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RED CEDAR INVESTMENT MANAGEMENT, LLC

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GRAND RAPIDS MI Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

RED Cedar Investment Management is based out of Grand Rapids. RED Cedar Investment Management is a large advisory firm with 20 clients and discretionary assets under management (AUM) of $1,454,717,654 (Form ADV from 2023-03-29). Their last reported 13F filing for Q4 2023 included $694,471,593 in managed 13F securities and a top 10 holdings concentration of 71.83%. RED Cedar Investment Management's largest holding is VANGUARD RUSSELL 1000 INDEX FUND-ETF Shares with shares held of 733,209. Whalewisdom has at least 22 13F filings

2023-12-31

Top Buys (13F)

Name % Change
VTWO VANGUARD RUSSELL 200 0.28%
IWM iShares Russell 2000 0.26%
AVGO Broadcom Ltd. (Avago 0.25%
MSFT Microsoft Corp. 0.25%
QCOM QUALCOMM Inc. 0.25%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
VONE VANGUARD RUSSELL 100 22.9%
IWB iShares Russell 1000 21.79%
SPSB SPDR(R) Portfolio Sh 4.94%
EWJ iShares MSCI Japan E 4.44%
VTWO VANGUARD RUSSELL 200 4.18%

2023-12-31

13F Activity

Market Value $0.69b, Prior: $0.65b
New Purchases 4 stocks
Added To 21 stocks
Sold out of 5 stocks
Reduced holdings in 9 stocks
Top 10 Holdings % 71.83%
Turnover %[1] 12.16%
Turnover Alt %[2] 1.53%
Time Held Top 20 8.5 quarters
Time Held Top 10 6.8 quarters
Time Held All 10.18 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance