Fund HoldingsRedwood Investment Management, LLC

Total Portfolio Value
$922.3K
Total Bought
$209.0K
Total Sold
$304.0K
Net Transaction
-$95.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Vanguard S&P 500 ETF63,945113,563+49,61834586.33%+24
Invesco S&P 500 Momentum ETF23,848235,246+211,3982222.36%+20
Invesco QQQ Trust Series 16,97747,458+40,4814222.41%+19
Vanguard FTSE Emerging Markets0419,854+419,8540192.06%+19
Apple Inc(AAPL)060,302+60,3020131.45%+13
SPDR S&P 500 ETF Trust(SPY)016,500+16,500091.00%+9
Exxon Mobil Corp046,624+46,624060.60%+6
Microsoft Corp(MSFT)13,89224,336+10,444690.99%+3
Berkshire Hathaway Inc05,837+5,837030.34%+3
iShares S&P Small-Cap 600 Grow023,956+23,956030.32%+3
Vanguard FTSE Developed Market0126,802+126,802060.70%+6
Merck & Co Inc(MRK)025,779+25,779020.25%+2
Mosaic Co(MOS)069,593+69,593020.20%+2
Edison International(EIX)031,082+31,082020.20%+2
Amazon Inc(AMZN)13,12324,469+11,346350.50%+2
General Mills Inc(GIS)028,386+28,386020.18%+2
Archer-Daniels-Midland Co035,065+35,065020.18%+2
iShares Core Total USD Bond Ma
CORE UNIVRSL USD
0133,871+133,871060.67%+6
LKQ Corp(LKQ)039,248+39,248020.18%+2
BXP Inc(BXP)023,342+23,342020.17%+2
Lowe's Cos Inc(LOW)06,451+6,451020.16%+2
Eastman Chemical Co(EMN)016,873+16,873010.16%+1
S&P Global Inc(SPGI)02,836+2,836010.16%+1
Salesforce Inc(CRM)05,256+5,256010.15%+1
Caterpillar Inc(CAT)04,198+4,198010.15%+1
Newmont Corp(NEM)028,618+28,618010.15%+1
Microchip Technology Inc(MCHP)028,535+28,535010.15%+1
General Motors Co(GM)029,118+29,118010.15%+1
Applied Materials Inc012,924+12,924020.20%+2
KLA Corp(KLAC)02,007+2,007010.15%+1
Kroger Co(KR)020,109+20,109010.15%+1
EOG Resources Inc(EOG)30,24039,385+9,145450.55%+1
Medpace Holdings Inc(MEDP)04,402+4,402010.15%+1
Uber Technologies Inc(UBER)018,374+18,374010.15%+1
Domino's Pizza Inc(DPZ)02,911+2,911010.15%+1
Monolithic Power Systems Inc(MPWR)02,305+2,305010.14%+1
Avnet Inc70,046103,976+33,930450.54%+1
VeriSign Inc17,93719,846+1,909450.55%+1
Fiserv Inc(FISV)05,978+5,978010.14%+1
Fortive Corp(FTV)018,040+18,040010.14%+1
Curtiss-Wright Corp(CW)04,153+4,153010.14%+1
Tapestry Inc(TPR)018,710+18,710010.14%+1
Carrier Global Corp(CARR)020,754+20,754010.14%+1
Mattel Inc(MAT)067,753+67,753010.14%+1
Alaska Air Group Inc026,722+26,722010.14%+1
Allison Transmission Holdings(ALSN)013,742+13,742010.14%+1
Skechers USA Inc023,163+23,163010.14%+1
Dropbox Inc(DBX)049,191+49,191010.14%+1
Virtu Financial Inc(VIRT)034,481+34,481010.14%+1
Lennar Corp(LEN)011,435+11,435010.14%+1
Crown Holdings Inc(CCK)014,694+14,694010.14%+1
Loews Corp(L)014,239+14,239010.14%+1
Revvity Inc(RVTY)012,376+12,376010.14%+1
Dutch Bros Inc(BROS)021,174+21,174010.14%+1
Tyson Foods Inc(TSN)020,478+20,478010.14%+1
Assurant Inc(AIZ)06,228+6,228010.14%+1
Brighthouse Financial Inc(BHF)022,514+22,514010.14%+1
Columbia Sportswear Co(COLM)017,255+17,255010.14%+1
Light & Wonder Inc(LNWO)015,055+15,055010.14%+1
Brookfield Renewable Corp(BEPC)046,655+46,655010.14%+1
Molson Coors Beverage Co(TAP)021,357+21,357010.14%+1
SPDR S&P 600 Small Cap Growth
ST STR SP600GRWO
037,151+37,151030.33%+3
UnitedHealth Group Inc(UNH)03,407+3,407020.19%+2
ADT Inc(ADT)0161,198+161,198010.14%+1
Expeditors International of Wa(EXPD)010,849+10,849010.14%+1
T-Mobile US Inc(TMUS)05,216+5,216010.15%+1
JPMorgan Chase & Co(JPM)08,573+8,573020.23%+2
Procter & Gamble Co(PG)09,541+9,541020.18%+2
NVIDIA Corp(NVDA)30,58813,681-16,907450.54%+1
SPDR S&P 600 Small CapValue ETF
ST STR SP600SM C
158,179186,676+28,49714151.59%+1
CVS Health Corp(CVS)028,731+28,731020.21%+2
Best Buy Co Inc(BBY)036,958+36,958030.29%+3
Johnson & Johnson(JNJ)09,587+9,587020.17%+2
Meta Platforms Inc(META)04,289+4,289020.27%+2
Costco Wholesale Corp(COST)02,228+2,228020.23%+2
Vanguard Mid-Cap Growth ETF06,894+6,894020.18%+2
Coca-Cola Co(KO)07,200+7,200010.06%+1
Chevron Corp(CVX)013,898+13,898020.25%+2
McDonald's Corp(MCD)01,512+1,512000.05%0
Bank of America Corp010,991+10,991000.05%0
Wells Fargo & Co(WFC)06,397+6,397000.05%0
Home Depot Inc(HD)03,857+3,857010.15%+1
iShares MSCI EAFE Value ETF047,744+47,744030.31%+3
Alphabet Inc(GOOG)021,711+21,711030.36%+3
Abbott Laboratories02,972+2,972000.04%0
PepsiCo Inc(PEP)02,599+2,599000.04%0
Vanguard Dividend Appreciation01,932+1,932000.04%0
Schwab International Small-Cap0227,833+227,833080.89%+8
Thermo Fisher Scientific Inc(TMO)0669+669000.04%0
Pfizer Inc(PFE)075,149+75,149020.21%+2
Verizon Communications Inc(VZ)048,164+48,164020.24%+2
Mastercard Inc(MA)01,705+1,705010.10%+1
QUALCOMM Inc(QCOM)01,973+1,973000.03%0
General Electric Co(GE)01,483+1,483000.03%0
Advanced Micro Devices Inc(AMD)02,869+2,869000.03%0
Schwab US Aggregate Bond ETF0139,862+139,862030.35%+3
FMC Corp(FMC)044,355+44,355020.20%+2
Crown Castle Inc(CCI)018,252+18,252020.21%+2
Schwab US Broad Market ETF012,843+12,843000.03%0
iShares US Treasury Bond ETF
US TREAS BD ETF
020,937+20,937000.05%0
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