RED CEDAR INVESTMENT MANAGEMENT, LLC

Long Only Manager

RED CEDAR INVESTMENT MANAGEMENT, LLC is a Long Only Manager led by John Laughlin Cassady, reporting $2.0B in AUM as of Q3 2025 with 73% ETF concentration, 65% concentrated in top 10 holdings, and 19% allocation to VONE.

CEOJohn Laughlin Cassady

Portfolio Value: $844.7M
Positions: 81
Top Holding: VONE at 19.39%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in RED CEDAR INVESTMENT MANAGEMENT, LLC's portfolio (64.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Russell 1000 VONE	ETF ETF	$163.8M	19.39%	-$5.9M Sold	— 541.6K shares	Q2 2020 Held for 5y 5m
2 iShares Russell 1000 IWB	ETF ETF	$152.5M	18.05%	-$6.2M Sold	— 417.2K shares	Q2 2020 Held for 5y 5m
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$53.8M	6.37%	+$70.5K Bought	— 823.9K shares	Q2 2025 Held for 5 months
4 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$37.3M	4.41%	-$431.3K Sold	— 565.2K shares	Q4 2020 Held for 4y 11m
5 iShares MSCI Japan EWJ	ETF ETF	$31.3M	3.71%	-$971.7K Sold	— 390.8K shares	Q1 2023 Held for 2y 8m
6 VanEck Gold Miners GDX	ETF ETF	$24.2M	2.87%	—	— 317.3K shares	Q1 2025 Held for 8 months
7 Schwab International Equity SCHF	ETF ETF	$24.1M	2.86%	-$1.3M Sold	— 1.0M shares	Q3 2018 Held for 7y 2m
8 iShares MSCI EAFE EFA	ETF ETF	$23.9M	2.83%	—	— 255.7K shares	Q1 2025 Held for 8 months
9 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$20.1M	2.38%	-$502.3K Sold	— 200.5K shares	Q3 2018 Held for 7y 2m
10 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$17.3M	2.05%	—	— 656.5K shares	Q3 2018 Held for 7y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in RED CEDAR INVESTMENT MANAGEMENT, LLC's latest filing

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Market Value

$844.7M

Prior: $787.0M

Q/Q Change

+7.33%

+$57.7M

Net Flows % of MV

-1.66%

Turnover Ratio

2.6%

New Purchases

2 stocks

$4.0M

Added To

11 stocks

+$9.3M

Sold Out Of

3 stocks

$5.6M

Reduced Holdings

12 stocks

-$21.7M

Increased Positions

Position	Shares Δ	Change
1 Goldman Sachs Group GS	New	0 → 2.6K +$2.1M
2 Cisco Systems, Inc. CSCO	New	0 → 27.9K +$1.9M
3 Citizens Financial Group CFG	+192.31%	30.6K → 89.5K +$3.1M
4 Raytheon Technologies RTX	+63.6%	23.8K → 38.9K +$2.5M
5 Welltower WELL	+36.4%	15.0K → 20.4K +$971.8K

Decreased Positions

Position	Shares Δ	Change
1 Marsh & McLennan Companies MMC	Sold	13.6K → 0 −$3.0M
2 Accenture ACN	Sold	7.9K → 0 −$2.3M
3 Fidelity National Information Services FIS	Sold	3.8K → 0 −$305.3K
4 Lockheed Martin LMT	-87.35%	3.3K → 414.0 −$1.4M
5 Equinix, Inc. EQIX	-60.78%	1.9K → 764.0 −$927.4K