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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2024-07-25 (Q2 2024) | Holdings: 77 | Value: $733.4M | 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 | Reduce 8% $(14.0M) | 22.89% | $167.9M | +16.26% | +7.34% | ||
| IWB - ISHARES:RUSS 1000 ETF | Reduce 9% $(15.4M) | 21.53% | $157.9M | +16.28% | +7.48% | ||
| VTWO - VANGUARD RUS 2000 ID ETF | Add 1% ($551.8K) | 5.16% | $37.9M | -0.99% | -0.24% | ||
| IWM - ISHARES:RUSS 2000 ETF | Add 2% ($648.2K) | 4.84% | $35.5M | -1.15% | -0.30% | ||
| EWJ - ISHARES:MSCI JAPAN | 4.48% | $32.9M | +7.45% | -0.89% | |||
| SPSB - SPDR PTF ST CORP BOND | Reduce 14% $(4.6M) | 3.76% | $27.6M | +5.38% | +1.75% | ||
| SCHX - SCHWAB STR:US LG CAP ETF | Reduce 16% $(4.1M) | 2.88% | $21.1M | +16.69% | +7.59% | ||
| IEMG - ISHARES:CORE MSCI EMMKTS | Add 1% ($150.9K) | 2.85% | $20.9M | +17.91% | +6.38% | ||
| SCHF - SCHWAB STR:INTL EQTY ETF | 2.75% | $20.2M | +15.76% | +2.22% | |||
| MSFT - MICROSOFT ORD | 1.75% | $12.8M | +21.88% | +2.19% | |||
| AVGO - BROADCOM ORD | Reduce 23% $(3.1M) | 1.42% | $10.4M | +85.11% | +12.43% | ||
| LLY - ELI LILLY ORD | Reduce 8% $(880.9K) | 1.31% | $9.6M | -4.29% | +10.47% | ||
| IVV - ISHARES:CORE S&P 500 | 1.24% | $9.1M | +16.21% | +7.47% | |||
| VOO - VANGUARD 500 IDX ETF | Reduce 20% $(2.1M) | 1.13% | $8.3M | +16.23% | +7.47% | ||
| SPY - SPDR S&P 500 | Reduce 13% $(1.2M) | 1.06% | $7.8M | +16.16% | +7.44% | ||
| QCOM - QUALCOMM ORD | Add 35% ($1.9M) | 1.01% | $7.4M | -11.91% | -3.30% | ||
| ETN - EATON ORD | Reduce 25% $(2.3M) | 0.95% | $7.0M | +21.96% | +15.22% | ||
| ABBV - ABBVIE ORD | 0.84% | $6.2M | +5.24% | +4.22% | |||
| MSI - MOTOROLA SOLUTIONS ORD | 0.83% | $6.1M | +7.05% | +18.88% | |||
| JPM - JPMORGAN CHASE ORD | Add 16% ($790.8K) | 0.78% | $5.7M | +40.02% | +8.43% | ||
| ADI - ANALOG DEVICES ORD | Add 39% ($1.3M) | 0.65% | $4.8M | +8.54% | +2.55% | ||
| MRK - MERCK & CO ORD | Add 18% ($717.8K) | 0.65% | $4.8M | -33.77% | -17.53% | ||
| PH - PARKER HANNIFIN ORD | Reduce 22% $(1.3M) | 0.64% | $4.7M | +30.03% | +13.57% | ||
| GSG - ISHARES:S&P GSCI CMDTY | 0.62% | $4.5M | +4.67% | -2.43% | |||
| AMP - AMERIPRISE FINANCE ORD | 0.61% | $4.5M | +19.74% | +16.56% | |||
| META - META PLATFORMS CL A ORD | 0.57% | $4.2M | +53.56% | +24.67% | |||
| IWF - ISHARES:RUSS 1000 GR | Reduce 54% $(4.9M) | 0.56% | $4.1M | +22.27% | +8.79% | ||
| HD - HOME DEPOT ORD | 0.54% | $4.0M | +3.46% | +14.18% | |||
| AGG - ISHARES:CORE US AGG BD | 0.54% | $4.0M | +3.32% | +1.07% | |||
| VTHR - VANGUARD RUS 3000 ID ETF | Reduce 14% $(639.0K) | 0.54% | $3.9M | +15.74% | +7.34% | ||
| VTWV - VANGUARD RUS 2000 VI ETF | Reduce 25% $(1.3M) | 0.52% | $3.8M | -3.68% | -1.57% | ||
| COST - COSTCO WHOLESALE ORD | Add 23% ($691.9K) | 0.51% | $3.8M | +18.74% | +8.92% | ||
| MMC - MARSH & MCLENNAN ORD | Reduce 18% $(787.5K) | 0.50% | $3.7M | -1.52% | +2.86% | ||
| MCD - MCDONALD'S ORD | Reduce 15% $(656.2K) | 0.49% | $3.6M | +21.26% | +18.04% | ||
| SO - SOUTHERN ORD | 0.47% | $3.5M | +16.66% | +12.94% | |||
| VLO - VALERO ENERGY ORD | 0.46% | $3.4M | -2.73% | -15.61% | |||
| CVX - CHEVRON ORD | 0.46% | $3.4M | -0.12% | -3.49% | |||
| LRCX - LAM RESEARCH ORD | 0.39% | $2.8M | +12.60% | -16.66% | |||
| UNH - UNITEDHEALTH GRP ORD | New Purchase | 0.36% | $2.6M | -46.93% | +1.29% | ||
| PAYX - PAYCHEX ORD | Reduce 23% $(760.4K) | 0.35% | $2.6M | +16.29% | +13.62% | ||
| AAPL - APPLE ORD | New Purchase | 0.34% | $2.5M | -3.94% | +6.85% | ||
| ACN - ACCENTURE CL A ORD | Reduce 28% $(908.7K) | 0.33% | $2.4M | -13.74% | +11.31% | ||
| SYK - STRYKER ORD | Reduce 42% $(1.7M) | 0.32% | $2.4M | +20.52% | +9.11% | ||
| GD - GENERAL DYNAMICS ORD | New Purchase | 0.32% | $2.3M | +5.56% | +4.95% | ||
| PG - PROCTER & GAMBLE ORD | New Purchase | 0.26% | $1.9M | -7.04% | +1.82% | ||
| V - VISA CL A ORD | Reduce 26% $(658.8K) | 0.26% | $1.9M | +36.76% | +11.41% | ||
| PEP - PEPSICO ORD | New Purchase | 0.26% | $1.9M | -18.77% | +0.24% | ||
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | Reduce 29% $(751.2K) | 0.25% | $1.9M | +4.01% | +6.04% | ||
| PSX - PHILLIPS 66 ORD | Reduce 51% $(1.7M) | 0.22% | $1.6M | -6.80% | -8.88% | ||
| EQIX - EQUINIX REIT ORD | Reduce 100% | 0.00% | $0.00 | +28.85% | +19.24% | ||
| VONG - VANGUARD RUS 1000 GI ETF | Reduce 100% | 0.00% | $0.00 | ||||
| SPG - SIMON PROP GRP REIT ORD | Reduce 100% | 0.00% | $0.00 | ||||
| CDW - CDW ORD | Reduce 100% | 0.00% | $0.00 | -23.11% | -4.84% | ||
| VONV - VANGUARD RUS 1000 VI ETF | Reduce 100% | 0.00% | $0.00 | ||||
| PLD - PROLOGIS REIT | Reduce 100% | 0.00% | $0.00 | -2.91% | -2.06% | ||