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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001717479

Redwood Investment Management, LLC

SCOTTSDALE, AZ · File #028-18341

Latest AUM
$889,805
Positions
331
Top-10 Concentration
69.0%
Filings
12

Sector Allocation

Financials
15.9%$141,689
Technology
8.3%$73,550
Healthcare
2.9%$25,762
Industrials
2.1%$18,418
Consumer Staples
1.6%$14,313
Energy
1.4%$12,798
Utilities
0.5%$4,020
Materials
0.3%$2,826
Real Estate
0.2%$1,465

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD922908363171,940$107,82917.40%
2INVESCOIVZ623,111$74,35012.00%
3LEADERSHARES90214Q7741,201,061$54,1448.74%
4ISHARES464287465470,377$45,1707.29%
5SPDR SERIES TRUST78464A409335,597$35,8085.78%
6INVESCO QQQ TRUSTIVZ53,351$32,7745.29%
7LEADERSHARES90214Q691831,748$32,3225.22%
8SCHWAB808524888360,236$16,4022.65%
9VANGUARD922042718113,693$16,2962.63%
10LEADERSHARES90214Q675541,773$12,2521.98%
11VANGUARD921943858181,652$11,3481.83%
12APPLE INC COMAAPL39,007$10,6041.71%
13MICROSOFT CORPMSFT19,647$9,5021.53%
14NVIDIA CORPNVDA49,877$9,3021.50%
15SPDR SERIES TRUST78464A664332,977$8,8141.42%
16ISHARES46428765530,212$7,4371.20%
17ALPHABET INCGOOG23,517$7,3611.19%
18VANGUARD INDEX FDS92290853825,816$7,2061.16%
19VANGUARD INDEX FDS92290861132,715$6,9291.12%
20ISHRS US E F R ABLK99,258$6,0360.97%