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Redwood Investment Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Redwood Investment Management, LLC

报告期 2026-03-31 · CIK 0001717479

持仓数

264

前50大市值合计

$617.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD S&P 500 ETF

S&P 500 ETF SHS

$110.7M

185,300

17.9%

SPMO INVESCO S&P 500 MOMENTUM ETF

S&P 500 MOMNTM

$73.6M

656,268

11.9%

LSAF LEADERSHARES ALPHAFACTOR US

LDRSHS ALPFACT

$54.4M

1,184,577

8.8%

EFA ISHARES MSCI EAFE ETF

MSCI EAFE ETF

$41.0M

422,551

6.6%

SPYG SS SPDR P S&P 500 GROWTH ETF

PRTFLO S&P500 GW

$38.6M

393,761

6.2%

QQQ INVESCO QQQ TRUST SERIES 1

UNIT SER 1

$34.2M

59,179

5.5%

LSAT LEADERSHARES ALPHAFACT TACT

LEADERSHS ALPHAF

$24.6M

625,090

4.0%

SCHC SCHWAB INTERNATIONAL SMALL CAP EQUITY ETF

INTL SCEQT ETF

$15.0M

321,019

2.4%

VSS VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES ETF

FTSE SMCAP ETF

$14.8M

101,322

2.4%

AAPL APPLE INC COM

COM

$13.7M

53,993

2.2%

DYLD LEADERSHARES DYNAMIC YIELD E

LEADERSHARES DY

$13.1M

586,292

2.1%

VEA VANGUARD FTSE DEVELOPED ETF

VAN FTSE DEV MKT

$12.6M

196,536

2.0%

GOOGL ALPHABET INC CL A

CAP STK CL A

$11.1M

38,433

1.8%

MSFT MICROSOFT CORP COM

COM

$9.9M

26,769

1.6%

SPTL SPDR SERIES TRUST

STATE STREET SPD

$9.8M

371,447

1.6%

NVDA NVIDIA CORP

COM

$9.0M

51,707

1.5%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$8.5M

38,917

1.4%

IWM ISHARES RUSSELL 2000 ETF

RUSSELL 2000 ETF

$8.4M

34,019

1.4%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$8.1M

31,541

1.3%

SPYM STE STR SPDR PT S&P 500 ETF

PORTFOLIO S&P500

$7.0M

91,814

1.1%

AMZN AMAZON COM INC

COM

$6.8M

32,445

1.1%

MDYV SS SPDR S&P 400 MC VAL ETF

S&P 400 MDCP VAL

$6.0M

70,898

1.0%

IVE ISHARES S&P 500 VALUE ETF

S&P 500 VAL ETF

$5.3M

24,940

0.9%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$5.2M

89,178

0.8%

IVW ISHARES S&P 500 GROWTH ETF

S&P 500 GRWT ETF

$4.8M

42,076

0.8%

IUSB ISHARES TR

CORE TOTAL USD

$4.4M

94,878

0.7%

SCHZ SCHWAB US AGGREGATE BOND ETF

US AGGREGATE B

$4.1M

178,239

0.7%

META META PLATFORMS INC

CL A

$4.0M

6,977

0.6%

AVGO BROADCOM INC

COM

$4.0M

12,886

0.6%

TSLA TESLA INC

COM

$3.5M

9,398

0.6%

XTEN BONDBLOXX BBG 10Y US TSY ETF

BLOOMBERG TEN YR

$3.4M

74,006

0.5%

BRK/B BERKSHIRE HATHAWAY INC CL B

CL B NEW

$3.4M

7,035

0.5%

MUB ISHARES NATIONAL MUNI BOND E

NATIONAL MUN ETF

$3.3M

30,754

0.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.2M

4,921

0.5%

MBB ISHARES MBS ETF

MBS ETF

$2.9M

31,004

0.5%

CORO ISH INTL CTRY ROT ACT ETF

ISHARES INTL CTR

$2.9M

89,745

0.5%

WMT WALMART INC

COM

$2.7M

21,792

0.4%

JPM JPMORGAN CHASE & CO

COM

$2.6M

8,897

0.4%

ACWX ISHARES MSCI ACWI EX US ETF

MSCI ACWI EX US

$2.6M

38,032

0.4%

EFV ISHARES MSCI EAFE VALUE ETF

EAFE VALUE ETF

$2.5M

33,560

0.4%

QUAL ISHARES MSCI USA QUALITY FAC

MSCI USA QLT FCT

$2.5M

12,868

0.4%

BAI ISHRS AI IN AND TECH ACT ETF

ISHARES A I INNO

$2.4M

74,144

0.4%

— EXXON MOBIL CORP

COM

$2.4M

13,938

0.4%

THRO ISHARES US THEMATIC ROTATI

ISHARES US THEMA

$2.3M

62,848

0.4%

LLY ELI LILLY & CO

COM

$2.1M

2,325

0.3%

IVV ISHARES CORE S&P 500 ETF

CORE S&P500 ETF

$2.1M

3,139

0.3%

GOVT ISHARES US TREASURY BOND ETF

US TREAS BD ETF

$2.0M

89,484

0.3%

AVEM AVANTIS EMERGING MARKETS EQ

AVANTIS EMGMKT

$2.0M

25,280

0.3%

COST COSTCO WHOLESALE CORP

COM

$1.9M

1,955

0.3%

TLT ISHARES TR

20 YR TR BD ETF

$1.9M

21,972

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

57%前 6 大占比

VOO17.9%SPMO11.9%LSAF8.8%EFA6.6%SPYG6.2%QQQ5.5%