Red Tortoise LLC
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
580
- Value ($000)
$193,751
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001910488
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHF SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $21.52M | 11 % | 1,087,825 | ||
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | ETF | 808524755 | $14.74M | 8 % | 407,797 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $11.29M | 6 % | 20,089 | ||
VANGUARD LONG-TERM TREASURY ETF | ETF | 92206C847 | $10.54M | 5 % | 182,968 | ||
SCHE SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 | $8.94M | 5 % | 324,192 | ||
SCHX SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $7.43M | 4 % | 336,350 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $7.29M | 4 % | 96,401 | ||
QUAL ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | $6.79M | 4 % | 39,747 | ||
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | ETF | 808524771 | $5.66M | 3 % | 239,711 | ||
IWD ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 | $5.59M | 3 % | 29,683 |
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