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
SCHF
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
$26.23M
11 %

1,126,676

FNDF
FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

ETF
$18.09M
8 %

420,994

IVV
IVV

ISHARES CORE S&P 500 ETF

ETF
$13.00M
6 %

19,418

SCHE
SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

ETF
$10.18M
4 %

305,140

IEFA
IEFA

ISHARES CORE MSCI EAFE ETF

ETF
$8.55M
4 %

97,890

SCHX
SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
$7.52M
3 %

285,320

---

VANGUARD LONG-TERM TREASURY ETF

ETF
$7.49M
3 %

131,787

FNDX
FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

ETF
$6.79M
3 %

258,350

IWD
IWD

ISHARES RUSSELL 1000 VALUE ETF

ETF
$6.09M
3 %

29,911

SCHO
SCHO

SCHWAB SHORT-TERM US TREASURY ETF

ETF
$5.36M
2 %

219,854

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