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Red Cedar Investment Management

Latest statistics and disclosures from Red Cedar Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWF, Schwab Strategic Tr us lrg cap etf, IVW, SPYG, Vanguard Charlotte Fds intl bd idx etf, and represent 59.69% of Red Cedar Investment Management's stock portfolio.
Added to shares of these 10 stocks: SCPB, SPY, IVW, Schwab Strategic Tr cmn, LAG, BND, Ishares Tr core tl usd bd, HYG, CIU, Vanguard S&p 500 Etf idx fd.
Started 7 new stock positions in SPY, CSJ, Ishares Tr core tl usd bd, BND, CIU, LAG, Vanguard S&p 500 Etf idx fd.
Reduced shares in these 10 stocks: AGG (-$18.17M), MINT (-$16.75M), Vanguard Charlotte Fds intl bd idx etf (-$9.30M), Schwab Strategic Tr us lrg cap etf (-$6.53M), IWF (-$5.41M), D First Tr Exchange-traded Fd, AOK, DLN, AOR, SPYG.
Sold out of its positions in AOR.
Red Cedar Investment Management was a net seller of stock by $56.96M.
Red Cedar Investment Management has $232.81M in assets under management (AUM), dropping by -38.13%.

Portfolio Holdings for Red Cedar Investment Management

Companies in the Red Cedar Investment Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Share Count	Change in Shares	Price
iShares Russell 1000 Growth Index (IWF)	18.34	283466	-11%	150.65
Schwab Strategic Tr us lrg cap etf	11.81	449017	-19%	61.25
iShares S&P; 500 Growth Index (IVW)	11.34	159919	+3%	165.05
SPDR DJ Wilshire Large Cap Growth (SPYG)	9.88	643700	-2%	35.74
Vanguard Charlotte Fds intl bd idx etf	8.31	343910	-32%	56.26
Schwab Strategic Tr cmn	8.06	424124	+3%	44.27
Vanguard High Dividend Yield ETF (VYM)	7.13	234514		70.75
WisdomTree LargeCap Dividend Fund (DLN)	6.34	182299	-6%	80.94
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB)	3.06	235326	+138%	30.25
Schwab International Equity ETF (SCHF)	2.80	252438	-4%	25.84
iShares MSCI EMU Index (EZU)	2.44	186239		30.51
Vanguard Scottsdale Fds vng rus1000grw	1.92	28850		154.70
iShares Lehman Aggregate Bond (AGG)	1.51	30539	-83%	115.36
PIMCO Enhanced Short Mat Str Fund ETF (MINT)	1.22	28730	-85%	98.99
Vanguard REIT ETF (VNQ)	1.19	39510	-8%	69.86
Invesco Exchng Traded Fd Tr fndmntl hy crp	1.07	149643	-7%	16.58
D First Tr Exchange-traded Fd	0.75	106874	-65%	16.40
iShares iBoxx $ High Yid Corp Bond (HYG)	0.51	15414	+28%	77.07
iShares Russell 1000 Value Index (IWD)	0.50	11746		99.18
SPDR S&P; 500 ETF (SPY)	0.49	4453	NEW	257.80
iShares S&P; Conservative Allocatn Fd ETF (AOK)	0.22	15180	-85%	33.79
SPDR Barclays Capital Aggregate Bo (LAG)	0.22	16578	NEW	30.22
Vanguard Total Bond Market ETF (BND)	0.21	5805	NEW	85.27
Ishares Tr core tl usd bd	0.21	9362	NEW	52.55
Microsoft Corporation (MSFT)	0.10	1509	+12%	157.72
Apple (AAPL)	0.09	869	-29%	254.32
Invesco International Corporat etf	0.09	8368	-59%	24.50
iShares Barclays Inter Crd Bd Fund ETF) (CIU)	0.08	3310	NEW	54.98
Vanguard S&p 500 Etf idx fd	0.05	505	NEW	237.62
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ)	0.04	1685	NEW	52.23
iShares Russell 2000 Growth Index (IWO)	0.01	103		155.34
iShares Russell 2000 Value Index (IWN)	0.00	141		78.01

Past Filings by Red Cedar Investment Management

View past SEC 13F filings by Red Cedar Investment Management

Red Cedar Investment Management 2019 Q4 filed Feb. 10, 2020
Red Cedar Investment Management 2019 Q3 filed Nov. 8, 2019
Red Cedar Investment Management 2019 Q2 filed Aug. 5, 2019
Red Cedar Investment Management 2019 Q1 filed April 18, 2019
Red Cedar Investment Management 2018 Q4 filed Jan. 31, 2019
Red Cedar Investment Management 2018 Q3 filed Nov. 13, 2018

View all filings

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