$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDLZ | Exit | MONDELEZ INTERNATIONAL CL A ORDcl a | $0 | – | -3,467 | -100.0% | -0.03% | – |
| AMGN | Exit | AMGEN ORD | $0 | – | -1,299 | -100.0% | -0.04% | – |
| BNDX | Exit | VANGUARD TOT ITL BI ETFintl bd idx etf | $0 | – | -5,111 | -100.0% | -0.04% | – |
| GDX | Exit | VNECK VCTRS:GOLD MINERSgold miners etf | $0 | – | -10,122 | -100.0% | -0.06% | – |
| ABT | Exit | ABBOTT LABORATORIES ORD | $0 | – | -4,367 | -100.0% | -0.07% | – |
| MRK | Exit | MERCK & CO ORD | $0 | – | -8,312 | -100.0% | -0.10% | – |
| COST | Exit | COSTCO WHOLESALE ORD | $0 | – | -1,819 | -100.0% | -0.10% | – |
| PFE | Exit | PFIZER ORD | $0 | – | -22,947 | -100.0% | -0.13% | – |
| DLR | Exit | DIGITAL REALTY REIT ORD | $0 | – | -6,453 | -100.0% | -0.14% | – |
| MSCI | Exit | MSCI ORD | $0 | – | -2,058 | -100.0% | -0.14% | – |
| IJR | Exit | ISHARES:CORE S&P SM-CPcore s&p scp etf | $0 | – | -16,843 | -100.0% | -0.23% | – |
| SCHV | Exit | SCHWAB STR:US LC VAL ETFus lcap va etf | $0 | – | -77,479 | -100.0% | -0.69% | – |
| SPYG | Exit | SPDR PTF S&P 500 GROWTHprtflo s&p500 gw | $0 | – | -173,772 | -100.0% | -1.44% | – |
| IVW | Exit | ISHARES:S&P 500 GROs&p 500 grwt etf | $0 | – | -177,103 | -100.0% | -1.69% | – |
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.