Institutional Manager · CIK 0001734398
RED CEDAR INVESTMENT MANAGEMENT, LLC
GRAND RAPIDS, MI · File #028-18686
Latest AUM
$925.7M
Positions
86
Top-10 Concentration
64.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202586 pos · $925.7M
- 13F HOLDINGS REPORTQ/E Sep 202582 pos · $853.1M
- 13F HOLDINGS REPORTQ/E Jun 202581 pos · $792.1M
- 13F HOLDINGS REPORTQ/E Mar 202580 pos · $722.8M
- 13F HOLDINGS REPORTQ/E Dec 202476 pos · $795.9M
- 13F HOLDINGS REPORTQ/E Sep 202478 pos · $788.4M
- 13F HOLDINGS REPORTQ/E Jun 202477 pos · $733.4M
- 13F HOLDINGS REPORTQ/E Mar 202483 pos · $801.4M
- 13F HOLDINGS REPORTQ/E Dec 202375 pos · $653.7M
- 13F HOLDINGS REPORTQ/E Sep 202383 pos · $657.4M
- 13F HOLDINGS REPORTQ/E Jun 202378 pos · $646.7M
- 13F HOLDINGS REPORTQ/E Mar 202385 pos · $633.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C730 | 531,951 | $164.4M | 18.89% |
| 2 | ISHARES TR | 464287622 | 409,248 | $152.8M | 17.56% |
| 3 | ISHARES TR | 464287507 | 825,605 | $54.5M | 6.26% |
| 4 | ISHARES INC | 46434G103 | 571,821 | $38.4M | 4.42% |
| 5 | ISHARES INC | 46434G822 | 392,224 | $31.7M | 3.64% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 1,066,203 | $25.6M | 2.95% |
| 7 | ISHARES TR | 464287465 | 257,175 | $24.7M | 2.84% |
| 8 | ISHARES TR | 464287226 | 231,475 | $23.1M | 2.66% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C664 | 231,563 | $23.0M | 2.65% |
| 10 | ISHARES SILVER TR | SLV | 355,723 | $22.9M | 2.63% |
| 11 | VANECK ETF TRUST | 92189F106 | 207,899 | $17.8M | 2.05% |
| 12 | SCHWAB STRATEGIC TR | 808524201 | 656,462 | $17.7M | 2.03% |
| 13 | SPDR GOLD TR | GLD | 44,010 | $17.4M | 2.00% |
| 14 | VANECK ETF TRUST | 92189H607 | 54,452 | $15.5M | 1.78% |
| 15 | BROADCOM INC | AVGO | 43,498 | $15.1M | 1.73% |
| 16 | SPDR SERIES TRUST | 78464A474 | 450,568 | $13.6M | 1.56% |
| 17 | ISHARES TR | 464287655 | 49,672 | $12.2M | 1.41% |
| 18 | EXCHANGE PLACE ADVISORS TRUS | 301471108 | 466,193 | $12.0M | 1.38% |
| 19 | MICROSOFT CORP | MSFT | 23,625 | $11.4M | 1.31% |
| 20 | ELI LILLY & CO | LLY | 10,334 | $11.1M | 1.28% |