Investor Details
| Filer Name: | RED CEDAR INVESTMENT MANAGEMENT, LLC |
|---|---|
| CIK: | 1734398 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-30 |
| Number of Holdings: | 76 |
| Portfolio Value: | $0.80B |
Red Cedar Investment Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| VONE | US | VANGUARD RUSSELL 1000 | 675,069 | $180M | 22.62% | -0.6% | - |
| IWB | US | ISHARES RUSSELL 1000 ETF | 521,578 | $168M | 21.11% | -1.1% | - |
| VTWO | US | VANGUARD RUSSELL 2000 ETF | 583,944 | $52M | 6.55% | 26.4% | - |
| IWM | US | ISHARES RUSSELL 2000 ETF | 230,795 | $51M | 6.41% | 32.1% | - |
| EWJ | US | ISHARES MSCI JAPAN ETF | 556,296 | $37M | 4.69% | 15.5% | - |
| IEMG | US | ISHARES CORE MSCI EMERGING | 524,626 | $27M | 3.44% | 34.2% | - |
| SCHX | US | SCHWAB US LARGE-CAP ETF | 940,905 | $22M | 2.74% | 200.0% | - |
| SCHF | US | SCHWAB INTL EQUITY ETF | 1,083,666 | $20M | 2.52% | 104.5% | - |
| SPSB | US | SPDR PORT SHRT TRM CORP BND | 495,033 | $15M | 1.86% | -44.6% | - |
| AVGO | US | BROADCOM INC | 56,575 | $13M | 1.65% | -13.0% | - |
| MSFT | US | MICROSOFT CORP | 23,625 | $10M | 1.25% | -17.5% | - |
| VOO | US | VANGUARD S&P 500 ETF | 17,758 | $10M | 1.20% | 7.3% | - |
| IVV | US | ISHARES CORE S&P 500 ETF | 15,130 | $9M | 1.12% | - | - |
| SPY | US | SPDR S&P 500 ETF TRUST | 14,250 | $8M | 1.05% | - | - |
| LLY | US | ELI LILLY & CO | 10,469 | $8M | 1.02% | - | - |
| ETN | US | EATON CORP PLC | 22,313 | $7M | 0.93% | -12.9% | - |
| MSI | US | MOTOROLA SOLUTIONS INC | 15,775 | $7M | 0.92% | - | - |
| JPM | US | JPMORGAN CHASE & CO | 28,289 | $7M | 0.85% | - | - |
| PH | US | PARKER HANNIFIN CORP | 9,247 | $6M | 0.74% | -15.9% | - |
| AMP | US | AMERIPRISE FINANCIAL INC | 10,522 | $6M | 0.70% | - | - |