$773 Million is the total value of RED CEDAR INVESTMENT MANAGEMENT, LLC's 81 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | New | ISHARES:RUSS 2000 ETFrus 2000 etf | $38,388,000 | – | 173,750 | +100.0% | 4.97% | – |
| GSG | New | ISHARES:S&P GSCI CMDTYunit ben int | $30,345,000 | – | 2,172,167 | +100.0% | 3.92% | – |
| VONV | New | VANGUARD RUS 1000 VI ETFvng rus1000val | $9,139,000 | – | 68,748 | +100.0% | 1.18% | – |
| SPG | New | SIMON PROP GRP REIT ORD | $1,342,000 | – | 11,795 | +100.0% | 0.17% | – |
| EL | New | ESTEE LAUDER CL A ORDcl a | $894,000 | – | 3,073 | +100.0% | 0.12% | – |
| USB | New | US BANCORP ORD | $820,000 | – | 14,820 | +100.0% | 0.11% | – |
| GLW | New | CORNING ORD | $791,000 | – | 18,172 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-12
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.