Red Tortoise LLC

Q1 2026 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    591

  • Value ($000)

    $240,253

  • Date Filed
    04/21/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
$28.43M
12 %

1,149,146

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

ETF
$22.32M
9 %

456,225

IVV

ISHARES CORE S&P 500 ETF

ETF
$12.34M
5 %

18,891

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

ETF
$10.15M
4 %

308,145

IEFA

ISHARES CORE MSCI EAFE ETF

ETF
$8.36M
4 %

92,305

---

VANGUARD LONG-TERM TREASURY ETF

ETF
$7.72M
3 %

139,542

SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
$7.35M
3 %

286,631

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

ETF
$7.08M
3 %

254,175

IWD

ISHARES RUSSELL 1000 VALUE ETF

ETF
$6.44M
3 %

30,137

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

ETF
$6.43M
3 %

264,983

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