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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2025-01-30 (Q4 2024) | Holdings: 76 | Value: $795.9M | 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 1% $(1.0M) | 22.62% | $180.1M | +2.39% | -8.41% | ||
| IWB - ISHARES:RUSS 1000 ETF | Reduce 1% $(1.9M) | 21.11% | $168.0M | +2.49% | -8.30% | ||
| VTWO - VANGUARD RUS 2000 ID ETF | Add 26% ($10.9M) | 6.55% | $52.2M | -3.80% | -14.11% | ||
| IWM - ISHARES:RUSS 2000 ETF | Add 32% ($12.4M) | 6.41% | $51.0M | -3.86% | -14.09% | ||
| EWJ - ISHARES:MSCI JAPAN | Add 15% ($5.0M) | 4.69% | $37.3M | +4.77% | +3.17% | ||
| IEMG - ISHARES:CORE MSCI EMMKTS | Add 34% ($7.0M) | 3.44% | $27.4M | +14.36% | +0.95% | ||
| SCHX - SCHWAB STR:US LG CAP ETF | Add 200% ($14.5M) | 2.74% | $21.8M | +2.81% | -8.23% | ||
| SCHF - SCHWAB STR:INTL EQTY ETF | Add 104% ($10.2M) | 2.52% | $20.0M | +12.74% | +5.03% | ||
| SPSB - SPDR PTF ST CORP BOND | Reduce 45% $(11.9M) | 1.86% | $14.8M | +2.33% | +1.43% | ||
| AVGO - BROADCOM ORD | Reduce 13% $(2.0M) | 1.65% | $13.1M | +28.59% | -9.89% | ||
| MSFT - MICROSOFT ORD | Reduce 18% $(2.1M) | 1.25% | $10.0M | +21.19% | +1.74% | ||
| VOO - VANGUARD 500 IDX ETF | Add 7% ($653.0K) | 1.20% | $9.6M | +3.04% | -7.79% | ||
| IVV - ISHARES:CORE S&P 500 | 1.12% | $8.9M | +3.02% | -7.80% | |||
| SPY - SPDR S&P 500 | 1.05% | $8.4M | +3.02% | -7.79% | |||
| LLY - ELI LILLY ORD | 1.02% | $8.1M | -5.87% | -3.35% | |||
| ETN - EATON ORD | Reduce 13% $(1.1M) | 0.93% | $7.4M | +13.25% | -5.98% | ||
| MSI - MOTOROLA SOLUTIONS ORD | 0.92% | $7.3M | -13.10% | -6.88% | |||
| JPM - JPMORGAN CHASE ORD | 0.85% | $6.8M | +7.60% | -7.73% | |||
| PH - PARKER HANNIFIN ORD | Reduce 16% $(1.1M) | 0.74% | $5.9M | +0.99% | -13.29% | ||
| AMP - AMERIPRISE FINANCE ORD | 0.70% | $5.6M | -3.54% | -13.45% | |||
| QTPI - NS RCIM TA PR & INC SEC | New Purchase | 0.63% | $5.0M | +2.94% | -0.22% | ||
| META - META PLATFORMS CL A ORD | 0.61% | $4.9M | +2.98% | -17.12% | |||
| ABBV - ABBVIE ORD | Reduce 24% $(1.5M) | 0.61% | $4.8M | +1.30% | +4.18% | ||
| HD - HOME DEPOT ORD | 0.57% | $4.5M | -12.10% | -12.73% | |||
| ADI - ANALOG DEVICES ORD | 0.56% | $4.5M | +14.57% | -8.09% | |||
| VTHR - VANGUARD RUS 3000 ID ETF | Add 4% ($167.0K) | 0.56% | $4.4M | +2.01% | -8.73% | ||
| QCOM - QUALCOMM ORD | 0.55% | $4.4M | -9.53% | -21.20% | |||
| GSG - ISHARES:S&P GSCI CMDTY | Reduce 6% $(260.9K) | 0.53% | $4.2M | -0.18% | -6.99% | ||
| MCD - MCDONALD'S ORD | 0.52% | $4.1M | +4.56% | +8.84% | |||
| COST - COSTCO WHOLESALE ORD | 0.51% | $4.1M | -0.64% | +2.45% | |||
| AGG - ISHARES:CORE US AGG BD | 0.50% | $4.0M | +2.10% | +2.14% | |||
| MMC - MARSH & MCLENNAN ORD | 0.47% | $3.7M | -3.43% | +2.57% | |||
| SO - SOUTHERN ORD | 0.46% | $3.7M | +11.28% | +9.14% | |||
| PG - PROCTER & GAMBLE ORD | Add 67% ($1.3M) | 0.41% | $3.3M | -7.45% | -3.03% | ||
| PAYX - PAYCHEX ORD | Add 3% ($102.1K) | 0.39% | $3.1M | -3.39% | -0.03% | ||
| MRK - MERCK & CO ORD | Reduce 19% $(742.4K) | 0.39% | $3.1M | -16.20% | -15.26% | ||
| AAPL - APPLE ORD | 0.38% | $3.0M | -15.20% | -13.61% | |||
| IWF - ISHARES:RUSS 1000 GR | Reduce 35% $(1.6M) | 0.37% | $2.9M | +4.03% | -10.15% | ||
| ACN - ACCENTURE CL A ORD | 0.35% | $2.8M | -26.77% | -20.68% | |||
| VTWV - VANGUARD RUS 2000 VI ETF | Reduce 33% $(1.4M) | 0.35% | $2.8M | -3.78% | -13.71% | ||
| UNH - UNITEDHEALTH GRP ORD | 0.33% | $2.6M | -45.69% | -25.93% | |||
| SYK - STRYKER ORD | 0.31% | $2.5M | +0.30% | -4.17% | |||
| PNC - PNC FINANCIAL SERVICES GROUP ORD | New Purchase | 0.29% | $2.3M | -3.11% | -19.52% | ||
| V - VISA CL A ORD | New Purchase | 0.29% | $2.3M | +0.49% | -0.99% | ||
| AXP - AMERICAN EXPRESS ORD | New Purchase | 0.28% | $2.3M | -2.63% | -16.04% | ||
| NEE - NEXTERA ENERGY ORD | 0.28% | $2.2M | +6.17% | -6.87% | |||
| SPG - SIMON PROP GRP REIT ORD | New Purchase | 0.28% | $2.2M | -6.73% | -8.54% | ||
| GD - GENERAL DYNAMICS ORD | 0.27% | $2.1M | +18.32% | +6.24% | |||
| BLK - BLACKROCK ORD | New Purchase | 0.24% | $1.9M | -1.55% | -14.24% | ||
| EQIX - EQUINIX REIT ORD | New Purchase | 0.23% | $1.8M | -16.87% | -6.22% | ||
| URI - UNITED RENTAL ORD | Reduce 100% | 0.00% | $0.00 | ||||
| VLO - VALERO ENERGY ORD | Reduce 100% | 0.00% | $0.00 | ||||
| WELL - WELLTOWER ORD | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON ORD | Reduce 100% | 0.00% | $0.00 | ||||
| MDLZ - MONDELEZ INTERNATIONAL CL A ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PSX - PHILLIPS 66 ORD | Reduce 100% | 0.00% | $0.00 | ||||
| FIS - FIDELITY NATIONAL INFORMATN SVCS ORD | Reduce 100% | 0.00% | $0.00 | ||||