Red Cedar Investment Management, LLC

CIK Number: 0001734398

722.81M
Market Value
75
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VONE Vanguard Russel...
271.39
+0.03% 675.07K -0.56% 180.05M 165.74 22.62%
2 IWB iShares Russell...
327.33
+0.01% 521.58K -1.11% 168.03M 207.3 21.11%
3 VTWO Vanguard Russel...
84.89
+0.44% 583.94K +26.42% 52.16M 76.04 6.55%
4 IWM iShares Russell...
209.53
+0.47% 230.79K +32.15% 51M 218.11 6.41%
5 EWJ iShares MSCI Ja...
73.05
+1.07% 556.3K +15.48% 37.33M 59.83 4.69%
6 IEMG iShares Core MS...
57.95
+0.06% 524.63K +34.23% 27.4M 53.81 3.44%
7 SCHX Schwab U.S. Lar...
23.65
-0.05% 940.9K +200.00% 21.81M 15.79 2.74%
8 SCHF Schwab Internat...
21.66
+0.21% 1.08M +104.45% 20.05M 17.43 2.52%
9 SPSB SPDR Portfolio ...
30.03
+0.03% 495.03K -44.58% 14.78M 29.78 1.86%
10 AVGO Broadcom Inc.
251.06
+0.68% 56.58K -13.01% 13.12M 59.62 1.65%
11 MSFT Microsoft Corpo...
480.04
+0.42% 23.63K -17.52% 9.96M 253.21 1.25%
12 VOO Vanguard 500 In...
548.98
-0.07% 17.76K +7.33% 9.57M 437.43 1.20%
13 IVV iShares Core S&...
598.25
-0.09% 15.13K 0.00% 8.91M 434.29 1.12%
14 SPY SPDR S&P 500 ET...
597.18
-0.06% 14.25K 0.00% 8.35M 435.14 1.05%
15 LLY Eli Lilly and C...
784.39
-0.87% 10.47K 0.00% 8.08M 259.42 1.02%
16 ETN Eaton Corporati...
333.86
+1.01% 22.31K -12.88% 7.41M 216.82 0.93%
17 MSI Motorola Soluti...
404.43
-0.49% 15.78K 0.00% 7.29M 269.5 0.92%
18 JPM JPMorgan Chase ...
273.87
+1.61% 28.29K 0.00% 6.78M 132.02 0.85%
19 PH Parker-Hannifin...
652.66
+0.07% 9.25K -15.91% 5.88M 442.2 0.74%
20 AMP Ameriprise Fina...
506.02
-0.14% 10.52K 0.00% 5.6M 253.38 0.70%
21 META Meta Platforms,...
695.19
-0.29% 8.3K 0.00% 4.86M 491.35 0.61%
22 ABBV AbbVie Inc.
185.28
-0.11% 27.21K -24.26% 4.84M 135.62 0.61%
23 HD The Home Depot,...
346.36
-0.69% 11.61K 0.00% 4.52M 312.98 0.57%
24 ADI Analog Devices,...
229.66
+0.97% 20.99K 0.00% 4.46M 177.69 0.56%
25 VTHR Vanguard Russel...
263.75
+0.03% 17.05K +3.92% 4.43M 183.84 0.56%
26 QCOM QUALCOMM Incorp...
153.68
-0.51% 28.44K 0.00% 4.37M 170.34 0.55%
27 GSG iShares S&P GSC...
23.52
+0.17% 193.08K -5.84% 4.2M 22.51 0.53%
28 MCD McDonald's Corp...
289.18
-1.07% 14.21K 0.00% 4.12M 264.83 0.52%
29 COST Costco Wholesal...
974.23
-0.36% 4.43K 0.00% 4.06M 659.04 0.51%
30 AGG iShares Core U....
98.13
+0.07% 40.85K 0.00% 3.96M 112.66 0.50%
31 MMC Marsh & McLenna...
214.25
-0.82% 17.52K 0.00% 3.72M 169.71 0.47%
32 SO The Southern Co...
88.44
+0.02% 44.9K 0.00% 3.7M 70.74 0.46%
33 PG The Procter & G...
157.83
-0.44% 19.65K +67.46% 3.29M 157.75 0.41%
34 PAYX Paychex, Inc.
150.20
-1.52% 22.29K +3.38% 3.13M 117.22 0.39%
35 MRK Merck & Co., In...
79.28
+1.28% 31.1K -19.35% 3.09M 113.55 0.39%
36 AAPL Apple Inc.
196.65
+0.51% 11.92K 0.00% 2.99M 114.96 0.38%
37 IWF iShares Russell...
405.89
-0.16% 7.29K -35.45% 2.93M 192.39 0.37%
38 ACN Accenture plc
305.95
-1.95% 7.86K 0.00% 2.76M 280.42 0.35%
39 VTWV Vanguard Russel...
136.00
+0.71% 19.11K -32.91% 2.76M 119.78 0.35%
40 UNH UnitedHealth Gr...
306.90
-0.64% 5.2K 0.00% 2.63M 402.91 0.33%
41 SYK Stryker Corpora...
373.25
-0.03% 6.94K 0.00% 2.5M 330.51 0.31%
42 PNC The PNC Financi...
175.13
+1.12% 12.11K +103.82% 2.34M 171.18 0.29%
43 V Visa Inc.
340.13
-4.95% 7.21K 0.00% 2.28M 233.83 0.29%
44 AXP American Expres...
296.45
+1.24% 7.63K +11.59% 2.26M 260.06 0.28%
45 NEE NextEra Energy,...
71.56
-0.42% 31.34K 0.00% 2.25M 74.46 0.28%
46 SPG Simon Property ...
156.97
-0.1% 12.75K -27.53% 2.2M 161.22 0.28%
47 GD General Dynamic...
278.38
-1.04% 8.08K 0.00% 2.13M 244.66 0.27%
48 BLK BlackRock, Inc.
977.73
+0.88% 1.84K +100.00% 1.89M 1025.11 0.24%
49 EQIX Equinix, Inc.
887.31
+0.06% 1.95K -39.41% 1.84M 822.78 0.23%
50 WELL Welltower Inc.
153.04
+0.77% 14.26K -37.98% 1.8M 116.37 0.23%
51 WEC WEC Energy Grou...
103.71
-0.37% 18.99K 0.00% 1.79M 96.27 0.22%
52 FIS Fidelity Nation...
80.47
+0.04% 21.47K -37.67% 1.73M 80.93 0.22%
53 URI United Rentals,...
698.50
+0.51% 2.46K -35.99% 1.73M 745.99 0.22%
54 GLW Corning Incorpo...
50.43
-0.1% 35.99K +100.00% 1.71M 47.52 0.21%
55 LMT Lockheed Martin...
468.20
-2.32% 3.51K +5.00% 1.7M 457.41 0.21%
56 MDLZ Mondelez Intern...
66.30
-0.08% 28.34K 0.00% 1.69M 67.61 0.21%
57 CTAS Cintas Corporat...
220.23
-0.49% 9.12K 0.00% 1.67M 120.54 0.21%
58 CVX Chevron Corpora...
148.11
-0.5% 11.34K -47.24% 1.64M 125.45 0.21%
59 PEP PepsiCo, Inc.
128.98
-0.24% 10.74K -5.76% 1.63M 164.54 0.21%
60 MAR Marriott Intern...
257.55
+0.53% 5.37K +100.00% 1.5M 278.94 0.19%
61 XOM Exxon Mobil Cor...
113.17
-0.73% 12.6K +100.00% 1.35M 107.57 0.17%
62 PSX Phillips 66
125.00
+0.37% 11.6K 0.00% 1.32M 153.92 0.17%
63 TJX The TJX Compani...
122.46
-0.45% 10.73K 0.00% 1.3M 117.54 0.16%
64 APD Air Products an...
275.24
-0.65% 4.43K 0.00% 1.28M 292.65 0.16%
65 RTX RTX Corporation
145.80
-1.8% 10.14K +100.00% 1.17M 115.72 0.15%
66 MINT PIMCO Enhanced ...
100.39
+0.02% 10.84K 0.00% 1.09M 99.4 0.14%
67 VCSH Vanguard Short-...
78.94
+0.04% 13.4K 0.00% 1.05M 81.54 0.13%
68 IGSB iShares 1-5 Yea...
52.38
+0.06% 19.91K 0.00% 1.03M 53.57 0.13%
69 VICI VICI Properties...
32.34
+0.05% 31.54K -47.91% 921.14K 32.65 0.12%
70 DLR Digital Realty ...
176.53
+0.27% 4.89K -35.1% 866.43K 161.83 0.11%
71 FPE First Trust Pre...
17.73
+0.10% 48.66K 0.00% 861.23K 16.71 0.11%
72 BSV Vanguard Short-...
78.19
+0.06% 10.56K 0.00% 815.97K 75.57 0.10%
73 VLO Valero Energy C...
139.40
-1.67% 5.7K -65.24% 698.39K 101.54 0.09%
74 KO The Coca-Cola C...
69.14
-0.68% 4.77K -66.67% 297.23K 56.61 0.04%
75 MPC Marathon Petrol...
167.32
-1.62% 1.44K 0.00% 200.88K 184.23 0.03%