RC

RED CEDAR INVESTMENT MANAGEMENT, LLC

13F
RED CEDAR INVESTMENT MANAGEMENT, LLC
Last update 2024-10-30 78 Stocks (6 new)
Value $788.00 Mil Turnover 6 %
Countries:
Top Holdings: VONE(22.39%)IWB(21.03%)VTWO(5.24%)IWM(4.89%)EWJ(4.37%)
Portfolio Report
Summary Stock Picks Current Portfolio
RED CEDAR INVESTMENT MANAGEMEN... Top Holdings of 2024-09-30 View Full List
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
678,856
176550.000
-0.49%
22.390
-0.11%
3.560
+13.32%
+25.55%
5250.819
 
IWB 		iShares Russell 1000 ETF
527,447
165824.150
-0.63%
21.030
-0.14%
0.440
+13.25%
+25.48%
39408.443
 
VTWO 		Vanguard Russell 2000 Index Fund
461,917
41276.900
-0.01%
5.240
0%
0.400
+15.25%
+18.80%
10979.747
 
IWM 		iShares Russell 2000 ETF
174,649
38578.230
-0.19%
4.890
-0.01%
0.060
+15.09%
+18.64%
74137.796
 
EWJ 		iShares MSCI Japan ETF
481,719
34462.180
0%
4.370
0%
0.230
+5.95%
+8.25%
14455.574
 
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF
893,256
27047.790
-3.86%
3.430
-0.15%
0.330
+0.07%
+0.57%
8104.470
 
IEMG 		iShares Core MSCI Emerging Markets ETF
390,850
22438.720
0%
2.850
0%
0.030
+6.40%
+10.38%
82500.135
 
SCHF 		Schwab International Equity ETF
1,060,078
21795.200
+101.88%
2.760
+1.39%
0.030
+3.27%
+5.84%
40489.200
 
SCHX 		Schwab U.S. Large-Cap ETF
940,905
21280.140
+186.63%
2.700
+1.76%
0.010
+13.25%
+25.96%
52078.240
 
MSFT 		Microsoft Corp
28,645
12325.940
0%
1.560
0%
0.000
+5.12%
+12.98%
3141534.523
Software

RED CEDAR INVESTMENT MANAGEMENT, LLC's Historical Top Holdings Breakdowns

RED CEDAR INVESTMENT MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+1.76%
●
20.37 ($21.79) 22.62
$23.68
8.67%
Add 186.63%
940,905
204,212
SCHF 		Schwab International Equity ETF2024-09-30Add
+1.39%
●
18.49 ($19.77) 20.77
$19.56
-1.06%
Add 101.88%
1,060,078
267,491
LRCX 		Lam Research Corp2024-09-30Sold Out
-0.39%
●
73.16 ($86.94) 112.73
$78.20
-10.05%
Sold Out
0
-26,590
FIS 		Fidelity National Information Services Inc2024-09-30Add
+0.26%
●
72.8 ($78.96) 85.04
$88.07
11.54%
Add 236.71%
34,445
24,215
WELL 		Welltower Inc2024-09-30Add
+0.25%
●
104 ($116.68) 129.75
$138.20
18.44%
Add 208.99%
22,986
15,547
QCOM 		Qualcomm Inc2024-09-30Reduce
-0.23%
●
156.12 ($176.57) 209.64
$170.85
-3.24%
Reduce -23.2%
28,436
-8,591
WEC 		WEC Energy Group Inc2024-09-30Add
+0.18%
●
77.68 ($88.62) 96.18
$97.59
10.12%
Add 389.64%
18,993
15,114
NEM 		Newmont Corp2024-09-30New Buy
+0.16%
●
41.65 ($49.68) 55.85
$45.04
-9.34%
New holding
23,627
23,627
O 		Realty Income Corp2024-09-30New Buy
+0.16%
●
52.36 ($59.51) 63.42
$57.51
-3.36%
New holding
19,609
19,609
PLD 		Prologis Inc2024-09-30New Buy
+0.16%
●
111.95 ($124.08) 132.4
$115.83
-6.65%
New holding
9,738
9,738

RED CEDAR INVESTMENT MANAGEMENT, LLC Total Holding History ($B)

To

RED CEDAR INVESTMENT MANAGEMENT, LLC's Asset Allocation

To

RED CEDAR INVESTMENT MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RED CEDAR INVESTMENT MANAGEMENT, LLC's Hypothetical Growth since 2024-09-30

RED CEDAR INVESTMENT MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RED CEDAR INVESTMENT MANAGEMENT, LLC's Holdings Heat Map

Size field:

RED CEDAR INVESTMENT MANAGEMENT, LLC's Holdings Bubble Chart

RED CEDAR INVESTMENT MANAGEMENT, LLC News

  • 1

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