Universe · entity
Redwood Investment Management, LLC
Institutional manager (13F) · CIK 1717479
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $617k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | $111k | 185,300 |
| 2 | INVESCO S&P 500 MOMENTUM ETF | $74k | 656,268 |
| 3 | LEADERSHARES ALPHAFACTOR US | $54k | 1,184,577 |
| 4 | ISHARES MSCI EAFE ETF | $41k | 422,551 |
| 5 | SS SPDR P S&P 500 GROWTH ETF | $39k | 393,761 |
| 6 | INVESCO QQQ TRUST SERIES 1 | $34k | 59,179 |
| 7 | LEADERSHARES ALPHAFACT TACT | $25k | 625,090 |
| 8 | SCHWAB INTERNATIONAL SMALL CAP EQUITY ETF | $15k | 321,019 |
| 9 | VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES ETF | $15k | 101,322 |
| 10 | APPLE INC COM | $14k | 53,993 |
| 11 | LEADERSHARES DYNAMIC YIELD E | $13k | 586,292 |
| 12 | VANGUARD FTSE DEVELOPED ETF | $13k | 196,536 |
| 13 | ALPHABET INC CL A | $11k | 38,433 |
| 14 | MICROSOFT CORP COM | $10k | 26,769 |
| 15 | SPDR SERIES TRUST | $10k | 371,447 |
| 16 | NVIDIA CORP | $9k | 51,707 |
| 17 | VANGUARD INDEX FDS | $8k | 38,917 |
| 18 | ISHARES RUSSELL 2000 ETF | $8k | 34,019 |
| 19 | VANGUARD INDEX FDS | $8k | 31,541 |
| 20 | STE STR SPDR PT S&P 500 ETF | $7k | 91,814 |
| 21 | AMAZON COM INC | $7k | 32,445 |
| 22 | SS SPDR S&P 400 MC VAL ETF | $6k | 70,898 |
| 23 | ISHARES S&P 500 VALUE ETF | $5k | 24,940 |
| 24 | BLACKROCK ETF TRUST | $5k | 89,178 |
| 25 | ISHARES S&P 500 GROWTH ETF | $5k | 42,076 |
| 26 | ISHARES TR | $4k | 94,878 |
| 27 | SCHWAB US AGGREGATE BOND ETF | $4k | 178,239 |
| 28 | META PLATFORMS INC | $4k | 6,977 |
| 29 | BROADCOM INC | $4k | 12,886 |
| 30 | TESLA INC | $3k | 9,398 |
| 31 | BONDBLOXX BBG 10Y US TSY ETF | $3k | 74,006 |
| 32 | BERKSHIRE HATHAWAY INC CL B | $3k | 7,035 |
| 33 | ISHARES NATIONAL MUNI BOND E | $3k | 30,754 |
| 34 | STATE STR SPDR S&P 500 ETF T | $3k | 4,921 |
| 35 | ISHARES MBS ETF | $3k | 31,004 |
| 36 | ISH INTL CTRY ROT ACT ETF | $3k | 89,745 |
| 37 | WALMART INC | $3k | 21,792 |
| 38 | JPMORGAN CHASE & CO | $3k | 8,897 |
| 39 | ISHARES MSCI ACWI EX US ETF | $3k | 38,032 |
| 40 | ISHARES MSCI EAFE VALUE ETF | $2k | 33,560 |
| 41 | ISHARES MSCI USA QUALITY FAC | $2k | 12,868 |
| 42 | ISHRS AI IN AND TECH ACT ETF | $2k | 74,144 |
| 43 | EXXON MOBIL CORP | $2k | 13,938 |
| 44 | ISHARES US THEMATIC ROTATI | $2k | 62,848 |
| 45 | ELI LILLY & CO | $2k | 2,325 |
| 46 | ISHARES CORE S&P 500 ETF | $2k | 3,139 |
| 47 | ISHARES US TREASURY BOND ETF | $2k | 89,484 |
| 48 | AVANTIS EMERGING MARKETS EQ | $2k | 25,280 |
| 49 | COSTCO WHOLESALE CORP | $2k | 1,955 |
| 50 | ISHARES TR | $2k | 21,972 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.