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RED CEDAR INVESTMENT MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from RED CEDAR INVESTMENT MANAGEMENT, LLC
Filed: 2025-04-25 (Q1 2025) | Holdings: 80 | Value: $722.8M | 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 SCOTTSDALE FDS | Reduce 13% $(22.1M) | 20.65% | $149.3M | +13.11% | |||
| IWB - ISHARES TR | Reduce 13% $(20.8M) | 19.26% | $139.2M | +13.22% | |||
| VTWO - VANGUARD SCOTTSDALE FDS | Reduce 10% $(4.9M) | 5.84% | $42.2M | +12.90% | |||
| IWM - ISHARES TR | Reduce 9% $(4.4M) | 5.77% | $41.7M | +12.81% | |||
| IEMG - ISHARES INC | Add 8% ($2.3M) | 4.23% | $30.6M | +13.81% | |||
| EWJ - ISHARES INC | Reduce 28% $(10.5M) | 3.82% | $27.6M | +1.60% | |||
| SCHF - SCHWAB STRATEGIC TR | 2.97% | $21.4M | +7.55% | ||||
| EFA - ISHARES TR | New Purchase | 2.88% | $20.8M | +6.31% | |||
| SCHX - SCHWAB STRATEGIC TR | Reduce 23% $(4.8M) | 2.21% | $16.0M | +13.37% | |||
| SPSB - SPDR SER TR | 2.06% | $14.9M | +0.95% | ||||
| GDX - VANECK ETF TRUST | New Purchase | 2.02% | $14.6M | ||||
| AVGO - BROADCOM INC | 1.31% | $9.5M | |||||
| MSFT - MICROSOFT CORP | 1.23% | $8.9M | +29.29% | ||||
| LLY - ELI LILLY & CO | Reduce 1% $(111.5K) | 1.18% | $8.5M | -11.16% | |||
| VOO - VANGUARD INDEX FDS | Reduce 14% $(1.3M) | 1.09% | $7.9M | +13.18% | |||
| JPM - JPMORGAN CHASE & CO. | 0.96% | $6.9M | |||||
| MSI - MOTOROLA SOLUTIONS INC | 0.96% | $6.9M | |||||
| ETN - EATON CORP PLC | 0.84% | $6.1M | +26.14% | ||||
| ABBV - ABBVIE INC | 0.79% | $5.7M | -0.00% | ||||
| PH - PARKER-HANNIFIN CORP | 0.78% | $5.6M | +18.18% | ||||
| AMP - AMERIPRISE FINL INC | 0.70% | $5.1M | |||||
| QTPI - EXCHANGE PLACE ADVISORS TRUS | 0.69% | $5.0M | +2.89% | ||||
| META - META PLATFORMS INC | 0.66% | $4.8M | +27.95% | ||||
| MCD - MCDONALDS CORP | 0.61% | $4.4M | -5.16% | ||||
| HD - HOME DEPOT INC | 0.59% | $4.3M | +0.80% | ||||
| GSG - ISHARES S&P GSCI COMMODITY- | Reduce 5% $(198.2K) | 0.58% | $4.2M | +4.04% | |||
| COST - COSTCO WHSL CORP NEW | 0.58% | $4.2M | -0.98% | ||||
| SO - SOUTHERN CO | 0.57% | $4.1M | |||||
| AGG - ISHARES TR | 0.56% | $4.0M | +0.19% | ||||
| VTHR - VANGUARD SCOTTSDALE FDS | Reduce 6% $(262.8K) | 0.55% | $3.9M | +13.13% | |||
| QCOM - QUALCOMM INC | Reduce 19% $(818.9K) | 0.49% | $3.5M | +4.76% | |||
| PAYX - PAYCHEX INC | 0.48% | $3.4M | -1.06% | ||||
| ADI - ANALOG DEVICES INC | Reduce 20% $(849.8K) | 0.47% | $3.4M | +24.90% | |||
| PG - PROCTER AND GAMBLE CO | 0.46% | $3.3M | -5.19% | ||||
| BLK - BLACKROCK INC | Add 92% ($1.6M) | 0.46% | $3.3M | ||||
| V - VISA INC | Add 31% ($787.5K) | 0.46% | $3.3M | ||||
| MMC - MARSH & MCLENNAN COS INC | Reduce 23% $(962.2K) | 0.46% | $3.3M | -4.19% | |||
| GLW - CORNING INC | New Purchase | 0.44% | $3.2M | +19.98% | |||
| AEM - AGNICO EAGLE MINES LTD | New Purchase | 0.40% | $2.9M | +1.50% | |||
| KGC - KINROSS GOLD CORP | New Purchase | 0.40% | $2.9M | +6.49% | |||
| AGI - ALAMOS GOLD INC NEW | New Purchase | 0.39% | $2.8M | ||||
| AAPL - APPLE INC | 0.37% | $2.6M | -0.29% | ||||
| IWF - ISHARES TR | 0.36% | $2.6M | +17.73% | ||||
| SYK - STRYKER CORPORATION | 0.36% | $2.6M | +6.66% | ||||
| VTWV - VANGUARD SCOTTSDALE FDS | 0.35% | $2.6M | +12.10% | ||||
| ACN - ACCENTURE PLC IRELAND | 0.34% | $2.5M | |||||
| RTX - RTX CORPORATION | New Purchase | 0.31% | $2.3M | ||||
| NEE - NEXTERA ENERGY INC | 0.31% | $2.2M | +13.82% | ||||
| WEC - WEC ENERGY GROUP INC | New Purchase | 0.30% | $2.2M | ||||
| WELL - WELLTOWER INC | New Purchase | 0.30% | $2.2M | ||||
| MRK - MERCK & CO ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 | Reduce 100% | 0.00% | $0.00 | ||||
| EQIX - EQUINIX REIT ORD | Reduce 100% | 0.00% | $0.00 | ||||
| GD - GENERAL DYNAMICS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| AXP - AMERICAN EXPRESS ORD | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GRP ORD | Reduce 100% | 0.00% | $0.00 | ||||
| SPG - SIMON PROP GRP REIT ORD | Reduce 100% | 0.00% | $0.00 | ||||
| PNC - PNC FINANCIAL SERVICES GROUP ORD | Reduce 100% | 0.00% | $0.00 | ||||
| IVV - ISHARES:CORE S&P 500 | Reduce 100% | 0.00% | $0.00 | ||||