Red Cedar Investment Management, LLC
CIK Number: 0001734398
722.81M
Market Value
75
# of Holdings
12 months
Avg. Holding Period
32.53%
Win Rate
12.27%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russel... | 274.26 | +0.37% | 675.07K | -0.56% | 180.05M | 165.74 | 22.62% |
| 2 | IWB | iShares Russell... | 331.42 | +0.24% | 521.58K | -1.11% | 168.03M | 207.3 | 21.11% |
| 3 | VTWO | Vanguard Russel... | 85.92 | -0.5% | 583.94K | +26.42% | 52.16M | 76.04 | 6.55% |
| 4 | IWM | iShares Russell... | 212.65 | -0.46% | 230.79K | +32.15% | 51M | 218.11 | 6.41% |
| 5 | EWJ | iShares MSCI Ja... | 74.21 | +0.73% | 556.3K | +15.48% | 37.33M | 59.83 | 4.69% |
| 6 | IEMG | iShares Core MS... | 59.64 | +0.05% | 524.63K | +34.23% | 27.4M | 53.81 | 3.44% |
| 7 | SCHX | Schwab U.S. Lar... | 23.88 | +0.27% | 940.9K | +200.00% | 21.81M | 15.79 | 2.74% |
| 8 | SCHF | Schwab Internat... | 22.05 | +0.71% | 1.08M | +104.45% | 20.05M | 17.43 | 2.52% |
| 9 | SPSB | SPDR Portfolio ... | 30.02 | +0.08% | 495.03K | -44.58% | 14.78M | 29.78 | 1.86% |
| 10 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 56.58K | -13.01% | 13.12M | 59.62 | 1.65% |
| 11 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 23.63K | -17.52% | 9.96M | 253.21 | 1.25% |
| 12 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 17.76K | +7.33% | 9.57M | 437.43 | 1.20% |
| 13 | IVV | iShares Core S&... | 606.23 | +0.32% | 15.13K | 0.00% | 8.91M | 434.29 | 1.12% |
| 14 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 14.25K | 0.00% | 8.35M | 435.14 | 1.05% |
| 15 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 10.47K | 0.00% | 8.08M | 259.42 | 1.02% |
| 16 | ETN | Eaton Corporati... | 329.93 | +1.30% | 22.31K | -12.88% | 7.41M | 216.82 | 0.93% |
| 17 | MSI | Motorola Soluti... | 412.39 | +0.81% | 15.78K | 0.00% | 7.29M | 269.5 | 0.92% |
| 18 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 28.29K | 0.00% | 6.78M | 132.02 | 0.85% |
| 19 | PH | Parker-Hannifin... | 666.03 | -0.85% | 9.25K | -15.91% | 5.88M | 442.2 | 0.74% |
| 20 | AMP | Ameriprise Fina... | 515.87 | +0.04% | 10.52K | 0.00% | 5.6M | 253.38 | 0.70% |
| 21 | META | Meta Platforms,... | 693.11 | -0.15% | 8.3K | 0.00% | 4.86M | 491.35 | 0.61% |
| 22 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 27.21K | -24.26% | 4.84M | 135.62 | 0.61% |
| 23 | HD | The Home Depot,... | 362.78 | +0.64% | 11.61K | 0.00% | 4.52M | 312.98 | 0.57% |
| 24 | ADI | Analog Devices,... | 231.89 | -0.28% | 20.99K | 0.00% | 4.46M | 177.69 | 0.56% |
| 25 | VTHR | Vanguard Russel... | 266.02 | +0.10% | 17.05K | +3.92% | 4.43M | 183.84 | 0.56% |
| 26 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 28.44K | 0.00% | 4.37M | 170.34 | 0.55% |
| 27 | GSG | iShares S&P GSC... | 22.36 | -0.02% | 193.08K | -5.84% | 4.2M | 22.51 | 0.53% |
| 28 | MCD | McDonald's Corp... | 302.86 | +0.38% | 14.21K | 0.00% | 4.12M | 264.83 | 0.52% |
| 29 | COST | Costco Wholesal... | 1002.64 | +0.59% | 4.43K | 0.00% | 4.06M | 659.04 | 0.51% |
| 30 | AGG | iShares Core U.... | 98.31 | +0.36% | 40.85K | 0.00% | 3.96M | 112.66 | 0.50% |
| 31 | MMC | Marsh & McLenna... | 219.30 | +0.93% | 17.52K | 0.00% | 3.72M | 169.71 | 0.47% |
| 32 | SO | The Southern Co... | 90.22 | +0.75% | 44.9K | 0.00% | 3.7M | 70.74 | 0.46% |
| 33 | PG | The Procter & G... | 163.05 | +0.58% | 19.65K | +67.46% | 3.29M | 157.75 | 0.41% |
| 34 | PAYX | Paychex, Inc. | 153.49 | -0.36% | 22.29K | +3.38% | 3.13M | 117.22 | 0.39% |
| 35 | MRK | Merck & Co., In... | 81.73 | +1.75% | 31.1K | -19.35% | 3.09M | 113.55 | 0.39% |
| 36 | AAPL | Apple Inc. | 198.98 | +0.10% | 11.92K | 0.00% | 2.99M | 114.96 | 0.38% |
| 37 | IWF | iShares Russell... | 410.56 | +0.34% | 7.29K | -35.45% | 2.93M | 192.39 | 0.37% |
| 38 | ACN | Accenture plc | 317.94 | -0.4% | 7.86K | 0.00% | 2.76M | 280.42 | 0.35% |
| 39 | VTWV | Vanguard Russel... | 137.41 | -0.32% | 19.11K | -32.91% | 2.76M | 119.78 | 0.35% |
| 40 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 5.2K | 0.00% | 2.63M | 402.91 | 0.33% |
| 41 | SYK | Stryker Corpora... | 380.13 | -0.25% | 6.94K | 0.00% | 2.5M | 330.51 | 0.31% |
| 42 | PNC | The PNC Financi... | 177.61 | -0.07% | 12.11K | +103.82% | 2.34M | 171.18 | 0.29% |
| 43 | V | Visa Inc. | 371.03 | -0.61% | 7.21K | 0.00% | 2.28M | 233.83 | 0.29% |
| 44 | AXP | American Expres... | 298.02 | -0.36% | 7.63K | +11.59% | 2.26M | 260.06 | 0.28% |
| 45 | NEE | NextEra Energy,... | 73.84 | +1.15% | 31.34K | 0.00% | 2.25M | 74.46 | 0.28% |
| 46 | SPG | Simon Property ... | 158.60 | -0.69% | 12.75K | -27.53% | 2.2M | 161.22 | 0.28% |
| 47 | GD | General Dynamic... | 279.72 | +1.41% | 8.08K | 0.00% | 2.13M | 244.66 | 0.27% |
| 48 | BLK | BlackRock, Inc. | 987.76 | -0.56% | 1.84K | +100.00% | 1.89M | 1025.11 | 0.24% |
| 49 | EQIX | Equinix, Inc. | 895.88 | +0.24% | 1.95K | -39.41% | 1.84M | 822.78 | 0.23% |
| 50 | WELL | Welltower Inc. | 151.70 | +0.97% | 14.26K | -37.98% | 1.8M | 116.37 | 0.23% |
| 51 | WEC | WEC Energy Grou... | 106.32 | +0.70% | 18.99K | 0.00% | 1.79M | 96.27 | 0.22% |
| 52 | FIS | Fidelity Nation... | 80.89 | -0.21% | 21.47K | -37.67% | 1.73M | 80.93 | 0.22% |
| 53 | URI | United Rentals,... | 716.03 | -0.54% | 2.46K | -35.99% | 1.73M | 745.99 | 0.22% |
| 54 | GLW | Corning Incorpo... | 50.81 | +0.71% | 35.99K | +100.00% | 1.71M | 47.52 | 0.21% |
| 55 | LMT | Lockheed Martin... | 468.85 | +2.68% | 3.51K | +5.00% | 1.7M | 457.41 | 0.21% |
| 56 | MDLZ | Mondelez Intern... | 68.11 | +1.74% | 28.34K | 0.00% | 1.69M | 67.61 | 0.21% |
| 57 | CTAS | Cintas Corporat... | 223.39 | +0.75% | 9.12K | 0.00% | 1.67M | 120.54 | 0.21% |
| 58 | CVX | Chevron Corpora... | 144.84 | +0.04% | 11.34K | -47.24% | 1.64M | 125.45 | 0.21% |
| 59 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 10.74K | -5.76% | 1.63M | 164.54 | 0.21% |
| 60 | MAR | Marriott Intern... | 263.04 | -1.14% | 5.37K | +100.00% | 1.5M | 278.94 | 0.19% |
| 61 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 12.6K | +100.00% | 1.35M | 107.57 | 0.17% |
| 62 | PSX | Phillips 66 | 121.48 | +0.44% | 11.6K | 0.00% | 1.32M | 153.92 | 0.17% |
| 63 | TJX | The TJX Compani... | 124.31 | -0.18% | 10.73K | 0.00% | 1.3M | 117.54 | 0.16% |
| 64 | APD | Air Products an... | 283.07 | +0.30% | 4.43K | 0.00% | 1.28M | 292.65 | 0.16% |
| 65 | RTX | RTX Corporation | 141.01 | -0.56% | 10.14K | +100.00% | 1.17M | 115.72 | 0.15% |
| 66 | MINT | PIMCO Enhanced ... | 100.28 | +0.01% | 10.84K | 0.00% | 1.09M | 99.4 | 0.14% |
| 67 | VCSH | Vanguard Short-... | 78.96 | +0.13% | 13.4K | 0.00% | 1.05M | 81.54 | 0.13% |
| 68 | IGSB | iShares 1-5 Yea... | 52.38 | +0.12% | 19.91K | 0.00% | 1.03M | 53.57 | 0.13% |
| 69 | VICI | VICI Properties... | 32.59 | +0.35% | 31.54K | -47.91% | 921.14K | 32.65 | 0.12% |
| 70 | DLR | Digital Realty ... | 176.35 | +0.29% | 4.89K | -35.1% | 866.43K | 161.83 | 0.11% |
| 71 | FPE | First Trust Pre... | 17.70 | +0.14% | 48.66K | 0.00% | 861.23K | 16.71 | 0.11% |
| 72 | BSV | Vanguard Short-... | 78.19 | +0.13% | 10.56K | 0.00% | 815.97K | 75.57 | 0.10% |
| 73 | VLO | Valero Energy C... | 133.46 | -0.45% | 5.7K | -65.24% | 698.39K | 101.54 | 0.09% |
| 74 | KO | The Coca-Cola C... | 72.20 | +0.18% | 4.77K | -66.67% | 297.23K | 56.61 | 0.04% |
| 75 | MPC | Marathon Petrol... | 165.05 | +0.24% | 1.44K | 0.00% | 200.88K | 184.23 | 0.03% |