RED CEDAR INVESTMENT MANAGEMENT, LLC

Est. AUM

$964.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$152.6M	517016	15.82%	SOLE
2	ISHARES TR	RUS 1000 ETF	$141.0M	395325	14.61%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$54.8M	811975	5.68%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$40.0M	572887	4.14%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$36.4M	367131	3.78%	SOLE
6	ISHARES INC	MSCI JAPAN ETF	$33.1M	392224	3.43%	SOLE
7	SCHWAB STRATEGIC TR	INTL EQTY ETF	$26.4M	1066203	2.74%	SOLE
8	ISHARES TR	MSCI EAFE ETF	$25.0M	257175	2.59%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$23.2M	771921	2.41%	SOLE
10	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$23.0M	229942	2.39%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET ENE	$20.0M	325703	2.07%	SOLE
12	VANECK ETF TRUST	OIL SERVICES ETF	$19.5M	48291	2.02%	SOLE
13	ISHARES TR	LATN AMER 40 ETF	$16.9M	474510	1.75%	SOLE
14	SCHWAB STRATEGIC TR	US LRG CAP ETF	$16.8M	656462	1.75%	SOLE
15	SPDR GOLD TR	GOLD SHS	$15.7M	36449	1.63%	SOLE
16	VANECK ETF TRUST	GOLD MINERS ETF	$14.7M	160156	1.52%	SOLE
17	ISHARES SILVER TR	ISHARES	$13.5M	197577	1.40%	SOLE
18	ISHARES TR	RUSSELL 2000 ETF	$12.1M	48622	1.25%	SOLE
19	CORNING INC	COM	$12.0M	88319	1.25%	SOLE
20	EXCHANGE PLACE ADVISORS TRUS	NORTH SQUARE RCI	$11.8M	466193	1.23%	SOLE
21	VANECK ETF TRUST	JP MRGAN EM LOC	$10.8M	429718	1.12%	SOLE
22	BROADCOM INC	COM	$10.4M	33533	1.08%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.1M	16900	1.05%	SOLE
24	ELI LILLY & CO	COM	$8.6M	9362	0.89%	SOLE
25	PARKER-HANNIFIN CORP	COM	$8.2M	9181	0.85%	SOLE
26	JPMORGAN CHASE & CO	COM	$8.2M	27711	0.85%	SOLE
27	MICROSOFT CORP	COM	$7.8M	21078	0.81%	SOLE
28	GLOBAL X FDS	GLOBAL X COPPER	$7.5M	98674	0.78%	SOLE
29	RTX CORPORATION	COM	$7.5M	38621	0.77%	SOLE
30	CITIZENS FINL GROUP INC	COM	$6.3M	104511	0.65%	SOLE
31	EXXON MOBIL CORP	COM	$6.2M	36509	0.64%	SOLE
32	EATON CORP PLC	SHS	$6.1M	16920	0.63%	SOLE
33	JOHNSON & JOHNSON	COM	$5.9M	24128	0.61%	SOLE
34	ABBVIE INC	COM	$5.9M	27046	0.61%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.9M	9025	0.61%	SOLE
36	SLB LIMITED	COM STK	$5.4M	104700	0.56%	SOLE
37	ANALOG DEVICES INC	COM	$5.3M	16775	0.55%	SOLE
38	WELLTOWER INC	COM	$5.3M	26713	0.55%	SOLE
39	CISCO SYS INC	COM	$5.2M	66531	0.54%	SOLE
40	NEXTERA ENERGY INC	COM	$4.9M	52692	0.51%	SOLE
41	CHEVRON CORPORATION	COM	$4.8M	23441	0.50%	SOLE
42	MOTOROLA SOLUTIONS INC	COM NEW	$4.8M	10994	0.49%	SOLE
43	MCDONALDS CORP	COM	$4.4M	14120	0.45%	SOLE
44	COSTCO WHOLESALE CORPORATION	COM	$4.4M	4399	0.45%	SOLE
45	SOUTHERN CO	COM	$4.3M	44607	0.45%	SOLE
46	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$4.1M	14276	0.43%	SOLE
47	HOME DEPOT INC	COM	$3.8M	11536	0.39%	SOLE
48	MARRIOTT INTL INC NEW	CL A	$3.6M	11148	0.38%	SOLE
49	TJX COS INC NEW	COM	$3.4M	21293	0.35%	SOLE
50	GOLDMAN SACHS GROUP INC	COM	$3.2M	3789	0.33%	SOLE

1–50 of 91

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.