Redwood Investment Management
Latest statistics and disclosures from Redwood Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SPMO, LSAF, EFA, SPYG, and represent 39.52% of Redwood Investment Management's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$8.0M), SPYG (+$5.7M), SPMO, QQQ, CORO, ACWX, SPYM, GOVT, BLCR, PLTR.
- Started 63 new stock positions in CPB, J, CPAY, VIRT, HXL, TDC, FOXA, MUSA, FE, LEN.
- Reduced shares in these 10 stocks: LSAT (-$8.1M), EFA, XLG, MTG, HRB, AIG, BYD, CF, HOG, IEMG.
- Sold out of its positions in APG, ABNB, ALK, ATI, ALSN, AIG, AstraZeneca, AVT, HIMU, HRB.
- Redwood Investment Management was a net seller of stock by $-70M.
- Redwood Investment Management has $805M in assets under management (AUM), dropping by -9.50%.
- Central Index Key (CIK): 0001717479
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Portfolio Holdings for Redwood Investment Management
Redwood Investment Management holds 264 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 13.8 | $111M | +7% | 185k | 597.55 |
|
| Invesco S&p 500 Momentum Etf S&p 500 Momntm (SPMO) | 9.1 | $74M | +5% | 656k | 112.11 |
|
| Leadershares Alphafactor Us Ldrshs Alpfact (LSAF) | 6.8 | $54M | 1.2M | 45.90 |
|
|
| Ishares Msci Eafe Etf Msci Eafe Etf (EFA) | 5.1 | $41M | -10% | 423k | 97.13 |
|
| Ss Spdr P S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG) | 4.8 | $39M | +17% | 394k | 97.91 |
|
| Invesco Qqq Trust Series 1 Unit Ser 1 (QQQ) | 4.2 | $34M | +10% | 59k | 577.18 |
|
| Leadershares Alphafact Tact Leadershs Alphaf (LSAT) | 3.1 | $25M | -24% | 625k | 39.41 |
|
| Schwab International Small Cap Equity Etf Intl Sceqt Etf (SCHC) | 1.9 | $15M | -10% | 321k | 46.74 |
|
| Vanguard Ftse All World Ex Us Small Cap Index Fund Shares Etf Ftse Smcap Etf (VSS) | 1.8 | $15M | -10% | 101k | 145.79 |
|
| Apple (AAPL) | 1.7 | $14M | 54k | 253.79 |
|
|
| Leadershares Dynamic Yield E Leadershares Dy (DYLD) | 1.6 | $13M | +8% | 586k | 22.41 |
|
| Vanguard Ftse Developed Etf Van Ftse Dev Mkt (VEA) | 1.6 | $13M | +8% | 197k | 64.08 |
|
| Alphabet Inc Cl A Cap Stk Cl A (GOOGL) | 1.4 | $11M | 38k | 287.57 |
|
|
| Microsoft Corporation (MSFT) | 1.2 | $9.9M | 27k | 370.17 |
|
|
| Spdr Series Trust State Street Spd (SPTL) | 1.2 | $9.8M | +11% | 371k | 26.30 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $9.0M | +3% | 52k | 174.41 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $8.5M | +18% | 39k | 217.26 |
|
| Ishares Russell 2000 Etf Russell 2000 Etf (IWM) | 1.0 | $8.4M | +12% | 34k | 248.01 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $8.1M | +22% | 32k | 257.35 |
|
| Ste Str Spdr Pt S&p 500 Etf Portfolio S&p500 (SPYM) | 0.9 | $7.0M | +35% | 92k | 76.54 |
|
| Amazon (AMZN) | 0.8 | $6.8M | +2% | 32k | 208.26 |
|
| Ss Spdr S&p 400 Mc Val Etf S&p 400 Mdcp Val (MDYV) | 0.7 | $6.0M | +6% | 71k | 85.15 |
|
| Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) | 0.7 | $5.3M | +40% | 25k | 211.15 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.6 | $5.2M | -10% | 89k | 58.18 |
|
| Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) | 0.6 | $4.8M | +13% | 42k | 113.10 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.5 | $4.4M | +9% | 95k | 46.19 |
|
| Schwab Us Aggregate Bond Etf Us Aggregate B (SCHZ) | 0.5 | $4.1M | 178k | 23.22 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $4.0M | -2% | 7.0k | 572.17 |
|
| Broadcom (AVGO) | 0.5 | $4.0M | 13k | 309.48 |
|
|
| Tesla Motors (TSLA) | 0.4 | $3.5M | 9.4k | 371.78 |
|
|
| Bondbloxx Bbg 10y Us Tsy Etf Bloomberg Ten Yr (XTEN) | 0.4 | $3.4M | +5% | 74k | 45.86 |
|
| Berkshire Hathaway Inc Cl B Cl B New (BRK.B) | 0.4 | $3.4M | 7.0k | 479.18 |
|
|
| Ishares National Muni Bond E National Mun Etf (MUB) | 0.4 | $3.3M | +25% | 31k | 106.17 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $3.2M | -2% | 4.9k | 650.27 |
|
| Ishares Mbs Etf Mbs Etf (MBB) | 0.4 | $2.9M | +11% | 31k | 94.96 |
|
| Ish Intl Ctry Rot Act Etf Ishares Intl Ctr (CORO) | 0.4 | $2.9M | NEW | 90k | 32.16 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.7M | +5% | 22k | 124.27 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.6M | +32% | 8.9k | 294.14 |
|
| Ishares Msci Acwi Ex Us Etf Msci Acwi Ex Us (ACWX) | 0.3 | $2.6M | NEW | 38k | 68.47 |
|
| Ishares Msci Eafe Value Etf Eafe Value Etf (EFV) | 0.3 | $2.5M | -41% | 34k | 74.34 |
|
| Ishares Msci Usa Quality Fac Msci Usa Qlt Fct (QUAL) | 0.3 | $2.5M | -41% | 13k | 191.79 |
|
| Ishrs Ai In And Tech Act Etf Ishares A I Inno (BAI) | 0.3 | $2.4M | +18% | 74k | 32.95 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.4M | -40% | 14k | 169.68 |
|
| Ishares Us Thematic Rotati Ishares Us Thema (THRO) | 0.3 | $2.3M | +13% | 63k | 36.21 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.1M | 2.3k | 919.57 |
|
|
| Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) | 0.3 | $2.1M | +23% | 3.1k | 653.39 |
|
| Ishares Us Treasury Bond Etf Us Treas Bd Etf (GOVT) | 0.3 | $2.0M | +655% | 90k | 22.91 |
|
| Avantis Emerging Markets Eq Avantis Emgmkt (AVEM) | 0.3 | $2.0M | +120% | 25k | 80.58 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.9M | 2.0k | 996.42 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $1.9M | +20% | 22k | 86.70 |
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.2 | $1.8M | +27% | 29k | 64.01 |
|
| Leidos Holdings (LDOS) | 0.2 | $1.7M | +115% | 11k | 155.50 |
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 0.2 | $1.6M | NEW | 39k | 41.07 |
|
| Ishares Intl Aggregate Bond Core Intl Aggr (IAGG) | 0.2 | $1.6M | +12% | 32k | 50.03 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.6M | NEW | 11k | 146.33 |
|
| Honeywell International | 0.2 | $1.5M | 6.8k | 226.06 |
|
|
| Global X Defense Tech Etf Defense Tech Etf (SHLD) | 0.2 | $1.5M | +66% | 21k | 70.85 |
|
| Visa Com Cl A (V) | 0.2 | $1.5M | 4.9k | 302.17 |
|
|
| Ss Spdr P S&p 500 Value Etf Prtflo S&p500 Vl (SPYV) | 0.2 | $1.5M | -5% | 26k | 56.57 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.2 | $1.4M | -15% | 28k | 51.94 |
|
| International Business Machines (IBM) | 0.2 | $1.4M | +112% | 5.8k | 242.35 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.4M | +3% | 5.7k | 244.51 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $1.2M | +21% | 13k | 95.46 |
|
| Vanguard Info Tech Etf Inf Tech Etf (VGT) | 0.1 | $1.2M | 1.7k | 697.70 |
|
|
| Apa Corporation (APA) | 0.1 | $1.1M | -64% | 26k | 42.44 |
|
| SYNNEX Corporation (SNX) | 0.1 | $1.1M | NEW | 6.5k | 168.74 |
|
| Travel Leisure Ord (TNL) | 0.1 | $1.1M | -16% | 16k | 69.20 |
|
| Ishares Lt National Muni Bd Long Term Muni (LMUB) | 0.1 | $1.1M | NEW | 22k | 49.92 |
|
| Dow (DOW) | 0.1 | $1.1M | -16% | 26k | 41.65 |
|
| Globe Life (GL) | 0.1 | $1.1M | -13% | 7.8k | 139.15 |
|
| ON Semiconductor (ON) | 0.1 | $1.1M | NEW | 18k | 61.90 |
|
| Corebridge Finl (CRBG) | 0.1 | $1.1M | +9% | 45k | 23.85 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $1.1M | -30% | 12k | 92.18 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.1M | -23% | 6.6k | 164.09 |
|
| Eagle Materials (EXP) | 0.1 | $1.1M | NEW | 5.7k | 189.44 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $1.1M | NEW | 6.3k | 172.12 |
|
| Western Digital (WDC) | 0.1 | $1.1M | NEW | 4.0k | 270.49 |
|
| Hca Holdings (HCA) | 0.1 | $1.1M | -16% | 2.3k | 473.25 |
|
| Grand Canyon Education (LOPE) | 0.1 | $1.1M | -6% | 6.3k | 169.96 |
|
| Marriott International Cl A (MAR) | 0.1 | $1.1M | -9% | 3.3k | 327.15 |
|
| Capital One Financial (COF) | 0.1 | $1.1M | NEW | 5.9k | 182.37 |
|
| Lyft Cl A Com (LYFT) | 0.1 | $1.1M | +41% | 81k | 13.29 |
|
| Oshkosh Corporation (OSK) | 0.1 | $1.1M | NEW | 7.3k | 147.21 |
|
| Flowserve Corporation (FLS) | 0.1 | $1.1M | -7% | 15k | 73.51 |
|
| Medpace Hldgs (MEDP) | 0.1 | $1.1M | +13% | 2.2k | 480.14 |
|
| Kroger (KR) | 0.1 | $1.1M | -16% | 15k | 72.35 |
|
| Citigroup Com New (C) | 0.1 | $1.1M | 9.4k | 113.42 |
|
|
| F5 Networks (FFIV) | 0.1 | $1.1M | NEW | 3.7k | 289.45 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.1M | -44% | 4.4k | 244.08 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $1.1M | -10% | 5.0k | 211.95 |
|
| Curtiss-Wright (CW) | 0.1 | $1.1M | -21% | 1.6k | 681.44 |
|
| Verisign (VRSN) | 0.1 | $1.1M | NEW | 4.3k | 248.36 |
|
| Hf Sinclair Corp (DINO) | 0.1 | $1.1M | -38% | 17k | 62.37 |
|
| Vontier Corporation (VNT) | 0.1 | $1.1M | 30k | 35.46 |
|
|
| Middleby Corporation (MIDD) | 0.1 | $1.1M | +7% | 8.0k | 132.64 |
|
| Booking Holdings (BKNG) | 0.1 | $1.1M | NEW | 251.00 | 4211.16 |
|
| Lear Corp Com New (LEA) | 0.1 | $1.1M | -8% | 8.7k | 121.05 |
|
| eBay (EBAY) | 0.1 | $1.1M | -9% | 12k | 91.03 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.1M | -8% | 3.5k | 304.06 |
|
| Align Technology (ALGN) | 0.1 | $1.1M | NEW | 6.2k | 171.48 |
|
| Ameriprise Financial (AMP) | 0.1 | $1.1M | +5% | 2.4k | 444.21 |
|
| Dollar Tree (DLTR) | 0.1 | $1.1M | +7% | 9.6k | 109.50 |
|
| Masco Corporation (MAS) | 0.1 | $1.1M | NEW | 18k | 60.37 |
|
| Hexcel Corporation (HXL) | 0.1 | $1.1M | NEW | 13k | 80.90 |
|
| Mattel (MAT) | 0.1 | $1.1M | +31% | 72k | 14.53 |
|
| MGM Resorts International. (MGM) | 0.1 | $1.1M | NEW | 29k | 37.00 |
|
| AGCO Corporation (AGCO) | 0.1 | $1.1M | NEW | 9.1k | 115.91 |
|
| Ryder System (R) | 0.1 | $1.1M | -10% | 5.1k | 204.67 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $1.1M | NEW | 1.7k | 605.29 |
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| Crocs (CROX) | 0.1 | $1.1M | 13k | 83.02 |
|
|
| Pilgrim's Pride Corporation (PPC) | 0.1 | $1.1M | NEW | 28k | 37.77 |
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| Henry Schein (HSIC) | 0.1 | $1.1M | 14k | 73.71 |
|
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | NEW | 11k | 93.94 |
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| Textron (TXT) | 0.1 | $1.1M | -4% | 12k | 87.56 |
|
| Ringcentral Cl A (RNG) | 0.1 | $1.1M | -25% | 28k | 37.19 |
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| BorgWarner (BWA) | 0.1 | $1.1M | -20% | 19k | 54.27 |
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| Williams-Sonoma (WSM) | 0.1 | $1.1M | -6% | 5.8k | 182.29 |
|
| Affiliated Managers (AMG) | 0.1 | $1.1M | NEW | 3.8k | 276.75 |
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| Dover Corporation (DOV) | 0.1 | $1.1M | NEW | 5.0k | 208.37 |
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| Crown Holdings (CCK) | 0.1 | $1.0M | NEW | 11k | 100.25 |
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| Yeti Hldgs (YETI) | 0.1 | $1.0M | +14% | 29k | 36.58 |
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| Dupont De Nemours | 0.1 | $1.0M | NEW | 23k | 45.79 |
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| Pulte (PHM) | 0.1 | $1.0M | -4% | 8.9k | 117.56 |
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| AutoNation (AN) | 0.1 | $1.0M | 5.4k | 195.27 |
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| Voya Financial (VOYA) | 0.1 | $1.0M | NEW | 15k | 68.31 |
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| AFLAC Incorporated (AFL) | 0.1 | $1.0M | -4% | 9.6k | 109.74 |
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| Virtu Financial Cl A (VIRT) | 0.1 | $1.0M | NEW | 24k | 43.97 |
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| Altria (MO) | 0.1 | $1.0M | -6% | 16k | 65.97 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $1.0M | -23% | 5.5k | 191.79 |
|
| Aptar (ATR) | 0.1 | $1.0M | NEW | 8.3k | 126.07 |
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| Fox Corp Cl A Com (FOXA) | 0.1 | $1.0M | NEW | 18k | 58.38 |
|
| PerkinElmer (RVTY) | 0.1 | $1.0M | +5% | 12k | 87.59 |
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| Teradata Corporation (TDC) | 0.1 | $1.0M | NEW | 41k | 25.64 |
|
| General Motors Company (GM) | 0.1 | $1.0M | NEW | 14k | 74.50 |
|
| West Pharmaceutical Services (WST) | 0.1 | $1.0M | NEW | 4.2k | 250.72 |
|
| Jacobs Engineering Group (J) | 0.1 | $1.0M | NEW | 8.2k | 127.24 |
|
| Principal Financial (PFG) | 0.1 | $1.0M | -6% | 12k | 90.08 |
|
| Valero Energy Corporation (VLO) | 0.1 | $1.0M | -38% | 4.2k | 246.98 |
|
| Silgan Holdings (SLGN) | 0.1 | $1.0M | NEW | 27k | 38.80 |
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| Ball Corporation (BALL) | 0.1 | $1.0M | NEW | 18k | 59.10 |
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| Church & Dwight (CHD) | 0.1 | $1.0M | NEW | 11k | 93.33 |
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| Adt (ADT) | 0.1 | $1.0M | NEW | 159k | 6.57 |
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| AECOM Technology Corporation (ACM) | 0.1 | $1.0M | NEW | 12k | 84.83 |
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| Hartford Financial Services (HIG) | 0.1 | $1.0M | -3% | 7.7k | 135.25 |
|
| NVR (NVR) | 0.1 | $1.0M | +5% | 158.00 | 6588.61 |
|
| Exelixis (EXEL) | 0.1 | $1.0M | -3% | 24k | 42.90 |
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| Msci (MSCI) | 0.1 | $1.0M | 1.9k | 538.86 |
|
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| Lithia Motors (LAD) | 0.1 | $1.0M | +26% | 4.2k | 249.76 |
|
| Travelers Companies (TRV) | 0.1 | $1.0M | -5% | 3.6k | 291.77 |
|
| Reliance Steel & Aluminum (RS) | 0.1 | $1.0M | NEW | 3.4k | 303.98 |
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| Dropbox Cl A (DBX) | 0.1 | $1.0M | +15% | 46k | 22.71 |
|
| Masimo Corporation | 0.1 | $1.0M | -30% | 5.8k | 177.89 |
|
| Corpay Com Shs (CPAY) | 0.1 | $1.0M | NEW | 3.6k | 291.05 |
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| Ingredion Incorporated (INGR) | 0.1 | $1.0M | NEW | 9.2k | 112.67 |
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| Universal Health Services CL B (UHS) | 0.1 | $1.0M | +16% | 5.8k | 179.05 |
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| Unum (UNM) | 0.1 | $1.0M | 14k | 73.05 |
|
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| Camden Property Trust Sh Ben Int (CPT) | 0.1 | $1.0M | NEW | 11k | 97.67 |
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| MarketAxess Holdings (MKTX) | 0.1 | $1.0M | NEW | 6.3k | 164.96 |
|
| Planet Fitness Cl A (PLNT) | 0.1 | $1.0M | NEW | 14k | 74.41 |
|
| Chevron Corporation (CVX) | 0.1 | $1.0M | -10% | 5.0k | 206.79 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $1.0M | NEW | 12k | 86.82 |
|
| Credit Acceptance (CACC) | 0.1 | $1.0M | 2.4k | 423.39 |
|
|
| Kirby Corporation (KEX) | 0.1 | $1.0M | -22% | 7.7k | 132.87 |
|
| Nov (NOV) | 0.1 | $1.0M | -22% | 54k | 18.81 |
|
| Murphy Usa (MUSA) | 0.1 | $1.0M | NEW | 2.1k | 494.19 |
|
| Halliburton Company (HAL) | 0.1 | $1.0M | NEW | 26k | 39.00 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $1.0M | -37% | 3.5k | 283.73 |
|
| Mastercard Cl A (MA) | 0.1 | $990k | 2.0k | 499.50 |
|
|
| EOG Resources (EOG) | 0.1 | $958k | -18% | 6.6k | 144.54 |
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| Oracle Corporation (ORCL) | 0.1 | $922k | +11% | 6.3k | 147.12 |
|
| Pfizer (PFE) | 0.1 | $920k | 33k | 28.09 |
|
|
| Vanguard Ftse Emerging Marke Ftse Emr Mkt Etf (VWO) | 0.1 | $912k | -3% | 17k | 54.07 |
|
| Match Group (MTCH) | 0.1 | $887k | -71% | 29k | 30.73 |
|
| At&t (T) | 0.1 | $873k | 30k | 28.98 |
|
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| United Parcel Service Inc Cl B CL B (UPS) | 0.1 | $871k | -8% | 8.9k | 98.38 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $863k | +8% | 36k | 23.80 |
|
| Oneok (OKE) | 0.1 | $861k | -6% | 9.5k | 90.40 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $855k | -13% | 14k | 60.65 |
|
| Verizon Communications (VZ) | 0.1 | $840k | -11% | 17k | 50.20 |
|
| Hp (HPQ) | 0.1 | $823k | +18% | 43k | 19.20 |
|
| Air Products & Chemicals (APD) | 0.1 | $821k | 2.8k | 290.52 |
|
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| Best Buy (BBY) | 0.1 | $820k | +36% | 13k | 64.23 |
|
| Wisdomtree Us Quality Divi Us Qtly Div Grt (DGRW) | 0.1 | $816k | +36% | 9.3k | 87.80 |
|
| Netflix (NFLX) | 0.1 | $813k | +15% | 8.5k | 96.17 |
|
| Pimco Enhanced Short Maturit Enhan Shrt Ma Ac (MINT) | 0.1 | $806k | +6% | 8.0k | 100.51 |
|
| Kinder Morgan (KMI) | 0.1 | $801k | -12% | 24k | 33.52 |
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| Edison International (EIX) | 0.1 | $778k | -15% | 11k | 73.20 |
|
| Prudential Financial (PRU) | 0.1 | $776k | NEW | 7.9k | 97.71 |
|
| Dominion Resources (D) | 0.1 | $775k | +4% | 13k | 61.83 |
|
| Paychex (PAYX) | 0.1 | $772k | +27% | 8.4k | 92.07 |
|
| FirstEnergy (FE) | 0.1 | $765k | NEW | 15k | 50.67 |
|
| UnitedHealth (UNH) | 0.1 | $764k | NEW | 2.8k | 270.54 |
|
| Comcast Corp Class A Cl A (CMCSA) | 0.1 | $762k | -6% | 27k | 28.69 |
|
| Hasbro (HAS) | 0.1 | $747k | -11% | 8.0k | 93.60 |
|
| Snap-on Incorporated (SNA) | 0.1 | $746k | -5% | 2.1k | 363.02 |
|
| T. Rowe Price (TROW) | 0.1 | $744k | NEW | 8.3k | 90.18 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $737k | -12% | 3.8k | 194.10 |
|
| Darden Restaurants (DRI) | 0.1 | $737k | -8% | 3.8k | 195.96 |
|
| Mosaic (MOS) | 0.1 | $735k | -4% | 29k | 25.49 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $733k | +6% | 10k | 71.78 |
|
| Automatic Data Processing (ADP) | 0.1 | $730k | NEW | 3.6k | 203.06 |
|
| Peak (DOC) | 0.1 | $730k | +8% | 44k | 16.42 |
|
| Eversource Energy (ES) | 0.1 | $725k | -5% | 11k | 69.27 |
|
| Skyworks Solutions (SWKS) | 0.1 | $722k | +20% | 14k | 53.53 |
|
| Kraft Heinz (KHC) | 0.1 | $721k | +9% | 32k | 22.50 |
|
| Viatris (VTRS) | 0.1 | $718k | -23% | 53k | 13.51 |
|
| Vici Pptys (VICI) | 0.1 | $712k | +2% | 26k | 27.31 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $709k | 12k | 58.50 |
|
|
| Omni (OMC) | 0.1 | $708k | -8% | 9.4k | 75.30 |
|
| PPG Industries (PPG) | 0.1 | $695k | -11% | 6.5k | 106.87 |
|
| Genuine Parts Company (GPC) | 0.1 | $691k | NEW | 6.5k | 105.72 |
|
| Alexandria Real Estate Equities (ARE) | 0.1 | $678k | +6% | 15k | 46.39 |
|
| Stanley Black & Decker (SWK) | 0.1 | $674k | -8% | 9.5k | 71.03 |
|
| Applied Materials (AMAT) | 0.1 | $672k | -37% | 2.0k | 341.98 |
|
| Ishares Core Us Aggregate Core Us Aggbd Et (AGG) | 0.1 | $664k | +7% | 6.7k | 99.31 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $660k | -44% | 6.1k | 108.20 |
|
| Ford Motor Company (F) | 0.1 | $652k | 57k | 11.54 |
|
|
| International Paper Company (IP) | 0.1 | $652k | -2% | 18k | 35.69 |
|
| Vanguard Total Intl Bond Etf Total Int Bd Etf (BNDX) | 0.1 | $650k | -4% | 14k | 48.02 |
|
| ConAgra Foods (CAG) | 0.1 | $650k | 41k | 15.72 |
|
|
| AES Corporation (AES) | 0.1 | $649k | -13% | 46k | 14.08 |
|
| Campbell Soup Company (CPB) | 0.1 | $643k | NEW | 29k | 22.27 |
|
| General Mills (GIS) | 0.1 | $639k | NEW | 17k | 37.23 |
|
| Ss Spdr P Agg Bond Etf Portfolio Agrgte (SPAB) | 0.1 | $625k | +33% | 24k | 25.62 |
|
| Spdr Gold Minishares Trust Spdr Gld Minis (GLDM) | 0.1 | $613k | -60% | 6.6k | 92.70 |
|
| Merck & Co (MRK) | 0.1 | $589k | -54% | 4.9k | 120.30 |
|
| Ishares Core Msci Emerging Core Msci Emkt (IEMG) | 0.1 | $588k | -80% | 8.4k | 69.74 |
|
| Spdr Gold Shares Gold Shs (GLD) | 0.1 | $563k | -5% | 1.3k | 430.43 |
|
| Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA) | 0.1 | $547k | 11k | 50.37 |
|
|
| Vanguard Growth Etf Growth Etf (VUG) | 0.1 | $538k | 1.2k | 436.69 |
|
|
| Ishares Msci Acwi Etf Msci Acwi Etf (ACWI) | 0.1 | $498k | -5% | 3.6k | 138.33 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $498k | -8% | 6.4k | 78.41 |
|
| Ste Str Spdr Pt Dw Eu Etf Portfolio Devlpd (SPDW) | 0.1 | $482k | -16% | 11k | 45.67 |
|
| Vanguard Extended Market Etf Extend Mkt Etf (VXF) | 0.1 | $470k | -4% | 2.3k | 205.96 |
|
| Astrazeneca Ord (AZN) | 0.1 | $468k | NEW | 2.4k | 197.22 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $461k | -33% | 3.9k | 118.57 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $442k | 4.8k | 91.53 |
|
|
| Ss Financial Select Sector State Street Fin (XLF) | 0.1 | $441k | NEW | 8.9k | 49.38 |
|
| American Express Company (AXP) | 0.1 | $429k | -68% | 1.4k | 302.54 |
|
| Home Depot (HD) | 0.1 | $426k | 1.3k | 329.21 |
|
|
| Vanguard Dividend Apprec Etf Div App Etf (VIG) | 0.1 | $422k | 2.0k | 214.87 |
|
|
| Ss Materials Select Sector State Street Mat (XLB) | 0.1 | $411k | NEW | 8.2k | 49.98 |
|
| Vanguard High Dvd Yield Etf High Div Yld (VYM) | 0.1 | $408k | +8% | 2.8k | 148.09 |
|
| Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) | 0.0 | $393k | +5% | 3.5k | 111.24 |
|
| Db Gold Double Long Etn Db Gold Dbl Lng (DGP) | 0.0 | $366k | 2.0k | 183.00 |
|
|
| Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB) | 0.0 | $352k | 14k | 25.13 |
|
|
| Vaneck Semiconductor Etf Semiconductr Etf (SMH) | 0.0 | $329k | NEW | 857.00 | 383.90 |
|
| Ss Industrial Select Sector State Street Ind (XLI) | 0.0 | $324k | NEW | 2.0k | 161.68 |
|
| General Electric COM New (GE) | 0.0 | $320k | -2% | 1.1k | 283.94 |
|
| Eaton Corp SHS (ETN) | 0.0 | $307k | 858.00 | 357.81 |
|
|
| Columbia Etf Tr I Multi Sec Muni (MUST) | 0.0 | $307k | 15k | 20.51 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $294k | 2.2k | 131.07 |
|
|
| Healthcare Realty Trust Cl A Com (HR) | 0.0 | $282k | 17k | 17.01 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $260k | -14% | 2.4k | 108.83 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $258k | -8% | 5.5k | 46.95 |
|
| Vanguard Int High Dvd Yld In Intl High Etf (VYMI) | 0.0 | $254k | -2% | 2.7k | 94.32 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $246k | +2% | 1.3k | 193.09 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $245k | -8% | 3.2k | 77.26 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $238k | -7% | 3.5k | 68.73 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $226k | +11% | 3.8k | 59.15 |
|
| Procter & Gamble Company (PG) | 0.0 | $221k | -75% | 1.5k | 144.54 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $221k | 7.6k | 29.12 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $209k | +3% | 21k | 10.02 |
|
| Ishares Systematic Bond Etf Systematic Bd Et (SYSB) | 0.0 | $204k | NEW | 2.3k | 88.81 |
|
Past Filings by Redwood Investment Management
SEC 13F filings are viewable for Redwood Investment Management going back to 2017
- Redwood Investment Management 2026 Q1 restated filed June 24, 2026
- Redwood Investment Management 2025 Q4 filed Feb. 17, 2026
- Redwood Investment Management 2025 Q3 filed Nov. 14, 2025
- Redwood Investment Management 2025 Q2 filed Aug. 14, 2025
- Redwood Investment Management 2025 Q1 filed May 14, 2025
- Redwood Investment Management 2024 Q4 filed Feb. 14, 2025
- Redwood Investment Management 2024 Q3 filed Nov. 14, 2024
- Redwood Investment Management 2024 Q2 filed Aug. 14, 2024
- Redwood Investment Management 2024 Q1 filed May 16, 2024
- Redwood Investment Management 2023 Q4 filed Feb. 14, 2024
- Redwood Investment Management 2023 Q3 filed Nov. 14, 2023
- Redwood Investment Management 2023 Q2 filed Aug. 15, 2023
- Redwood Investment Management 2023 Q1 filed May 15, 2023
- Redwood Investment Management 2022 Q4 filed Feb. 14, 2023
- Redwood Investment Management 2022 Q3 filed Nov. 14, 2022
- Redwood Investment Management 2022 Q2 filed Aug. 15, 2022