Filed: 8/8/2025ACC: 0001734398-25-000004
📋 What this filing means
RED CEDAR INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $792.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$792.10M
Total AUM (reported)
7.84M
Total Shares
Allocation by class
VNG RUS1000IDX$157.56M19.9%
COM$154.88M19.6%
RUS 1000 ETF$147.42M18.6%
CORE S&P MCP ETF$51.03M6.4%
CORE MSCI EMKT$34.32M4.3%
MSCI JPN ETF NEW$30.21M3.8%
INTL EQTY ETF$24.11M3.0%
Portfolio Concentration
Top 3$356.02M44.9%
4–10$164.43M20.8%
11–25$137.45M17.4%
Rest$134.20M16.9%
Top 3 weight
44.9%
Top 10 weight
65.7%
Voting Authority Distribution
Total shares with voting rights: 7.84M
Sole
Full voting authority
7.84M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
VANGUARD RUS 1000 ID ETF
SOLEShares561K
TypeSH
Market value$157.56M
19.89%
Sole
561K
Shared
0.00
None
0.00
ISHARES:RUSS 1000 ETF
SOLEShares434.15K
TypeSH
Market value$147.42M
18.61%
Sole
434.15K
Shared
0.00
None
0.00
ISHARES:CORE S&P MD-CP
SOLEShares822.86K
TypeSH
Market value$51.03M
6.44%
Sole
822.86K
Shared
0.00
None
0.00
ISHARES:CORE MSCI EMMKTS
SOLEShares571.70K
TypeSH
Market value$34.32M
4.33%
Sole
571.70K
Shared
0.00
None
0.00
ISHARES:MSCI JAPAN
SOLEShares402.89K
TypeSH
Market value$30.21M
3.81%
Sole
402.89K
Shared
0.00
None
0.00
SCHWAB STR:INTL EQTY ETF
SOLEShares1.09M
TypeSH
Market value$24.11M
3.04%
Sole
1.09M
Shared
0.00
None
0.00
ISHARES:MSCI EAFE
SOLEShares255.69K
TypeSH
Market value$22.86M
2.89%
Sole
255.69K
Shared
0.00
None
0.00
ISHARES:CORE US AGG BD
SOLEShares205.49K
TypeSH
Market value$20.38M
2.57%
Sole
205.49K
Shared
0.00
None
0.00
VANECK:GOLD MINERS
SOLEShares317.32K
TypeSH
Market value$16.52M
2.09%
Sole
317.32K
Shared
0.00
None
0.00
SCHWAB STR:US LG CAP ETF
SOLEShares656.46K
TypeSH
Market value$16.04M
2.03%
Sole
656.46K
Shared
0.00
None
0.00
BROADCOM ORD
SOLEShares53.25K
TypeSH
Market value$14.68M
1.85%
Sole
53.25K
Shared
0.00
None
0.00
SPDR GOLD
SOLEShares46.06K
TypeSH
Market value$14.04M
1.77%
Sole
46.06K
Shared
0.00
None
0.00
SPDR PTF ST CORP BOND
SOLEShares450.57K
TypeSH
Market value$13.60M
1.72%
Sole
450.57K
Shared
0.00
None
0.00
MICROSOFT ORD
SOLEShares23.63K
TypeSH
Market value$11.75M
1.48%
Sole
23.63K
Shared
0.00
None
0.00
VANGUARD RUS 2000 ID ETF
SOLEShares123.30K
TypeSH
Market value$10.75M
1.36%
Sole
123.30K
Shared
0.00
None
0.00
ISHARES:RUSS 2000 ETF
SOLEShares49.37K
TypeSH
Market value$10.65M
1.34%
Sole
49.37K
Shared
0.00
None
0.00
VANGUARD 500 IDX ETF
SOLEShares14.45K
TypeSH
Market value$8.21M
1.04%
Sole
14.45K
Shared
0.00
None
0.00
JPMORGAN CHASE ORD
SOLEShares28.29K
TypeSH
Market value$8.20M
1.04%
Sole
28.29K
Shared
0.00
None
0.00
ELI LILLY ORD
SOLEShares10.33K
TypeSH
Market value$8.06M
1.02%
Sole
10.33K
Shared
0.00
None
0.00
EATON ORD
SOLEShares20.07K
TypeSH
Market value$7.16M
0.90%
Sole
20.07K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS ORD
SOLEShares15.78K
TypeSH
Market value$6.63M
0.84%
Sole
15.78K
Shared
0.00
None
0.00
PARKER HANNIFIN ORD
SOLEShares9.25K
TypeSH
Market value$6.46M
0.82%
Sole
9.25K
Shared
0.00
None
0.00
META PLATFORMS CL A ORD
SOLEShares8.30K
TypeSH
Market value$6.13M
0.77%
Sole
8.30K
Shared
0.00
None
0.00
AMERIPRISE FINANCE ORD
SOLEShares10.52K
TypeSH
Market value$5.62M
0.71%
Sole
10.52K
Shared
0.00
None
0.00
CORNING ORD
SOLEShares104.65K
TypeSH
Market value$5.50M
0.69%
Sole
104.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD RUS 1000 ID ETFSOLE | VNG RUS1000IDX | 561K | SH | $157.56M 19.89% | 561K | 0.00 | 0.00 |
ISHARES:RUSS 1000 ETFSOLE | RUS 1000 ETF | 434.15K | SH | $147.42M 18.61% | 434.15K | 0.00 | 0.00 |
ISHARES:CORE S&P MD-CPSOLE | CORE S&P MCP ETF | 822.86K | SH | $51.03M 6.44% | 822.86K | 0.00 | 0.00 |
ISHARES:CORE MSCI EMMKTSSOLE | CORE MSCI EMKT | 571.70K | SH | $34.32M 4.33% | 571.70K | 0.00 | 0.00 |
ISHARES:MSCI JAPANSOLE | MSCI JPN ETF NEW | 402.89K | SH | $30.21M 3.81% | 402.89K | 0.00 | 0.00 |
SCHWAB STR:INTL EQTY ETFSOLE | INTL EQTY ETF | 1.09M | SH | $24.11M 3.04% | 1.09M | 0.00 | 0.00 |
ISHARES:MSCI EAFESOLE | MSCI EAFE ETF | 255.69K | SH | $22.86M 2.89% | 255.69K | 0.00 | 0.00 |
ISHARES:CORE US AGG BDSOLE | CORE US AGGBD ET | 205.49K | SH | $20.38M 2.57% | 205.49K | 0.00 | 0.00 |
VANECK:GOLD MINERSSOLE | GOLD MINERS ETF | 317.32K | SH | $16.52M 2.09% | 317.32K | 0.00 | 0.00 |
SCHWAB STR:US LG CAP ETFSOLE | US LRG CAP ETF | 656.46K | SH | $16.04M 2.03% | 656.46K | 0.00 | 0.00 |
BROADCOM ORDSOLE | COM | 53.25K | SH | $14.68M 1.85% | 53.25K | 0.00 | 0.00 |
SPDR GOLDSOLE | GOLD SHS | 46.06K | SH | $14.04M 1.77% | 46.06K | 0.00 | 0.00 |
SPDR PTF ST CORP BONDSOLE | PORTFOLIO SHORT | 450.57K | SH | $13.60M 1.72% | 450.57K | 0.00 | 0.00 |
MICROSOFT ORDSOLE | COM | 23.63K | SH | $11.75M 1.48% | 23.63K | 0.00 | 0.00 |
VANGUARD RUS 2000 ID ETFSOLE | VNG RUS2000IDX | 123.30K | SH | $10.75M 1.36% | 123.30K | 0.00 | 0.00 |
ISHARES:RUSS 2000 ETFSOLE | RUSSELL 2000 ETF | 49.37K | SH | $10.65M 1.34% | 49.37K | 0.00 | 0.00 |
VANGUARD 500 IDX ETFSOLE | S&P 500 ETF SHS | 14.45K | SH | $8.21M 1.04% | 14.45K | 0.00 | 0.00 |
JPMORGAN CHASE ORDSOLE | COM | 28.29K | SH | $8.20M 1.04% | 28.29K | 0.00 | 0.00 |
ELI LILLY ORDSOLE | COM | 10.33K | SH | $8.06M 1.02% | 10.33K | 0.00 | 0.00 |
EATON ORDSOLE | SHS | 20.07K | SH | $7.16M 0.90% | 20.07K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS ORDSOLE | COM NEW | 15.78K | SH | $6.63M 0.84% | 15.78K | 0.00 | 0.00 |
PARKER HANNIFIN ORDSOLE | COM | 9.25K | SH | $6.46M 0.82% | 9.25K | 0.00 | 0.00 |
META PLATFORMS CL A ORDSOLE | CL A | 8.30K | SH | $6.13M 0.77% | 8.30K | 0.00 | 0.00 |
AMERIPRISE FINANCE ORDSOLE | COM | 10.52K | SH | $5.62M 0.71% | 10.52K | 0.00 | 0.00 |
CORNING ORDSOLE | COM | 104.65K | SH | $5.50M 0.69% | 104.65K | 0.00 | 0.00 |
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