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DENNIS R. MASON

Red Cedar Investment Management, Llc

Assets Managed
$964.522M
Holdings
91
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
4.2%(2Q avg: 6.36%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Red Cedar Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Red Cedar Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 964.522M in assets, with a quarterly growth rate of 4.2% and a 2-quarter average growth rate of 6.36%. The portfolio is managed by DENNIS R. MASON, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VONE
Vanguard Russell 1000
Recent Activity
Decreased -2.8%
15.82%
$152.582M
517,016 shares@ $295.12 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -3.4%
14.62%
$140.957M
395,325 shares@ $356.56 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.65%
5.69%
$54.833M
811,975 shares@ $67.54 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 0.19%
4.15%
$39.959M
572,887 shares@ $69.75 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 58.61%
3.78%
$36.445M
367,131 shares@ $99.27 avg price
EWJ
Ishares Msci Japan Etf
Recent Activity
3.44%
$33.119M
392,224 shares@ $84.44 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
2.74%
$26.389M
1.066M shares@ $24.75 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
2.59%
$24.979M
257,175 shares@ $97.14 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 71.33%
2.41%
$23.212M
771,921 shares@ $30.07 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Decreased -0.7%
2.39%
$23.033M
229,942 shares@ $100.18 avg price

1-10 of 91