20.94% | $167.8M | +26.73% | +11.36% | +4.33% | |
| VTWO - VANGUARD RUS 2000 ID ETF | Add 27% ($8.3M) | 4.83% | $38.7M | +14.58% | +13.81% | -4.70% | |
| IWM - ISHARES:RUSS 2000 ETF | Add 35% ($9.3M) | 4.51% | $36.1M | +14.28% | +13.75% | -4.83% | |
| EWJ - ISHARES:MSCI JAPAN | 4.28% | $34.3M | +10.64% | +5.97% | +3.98% | ||
| SPSB - SPDR PTF ST CORP BOND | Reduce 6% $(2.0M) | 4.03% | $32.3M | +7.82% | +2.07% | +6.45% | |
| SCHX - SCHWAB STR:US LG CAP ETF | Add 22% ($4.5M) | 3.03% | $24.3M | +27.20% | +11.47% | +4.48% | |
| SCHF - SCHWAB STR:INTL EQTY ETF | 2.56% | $20.5M | +21.19% | +6.41% | +8.27% | ||
| IEMG - ISHARES:CORE MSCI EMMKTS | 2.50% | $20.0M | +26.25% | +8.95% | +6.94% | ||
| MSFT - MICROSOFT ORD | 1.50% | $12.1M | +27.63% | +10.91% | -9.55% | ||
| AVGO - BROADCOM ORD | Add 17% ($1.6M) | 1.40% | $11.2M | +132.78% | +31.95% | +37.40% | |
| VOO - VANGUARD 500 IDX ETF | Add 71% ($4.1M) | 1.25% | $10.0M | +27.05% | +11.81% | +4.62% | |
| ETN - EATON ORD | Add 20% ($1.5M) | 1.15% | $9.3M | +20.54% | +5.22% | -13.93% | |
| LLY - ELI LILLY ORD | Reduce 1% $(99.6K) | 1.12% | $9.0M | +6.66% | +18.87% | +12.83% | |
| IVV - ISHARES:CORE S&P 500 | Add 5% ($443.7K) | 1.09% | $8.7M | +27.01% | +11.80% | +4.61% | |
| SPY - SPDR S&P 500 ETF | Add 12% ($887.1K) | 1.07% | $8.6M | +26.93% | +11.77% | +4.54% | |
| IWF - ISHARES:RUSS 1000 GR | Reduce 3% $(288.9K) | 1.04% | $8.3M | +35.80% | +15.53% | +4.95% | |
| PH - PARKER HANNIFIN ORD | Add 26% ($1.4M) | 0.83% | $6.6M | +33.53% | +2.97% | +2.83% | |
| ABBV - ABBVIE ORD | Add 9% ($552.7K) | 0.82% | $6.5M | +16.19% | +4.49% | +5.17% | |
| VONV - VANGUARD RUS 1000 VI ETF | Reduce 2% $(133.7K) | 0.73% | $5.8M | +16.26% | +6.01% | +3.09% | |
| MSI - MOTOROLA SOLUTIONS ORD | 0.70% | $5.6M | +21.21% | +16.33% | +21.96% | ||
| VTWV - VANGUARD RUS 2000 VI ETF | Reduce 2% $(91.0K) | 0.66% | $5.3M | +11.58% | +13.22% | -5.39% | |
| JPM - JPMORGAN CHASE ORD | 0.61% | $4.9M | +58.40% | +13.69% | +25.97% | ||
| MCD - MCDONALD'S ORD | 0.59% | $4.7M | +12.75% | -4.58% | +15.52% | ||
| QCOM - QUALCOMM ORD | Add 132% ($2.7M) | 0.58% | $4.7M | +0.19% | +23.87% | -12.13% | |
| AMP - AMERIPRISE FINANCE ORD | 0.58% | $4.6M | +26.49% | +0.36% | +8.82% | ||
| GSG - ISHARES:S&P GSCI CMDTY | Reduce 65% $(8.2M) | 0.56% | $4.5M | +0.58% | -3.05% | -3.90% | |
| HD - HOME DEPOT ORD | 0.56% | $4.5M | +9.35% | +8.15% | +5.12% | ||
| VTHR - VANGUARD RUS 3000 ID ETF | Add 5% ($193.6K) | 0.55% | $4.4M | +26.21% | +11.38% | +3.95% | |
| MMC - MARSH & MCLENNAN ORD | 0.55% | $4.4M | +4.93% | +7.40% | +5.53% | ||
| MRK - MERCK & CO ORD | Add 5% ($202.0K) | 0.54% | $4.3M | -33.09% | -0.21% | -36.74% | |
| SYK - STRYKER ORD | New Purchase | 0.53% | $4.3M | +20.55% | +4.73% | +4.58% | |
| META - META PLATFORMS CL A ORD | New Purchase | 0.50% | $4.0M | +45.70% | -0.37% | -0.67% | |
| AGG - ISHARES:CORE US AGG BD | 0.50% | $4.0M | +7.53% | +3.78% | +5.97% | ||
| PSX - PHILLIPS 66 ORD | New Purchase | 0.49% | $3.9M | -13.24% | -8.55% | -35.01% | |
| ACN - ACCENTURE CL A ORD | 0.47% | $3.8M | -11.35% | +4.53% | -10.78% | ||
| VLO - VALERO ENERGY ORD | 0.46% | $3.7M | -5.72% | -8.44% | -31.62% | ||
| VONG - VANGUARD RUS 1000 GI ETF | 0.43% | $3.4M | +35.82% | +15.48% | +4.93% | ||
| PAYX - PAYCHEX ORD | 0.43% | $3.4M | +21.58% | +3.32% | +20.47% | ||
| CVX - CHEVRON ORD | Reduce 17% $(700.5K) | 0.42% | $3.4M | -0.52% | -0.86% | -12.78% | |
| SO - SOUTHERN ORD | 0.40% | $3.2M | +34.18% | +14.88% | +29.84% | ||
| EQIX - EQUINIX REIT ORD | New Purchase | 0.38% | $3.1M | +3.64% | +6.75% | +4.89% | |
| ADI - ANALOG DEVICES ORD | 0.37% | $3.0M | +33.12% | +30.66% | -3.55% | ||
| SPG - SIMON PROP GRP REIT ORD | New Purchase | 0.36% | $2.9M | +20.74% | +13.35% | +9.69% | |
| CDW - CDW ORD | 0.35% | $2.8M | -24.62% | -1.56% | -36.56% | ||
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | 0.35% | $2.8M | +1.22% | -1.89% | +2.05% | ||
| V - VISA CL A ORD | 0.34% | $2.7M | +29.25% | -1.01% | +19.02% | ||
| COST - COSTCO WHOLESALE ORD | New Purchase | 0.33% | $2.6M | +36.28% | +18.73% | +34.71% | |
| LRCX - LAM RESEARCH ORD | New Purchase | 0.32% | $2.6M | +16.89% | +11.69% | -28.02% | |
| PLD - PROLOGIS REIT | New Purchase | 0.32% | $2.6M | +9.25% | +23.08% | -1.74% | |
| UNH - UNITEDHEALTH GRP ORD | Reduce 100% | 0.00% | $0.00 | ||||
| ITW - ILLINOIS TOOL ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER & GAMBLE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| GD - GENERAL DYNAMICS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO ORD | Reduce 100% | 0.00% | $0.00 | ||||
| AAPL - APPLE ORD | Reduce 100% | 0.00% | $0.00 | ||||
| VICI - VICI PPTYS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SBUX - STARBUCKS ORD | Reduce 100% | 0.00% | $0.00 | ||||