Red Tortoise LLC
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
596
- Value ($000)
$207,214
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHF SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $24.15M | 12 % | 1,092,908 | ||
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | ETF | 808524755 | $16.50M | 8 % | 412,224 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $12.03M | 6 % | 19,383 | ||
VANGUARD LONG-TERM TREASURY ETF | ETF | 92206C847 | $9.37M | 5 % | 166,907 | ||
SCHE SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 | $9.10M | 4 % | 302,081 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $8.17M | 4 % | 97,890 | ||
SCHX SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $6.64M | 3 % | 271,426 | ||
SCHO SCHWAB SHORT-TERM US TREASURY ETF | ETF | 808524862 | $6.61M | 3 % | 271,101 | ||
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | ETF | 808524771 | $6.07M | 3 % | 247,442 | ||
IWD ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 | $5.79M | 3 % | 29,796 |
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