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RED CEDAR INVESTMENT MANAGEMENT, LLC13F | |
RED CEDAR INVESTMENT MANAGEMENT, LLC | |
Last update 2025-04-25 | 80 Stocks (7 new) |
Value $723.00 Mil | Turnover 7 % |
RED CEDAR INVESTMENT MANAGEMEN... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VONE | Vanguard Russell 1000 Index Fund | 588,023 | 149,275.5 | -12.89% | 20.650 | -2.92% | 2.510 | +19.89% | +7.67% | 6,015.6 | ||
IWB | iShares Russell 1000 ETF | 453,841 | 139,211.3 | -12.99% | 19.260 | -2.74% | 0.360 | +19.79% | +7.71% | 41,628.5 | ||
VTWO | Vanguard Russell 2000 Index Fund | 523,568 | 42,225.8 | -10.34% | 5.840 | -0.68% | 0.340 | +19.56% | +1.19% | 11,988.3 | ||
IWM | iShares Russell 2000 ETF | 208,901 | 41,673.6 | -9.49% | 5.770 | -0.61% | 0.070 | +19.55% | +1.12% | 66,553.7 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 566,921 | 30,596.8 | +8.06% | 4.230 | +0.32% | 0.040 | +18.91% | +18.34% | 99,158.0 | ||
EWJ | iShares MSCI Japan ETF | 402,558 | 27,599.4 | -27.64% | 3.820 | -1.30% | 0.200 | +6.35% | +7.89% | 14,799.2 | ||
SCHF | Schwab International Equity ETF | 1,083,666 | 21,434.9 | 0% | 2.970 | 0% | 0.050 | +11.99% | +19.38% | 48,597.1 | ||
EFA | iShares MSCI EAFE ETF | 254,276 | 20,782.0 | New Holding | 2.880 | +2.88% | 0.040 | +10.84% | +18.89% | 63,725.9 | ||
SCHX | Schwab U.S. Large-Cap ETF | 723,045 | 15,964.8 | -23.15% | 2.210 | -0.63% | 0.030 | +19.93% | +7.89% | 56,889.6 | ||
SPSB |
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
| 495,033 | 14,900.5 | 0% | 2.060 | 0% | 0.190 | +1.53% | +3.19% | 8,130.0 |
RED CEDAR INVESTMENT MANAGEMENT, LLC's Historical Top Holdings Breakdowns
RED CEDAR INVESTMENT MANAGEMENT, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VONE | Vanguard Russell 1000 Index Fund | 2025-03-31 | Reduce Reduce | -2.92% | 250.16 ($267.62) 279.43 | $285.48 | 6.67% | Reduce -12.89% | 588,023 | -87,046 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | New Buy New Buy | +2.88% | 74.85 ($80.6) 84.89 | $88.36 | 9.63% | New holding | 254,276 | 254,276 | |
IWB | iShares Russell 1000 ETF | 2025-03-31 | Reduce Reduce | -2.74% | 302.31 ($323.34) 337.54 | $345.18 | 6.75% | Reduce -12.99% | 453,841 | -67,737 | |
GDX | VanEck Gold Miners ETF | 2025-03-31 | New Buy New Buy | +2.02% | 34.58 ($40.44) 45.97 | $51.13 | 26.43% | New holding | 317,318 | 317,318 | |
EWJ | iShares MSCI Japan ETF | 2025-03-31 | Reduce Reduce | -1.30% | 65.24 ($68.76) 71.7 | $71.81 | 4.44% | Reduce -27.64% | 402,558 | -153,738 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Sold Out Sold Out | -1.12% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Sold Out | 0 | -15,130 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Sold Out Sold Out | -1.05% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Sold Out | 0 | -14,250 | |
VTWO | Vanguard Russell 2000 Index Fund | 2025-03-31 | Reduce Reduce | -0.68% | 80.08 ($87.74) 92.93 | $89.86 | 2.42% | Reduce -10.34% | 523,568 | -60,376 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -0.63% | 21.75 ($23.28) 24.28 | $24.86 | 6.79% | Reduce -23.15% | 723,045 | -217,860 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce Reduce | -0.61% | 198.1 ($216.92) 229.79 | $222.33 | 2.49% | Reduce -9.49% | 208,901 | -21,894 |
RED CEDAR INVESTMENT MANAGEMENT, LLC Total Holding History ($B)
RED CEDAR INVESTMENT MANAGEMENT, LLC's Asset Allocation
RED CEDAR INVESTMENT MANAGEMENT, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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RED CEDAR INVESTMENT MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31
RED CEDAR INVESTMENT MANAGEMENT, LLC's Yearly Returns
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RED CEDAR INVESTMENT MANAGEMENT, LLC's Holdings Heat Map
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RED CEDAR INVESTMENT MANAGEMENT, LLC's Holdings Bubble Chart
RED CEDAR INVESTMENT MANAGEMENT, LLC News
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