Fund HoldingsRedwood Investment Management, LLC

Total Portfolio Value
$1.14M
Total Bought
$368.8K
Total Sold
$197.9K
Net Transaction
+$170.9K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
LEADERSHRS ALPHAFCTR TACT FOCUS ETF
LEASERSHS ALPHAF
1,329,8102,460,311+1,130,50144827.20%+38
LEADERSHARES EQUITY SKEWETF1,093,1442,192,671+1,099,52733635.50%+30
LEADERSHARES ACTIVIST LEADERS ETF726,1521,457,575+731,42323443.89%+22
LEADERSHARS ALPHFCTR US CR EQ ETF
LDRSHS ALPFACT
1,283,8761,957,339+673,46341625.41%+21
APPLE INC(AAPL)56,691121,782+65,09111211.82%+10
VANGUARD S&P 500 ETF20,70344,711+24,0088181.53%+9
CHEVRON CORP(CVX)16,02663,502+47,4763110.94%+8
VANGUARD FTSE DEVELOPED MARKETS ETF174,380368,057+193,6778161.41%+8
VANGUARD MID CAP GROWTH ETF32,81968,974+36,1557131.17%+7
ISHARES CORE US AGGREGATE BOND ETF61,018133,104+72,0866131.09%+7
SPDR LONG TERM TREASURY ETF
ST LON TREAS ETF
154,942406,910+251,9685110.93%+6
MICROSOFT CORP(MSFT)16,46733,226+16,7596100.92%+5
LEADERSHARES DYNAMIC YIELD ETF
LEAD DY YIEL ETF
812,6151,046,729+234,11418231.99%+5
NVIDIA CORPORATION(NVDA)7,69317,622+9,929380.67%+4
ISHARES CORE S&P 500 ETF08,023+8,023030.30%+3
ALPHABET INC CAP STK(GOOG)32,04454,889+22,845470.63%+3
MERCURY SYSTEMS INC(MRCY)086,698+86,698030.28%+3
ALGONQUIN POWER & UTILITIES0540,788+540,788030.28%+3
HOWARD HUGHES HOLDINGS INC(HHH)043,075+43,075030.28%+3
BLOOMIN' BRANDS INC0129,452+129,452030.28%+3
VISA INC(V)018,593+18,593040.37%+4
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
060,893+60,893030.27%+3
SPDR S&P 500 VALUE ETF
ST STR P500VAL
068,123+68,123030.25%+3
TESLA INC(TSLA)8,31319,489+11,176250.43%+3
SPDR INDEX SHARES EMERG MARKT ETF
ST PORT MARK ETF
240,594326,160+85,5668110.96%+3
GILEAD SCIENCES INC(GILD)030,815+30,815020.20%+2
ISHARES TR CORE TOTAL
CORE UNIVRSL USD
052,276+52,276020.20%+2
ELI LILLY &CO(LLY)06,364+6,364030.30%+3
TEXAS INSTRUMENTS INC(TXN)013,718+13,718020.19%+2
CHOICE HOTELS INTL(CHH)54,88469,940+15,056690.75%+2
EXXON MOBIL CORP28,21844,019+15,801350.45%+2
APPLIED MATERIALS INC015,139+15,139020.18%+2
UNITEDHEALTH GROUP INC(UNH)06,740+6,740030.30%+3
CATERPILLAR INC(CAT)07,269+7,269020.17%+2
SCIENCE APPLICATIONS INTL CORP(SAIC)018,714+18,714020.17%+2
REGENERON PHARMACEUTICALS(REGN)02,381+2,381020.17%+2
EOG RESOURCES INC(EOG)014,916+14,916020.17%+2
ENTERGY CORP(ETR)020,048+20,048020.16%+2
JUNIPER NETWORKS066,239+66,239020.16%+2
NEWMONT CORP(NEM)049,705+49,705020.16%+2
HASBRO INC(HAS)027,633+27,633020.16%+2
TRUIST FINL CORP(TFC)063,603+63,603020.16%+2
EVERGY INC(EVRG)034,755+34,755020.15%+2
EASTMAN CHEM CO(EMN)022,573+22,573020.15%+2
ARCHER DANIELS MIDLAND CO022,274+22,274020.15%+2
AMAZON(AMZN)17,45831,094+13,636240.35%+2
FAIR ISAAC CORP(FICO)01,920+1,920020.15%+2
JABIL INC(JBL)012,690+12,690020.14%+2
TOLL BROTHERS INC(TOL)021,683+21,683020.14%+2
APPLOVIN CORP(APP)040,061+40,061020.14%+2
SPECTRUM BRANDS HOLDINGS INC(SPB)020,365+20,365020.14%+2
CDW CORP(CDW)07,907+7,907020.14%+2
AZEK CO INC053,589+53,589020.14%+2
ROSS STORES INC(ROST)014,109+14,109020.14%+2
UNITED STATES STEEL CORP049,080+49,080020.14%+2
LOEWS CORP(L)025,166+25,166020.14%+2
EMCOR GROUP INC(EME)07,568+7,568020.14%+2
HYATT HOTELS CORP(H)014,998+14,998020.14%+2
OSHKOSH CORP(OSK)016,675+16,675020.14%+2
UNIVERSAL HEALTH SERVICES(UHS)012,657+12,657020.14%+2
VONTIER CORP(VNT)051,467+51,467020.14%+2
CORE & MAIN INC(CNM)055,105+55,105020.14%+2
MURPHY USA INC(MUSA)04,652+4,652020.14%+2
TIMKEN CO(TKR)021,642+21,642020.14%+2
CHESAPEAKE ENERGY CORP(EXE)018,423+18,423020.14%+2
H&R BLOCK INC036,855+36,855020.14%+2
PRIMERICA INC(PRI)08,171+8,171020.14%+2
EVERCORE INC(EVR)011,473+11,473020.14%+2
TERADATA CORP(TDC)035,106+35,106020.14%+2
GLOBE LIFE INC014,514+14,514020.14%+2
MEDPACE HOLDINGS INC(MEDP)06,516+6,516020.14%+2
EXELIXIS INC(EXEL)072,049+72,049020.14%+2
ISHARES TR EAFE VALUE ETF030,223+30,223010.13%+1
COMCAST CORP(CCZ)49,72279,890+30,168240.31%+1
MARATHON PETE CORP(MPC)69,63657,258-12,378790.76%+1
ABBVIE INC(ABBV)021,450+21,450030.28%+3
ISHARES TR MSCI USA QLT FCT
MSCI USA QLT FCT
010,648+10,648010.12%+1
VALERO ENERGY CORP(VLO)69,88259,956-9,926780.74%+1
MASTERCARD INCORPORATED(MA)6,82510,163+3,338340.35%+1
COSTCO WHOLESALE CORP(COST)02,150+2,150010.11%+1
ISHARES TR EAFE GRWTH ETF013,808+13,808010.10%+1
MARRIOTT VACATIONS(VAC)52,49969,061+16,562670.61%+1
GRAND CANYON EDUCA(LOPE)78,64972,780-5,869790.74%+1
MERCK &CO(MRK)019,203+19,203020.17%+2
SCHWAB US AGGREGATE BONDETF023,207+23,207010.09%+1
ISHARES TR MBS ETF011,227+11,227010.09%+1
PILGRIMS PRIDE CORP(PPC)306,927304,740-2,187670.61%+1
VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF
TOTAL INT BD ETF
020,701+20,701010.09%+1
PEPSICO INC(PEP)010,364+10,364020.15%+2
HF SINCLAIR CORP(DINO)182,904148,571-34,333880.74%+1
CHIPOTLE MEXICAN GRILL INC(CMG)0517+517010.08%+1
PFIZER INC(PFE)079,787+79,787030.23%+3
P G & E CORP(PCG)054,606+54,606010.08%+1
VANGUARD BD INDEX FDS SHORT TRM BOND011,482+11,482010.08%+1
ISHARES TREASURY FLOATING RA
TRS FLT RT BD
016,791+16,791010.07%+1
JOHNSON &JOHNSON(JNJ)011,579+11,579020.16%+2
FIRSTENERGY CORP(FE)021,975+21,975010.07%+1
GUESS034,367+34,367010.07%+1
NCR CORPORATION027,421+27,421010.06%+1
DENBURY INC07,539+7,539010.06%+1
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