RED CEDAR INVESTMENT MANAGEMENT, LLC

CIK 0001734398 • 6 13F filings • Apr 25, 2025 – Aug 12, 2026

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Filer information

Filed by: RED CEDAR INVESTMENT MANAGEMENT, LLC, DIRECTOR, COMPLIANCE SERVICES
Address: 333 BRIDGE ST. NW, SUITE 601, GRAND RAPIDS, MI, 49504
Phone: 2027537141
AUM: $925.7M

AUM over time

$1.06B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $925.7M86 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$6.2M	0.7%	27,210 SH	New
AGNICO EAGLE MINES LTD	COM	$6.5M	0.7%	38,341 SH	New
AIR PRODS & CHEMS INC	COM	$1.1M	0.1%	4,426 SH	New
ALAMOS GOLD INC NEW	COM CL A	$6.1M	0.7%	158,801 SH	New
ALPHABET INC	CAP STK CL A	$1.7M	0.2%	5,488 SH	New
AMERICAN EXPRESS CO	COM	$2.8M	0.3%	7,628 SH	New
AMERIPRISE FINL INC	COM	$3.4M	0.4%	6,907 SH	New
ANALOG DEVICES INC	COM	$3.4M	0.4%	12,544 SH	New
APPLE INC	COM	$3.2M	0.4%	11,921 SH	New
BLACKROCK INC	COM	$3.8M	0.4%	3,526 SH	New
BROADCOM INC	COM	$15.1M	1.6%	43,498 SH	New
CHEVRON CORP NEW	COM	$1.7M	0.2%	11,342 SH	New
CINTAS CORP	COM	$837K	0.1%	4,451 SH	New
CISCO SYS INC	COM	$4.2M	0.5%	54,242 SH	New
CITIZENS FINL GROUP INC	COM	$6.1M	0.7%	105,183 SH	New
COCA COLA CO	COM	$334K	0.0%	4,774 SH	New
CORNING INC	COM	$10.4M	1.1%	119,052 SH	New
COSTCO WHSL CORP NEW	COM	$3.8M	0.4%	4,431 SH	New
DIGITAL RLTY TR INC	COM	$843K	0.1%	5,451 SH	New
EATON CORP PLC	SHS	$5.4M	0.6%	17,030 SH	New
ELI LILLY & CO	COM	$11.1M	1.2%	10,334 SH	New
EXCHANGE PLACE ADVISORS TRUS	NORTH SQUARE RCI	$12.0M	1.3%	466,193 SH	New
EXXON MOBIL CORP	COM	$1.5M	0.2%	12,596 SH	New
FEDEX CORP	COM	$1.1M	0.1%	3,670 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$887K	0.1%	48,657 SH	New
GENERAL DYNAMICS CORP	COM	$1.7M	0.2%	4,980 SH	New
GLOBAL X FDS	GLOBAL X COPPER	$8.9M	1.0%	124,477 SH	New
GOLDMAN SACHS GROUP INC	COM	$3.4M	0.4%	3,812 SH	New
HOME DEPOT INC	COM	$4.0M	0.4%	11,610 SH	New
ISHARES INC	CORE MSCI EMKT	$38.4M	4.2%	571,821 SH	New
ISHARES INC	MSCI JAPAN ETF	$31.7M	3.4%	392,224 SH	New
ISHARES SILVER TR	ISHARES	$22.9M	2.5%	355,723 SH	New
ISHARES TR	CORE S&P MCP ETF	$54.5M	5.9%	825,605 SH	New
ISHARES TR	CORE US AGGBD ET	$23.1M	2.5%	231,475 SH	New
ISHARES TR	ISHS 1-5YR INVS	$1.1M	0.1%	19,907 SH	New
ISHARES TR	MSCI EAFE ETF	$24.7M	2.7%	257,175 SH	New
ISHARES TR	RUS 1000 ETF	$152.8M	16.5%	409,248 SH	New
ISHARES TR	RUSSELL 2000 ETF	$12.2M	1.3%	49,672 SH	New
JOHNSON & JOHNSON	COM	$3.4M	0.4%	16,462 SH	New
JPMORGAN CHASE & CO.	COM	$9.1M	1.0%	28,289 SH	New
KINROSS GOLD CORP	COM	$6.6M	0.7%	234,700 SH	New
LOCKHEED MARTIN CORP	COM	$200K	0.0%	414 SH	New
MARATHON PETE CORP	COM	$234K	0.0%	1,440 SH	New
MARRIOTT INTL INC NEW	CL A	$2.6M	0.3%	8,411 SH	New
MCDONALDS CORP	COM	$4.3M	0.5%	14,206 SH	New
MCKESSON CORP	COM	$1.9M	0.2%	2,376 SH	New
MERCK & CO INC	COM	$2.2M	0.2%	21,092 SH	New
META PLATFORMS INC	CL A	$4.6M	0.5%	6,984 SH	New
MICROSOFT CORP	COM	$11.4M	1.2%	23,625 SH	New
MONDELEZ INTL INC	CL A	$1.5M	0.2%	28,336 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$4.2M	0.5%	11,070 SH	New
NEWMONT CORP	COM	$4.5M	0.5%	45,244 SH	New
NEXTERA ENERGY INC	COM	$2.5M	0.3%	31,342 SH	New
ORACLE CORP	COM	$1.6M	0.2%	8,447 SH	New
PARKER-HANNIFIN CORP	COM	$8.1M	0.9%	9,247 SH	New
PAYCHEX INC	COM	$855K	0.1%	7,623 SH	New
PEPSICO INC	COM	$404K	0.0%	2,813 SH	New
PHILLIPS 66	COM	$1.5M	0.2%	11,596 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$1.1M	0.1%	10,843 SH	New
PNC FINL SVCS GROUP INC	COM	$2.5M	0.3%	12,113 SH	New
PROCTER AND GAMBLE CO	COM	$2.8M	0.3%	19,650 SH	New
QUALCOMM INC	COM	$4.0M	0.4%	23,105 SH	New
RTX CORPORATION	COM	$7.1M	0.8%	38,872 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$25.6M	2.8%	1,066,203 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$17.7M	1.9%	656,462 SH	New
SIMON PPTY GROUP INC NEW	COM	$2.4M	0.3%	12,748 SH	New
SOUTHERN CO	COM	$3.9M	0.4%	44,897 SH	New
SPDR GOLD TR	GOLD SHS	$17.4M	1.9%	44,010 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$6.2M	0.7%	9,025 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$13.6M	1.5%	450,568 SH	New
STRYKER CORPORATION	COM	$1.6M	0.2%	4,563 SH	New
TJX COS INC NEW	COM	$3.3M	0.4%	21,448 SH	New
VALERO ENERGY CORP	COM	$927K	0.1%	5,697 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$17.8M	1.9%	207,899 SH	New
VANECK ETF TRUST	OIL SERVICES ETF	$15.5M	1.7%	54,452 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$832K	0.1%	10,560 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$3.2M	0.3%	10,950 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.6M	1.1%	16,900 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	0.1%	13,399 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$164.4M	17.8%	531,951 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$23.0M	2.5%	231,563 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$4.4M	0.5%	14,523 SH	New
VICI PPTYS INC	COM	$229K	0.0%	8,161 SH	New
VISA INC	COM CL A	$2.4M	0.3%	6,803 SH	New
WEC ENERGY GROUP INC	COM	$2.1M	0.2%	20,045 SH	New
WELLTOWER INC	COM	$5.0M	0.5%	26,882 SH	New

Sold (vs prior filing)

ABBVIE ORD — $6.3M
AGNICO EAGLE ORD — $5.5M
AIR PRODUCTS AND CHEMICALS ORD — $1.2M
ALAMOS GOLD CL A ORD — $5.6M
AMERICAN EXPRESS ORD — $2.5M
AMERIPRISE FINANCE ORD — $4.3M
ANALOG DEVICES ORD — $3.1M
APPLE ORD — $3.0M
BLACKROCK ORD — $4.1M
BROADCOM ORD — $16.4M
CHEVRON ORD — $1.8M
CINTAS ORD — $1.9M
CISCO SYSTEMS ORD — $1.9M
CITIZENS FINANCIAL GROUP ORD — $4.8M
COCA-COLA ORD — $317K
CORNING ORD — $9.8M
COSTCO WHOLESALE ORD — $4.1M
DIGITAL REALTY REIT ORD — $942K
EATON ORD — $7.5M
ELI LILLY ORD — $7.9M
… and 62 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001734398-26-000001	$925.7M	View
Oct 31, 2025	Q3 2025	13F-HR	0001734398-25-000013	$853.1M	View
Aug 12, 2026	Q2 2026