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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2024-10-30 (Q3 2024) | Holdings: 78 | Value: $788.4M | 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 | 22.39% | $176.6M | +9.08% | +5.53% | |||
| IWB - ISHARES:RUSS 1000 ETF | Reduce 1% $(1.1M) | 21.03% | $165.8M | +9.03% | +5.41% | ||
| VTWO - VANGUARD RUS 2000 ID ETF | 5.24% | $41.3M | -0.16% | +2.75% | |||
| IWM - ISHARES:RUSS 2000 ETF | 4.89% | $38.6M | -0.29% | +2.68% | |||
| EWJ - ISHARES:MSCI JAPAN | 4.37% | $34.5M | +7.61% | +1.71% | |||
| SPSB - SPDR PTF ST CORP BOND | Reduce 4% $(1.1M) | 3.43% | $27.0M | +3.70% | +1.31% | ||
| IEMG - ISHARES:CORE MSCI EMMKTS | 2.85% | $22.4M | +12.53% | -2.77% | |||
| SCHF - SCHWAB STR:INTL EQTY ETF | Add 1% ($203.2K) | 2.76% | $21.8M | +14.96% | +1.03% | ||
| SCHX - SCHWAB STR:US LG CAP ETF | Reduce 4% $(993.0K) | 2.70% | $21.3M | +9.31% | +5.27% | ||
| MSFT - MICROSOFT ORD | 1.56% | $12.3M | +22.49% | +0.13% | |||
| AVGO - BROADCOM ORD | Add 903% ($10.1M) | 1.42% | $11.2M | +62.34% | +27.18% | ||
| LLY - ELI LILLY ORD | Reduce 1% $(94.8K) | 1.18% | $9.3M | -7.24% | -2.88% | ||
| VOO - VANGUARD 500 IDX ETF | 1.11% | $8.7M | +9.14% | +4.92% | |||
| IVV - ISHARES:CORE S&P 500 | Reduce 9% $(840.4K) | 1.11% | $8.7M | +9.12% | +4.92% | ||
| ETN - EATON ORD | Add 15% ($1.1M) | 1.08% | $8.5M | +12.53% | +0.73% | ||
| SPY - SPDR S&P 500 | 1.04% | $8.2M | +9.10% | +4.91% | |||
| ABBV - ABBVIE ORD | 0.90% | $7.1M | -5.17% | -8.09% | |||
| MSI - MOTOROLA SOLUTIONS ORD | 0.90% | $7.1M | -8.88% | +4.06% | |||
| PH - PARKER HANNIFIN ORD | Add 19% ($1.1M) | 0.88% | $6.9M | +15.40% | +14.54% | ||
| JPM - JPMORGAN CHASE ORD | 0.76% | $6.0M | +29.60% | +19.57% | |||
| AMP - AMERIPRISE FINANCE ORD | 0.63% | $4.9M | +2.17% | +5.58% | |||
| QCOM - QUALCOMM ORD | Reduce 23% $(1.5M) | 0.61% | $4.8M | -6.41% | +3.71% | ||
| ADI - ANALOG DEVICES ORD | 0.61% | $4.8M | +5.84% | -7.55% | |||
| META - META PLATFORMS CL A ORD | 0.60% | $4.8M | +21.73% | +17.90% | |||
| HD - HOME DEPOT ORD | 0.60% | $4.7M | -6.51% | +6.06% | |||
| MRK - MERCK & CO ORD | 0.56% | $4.4M | -17.06% | -1.31% | |||
| MCD - MCDONALD'S ORD | 0.55% | $4.3M | +4.32% | -0.62% | |||
| GSG - ISHARES:S&P GSCI CMDTY | 0.55% | $4.3M | +6.06% | +6.58% | |||
| IWF - ISHARES:RUSS 1000 GR | 0.54% | $4.2M | +13.18% | +7.55% | |||
| VTWV - VANGUARD RUS 2000 VI ETF | Add 1% ($41.3K) | 0.53% | $4.2M | -1.66% | +1.01% | ||
| VTHR - VANGUARD RUS 3000 ID ETF | 0.53% | $4.2M | +8.58% | +5.19% | |||
| AGG - ISHARES:CORE US AGG BD | 0.52% | $4.1M | +2.34% | +0.01% | |||
| SO - SOUTHERN ORD | 0.51% | $4.0M | +4.55% | -6.67% | |||
| COST - COSTCO WHOLESALE ORD | 0.50% | $3.9M | +10.73% | +11.85% | |||
| MMC - MARSH & MCLENNAN ORD | 0.50% | $3.9M | -3.69% | -1.29% | |||
| SYK - STRYKER ORD | 0.46% | $3.6M | +9.01% | +8.72% | |||
| CVX - CHEVRON ORD | 0.40% | $3.2M | +4.73% | +1.32% | |||
| URI - UNITED RENTAL ORD | New Purchase | 0.39% | $3.1M | -0.71% | -6.16% | ||
| UNH - UNITEDHEALTH GRP ORD | 0.39% | $3.0M | -47.20% | -2.91% | |||
| WELL - WELLTOWER ORD | New Purchase | 0.37% | $2.9M | +15.68% | -0.16% | ||
| PAYX - PAYCHEX ORD | 0.37% | $2.9M | +1.44% | +5.03% | |||
| FIS - FIDELITY NATIONAL INFORMATN SVCS ORD | New Purchase | 0.37% | $2.9M | -11.75% | -9.61% | ||
| ACN - ACCENTURE CL A ORD | 0.35% | $2.8M | -18.75% | +12.17% | |||
| AAPL - APPLE ORD | 0.35% | $2.8M | -8.50% | +3.02% | |||
| NEE - NEXTERA ENERGY ORD | New Purchase | 0.34% | $2.6M | -2.50% | -8.10% | ||
| PSX - PHILLIPS 66 ORD | 0.33% | $2.6M | +7.66% | -2.89% | |||
| GD - GENERAL DYNAMICS ORD | 0.31% | $2.4M | +1.79% | -13.98% | |||
| VLO - VALERO ENERGY ORD | Reduce 24% $(685.4K) | 0.28% | $2.2M | +17.86% | +4.46% | ||
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | 0.26% | $2.1M | -2.06% | -16.08% | |||
| PG - PROCTER & GAMBLE ORD | 0.26% | $2.0M | -6.75% | +0.75% | |||
| V - VISA CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO ORD | Reduce 100% | 0.00% | $0.00 | ||||
| LRCX - LAM RESEARCH ORD | Reduce 100% | 0.00% | $0.00 | ||||