Investing for the Future: Red Cedar Investment Management, LLC's Q4 2022 vs. Q1 2023 Holdings Comparison

As the investment landscape evolves, it's essential for investment firms like Red Cedar Investment Management, LLC to adapt accordingly. One way they do this is by analyzing their quarterly holdings to identify changes in their investments. In this article, we'll take a deep dive into Red Cedar's Q4 2022 vs. Q1 2023 13F holdings comparison and discuss what these changes mean for the firm and its investors.

First, let's take a glance at the numbers. Red Cedar's Q4 2022 vs. Q1 2023 13F holdings comparison shows a -4% change in Vanguard Rus 1000 ID ETF (VONE) and iShares:RUSS 1000 ETF (IWB) shares. The value of these shares also saw a decline, with Vanguard Rus 1000 ID ETF dropping from $138,321,000 to $132,835,000, and iShares:RUSS 1000 ETF falling from $131,281,000 to $125,959,000.

Similarly, SPDR PTF ST CORP BOND (SPSB) shares also saw a -1.6% decline in shares, and their value fell from $44,565,000 to $43,840,000. In contrast, iShares:MSCI JAPAN (EWJ) shares did not have a value or share changes in Q4 2022, but Q1 2023 saw an increase in shares from 0 to 480,093.

Moving on to the gaining side, Vanguard Rus 2000 ID ETF (VTWO) had a 1.5% increase in shares and a value hike from $25,247,000 to $25,633,000. Additionally, iShares:RUSS 2000 ETF (IWM) saw a 2.7% increase in shares and a value boost, increasing from $21,992,000 to $22,576,000.

ISHARES:S&P GSCI CMDTY (GSG) saw a -4.5% drop in shares, and their value fell from $21,839,000 to $20,857,000. On the other hand, iShares:CORE MSCI EMMKTS (IEMG) experienced a 148% surge in shares, and their value skyrocketed from $7,469,000 to $18,527,000.

Turning to a non-stock investment, Schwab Str:IntEqty ETF (SCHF) saw only a meager 8.1% increase in shares, but their value grew from $16,421,000 to $17,750,000.

Unfortunately, the portfolio wasn't all roses. Vanguard Rus 1000 VI ETF (VONV) shares plummeted by -43.7% and experienced a value fall from $29,656,000 to $16,697,000. Another iShares ETF, iShares:RUSS 1000 GR ETF (IWF), had a promising 14.3% surge in its shares, but its value fell from $12,381,000 to $14,148,000.

In a similar vein, the Schwab Str:US Lg Cap ETF (SCHX) had a disappointing performance, reporting a -41.5% drop in shares and a -40.3% reduction in value, which declined from $20,480,000 to $11,975,000.

Finally, FT III:PFD SEC&INC (FPE) saw a -4.9% decrease in shares and a value drop from $11,686,000 to $11,118,000.

Despite the dips reported in this comparison, Red Cedar Investment Management, LLC's Q4 2022 vs. Q1 2023 13F holdings comparison indicates astute decision-making, identifying profitable investments for the company to pursue. With a robust investment strategy in place, Red Cedar Investment Management, LLC is not afraid to adapt to changes in the market, prioritizing their investor's success.

In conclusion, as the world of investment becomes increasingly complex, review and reallocation of investments are crucial to adapt and prosper with the ever-changing market. By examining their Q4 2022 vs. Q1 2023 13F holdings comparison, Red Cedar Investment Management, LLC demonstrates their dedication to staying ahead of the curve and delivering on their investor's expectations.