Red Wave Investments LLC

Q1 2025 13F Holdings

  • Location
    dillsburg, PA
  • Num holdings

    98

  • Value ($000)

    $278,807

  • Date Filed
    05/02/2025
  • Form type
    13F-HR
  • CIK
    0001846493
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$40.25M
14 %

146,466

VUSB
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
$31.51M
11 %

631,946

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$17.20M
6 %

36,671

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$16.62M
6 %

165,074

VT
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
$14.06M
5 %

121,268

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$10.87M
4 %

62,908

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$9.72M
4 %

37,586

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$9.28M
3 %

41,859

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$8.99M
3 %

16,007

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$8.89M
3 %

269,532

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