Fund HoldingsRedwood Investment Management, LLC

Total Portfolio Value
$1.09M
Total Bought
$283.6K
Total Sold
$348.0K
Net Transaction
-$64.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST STR P500GRW
0276,879+276,8790181.65%+18
SPDR S&P 600 SMALL CAP VALUE
ST STR SP600SM C
0419,976+419,9760353.20%+35
SPDR S&P 600 SMALL CAP GROWT
ST STR SP600GRWO
0298,600+298,6000252.28%+25
BRISTOL-MYERS SQUIBB CO(BMY)0135,558+135,558070.64%+7
SEMPRA(SRE)082,723+82,723060.57%+6
POST HOLDINGS INC(POST)068,668+68,668060.55%+6
DICK'S SPORTING GOODS INC(DKS)041,098+41,098060.55%+6
TWO RDS SHARED TR LEADERSHARES EQT2,192,6712,207,139+14,46863696.30%+6
TWO RDS SHARED TR LDRSHS ALPFACT
LDRSHS ALPFACT
1,957,3391,953,359-3,98062676.16%+5
COMCAST CORP(CCZ)79,890196,665+116,775490.79%+5
TWO RDS SHARED TR LEADERSHS ACTIVI1,457,5751,483,128+25,55344504.53%+5
CENTENE CORP(CNC)063,947+63,947050.43%+5
NEXSTAR MEDIA GROUP INC(NXST)029,846+29,846050.43%+5
ADT INC(ADT)0684,069+684,069050.43%+5
EBAY INC(EBAY)0106,810+106,810050.43%+5
FOX CORP(FOX)0168,336+168,336050.43%+5
LABORATORY CRP OF AMER HLDGS020,458+20,458050.43%+5
DUPONT DE NEMOURS INC(DD)060,369+60,369050.42%+5
JEFFERIES FINANCIAL GROUP IN(JEF)0114,400+114,400050.42%+5
NATIONAL STORAGE AFFILIATES0111,160+111,160050.42%+5
SPECTRUM BRANDS HOLDINGS INC(SPB)20,36576,092+55,727260.56%+4
H&R BLOCK INC36,855125,101+88,246260.55%+4
TERADATA CORP(TDC)35,106138,867+103,761260.55%+4
ARROW ELECTRONICS INC049,485+49,485060.55%+6
DEERE & CO(DE)012,210+12,210050.45%+5
VISTRA CORP(VST)0156,935+156,935060.55%+6
HILTON WORLDWIDE HOLDINGS IN(HLT)033,378+33,378060.56%+6
MARRIOTT INTERNATIONAL(MAR)026,927+26,927060.56%+6
JOHNSON & JOHNSON(JNJ)11,57936,252+24,673260.52%+4
PDD HOLDINGS INC A D R(PDD)024,098+24,098040.32%+4
PRA GROUP INC0124,736+124,736030.30%+3
ISHARES 20 YEAR TREASURY BOND ETF0101,686+101,6860100.91%+10
FORTREA HOLDINGS INC(FTRE)092,033+92,033030.29%+3
SPDR SER TR
ST STR AGGRE ETF
0103,030+103,030030.24%+3
BOSTON PPTYS INC(BXP)034,979+34,979020.22%+2
COMERICA INC042,916+42,916020.22%+2
F M C CORPORATION(FMC)035,704+35,704020.21%+2
TAPESTRY INC(TPR)059,813+59,813020.20%+2
SEAGATE TECHNOLOGY HLDNGS PLC ORD
ORD SHS
025,574+25,574020.20%+2
HEALTHPEAK PROPERTIES INC(DOC)0110,147+110,147020.20%+2
VANGUARD INDEX FUNDS S&P 500 ETF USD44,71145,054+34318201.80%+2
VANGUARD DEVELOPED MARKETS INDEX FUND ETF368,057378,895+10,83816181.66%+2
LYONDELLBASELL INDUSTRIES N V SHS A
SHS - A -
021,196+21,196020.18%+2
AMCOR PLC ORD(AMCR)0208,518+208,518020.18%+2
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
60,89390,144+29,251350.46%+2
VANGUARD MID-CAP GROWTH INDEX FUND68,97470,038+1,06413151.41%+2
DIAMONDBACK ENERGY INC(FANG)013,741+13,741020.19%+2
BERKSHIRE HATHAWAY INC05,696+5,696020.19%+2
COGNIZANT TECH SOLUTIONS(CTSH)019,994+19,994020.14%+2
JPMORGAN CHASE & CO(JPM)08,656+8,656010.13%+1
NETFLIX INC(NFLX)03,015+3,015010.13%+1
AMERICAN EXPRESS CO(AXP)07,752+7,752010.13%+1
GARTNER INC(IT)03,165+3,165010.13%+1
GODADDY Inc(GDDY)043,369+43,369050.42%+5
T-MOBILE US INC(TMUS)013,205+13,205020.19%+2
VERISIGN INC06,868+6,868010.13%+1
AXON ENTERPRISE INC(AXON)05,473+5,473010.13%+1
BLUE OWL CAPITAL INC(OBDC)094,843+94,843010.13%+1
CARLISLE COS INC(CSL)04,512+4,512010.13%+1
ELECTRONIC ARTS INC(EA)010,293+10,293010.13%+1
MSC INDUSTRIAL DIRECT CO(MSM)013,901+13,901010.13%+1
PVH CORP(PVH)011,518+11,518010.13%+1
SMITH A O CORP(AOS)017,071+17,071010.13%+1
EXPEDIA GROUP INC(EXPE)09,253+9,253010.13%+1
WINGSTOP INC(WING)05,477+5,477010.13%+1
INGREDION INC(INGR)012,936+12,936010.13%+1
ROLLINS INC(ROL)032,122+32,122010.13%+1
CIRRUS LOGIC INC(CRUS)016,850+16,850010.13%+1
PARK HOTELS & RESORTS INC(PK)091,537+91,537010.13%+1
BERRY GLOBAL GROUP INC020,772+20,772010.13%+1
INFORMATICA INC049,315+49,315010.13%+1
NVR INC(NVR)0200+200010.13%+1
AECOM(ACM)022,043+22,043020.19%+2
ELEVANCE HEALTH INC(ELV)03,593+3,593020.15%+2
WALT DISNEY CO(DIS)012,517+12,517010.10%+1
WALGREENS BOOTS ALLIANCE INC098,811+98,811030.24%+3
INTEL CORP(INTC)014,882+14,882010.07%+1
SCHWAB STRATEGIC TR US AGGREGATE BD ETF23,20737,442+14,235120.16%+1
NRG ENERGY INC(NRG)013,913+13,913010.07%+1
3M CO(MMM)022,219+22,219020.22%+2
IAC INC(PPLI)012,045+12,045010.06%+1
JACOBS SOLUTIONS INC(J)04,862+4,862010.06%+1
LIBERTY MEDIA CORP021,952+21,952010.06%+1
NEW YORK TIMES CO(NYT)012,874+12,874010.06%+1
TELEPHONE AND DATA SYSTEMS(TDS)034,401+34,401010.06%+1
ENDEAVOR GROUP HOLD026,531+26,531010.06%+1
PRIMO WATER CORP041,838+41,838010.06%+1
P G & E CORP(PCG)54,60683,577+28,971120.14%+1
EVOLENT HEALTH INC018,906+18,906010.06%+1
WALMART INC(WMT)03,955+3,955010.06%+1
BANK OF AMERICA CORP017,989+17,989010.06%+1
TWO RDS SHARED TRUST LEADERSHARES DYNAMIC YIELD ETF
LEAD DY YIEL ETF
1,046,7291,033,972-12,75723232.14%+1
INTL BUSINESS MACHINES CORP(IBM)016,763+16,763030.25%+3
ISHARES TRUST DJ US TECHNOLOGY04,635+4,635010.05%+1
CISCO SYSTEMS INC(CSCO)011,165+11,165010.05%+1
WELLS FARGO & CO(WFC)011,149+11,149010.05%+1
VERIZON COMMUNICATIONS INC(VZ)064,218+64,218020.22%+2
TYLER TECHNOLOGIES INC(TYL)01,242+1,242010.05%+1
UNITED PARCEL SERVICE(UPS)015,247+15,247020.22%+2
TRUIST FINANCIAL CORP(TFC)63,60362,692-911220.21%0
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