0001734398-23-000001.txt : 20230126 0001734398-23-000001.hdr.sgml : 20230126 20230126123652 ACCESSION NUMBER: 0001734398-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230126 DATE AS OF CHANGE: 20230126 EFFECTIVENESS DATE: 20230126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RED CEDAR INVESTMENT MANAGEMENT, LLC CENTRAL INDEX KEY: 0001734398 IRS NUMBER: 000000000 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18686 FILM NUMBER: 23556178 BUSINESS ADDRESS: STREET 1: 333 BRIDGE ST. NW STREET 2: SUITE 601 CITY: GRAND RAPIDS STATE: MI ZIP: 49504 BUSINESS PHONE: 616-378-6894 MAIL ADDRESS: STREET 1: 333 BRIDGE ST. NW STREET 2: SUITE 601 CITY: GRAND RAPIDS STATE: MI ZIP: 49504 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001734398 XXXXXXXX 12-31-2022 12-31-2022 RED CEDAR INVESTMENT MANAGEMENT, LLC

333 BRIDGE ST. NW SUITE 601 GRAND RAPIDS MI 49504

13F HOLDINGS REPORT 028-18686 N Matthew Swendiman 513-562-1675 Matthew Swendiman Covington KY 01-26-2023 0 85 633864271 false INFORMATION TABLE 2 Q4v1a.xml ISHARES:CORE US AGG BD CORE US AGGBD ET 464287226 4825543 49753 SH SOLE 49753 0 0 VANGUARD TOT BD ETF TOTAL BND MRKT 921937835 800944 11149 SH SOLE 11149 0 0 FT III:PFD SEC & INC PFD SECS INC ETF 33739E108 11686591 695630 SH SOLE 695630 0 0 ISHARES:S&P GSCI CMDTY UNIT BEN INT 46428R107 21839811 1028724 SH SOLE 1028724 0 0 ISHARES:CURR HGD JAPAN HDG MSCI JAPAN 46434V886 16955758 648156 SH SOLE 648156 0 0 ISHARES:CORE MSCI EMMKTS CORE MSCI EMKT 46434G103 7469944 159956 SH SOLE 159956 0 0 ISHARES:5-10 IG CORP BD ISHS 5-10YR INVT 464288638 831025 16785 SH SOLE 16785 0 0 ISHARES:1-5 IG CORP BD ISHS 1-5YR INVS 464288646 882561 17715 SH SOLE 17715 0 0 ISHARES:CORE TOT USD BD CORE TOTAL USD 46434V613 807931 17982 SH SOLE 17982 0 0 ISHARES:CORE S&P 500 CORE S&P500 ETF 464287200 5002414 13020 SH SOLE 13020 0 0 ISHARES:RUSS 1000 ETF RUS 1000 ETF 464287622 131281526 623606 SH SOLE 623606 0 0 ISHARES:RUSS 1000 VL ETF RUS 1000 VAL ETF 464287598 7886406 52004 SH SOLE 52004 0 0 ISHARES:RUSS 1000 GR ETF RUS 1000 GRW ETF 464287614 12381418 57792 SH SOLE 57792 0 0 ISHARES:RUSS 2000 ETF RUSSELL 2000 ETF 464287655 21992901 126135 SH SOLE 126135 0 0 JPMORGAN:US AGGREGATE BD US AGGREGATE ETF 46641Q241 771974 16859 SH SOLE 16859 0 0 PIMCO ETF:ENH SM ACT ETF ENHAN SHRT MA AC 72201R833 350010 3548 SH SOLE 3548 0 0 SCHWAB STR:INTL EQTY ETF INTL EQTY ETF 808524805 16421319 509821 SH SOLE 509821 0 0 SCHWAB STR:US LG CAP ETF US LRG CAP ETF 808524201 20480130 453602 SH SOLE 453602 0 0 SPDR PTF AGGREGATE BOND PORTFOLIO AGRGTE 78464A649 793178 31563 SH SOLE 31563 0 0 SIMPLIFY:US EQTY DC US EQT PLS DWNSD 82889N202 4447571 183405 SH SOLE 183405 0 0 SPDR PTF IT CORP BOND PORTFOLIO INTRMD 78464A375 837479 26311 SH SOLE 26311 0 0 SPDR PTF ST CORP BOND PORTFOLIO SHORT 78464A474 44565146 1516853 SH SOLE 1516853 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 6094404 15936 SH SOLE 15936 0 0 VANGUARD ST CORP BD ETF SHRT TRM CORP BD 92206C409 908145 12078 SH SOLE 12078 0 0 VANGUARD RUS 1000 ID ETF VNG RUS1000IDX 92206C730 138321829 793767 SH SOLE 793767 0 0 VANGUARD RUS 1000 GI ETF VNG RUS1000 GRW 92206C680 4443664 80618 SH SOLE 80618 0 0 VANGUARD RUS 1000 VI ETF VNG RUS1000VAL 92206C714 29656146 445421 SH SOLE 445421 0 0 VANGUARD 500 IDX ETF S&P 500 ETF SHS 922908363 8411080 23940 SH SOLE 23940 0 0 VANGUARD RUS 3000 ID ETF VNG RUS3000IDX 92206C599 3081023 17939 SH SOLE 17939 0 0 VANGUARD RUS 2000 ID ETF VNG RUS2000IDX 92206C664 25247192 358778 SH SOLE 358778 0 0 VANGUARD RUS 2000 VI ETF VNG RUS2000VAL 92206C649 4989596 40976 SH SOLE 40976 0 0 APPLE ORD COM 037833100 2586387 19906 SH SOLE 19906 0 0 ABBVIE ORD COM 00287Y109 3566248 22067 SH SOLE 22067 0 0 ACCENTURE CL A ORD SHS CLASS A G1151C101 1162088 4355 SH SOLE 4355 0 0 ANALOG DEVICES ORD COM 032654105 1382445 8428 SH SOLE 8428 0 0 ALLSTATE ORD COM 020002101 913673 6738 SH SOLE 6738 0 0 AMERIPRISE FINANCE ORD COM 03076C106 2208236 7092 SH SOLE 7092 0 0 AIR PRODUCTS AND CHEMICALS ORD COM 009158106 977492 3171 SH SOLE 3171 0 0 BROADCOM ORD COM 11135F101 3653355 6534 SH SOLE 6534 0 0 CDW ORD COM 12514G108 901829 5050 SH SOLE 5050 0 0 COSTCO WHOLESALE ORD COM 22160K105 832200 1823 SH SOLE 1823 0 0 CINTAS ORD COM 172908105 235294 521 SH SOLE 521 0 0 CVS HEALTH ORD COM 126650100 1728488 18548 SH SOLE 18548 0 0 CHEVRON ORD COM 166764100 3072510 17118 SH SOLE 17118 0 0 EASTMAN CHEMICAL ORD COM 277432100 673346 8268 SH SOLE 8268 0 0 EATON ORD SHS G29183103 1648917 10506 SH SOLE 10506 0 0 FASTENAL ORD COM 311900104 438562 9268 SH SOLE 9268 0 0 GENERAL DYNAMICS ORD COM 369550108 1379988 5562 SH SOLE 5562 0 0 CORNING ORD COM 219350105 111151 3480 SH SOLE 3480 0 0 HOME DEPOT ORD COM 437076102 2457075 7779 SH SOLE 7779 0 0 ILLINOIS TOOL ORD COM 452308109 928785 4216 SH SOLE 4216 0 0 JPMORGAN CHASE ORD COM 46625H100 2119182 15803 SH SOLE 15803 0 0 COCA-COLA ORD COM 191216100 1127106 17719 SH SOLE 17719 0 0 ELI LILLY ORD COM 532457108 2962938 8099 SH SOLE 8099 0 0 LOCKHEED MARTIN ORD COM 539830109 1146170 2356 SH SOLE 2356 0 0 MCDONALD'S ORD COM 580135101 2506697 9512 SH SOLE 9512 0 0 MONDELEZ INTERNATIONAL CL A ORD CL A 609207105 1449438 21747 SH SOLE 21747 0 0 MARSH & MCLENNAN ORD COM 571748102 1793803 10840 SH SOLE 10840 0 0 MERCK & CO. INC. COM 58933Y105 1248409 11252 SH SOLE 11252 0 0 MORGAN STANLEY ORD COM NEW 617446448 955285 11236 SH SOLE 11236 0 0 MICROSOFT ORD COM 594918104 3822491 15939 SH SOLE 15939 0 0 MOTOROLA SOLUTIONS ORD COM NEW 620076307 2069154 8029 SH SOLE 8029 0 0 NEXTERA ENERGY ORD COM 65339F101 1139134 13626 SH SOLE 13626 0 0 NORTHROP GRUMMAN ORD COM 666807102 1661382 3045 SH SOLE 3045 0 0 REALTY INCOME REIT ORD COM 756109104 715237 11276 SH SOLE 11276 0 0 PAYCHEX ORD COM 704326107 2622865 22697 SH SOLE 22697 0 0 PEPSICO ORD COM 713448108 2409643 13338 SH SOLE 13338 0 0 PFIZER ORD COM 717081103 1692303 33027 SH SOLE 33027 0 0 PROCTER & GAMBLE ORD COM 742718109 1183684 7810 SH SOLE 7810 0 0 PARKER HANNIFIN ORD COM 701094104 813927 2797 SH SOLE 2797 0 0 PROLOGIS REIT COM 74340W103 941634 8353 SH SOLE 8353 0 0 PNC FINANCIAL SERVICES GROUP ORD COM 693475105 932636 5905 SH SOLE 5905 0 0 PIONEER NATURAL RESOURCE ORD COM 723787107 566636 2481 SH SOLE 2481 0 0 STARBUCKS ORD COM 855244109 1736496 17505 SH SOLE 17505 0 0 SOUTHERN ORD COM 842587107 2053680 28759 SH SOLE 28759 0 0 TARGET ORD COM 87612E106 446822 2998 SH SOLE 2998 0 0 TJX ORD COM 872540109 336708 4230 SH SOLE 4230 0 0 TRACTOR SUPPLY ORD COM 892356106 327781 1457 SH SOLE 1457 0 0 UNITEDHEALTH GRP ORD COM 91324P102 2666275 5029 SH SOLE 5029 0 0 UNION PACIFIC ORD COM 907818108 701139 3386 SH SOLE 3386 0 0 UNITED PARCEL SERVICE CL B ORD CL B 911312106 467282 2688 SH SOLE 2688 0 0 VICI PPTYS ORD COM 925652109 533304 16460 SH SOLE 16460 0 0 VALERO ENERGY ORD COM 91913Y100 1499739 11822 SH SOLE 11822 0 0 WEC ENERGY GROUP ORD COM 92939U106 800992 8543 SH SOLE 8543 0 0 WASTE MANAGEMENT ORD COM 94106L109 1091571 6958 SH SOLE 6958 0 0