☆RED CEDAR INVESTMENT MANAGEMENT, LLC
Quality Q
0.751
AUM ($M)
1,056
Positions
90
Turnover
0.05
Top-10 wt
57%
Herfindahl
0.062
History (qtrs)
6
Excess Return
—
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Holdings · 95 positions · portfolio value $1,056M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VONE funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 16.3% | +0.5% | 171.9 | 507,403 | -9,613 | 5 | — |
| ☆IWB funds › | ISHARES TR | TRIM | — | 14.7% | +0.1% | 155.6 | 379,919 | -15,406 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 5.9% | +0.2% | 62.3 | 807,545 | -4,430 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 4.5% | +0.4% | 47.7 | 575,932 | +3,045 | 5 | — |
| ☆EWJ funds › | ISHARES INC | TRIM | — | 3.4% | -0.0% | 36.0 | 386,217 | -6,007 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 2.7% | +0.0% | 29.0 | 1,045,964 | -20,239 | 5 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 2.5% | -0.0% | 26.9 | 258,485 | +1,310 | 5 | — |
| ☆VTWO funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 2.4% | -0.0% | 25.0 | 206,297 | -23,645 | 5 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 2.3% | -1.5% | 24.5 | 247,675 | -119,456 | 5 | — |
| ☆SPSB funds › | SPDR SERIES TRUST | TRIM | — | 2.1% | -0.4% | 21.7 | 721,787 | -50,134 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | HOLD | — | 1.8% | +0.1% | 19.3 | 656,462 | +0 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 1.6% | -0.0% | 16.8 | 45,508 | +9,059 | 5 | — |
| ☆ILF funds › | ISHARES TR | HOLD | — | 1.5% | -0.2% | 16.0 | 474,510 | +0 | 2 | — |
| ☆GDX funds › | VANECK ETF TRUST | ADD | — | 1.5% | -0.0% | 15.7 | 208,380 | +48,224 | 5 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | TRIM | — | 1.5% | -0.6% | 15.4 | 289,711 | -35,992 | 2 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 1.4% | +0.1% | 14.6 | 48,738 | +116 | 5 | — |
| ☆COPX funds › | GLOBAL X FDS | ADD | — | 1.4% | +0.6% | 14.6 | 189,927 | +91,253 | 3 | — |
| ☆OIH funds › | VANECK ETF TRUST | TRIM | — | 1.4% | -0.7% | 14.3 | 38,339 | -9,952 | 3 | — |
| ☆SLV funds › | ISHARES SILVER TR | ADD | — | 1.3% | -0.1% | 14.2 | 265,472 | +67,895 | 3 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 1.3% | +0.1% | 14.0 | 54,677 | -33,642 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | HOLD | — | 1.2% | +0.1% | 12.7 | 33,533 | +0 | 5 | — |
| ☆QTPI funds › | EXCHANGE PLACE ADVISORS TRUS | HOLD | — | 1.1% | -0.1% | 11.9 | 466,193 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | HOLD | — | 1.1% | +0.1% | 11.6 | 16,900 | +0 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 1.1% | +0.2% | 11.2 | 9,362 | +0 | 5 | — |
| ☆EMLC funds › | VANECK ETF TRUST | HOLD | — | 1.0% | -0.1% | 11.0 | 429,718 | +0 | 2 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | HOLD | — | 0.9% | +0.0% | 9.1 | 27,711 | +0 | 5 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | HOLD | — | 0.9% | -0.0% | 9.0 | 9,181 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | HOLD | — | 0.7% | -0.1% | 7.9 | 21,078 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | HOLD | — | 0.7% | +0.2% | 7.8 | 66,531 | +0 | 4 | — |
| ☆RTX funds › | RTX CORPORATION | HOLD | — | 0.7% | -0.1% | 7.3 | 38,621 | +0 | 5 | — |
| ☆CFG funds › | CITIZENS FINL GROUP INC | HOLD | — | 0.7% | +0.0% | 7.3 | 104,511 | +0 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.7% | +0.2% | 7.1 | 42,723 | +19,282 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.7% | +0.0% | 7.1 | 16,567 | -353 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | ADD | — | 0.7% | +0.5% | 7.0 | 27,052 | +21,388 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.6% | +0.0% | 6.8 | 27,046 | +0 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.6% | +0.0% | 6.7 | 9,025 | +0 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | HOLD | — | 0.6% | +0.1% | 6.7 | 16,775 | +0 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | HOLD | — | 0.6% | -0.0% | 6.1 | 24,128 | +0 | 4 | — |
| ☆WELL funds › | WELLTOWER INC | HOLD | — | 0.6% | +0.0% | 6.1 | 26,713 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.6% | -0.1% | 5.8 | 42,610 | +6,101 | 5 | — |
| ☆SLB funds › | SLB LIMITED | ADD | — | 0.5% | -0.1% | 5.4 | 115,191 | +10,491 | 2 | — |
| ☆PSX funds › | PHILLIPS 66 | ADD | — | 0.5% | +0.3% | 5.1 | 30,377 | +18,849 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.5% | +0.1% | 4.8 | 4,764 | +975 | 4 | — |
| ☆VTHR funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.4% | +0.0% | 4.7 | 14,276 | +0 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.4% | -0.1% | 4.6 | 52,692 | +0 | 5 | — |
| ☆MSI funds › | MOTOROLA SOLUTIONS INC | HOLD | — | 0.4% | -0.1% | 4.6 | 10,994 | +0 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.4% | +0.2% | 4.3 | 12,014 | +3,956 | 3 | — |
| ☆SO funds › | SOUTHERN CO | HOLD | — | 0.4% | -0.0% | 4.3 | 44,607 | +0 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | HOLD | — | 0.4% | +0.1% | 4.2 | 22,962 | +0 | 5 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | HOLD | — | 0.4% | +0.0% | 4.1 | 11,148 | +0 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | HOLD | — | 0.4% | -0.1% | 4.1 | 4,399 | +0 | 5 | — |
| ☆FDX funds › | FEDEX CORP | ADD | — | 0.4% | +0.1% | 4.1 | 13,052 | +6,265 | 3 | — |
| ☆HD funds › | HOME DEPOT INC | HOLD | — | 0.4% | -0.0% | 4.1 | 11,536 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | HOLD | — | 0.4% | -0.1% | 3.8 | 14,120 | +0 | 5 | — |
| ☆BHP funds › | BHP BILLITON LIMITED | ADD | — | 0.3% | +0.1% | 3.6 | 42,648 | +5,570 | 2 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.0% | 3.5 | 43,800 | +32,850 | 5 | — |
| ☆AAPL funds › | APPLE INC | HOLD | — | 0.3% | +0.0% | 3.4 | 11,843 | +0 | 5 | — |
| ☆AEM funds › | AGNICO EAGLE MINES LTD | ADD | — | 0.3% | +0.1% | 3.3 | 20,997 | +8,726 | 5 | — |
| ☆KGC funds › | KINROSS GOLD CORP | ADD | — | 0.3% | +0.0% | 3.2 | 137,363 | +53,335 | 5 | — |
| ☆AGI funds › | ALAMOS GOLD INC | ADD | — | 0.3% | +0.1% | 3.2 | 106,498 | +53,774 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | HOLD | — | 0.3% | -0.0% | 3.2 | 21,293 | +0 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | NEW | — | 0.3% | +0.3% | 3.2 | 30,928 | +30,928 | 1 | — |
| ☆HAL funds › | HALLIBURTON CO | ADD | — | 0.3% | +0.0% | 3.2 | 94,487 | +19,713 | 2 | — |
| ☆RIG funds › | TRANSOCEAN LTD | ADD | — | 0.3% | +0.0% | 3.2 | 653,933 | +242,494 | 2 | — |
| ☆AMP funds › | AMERIPRISE FINL INC | HOLD | — | 0.3% | -0.0% | 3.1 | 6,866 | +0 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | HOLD | — | 0.3% | +0.0% | 3.0 | 12,041 | +0 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | HOLD | — | 0.3% | -0.0% | 2.9 | 19,523 | +0 | 5 | — |
| ☆SPG funds › | SIMON PPTY GROUP INC NEW | HOLD | — | 0.3% | +0.0% | 2.8 | 12,685 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.3% | -0.0% | 2.7 | 20,972 | +0 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.2% | -0.0% | 2.6 | 7,263 | +0 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | HOLD | — | 0.2% | -0.0% | 2.3 | 19,946 | +0 | 5 | — |
| ☆HSY funds › | HERSHEY CO | HOLD | — | 0.2% | -0.1% | 1.9 | 11,042 | +0 | 2 | — |
| ☆MCK funds › | MCKESSON CORP | HOLD | — | 0.2% | -0.0% | 1.8 | 2,360 | +0 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | HOLD | — | 0.2% | +0.0% | 1.7 | 5,108 | +0 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | HOLD | — | 0.2% | -0.0% | 1.6 | 28,170 | +0 | 5 | — |
| ☆CME funds › | CME GROUP INC | HOLD | — | 0.1% | -0.1% | 1.5 | 6,738 | +0 | 2 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.1% | +0.1% | 1.5 | 3,494 | +3,494 | 1 | — |
| ☆BLK funds › | BLACKROCK INC | HOLD | — | 0.1% | -0.0% | 1.4 | 1,407 | +0 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | HOLD | — | 0.1% | -0.0% | 1.3 | 4,400 | +0 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.1% | +0.1% | 1.2 | 3,912 | +3,912 | 1 | — |
| ☆SBUX funds › | STARBUCKS CORP | HOLD | — | 0.1% | +0.0% | 1.1 | 11,157 | +0 | 2 | — |
| ☆DLR funds › | DIGITAL RLTY TR INC | HOLD | — | 0.1% | -0.0% | 1.0 | 5,421 | +0 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.8 | 10,560 | +0 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.1% | -0.1% | 0.6 | 7,057 | -6,342 | 5 | — |
| ☆SOMN funds › | SOUTHERN CO | NEW | — | 0.1% | +0.1% | 0.5 | 10,837 | +10,837 | 1 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.0% | -0.0% | 0.4 | 4,774 | +0 | 5 | — |
| ☆PEP funds › | PEPSICO INC | HOLD | — | 0.0% | -0.0% | 0.4 | 2,813 | +0 | 5 | — |
| ☆MPC funds › | MARATHON PETE CORP | HOLD | — | 0.0% | -0.0% | 0.4 | 1,440 | +0 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 0.0% | -0.0% | 0.3 | 626 | +0 | 5 | — |
| ☆VICI funds › | VICI PPTYS INC | HOLD | — | 0.0% | -0.0% | 0.2 | 8,161 | +0 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,062 | 0 | — |
| ☆MINT funds › | PIMCO ETF TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,843 | 0 | — |
| ☆META funds › | META PLATFORMS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,536 | 0 | — |
| ☆IGSB funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -19,907 | 0 | — |
| ☆FPE funds › | FIRST TR EXCH TRADED FD III | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -48,657 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,056 | 90 | 0.05 | 57% | 0.062 | 0.748 | — | in |
| 2026Q1 | 965 | 91 | 0.12 | 58% | 0.061 | 0.639 | — | in |
| 2025Q4 | 926 | 86 | 0.09 | 61% | 0.072 | 0.669 | — | in |
| 2025Q3 | 853 | 82 | 0.04 | 64% | 0.083 | 0.769 | — | in |
| 2025Q2 | 792 | 81 | 0.14 | 66% | 0.088 | 0.651 | — | entered |
| 2025Q1 | 723 | 80 | 0.00 | 70% | 0.095 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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