$233 Million is the total value of RED CEDAR INVESTMENT MANAGEMENT, LLC's 32 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETFtr unit | $1,148,000 | – | 4,453 | +100.0% | 0.49% | – |
| SPAB | New | SPDR PTF AGGREGATE BONDportfolio agrgte | $501,000 | – | 16,578 | +100.0% | 0.22% | – |
| BND | New | VANGUARD TOT BD ETFtotal bnd mrkt | $495,000 | – | 5,805 | +100.0% | 0.21% | – |
| IUSB | New | ISHARES:CORE TOT USD BDcore total usd | $492,000 | – | 9,362 | +100.0% | 0.21% | – |
| IGIB | New | ISHARES:INT-TRM CORP BDintrm tr crp etf | $182,000 | – | 3,310 | +100.0% | 0.08% | – |
| VOO | New | VANGUARD 500 IDX ETF | $120,000 | – | 505 | +100.0% | 0.05% | – |
| IGSB | New | ISHARES:SHT-TRM CORP BDsh tr crport etf | $88,000 | – | 1,685 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Russell 1000 Growth ETF | 21 | Q3 2023 | 18.3% |
| Schwab US Large-Cap ETF (TM) | 21 | Q3 2023 | 11.8% |
| SCHWAB STR:INTL EQTY ETF | 21 | Q3 2023 | 4.5% |
| iShares Core US Aggregate Bond ETF | 21 | Q3 2023 | 11.9% |
| Vanguard Russell 1000 Growth ETF | 21 | Q3 2023 | 1.9% |
| iShares Russell 1000 Value ETF | 21 | Q3 2023 | 1.3% |
| SPDR Series Trust | 17 | Q3 2023 | 7.0% |
| VANGUARD TOT BD ETF | 17 | Q2 2023 | 3.4% |
| SPDR(R) Portfolio Aggregate Bond ETF | 17 | Q2 2023 | 1.0% |
| MICROSOFT ORD | 16 | Q3 2023 | 1.3% |
View RED CEDAR INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-08 |
View RED CEDAR INVESTMENT MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.