171 is the total number of securities RED CEDAR INVESTMENT MANAGEMENT, LLC has owned. The longest RED CEDAR INVESTMENT MANAGEMENT, LLC has owned a single stock is 21 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IWF | iShares Russell 1000 G... | 21 | 21 | 1.95% | 8.41% | 18.34% | Q3 2018 | Q3 2023 | 21 |
SCHX | Schwab US Large-Cap ET... | 21 | 21 | 1.85% | 5.74% | 11.81% | Q3 2018 | Q3 2023 | 21 |
SCHF | SCHWAB STR:INTL EQTY ETF | 21 | 21 | 1.24% | 2.81% | 4.47% | Q3 2018 | Q3 2023 | 21 |
AGG | iShares Core US Aggreg... | 21 | 21 | 0.38% | 2.10% | 11.88% | Q3 2018 | Q3 2023 | 21 |
VONG | Vanguard Russell 1000 ... | 21 | 21 | 0.70% | 1.19% | 1.92% | Q3 2018 | Q3 2023 | 21 |
IWD | iShares Russell 1000 V... | 21 | 21 | 0.07% | 0.70% | 1.34% | Q3 2018 | Q3 2023 | 21 |
SPSB | SPDR Series Trust | 17 | 17 | 0.81% | 3.20% | 7.03% | Q3 2019 | Q3 2023 | 17 |
BND | VANGUARD TOT BD ETF | 14 | 3 | 0.09% | 0.56% | 3.45% | Q3 2018 | Q2 2023 | 17 |
SPAB | SPDR(R) Portfolio Aggr... | 14 | 3 | 0.09% | 0.26% | 0.98% | Q3 2018 | Q2 2023 | 17 |
MSFT | MICROSOFT ORD | 16 | 16 | 0.06% | 0.71% | 1.30% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE ORD | 16 | 16 | 0.10% | 0.56% | 1.15% | Q4 2019 | Q3 2023 | 16 |
SCHV | Schwab US Large-Cap Va... | 10 | 5 | 0.40% | 3.78% | 8.06% | Q3 2018 | Q3 2022 | 15 |
FPE | FT III:PFD SEC & INC | 10 | 5 | 0.05% | 0.83% | 1.92% | Q3 2019 | Q3 2023 | 15 |
IGSB | ISHARES:SHT-TRM CORP BD | 15 | 15 | 0.04% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
VONE | VANGUARD RUS 1000 ID ETF | 14 | 14 | 14.57% | 19.95% | 22.83% | Q2 2020 | Q3 2023 | 14 |
IWB | ISHARES:RUSS 1000 ETF | 14 | 14 | 9.02% | 17.71% | 21.84% | Q2 2020 | Q3 2023 | 14 |
SPY | SPDR S&P 500 ETF | 9 | 5 | 0.13% | 1.60% | 7.56% | Q1 2020 | Q3 2023 | 14 |
VOO | VANGUARD 500 IDX ETF | 12 | 2 | 0.05% | 1.17% | 1.92% | Q1 2020 | Q3 2023 | 14 |
AVGO | BROADCOM ORD | 14 | 14 | 0.28% | 0.58% | 1.02% | Q2 2020 | Q3 2023 | 14 |
HD | HOME DEPOT ORD | 14 | 14 | 0.17% | 0.36% | 0.54% | Q2 2020 | Q3 2023 | 14 |
UNH | UNITEDHEALTH GRP ORD | 14 | 14 | 0.17% | 0.35% | 0.48% | Q2 2020 | Q3 2023 | 14 |
JPM | JPMORGAN CHASE ORD | 14 | 14 | 0.18% | 0.34% | 0.53% | Q2 2020 | Q3 2023 | 14 |
ADI | ANALOG DEVICES ORD | 14 | 14 | 0.18% | 0.27% | 0.46% | Q2 2020 | Q3 2023 | 14 |
PEP | PEPSICO ORD | 14 | 14 | 0.04% | 0.26% | 0.54% | Q2 2020 | Q3 2023 | 14 |
VLO | VALERO ENERGY ORD | 14 | 14 | 0.08% | 0.24% | 0.46% | Q2 2020 | Q3 2023 | 14 |
ITW | ILLINOIS TOOL WKS INC | 14 | 14 | 0.07% | 0.23% | 0.34% | Q2 2020 | Q3 2023 | 14 |
NEE | NEXTERA ENERGY ORD | 14 | 14 | 0.13% | 0.21% | 0.35% | Q2 2020 | Q3 2023 | 14 |
PLD | PROLOGIS REIT | 14 | 14 | 0.12% | 0.20% | 0.34% | Q2 2020 | Q3 2023 | 14 |
IGIB | ISHARES:INT-TRM CORP BD | 14 | 14 | 0.08% | 0.18% | 0.62% | Q1 2020 | Q2 2023 | 14 |
EMN | EASTMAN CHEMICAL ORD | 14 | 14 | 0.07% | 0.17% | 0.29% | Q2 2020 | Q3 2023 | 14 |
KO | COCA-COLA ORD | 14 | 14 | 0.04% | 0.14% | 0.24% | Q2 2020 | Q3 2023 | 14 |
IUSB | ISHARES:CORE TOT USD BD | 14 | 14 | 0.09% | 0.12% | 0.21% | Q1 2020 | Q2 2023 | 14 |
VTWO | VANGUARD RUS 2000 ID ETF | 13 | 13 | 3.90% | 6.60% | 13.74% | Q3 2020 | Q3 2023 | 13 |
VCSH | VANGUARD ST CORP BD ETF | 13 | 13 | 0.14% | 0.59% | 1.62% | Q3 2020 | Q3 2023 | 13 |
ABBV | ABBVIE ORD | 13 | 13 | 0.05% | 0.44% | 0.80% | Q3 2020 | Q3 2023 | 13 |
LLY | ELI LILLY ORD | 12 | 1 | 0.11% | 0.38% | 0.96% | Q2 2020 | Q3 2023 | 13 |
CVX | CHEVRON ORD | 12 | 1 | 0.08% | 0.35% | 0.67% | Q2 2020 | Q3 2023 | 13 |
AMP | AMERIPRISE FINANCIAL INC | 12 | 1 | 0.12% | 0.28% | 0.53% | Q2 2020 | Q3 2023 | 13 |
ACN | ACCENTURE CL A ORD | 13 | 13 | 0.15% | 0.27% | 0.51% | Q3 2020 | Q3 2023 | 13 |
PNC | PNC FINANCIAL SERVICES... | 12 | 1 | 0.11% | 0.22% | 0.32% | Q2 2020 | Q3 2023 | 13 |
MDLZ | MONDELEZ INTERNATIONAL... | 10 | 3 | 0.03% | 0.16% | 0.44% | Q2 2020 | Q3 2023 | 13 |
MINT | PIMCO ETF:ENH SM ACT ETF | 8 | 4 | 0.05% | 3.33% | 8.87% | Q3 2018 | Q3 2023 | 12 |
IEMG | ISHARES:CORE MSCI EMMKTS | 12 | 12 | 1.13% | 2.74% | 5.81% | Q4 2020 | Q3 2023 | 12 |
VTWV | VANGUARD RUS 2000 VI ETF | 12 | 12 | 0.70% | 0.85% | 1.33% | Q4 2020 | Q3 2023 | 12 |
VTHR | VANGUARD RUS 3000 ID ETF | 12 | 12 | 0.49% | 0.52% | 0.59% | Q4 2020 | Q3 2023 | 12 |
SBUX | STARBUCKS ORD | 12 | 12 | 0.06% | 0.30% | 0.51% | Q4 2020 | Q3 2023 | 12 |
TGT | TARGET ORD | 12 | 12 | 0.07% | 0.29% | 0.43% | Q2 2020 | Q1 2023 | 12 |
PH | PARKER HANNIFIN ORD | 12 | 12 | 0.07% | 0.18% | 0.43% | Q4 2020 | Q3 2023 | 12 |
CTAS | CINTAS ORD | 8 | 4 | 0.03% | 0.15% | 0.32% | Q2 2020 | Q3 2023 | 12 |
IWM | ISHARES:RUSS 2000 ETF | 11 | 11 | 3.43% | 4.00% | 5.32% | Q1 2021 | Q3 2023 | 11 |
VONV | VANGUARD RUS 1000 VI ETF | 11 | 11 | 1.18% | 3.95% | 5.80% | Q1 2021 | Q3 2023 | 11 |
UNP | UNION PACIFIC ORD | 11 | 11 | 0.07% | 0.20% | 0.29% | Q2 2020 | Q4 2022 | 11 |
FAST | FASTENAL ORD | 11 | 11 | 0.07% | 0.17% | 0.32% | Q2 2020 | Q4 2022 | 11 |
SPIB | SPDR PTF IT CORP BOND | 11 | 11 | 0.07% | 0.15% | 0.67% | Q4 2020 | Q2 2023 | 11 |
IVW | iShares S&P 500 Growth... | 10 | 10 | 1.69% | 7.25% | 11.34% | Q3 2018 | Q4 2020 | 10 |
BNDX | VANGUARD TOT ITL BI ETF | 10 | 10 | 0.04% | 6.89% | 10.99% | Q3 2018 | Q4 2020 | 10 |
SPYG | SPDR(R) Portfolio S&P ... | 10 | 10 | 1.44% | 6.56% | 9.88% | Q3 2018 | Q4 2020 | 10 |
GSG | ISHARES:S&P GSCI CMDTY | 9 | 1 | 1.99% | 3.85% | 8.38% | Q1 2021 | Q3 2023 | 10 |
PAYX | PAYCHEX ORD | 10 | 10 | 0.15% | 0.40% | 0.59% | Q2 2021 | Q3 2023 | 10 |
MSI | MOTOROLA SOLUTIONS ORD | 9 | 1 | 0.07% | 0.30% | 0.58% | Q2 2020 | Q3 2023 | 10 |
APD | AIR PRODUCTS AND CHEMI... | 5 | 1 | 0.03% | 0.20% | 0.30% | Q2 2020 | Q3 2023 | 10 |
WM | WASTE MANAGEMENT ORD | 9 | 1 | 0.06% | 0.14% | 0.28% | Q2 2020 | Q3 2023 | 10 |
COST | COSTCO WHOLESALE ORD | 7 | 3 | 0.05% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 10 |
HEWJ | ISHARES:CURR HGD JAPAN | 9 | 9 | 2.56% | 3.46% | 4.91% | Q4 2020 | Q4 2022 | 9 |
IVV | ISHARES:CORE S&P 500 | 5 | 1 | 0.12% | 0.89% | 1.61% | Q3 2020 | Q3 2023 | 9 |
ETN | EATON ORD | 9 | 9 | 0.14% | 0.31% | 0.71% | Q3 2021 | Q3 2023 | 9 |
GOOGL | ALPHABET CL A ORD | 9 | 9 | 0.14% | 0.27% | 0.41% | Q2 2020 | Q2 2022 | 9 |
PFE | PFIZER ORD | 8 | 1 | 0.09% | 0.21% | 0.31% | Q4 2020 | Q2 2023 | 9 |
CDW | CDW ORD | 9 | 9 | 0.12% | 0.21% | 0.34% | Q3 2021 | Q3 2023 | 9 |
NOC | NORTHROP GRUMMAN ORD | 7 | 2 | 0.07% | 0.18% | 0.26% | Q2 2021 | Q3 2023 | 9 |
LMT | LOCKHEED MARTIN ORD | 7 | 2 | 0.05% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 9 |
CCI | CROWN CASTLE ORD | 7 | 2 | 0.06% | 0.15% | 0.30% | Q2 2020 | Q3 2022 | 9 |
MS | MORGAN STANLEY ORD | 9 | 9 | 0.09% | 0.14% | 0.23% | Q3 2021 | Q3 2023 | 9 |
ZTS | ZOETIS INC CL A | 9 | 9 | 0.06% | 0.12% | 0.22% | Q2 2020 | Q2 2022 | 9 |
VYM | Vanguard High Dividend... | 8 | 8 | 3.52% | 5.95% | 7.13% | Q3 2018 | Q2 2020 | 8 |
AOK | ISHARES:CORE CONSV ALLOC | 8 | 8 | 0.13% | 0.97% | 1.38% | Q3 2018 | Q2 2020 | 8 |
MMC | MARSH & MCLENNAN ORD | 8 | 8 | 0.05% | 0.30% | 0.62% | Q4 2021 | Q3 2023 | 8 |
BLK | BLACKROCK ORD | 8 | 8 | 0.10% | 0.30% | 0.36% | Q2 2020 | Q1 2022 | 8 |
LSI | LIFE STORAGE ORD | 8 | 8 | 0.04% | 0.14% | 0.26% | Q4 2020 | Q3 2022 | 8 |
SYY | SYSCO ORD | 8 | 8 | 0.08% | 0.12% | 0.19% | Q4 2020 | Q3 2022 | 8 |
JAGG | JPMORGAN:US AGGREGATE BD | 8 | 8 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q2 2023 | 8 |
IWO | iShares Russell 2000 G... | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 8 |
IWN | iShares Russell 2000 V... | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 8 |
DLN | WISDOMTREE:US LGCP DIV | 7 | 7 | 5.48% | 6.10% | 6.84% | Q3 2018 | Q1 2020 | 7 |
VNQ | Vanguard REIT ETF | 7 | 7 | 1.19% | 2.79% | 10.62% | Q3 2018 | Q1 2020 | 7 |
PHB | Invesco Fundamental Hi... | 7 | 7 | 0.82% | 1.64% | 2.86% | Q3 2018 | Q1 2020 | 7 |
HYG | ISHARES:IBOXX $HY CORP | 7 | 7 | 0.28% | 0.61% | 1.19% | Q3 2018 | Q1 2020 | 7 |
MCD | MCDONALD'S ORD | 6 | 1 | 0.09% | 0.43% | 0.74% | Q2 2020 | Q3 2023 | 7 |
SO | SOUTHERN ORD | 7 | 7 | 0.17% | 0.35% | 0.48% | Q1 2022 | Q3 2023 | 7 |
MRK | MERCK & CO ORD | 4 | 3 | 0.10% | 0.29% | 0.53% | Q2 2020 | Q3 2023 | 7 |
GD | GENERAL DYNAMICS ORD | 7 | 7 | 0.12% | 0.19% | 0.39% | Q1 2022 | Q3 2023 | 7 |
PG | PROCTER & GAMBLE ORD | 7 | 7 | 0.10% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 7 |
NKE | NIKE CL B ORD | 7 | 7 | 0.07% | 0.17% | 0.29% | Q2 2020 | Q4 2021 | 7 |
PICB | INVESCO INTL CORP BD | 7 | 7 | 0.09% | 0.16% | 0.20% | Q3 2018 | Q1 2020 | 7 |
ABT | ABBOTT LABORATORIES ORD | 4 | 3 | 0.03% | 0.15% | 0.34% | Q2 2020 | Q2 2022 | 7 |
UPS | UNITED PARCEL SERVICE ... | 7 | 7 | 0.07% | 0.14% | 0.26% | Q1 2022 | Q3 2023 | 7 |
SHW | SHERWIN WILLIAMS ORD | 7 | 7 | 0.07% | 0.11% | 0.19% | Q2 2020 | Q4 2021 | 7 |
SYK | STRYKER ORD | 4 | 1 | 0.04% | 0.11% | 0.19% | Q2 2020 | Q3 2023 | 7 |
MDT | MEDTRONIC ORD | 7 | 7 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q2 2022 | 7 |
MA | MASTERCARD CL A ORD | 6 | 6 | 0.08% | 0.28% | 0.42% | Q2 2020 | Q3 2021 | 6 |
AMZN | AMAZON COM ORD | 6 | 6 | 0.11% | 0.25% | 0.55% | Q2 2020 | Q3 2021 | 6 |
AOR | iShares Core Growth Al... | 6 | 6 | 0.20% | 0.23% | 0.27% | Q3 2018 | Q4 2019 | 6 |
SPG | SIMON PROP GRP REIT ORD | 6 | 6 | 0.10% | 0.18% | 0.27% | Q1 2021 | Q2 2022 | 6 |
CVS | CVS HEALTH ORD | 6 | 6 | 0.05% | 0.16% | 0.27% | Q4 2021 | Q1 2023 | 6 |
WEC | WEC ENERGY GROUP ORD | 6 | 6 | 0.12% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
USB | US BANCORP ORD | 6 | 6 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2022 | 6 |
EL | ESTEE LAUDER INC | 5 | 1 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q1 2022 | 6 |
VMC | VULCAN MATERIALS ORD | 6 | 6 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q1 2022 | 6 |
VICI | VICI PPTYS ORD | 5 | 5 | 0.06% | 0.19% | 0.29% | Q3 2022 | Q3 2023 | 5 |
ALL | ALLSTATE ORD | 5 | 5 | 0.13% | 0.16% | 0.25% | Q2 2022 | Q2 2023 | 5 |
O | REALTY INCOME REIT ORD | 5 | 5 | 0.06% | 0.12% | 0.17% | Q2 2022 | Q2 2023 | 5 |
CIM | CHIMERA INVESTMENT REIT | 4 | 1 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2021 | 5 |
AGNC | AGNC INVESTMENT REIT ORD | 4 | 1 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2021 | 5 |
JNJ | JOHNSON & JOHNSON ORD | 4 | 1 | 0.03% | 0.04% | 0.08% | Q2 2020 | Q3 2021 | 5 |
EZU | ISHARES:MSCI EUROZONE | 4 | 4 | 2.08% | 2.37% | 2.69% | Q2 2019 | Q1 2020 | 4 |
VTIP | Vanguard Short-Term In... | 4 | 4 | 0.08% | 2.10% | 3.02% | Q3 2018 | Q2 2019 | 4 |
TIP | iShares TIPS Bond ETF | 4 | 4 | 0.05% | 1.40% | 2.95% | Q3 2018 | Q2 2019 | 4 |
SPD | SIMPLIFY:US EQTY DC | 4 | 4 | 0.70% | 0.76% | 0.83% | Q2 2022 | Q1 2023 | 4 |
AMD | ADVANCED MICRO DEVICES... | 4 | 4 | 0.10% | 0.22% | 0.35% | Q2 2020 | Q1 2021 | 4 |
C | CITIGROUP ORD | 4 | 4 | 0.10% | 0.21% | 0.33% | Q4 2020 | Q3 2021 | 4 |
DLR | DIGITAL REALTY TR INC | 3 | 1 | 0.10% | 0.15% | 0.19% | Q2 2020 | Q4 2021 | 4 |
JCI | JOHNSON CONTROLS INTER... | 4 | 4 | 0.04% | 0.14% | 0.21% | Q2 2021 | Q1 2022 | 4 |
TSCO | TRACTOR SUPPLY ORD | 4 | 4 | 0.05% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
QCOM | QUALCOMM ORD | 4 | 4 | 0.06% | 0.11% | 0.18% | Q4 2021 | Q3 2022 | 4 |
PXD | PIONEER NATURAL RESOUR... | 4 | 4 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q4 2022 | 4 |
GLW | CORNING ORD | 3 | 1 | 0.02% | 0.07% | 0.10% | Q1 2021 | Q4 2022 | 4 |
STWD | STARWOOD PROPERTY REIT | 2 | 2 | 0.04% | 0.06% | 0.06% | Q4 2020 | Q4 2021 | 4 |
EWJ | ISHARES:MSCI JAPAN | 3 | 3 | 4.36% | 4.44% | 4.52% | Q1 2023 | Q3 2023 | 3 |
FTSL | FRST TR IV:SENIOR LOAN | 3 | 3 | 2.81% | 2.98% | 3.09% | Q2 2021 | Q4 2021 | 3 |
VV | VANGUARD LG-CP I ETF | 3 | 3 | 0.74% | 0.91% | 1.09% | Q3 2020 | Q1 2021 | 3 |
TFI | SPDR(R) Nuveen Blmbg B... | 3 | 3 | 0.67% | 0.76% | 0.80% | Q3 2018 | Q1 2019 | 3 |
AMGN | AMGEN ORD | 3 | 3 | 0.04% | 0.20% | 0.29% | Q2 2020 | Q4 2020 | 3 |
MSCI | MSCI ORD | 3 | 3 | 0.14% | 0.16% | 0.18% | Q2 2020 | Q4 2020 | 3 |
TFC | TRUIST FINANCIAL ORD | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q3 2022 | 3 |
GOLD | BARRICK GOLD ORD | 3 | 3 | 0.02% | 0.06% | 0.14% | Q3 2021 | Q1 2022 | 3 |
IJR | ISHARES:CORE S&P SM-CP | 1 | 1 | 0.23% | 3.09% | 5.95% | Q2 2020 | Q4 2020 | 2 |
ITM | VanEck Vectors AMT-Fre... | 2 | 2 | 2.48% | 2.72% | 2.96% | Q3 2018 | Q4 2018 | 2 |
V | VISA CL A ORD | 2 | 2 | 0.18% | 0.26% | 0.34% | Q2 2023 | Q3 2023 | 2 |
VTWG | VANGUARD RUS 2000 GI ETF | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q4 2021 | 2 |
BBY | BEST BUY ORD | 2 | 2 | 0.10% | 0.14% | 0.18% | Q2 2020 | Q3 2020 | 2 |
AMT | AMERICAN TOWER REIT | 2 | 2 | 0.08% | 0.13% | 0.18% | Q2 2020 | Q3 2020 | 2 |
BSV | VANGUARD SH-TM B ETF | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
HON | HONEYWELL INTERNATIONA... | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
GDX | VNECK VCTRS:GOLD MINERS | 2 | 2 | 0.06% | 0.09% | 0.13% | Q3 2020 | Q4 2020 | 2 |
TJX | TJX ORD | 1 | 1 | 0.05% | 0.09% | 0.13% | Q2 2020 | Q4 2022 | 2 |
NEM | NEWMONT ORD | 2 | 2 | 0.03% | 0.09% | 0.15% | Q4 2021 | Q1 2022 | 2 |
BAX | BAXTER INTERNATIONAL ORD | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2021 | Q4 2021 | 2 |
ROK | ROCKWELL AUTOMAT ORD | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
DFS | DISCOVER FINANCIAL SER... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
VGK | VANGUARD EURO S ETF | 1 | 1 | 6.16% | 6.16% | 6.16% | Q3 2020 | Q3 2020 | 1 |
ITM | VanEck Vectors AMT-Fre... | 1 | 1 | 3.01% | 3.01% | 3.01% | Q1 2019 | Q1 2019 | 1 |
IWV | ISHARES:RUSSELL 3000 | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2020 | Q3 2020 | 1 |
FB | FACEBOOK CL A ORD | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
DKS | DICKS SPORTING ORD | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
SLB | SCHLUMBERGER ORD | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
VCIT | VANGUARD INT CRP BD ETF | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
SCHZ | SCHWAB STR:US AGG BD ETF | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
BHP | BHP GROUP ADR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
SCHI | SCHWAB STR:5-10 CORP BD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
BKAG | BNYM ETF:CORE BOND | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
ISTB | ISHARES:CORE 1-5Y USD BD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
EQIX | EQUINIX REIT ORD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
INVH | INVITATION HOMES ORD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
BAC | BANK OF AMERICA CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
NRZ | NEW RESIDENTIAL INVEST... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
ES | EVERSOURCE ENERGY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
D | DOMINION ENERGY INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
LRCX | LAM RESEARCH ORD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
DG | DOLLAR GENERAL ORD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
MPC | MARATHON PETROLEUM ORD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including iShares Russell 1000 Growth ETF, Schwab US Large-Cap ETF (TM), and SCHWAB STR:INTL EQTY ETF, are the highest-conviction holdings of RED CEDAR INVESTMENT MANAGEMENT, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by RED CEDAR INVESTMENT MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that RED CEDAR INVESTMENT MANAGEMENT, LLC owns currently or has owned in the past.