Fund HoldingsRedwood Investment Management, LLC

Total Portfolio Value
$805.3K
Total Bought
$110.1K
Total Sold
$185.5K
Net Transaction
-$75.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST
ST LON TREAS ETF
0371,447+371,4470101.21%+10
VANGUARD S&P 500 ETF171,940185,300+13,36010811113.75%+3
ISH INTL CTRY ROT ACT ETF
ISHA IN CTRY ETF
089,745+89,745030.36%+3
SS SPDR P S&P 500 GROWTH ETF
ST STR P500GRW
335,597393,761+58,16436394.79%+3
ISHARES MSCI ACWI EX US ETF038,032+38,032030.32%+3
PIMCO ETF TR
25YR+ ZERO U S
028,465+28,465020.23%+2
ISHARES US TREASURY BOND ETF
US TREAS BD ETF
089,484+89,484020.25%+2
BLACKROCK ETF TRUST
ISHA LA CORE ETF
039,202+39,202020.20%+2
STE STR SPDR PT S&P 500 ETF
ST STR P500ETF
67,75591,814+24,059570.87%+2
PALANTIR TECHNOLOGIES INC(PLTR)010,873+10,873020.20%+2
VANGUARD INDEX FDS32,71538,917+6,202781.05%+2
ISHARES S&P 500 VALUE ETF024,940+24,940050.65%+5
VISA INC(V)04,931+4,931010.19%+1
INVESCO QQQ TRUST SERIES 153,35159,179+5,82833344.24%+1
VANGUARD FTSE DEVELOPED ETF181,652196,536+14,88411131.56%+1
AVANTIS EMERGING MARKETS EQ11,48425,280+13,796120.25%+1
TD SYNNEX CORP(SNX)06,501+6,501010.14%+1
ISHARES LT NATIONAL MUNI BD
LONG TERM MUNI
021,734+21,734010.13%+1
ON SEMICONDUCTOR(ON)017,497+17,497010.13%+1
EAGLE MATERIALS INC(EXP)05,701+5,701010.13%+1
WESTERN DIGITAL CORP(WDC)03,989+3,989010.13%+1
SBA COMMUNICATIONS CORP(SBAC)06,269+6,269010.13%+1
CAPITAL ONE FINANCIAL CORP(COF)05,889+5,889010.13%+1
OSHKOSH CORP(OSK)07,255+7,255010.13%+1
F5 INC(FFIV)03,669+3,669010.13%+1
VERISIGN INC04,272+4,272010.13%+1
BOOKING HOLDINGS INC(BKNG)0251+251010.13%+1
ALIGN TECHNOLOGY INC06,158+6,158010.13%+1
HEXCEL CORP(HXL)013,029+13,029010.13%+1
MASCO CORP(MAS)017,458+17,458010.13%+1
MGM RESORTS INTERNATIONAL(MGM)028,459+28,459010.13%+1
AGCO CORP09,085+9,085010.13%+1
TELEDYNE TECHNOLOGIES INC(TDY)01,738+1,738010.13%+1
SCHWAB (CHARLES) CORP(SCHW)011,188+11,188010.13%+1
PILGRIM'S PRIDE CORP(PPC)027,827+27,827010.13%+1
DOVER CORP(DOV)05,039+5,039010.13%+1
CROWN HOLDINGS INC(CCK)010,474+10,474010.13%+1
AFFILIATED MANAGERS GROUP03,794+3,794010.13%+1
DUPONT DE NEMOURS INC(DD)022,911+22,911010.13%+1
VIRTU FINANCIAL INC(VIRT)023,836+23,836010.13%+1
VOYA FINANCIAL INC(VOYA)015,341+15,341010.13%+1
APTARGROUP INC08,305+8,305010.13%+1
FOX CORP(FOX)017,917+17,917010.13%+1
JACOBS SOLUTIONS INC(J)08,213+8,213010.13%+1
GENERAL MOTORS CO(GM)014,027+14,027010.13%+1
TERADATA CORP(TDC)040,760+40,760010.13%+1
WEST PHARMACEUTICAL SERVICES(WST)04,168+4,168010.13%+1
SILGAN HOLDINGS INC(SLGN)026,909+26,909010.13%+1
BALL CORP017,648+17,648010.13%+1
CHURCH & DWIGHT CO INC(CHD)011,175+11,175010.13%+1
ADT INC(ADT)0158,608+158,608010.13%+1
AECOM(ACM)012,283+12,283010.13%+1
RELIANCE INC(RS)03,418+3,418010.13%+1
INGREDION INC(INGR)09,204+9,204010.13%+1
CORPAY INC(CPAY)03,563+3,563010.13%+1
MARKETAXESS HOLDINGS INC(MKTX)06,262+6,262010.13%+1
CAMDEN PROPERTY TRUST(CPT)010,576+10,576010.13%+1
PLANET FITNESS INC(PLNT)013,869+13,869010.13%+1
LENNAR CORP(LEN)011,841+11,841010.13%+1
MURPHY USA INC(MUSA)02,066+2,066010.13%+1
HALLIBURTON CO(HAL)026,151+26,151010.13%+1
ISHARES RUSSELL 2000 ETF30,21234,019+3,807781.05%+1
VANGUARD INDEX FDS031,541+31,541081.01%+8
LEADERSHARES DYNAMIC YIELD E
LEAD DY YIEL ETF
0586,292+586,2920131.63%+13
LEIDOS HOLDINGS INC(LDOS)011,235+11,235020.22%+2
PRUDENTIAL FINANCIAL INC(PFH)07,942+7,942010.10%+1
FIRST ENERGY CORP(FE)015,097+15,097010.10%+1
UNITEDHEALTH GROUP INC COM(UNH)02,824+2,824010.09%+1
T ROWE PRICE GROUP INC(TROW)08,250+8,250010.09%+1
AUTOMATIC DATA PROCESSING03,595+3,595010.09%+1
GENUINE PARTS COMPANY(GPC)06,536+6,536010.09%+1
GLOBAL X DEFENSE TECH ETF
DEFENSE TECH ETF
12,81321,327+8,514120.19%+1
ISHARES NATIONAL MUNI BOND E030,754+30,754030.41%+3
CAMPBELL SOUP CO(CPB)028,878+28,878010.08%+1
GENERAL MILLS INC(GIS)017,165+17,165010.08%+1
INTERNATIONAL BUS MACH CORP COM(IBM)05,781+5,781010.17%+1
ASTRAZENECA PLC(AZN)02,373+2,373000.06%0
JPMORGAN CHASE & CO(JPM)08,897+8,897030.32%+3
SS FINANCIAL SELECT SECTOR
ST STR FINL ETF
08,931+8,931000.05%0
WALMART INC(WMT)021,792+21,792030.34%+3
SS MATERIALS SELECT SECTOR
ST STR MATER ETF
08,224+8,224000.05%0
SS SPDR S&P 400 MC VAL ETF
ST STR SP400VAL
070,898+70,898060.75%+6
ISHRS AI IN AND TECH ACT ETF
ISHA I IN TE ETF
62,33274,144+11,812220.30%0
DOW INC(DOW)026,028+26,028010.13%+1
ISHARES TR
CORE UNIVRSL USD
094,878+94,878040.54%+4
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
0857+857000.04%0
SS INDUSTRIAL SELECT SECTOR
ST STR INDL ETF
02,004+2,004000.04%0
ISHARES TR18,27121,972+3,701220.24%0
ISHARES CORE S&P 500 ETF03,139+3,139020.25%+2
ISHARES MBS ETF27,69831,004+3,306330.37%0
JOHNSON & JOHNSON(JNJ)05,697+5,697010.17%+1
COSTCO WHOLESALE CORP(COST)01,955+1,955020.24%+2
LEADERSHARES ALPHAFACTOR US
LDRSHS ALPFACT
01,184,577+1,184,5770546.75%+54
HONEYWELL INTERNATIONAL INC(HON)06,839+6,839020.19%+2
WISDOMTREE US QUALITY DIVI(WT)09,294+9,294010.10%+1
ISHARES TR10,66112,906+2,245110.15%0
ISHARES SYSTEMATIC BOND ETF
SYSTEMATIC BD ET
02,297+2,297000.03%0
BEST BUY CO INC(BBY)012,767+12,767010.10%+1
CHEVRON CORPORATION COM(CVX)04,981+4,981010.13%+1
ISHARES INTL AGGREGATE BOND
CORE INTL AGGR
031,920+31,920020.20%+2
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