Fund HoldingsRedwood Investment Management, LLC

Total Portfolio Value
$943.2K
Total Bought
$265.3K
Total Sold
$260.8K
Net Transaction
+$4.5K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES MSCI EAFE ETF0466,116+466,1160424.42%+42
LEADERSHARES ALPHAFACT TACT
LEASERSHS ALPHAF
0990,006+990,0060394.15%+39
VANGUARD FTSE ALL WO X-US SC0164,883+164,8830222.35%+22
SPDR PORTFOLIO S&P 500 GROWT
ST STR P500GRW
0305,181+305,1810293.08%+29
SCHWAB INTL SMALL-CAP EQUITY227,833522,438+294,6058222.36%+14
ISHARES S&P SMALL-CAP 600 VA0102,728+102,7280101.08%+10
INVESCO S&P 500 MOMENTUM ETF235,246281,193+45,94722323.35%+10
VANGUARD S&P 500 ETF113,563118,957+5,39458687.16%+9
INVESCO QQQ TRUST SERIES 147,45853,530+6,07222303.13%+7
LEADERSHARES ALPHAFACTOR US
LDRSHS ALPFACT
01,598,557+1,598,5570687.20%+68
BONDBLOXX BBG 10Y US TSY ETF
BLOOMBERG TEN YR
053,746+53,746020.26%+2
HEWLETT PACKARD ENTERPRISE(HPE)0101,605+101,605020.22%+2
ALBEMARLE CORP(ALB)031,435+31,435020.21%+2
TARGET CORP(TGT)018,836+18,836020.20%+2
ALEXANDRIA REAL ESTATE EQUIT024,943+24,943020.19%+2
VANGUARD FTSE DEVELOPED ETF126,802144,771+17,969680.87%+2
PHILLIPS 66(PSX)014,675+14,675020.19%+2
AIR PRODUCTS & CHEMICALS INC06,006+6,006020.18%+2
NVIDIA CORP(NVDA)13,68141,750+28,069570.70%+2
ISHARES CORE MSCI EMERGING
CORE MSCI EMKT
036,597+36,597020.23%+2
SNAP-ON INC(SNA)05,112+5,112020.17%+2
THE CAMPBELLS COMPANY(CPB)047,820+47,820010.16%+1
THE CIGNA GROUP(CI)04,341+4,341010.15%+1
GENERAL DYNAMICS CORP(GD)04,806+4,806010.15%+1
INVESCO S&P 500 TOP 50 ETF
S&P 500 TOP 50
026,876+26,876010.15%+1
IDEXX LABORATORIES INC(IDXX)02,604+2,604010.15%+1
CHEMED CORP(CHE)02,867+2,867010.15%+1
SOUTHWEST AIRLINES CO(LUV)042,977+42,977010.15%+1
TOLL BROTHERS INC(TOL)012,203+12,203010.15%+1
METLIFE INC(MET)017,284+17,284010.15%+1
BLACKROCK ETF TRUST
ISHA US THEM ETF
038,870+38,870010.15%+1
TENET HEALTHCARE CORP(THC)07,851+7,851010.15%+1
GLOBUS MEDICAL INC - A(GMED)023,338+23,338010.15%+1
PRIMERICA INC(PRI)05,029+5,029010.15%+1
SCIENCE APPLICATIONS INTE(SAIC)012,220+12,220010.15%+1
EAGLE MATERIALS INC(EXP)06,805+6,805010.15%+1
APPFOLIO INC - A(APPF)05,967+5,967010.15%+1
FOX CORP - CLASS B(FOX)026,607+26,607010.15%+1
LITHIA MOTORS INC(LAD)04,067+4,067010.15%+1
WINGSTOP INC(WING)04,081+4,081010.15%+1
TD SYNNEX CORP(SNX)010,119+10,119010.15%+1
DILLARDS INC-CL A(DDS)03,283+3,283010.15%+1
MOLINA HEALTHCARE INC(MOH)04,602+4,602010.15%+1
TRIMBLE INC(TRMB)018,045+18,045010.15%+1
ELECTRONIC ARTS INC(EA)08,576+8,576010.15%+1
CREDIT ACCEPTANCE CORP(CACC)02,683+2,683010.14%+1
CACI INTERNATIONAL INC -CL A(CACI)02,866+2,866010.14%+1
CBRE GROUP INC - A(CBRE)09,751+9,751010.14%+1
WATSCO INC(WSO)03,094+3,094010.14%+1
WW GRAINGER INC(GWW)024,346+24,346010.14%+1
SYNCHRONY FINANCIAL(SYF)020,454+20,454010.14%+1
GRACO INC(GGG)015,865+15,865010.14%+1
JACOBS SOLUTIONS INC(J)010,378+10,378010.14%+1
HENRY SCHEIN INC(HSIC)018,653+18,653010.14%+1
DELL TECHNOLOGIES -C(DELL)011,111+11,111010.14%+1
NEUROCRINE BIOSCIENCES INC(NBIX)010,826+10,826010.14%+1
ULTA BEAUTY INC(ULTA)02,909+2,909010.14%+1
NEWMARKET CORP(NEU)01,966+1,966010.14%+1
CIRRUS LOGIC INC(CRUS)013,019+13,019010.14%+1
KIRBY CORP(KEX)011,921+11,921010.14%+1
CF INDUSTRIES HOLDINGS INC(CF)052,032+52,032050.51%+5
HCA HEALTHCARE INC(HCA)012,524+12,524050.51%+5
PREMIER INC-CLASS A0218,239+218,239050.51%+5
NEXSTAR MEDIA GROUP INC(NXST)026,346+26,346050.48%+5
COREBRIDGE FINANCIAL INC(CRBD)0134,509+134,509050.51%+5
ISHARES INTL AGGREGATE BOND
CORE INTL AGGR
020,612+20,612010.11%+1
ISHARES S&P SMALL-CAP 600 GR23,95630,258+6,302340.43%+1
MARATHON PETROLEUM CORP(MPC)029,151+29,151050.51%+5
GLOBE LIFE INC038,211+38,211050.50%+5
ISHARES MSCI USA QUALITY FAC
MSCI USA QLT FCT
021,021+21,021040.41%+4
SPDR S&P 600 SMALL CAP GROWT
ST STR SP600GRWO
37,15146,189+9,038340.43%+1
ISHARES S&P 500 VALUE ETF013,010+13,010030.27%+3
ISHARES S&P 100 ETF039,746+39,7460121.28%+12
ISHARES MSCI EAFE VALUE ETF47,74458,642+10,898340.39%+1
MICROCHIP TECHNOLOGY INC(MCHP)28,53531,095+2,560120.23%+1
MICROSOFT CORP(MSFT)24,33619,986-4,3509101.05%+1
VANGUARD MID-CAP GROWTH ETF6,8948,755+1,861220.26%+1
ISHRS US E F R A ETF-USD INC
ISHARES US EQUIT
067,176+67,176040.39%+4
BROADCOM INC(AVGO)07,101+7,101020.21%+2
SPDR GOLD MINISHARES TRUST(GLDM)09,219+9,219010.06%+1
ISHRS AI IN AND TECH ACT ETF
ISHA I IN TE ETF
020,174+20,174010.06%+1
ISHARES CORE S&P 500 ETF02,541+2,541020.17%+2
VANGUARD SMALL-CAP VALUE ETF02,190+2,190000.05%0
META PLATFORMS INC-CLASS A(META)4,2893,911-378230.31%0
FRANKLIN RESOURCES INC(BEN)081,721+81,721020.21%+2
TEXAS INSTRUMENTS INC(TXN)010,256+10,256020.23%+2
STANLEY BLACK & DECKER INC(SWK)027,114+27,114020.19%+2
ISHARES S&P 500 GROWTH ETF031,603+31,603030.37%+3
SPDR S&P 400 MID CAP VALUE E
ST STR SP400VAL
04,357+4,357000.04%0
HASBRO INC(HAS)026,478+26,478020.21%+2
ISHARES NATIONAL MUNI BOND E021,543+21,543020.24%+2
EATON CORP PLC(ETN)0850+850000.03%0
SKYWORKS SOLUTIONS INC(SWKS)025,771+25,771020.20%+2
ISHARES 0-5 YEAR TIPS BOND E
0-5 YR TIPS ETF
02,626+2,626000.03%0
ORACLE CORP(ORCL)01,230+1,230000.03%0
ALPHABET INC-CL A(GOOG)21,71120,475-1,236340.38%0
ISHARES USTECHNOLOGY ETF07,728+7,728010.14%+1
VIATRIS INC(VTRS)0201,175+201,175020.19%+2
RTX CORP(RTX)01,557+1,557000.02%0
GRAYSCALE BITCOIN TRUST ETF(GBTC)02,568+2,568000.02%0
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