$611 Million is the total value of RED CEDAR INVESTMENT MANAGEMENT, LLC's 88 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPD | New | SIMPLIFY:US EQTY DCus eqt pls dwnsd | $4,855,000 | – | 183,405 | +100.0% | 0.79% | – |
| MCD | New | MCDONALD'S ORD | $1,446,000 | – | 5,856 | +100.0% | 0.24% | – |
| ALL | New | ALLSTATE ORD | $798,000 | – | 6,294 | +100.0% | 0.13% | – |
| WEC | New | WEC ENERGY GROUP ORD | $795,000 | – | 7,896 | +100.0% | 0.13% | – |
| CCI | New | CROWN CASTLE INTERNATIONAL REIT ORD | $404,000 | – | 2,400 | +100.0% | 0.07% | – |
| O | New | REALTY INCOME REIT ORD | $352,000 | – | 5,160 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-04
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.