Red Tortoise LLC

Q3 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    591

  • Value ($000)

    $230,556

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001910488
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
$26.23M
11 %

1,126,676

F
FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

ETF
$18.09M
8 %

420,994

I
IVV

ISHARES CORE S&P 500 ETF

ETF
$13.00M
6 %

19,418

S
SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

ETF
$10.18M
4 %

305,140

I
IEFA

ISHARES CORE MSCI EAFE ETF

ETF
$8.55M
4 %

97,890

S
SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
$7.52M
3 %

285,320

---

VANGUARD LONG-TERM TREASURY ETF

ETF
$7.49M
3 %

131,787

F
FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

ETF
$6.79M
3 %

258,350

I
IWD

ISHARES RUSSELL 1000 VALUE ETF

ETF
$6.09M
3 %

29,911

S
SCHO

SCHWAB SHORT-TERM US TREASURY ETF

ETF
$5.36M
2 %

219,854

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