Redwood Investment Management, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$943.2M

Holdings

286

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (286 positions)

#StockSharesValue% PortfolioType
1
LSAFLEADERSHARES ALPHAFACTOR US
1,598,557$67.9M7.20%
2
VOOVANGUARD S&P 500 ETF
118,957$67.6M7.16%
3
EFAISHARES MSCI EAFE ETF
466,116$41.7M4.42%
4
LSATLEADERSHARES ALPHAFACT TACT
990,006$39.2M4.15%
5
KLMNINVESCO S&P 500 MOMENTUM ETF
281,193$31.6M3.35%
6
NDQINVESCO QQQ TRUST SERIES 1
53,530$29.5M3.13%
7
SPYGSPDR PORTFOLIO S&P 500 GROWT
305,181$29.1M3.08%
8
SQEWLEADERSHARES EQUITY SKEW ETF
878,669$28.9M3.06%
9
SCHCSCHWAB INTL SMALL-CAP EQUITY
522,438$22.3M2.36%
10
VSSVANGUARD FTSE ALL WO X-US SC
164,883$22.2M2.35%
11
VWOVANGUARD FTSE EMERGING MARKE
263,310$13.0M1.38%
12
OEFISHARES S&P 100 ETF
39,746$12.1M1.28%
13
DYLDLEADERSHARES DYNAMIC YIELD E
531,007$12.0M1.27%
14
SLYVSPDR S&P 600 SMALL CAP VALUE
129,038$10.3M1.09%
15
IJSISHARES S&P SMALL-CAP 600 VA
102,728$10.2M1.08%
16
MSFTMICROSOFT CORP
19,986$9.9M1.05%
17
AAPLAPPLE INC
48,056$9.9M1.05%
18
VEAVANGUARD FTSE DEVELOPED ETF
144,771$8.3M0.87%
19
SPTLSPDR PORT LNG TRM TRSRY
296,617$7.9M0.84%
20
SPYSPDR S&P 500 ETF TRUST
12,025$7.4M0.79%
21
NVDANVIDIA CORP
41,750$6.6M0.70%
22
AEMSLEADERSHARES ACTIVIST LEADER
171,327$5.4M0.57%
23
7HPHP INC
203,779$5.0M0.53%
24
MTGMGIC INVESTMENT CORP
174,037$4.8M0.51%
25
MPCMARATHON PETROLEUM CORP
29,151$4.8M0.51%
26
TNLTRAVEL PLUS LEISURE CO
93,511$4.8M0.51%
27
HRBH&R BLOCK INC
87,449$4.8M0.51%
28
HCAHCA HEALTHCARE INC
12,524$4.8M0.51%
29
BYDBOYD GAMING CORP
61,271$4.8M0.51%
30
AIGAMERICAN INTERNATIONAL GROUP
55,986$4.8M0.51%
31
CFCF INDUSTRIES HOLDINGS INC
52,032$4.8M0.51%
32
PINCPREMIER INC-CLASS A
218,239$4.8M0.51%
33
CRBGCOREBRIDGE FINANCIAL INC
134,509$4.8M0.51%
34
VRSNVERISIGN INC
16,475$4.8M0.50%
35
ORIOLD REPUBLIC INTL CORP
123,581$4.8M0.50%
36
GLGLOBE LIFE INC
38,211$4.7M0.50%
37
IWMISHARES RUSSELL 2000 ETF
21,547$4.7M0.49%
38
NXSTNEXSTAR MEDIA GROUP INC
26,346$4.6M0.48%
39
AMZNAMAZON
19,698$4.3M0.46%
40
IUSBISHARES CORE TOTAL BOND ETF
91,163$4.2M0.45%
41
SLYGSPDR S&P 600 SMALL CAP GROWT
46,189$4.1M0.43%
42
IJTISHARES S&P SMALL-CAP 600 GR
30,258$4.0M0.43%
43
HRHEALTHCARE REALTY TRUST INC
252,563$4.0M0.42%
44
MTCHMATCH GROUP INC
127,739$3.9M0.42%
45
SPYMSPDR PORTFOLIO S&P 500 ETF
53,820$3.9M0.41%
46
QUALISHARES MSCI USA QUALITY FAC
21,021$3.8M0.41%
47
EFVISHARES MSCI EAFE VALUE ETF
58,642$3.7M0.39%
48
DYNFISHRS US E F R A ETF-USD INC
67,176$3.7M0.39%
49
GOOGLALPHABET INC-CL A
20,475$3.6M0.38%
50
IVWISHARES S&P 500 GROWTH ETF
31,603$3.5M0.37%
51
DINOHF SINCLAIR CORP
84,368$3.5M0.37%
52
USFDUS FOODS HOLDING CORP
44,499$3.4M0.36%
53
AVTAVNET INC
64,518$3.4M0.36%
54
MNSTMONSTER BEVERAGE CORP
54,454$3.4M0.36%
55
EOGEOG RESOURCES INC
28,492$3.4M0.36%
56
HOLXHOLOGIC INC
52,068$3.4M0.36%
57
SIRISIRIUS XM HOLDINGS INC
147,721$3.4M0.36%
58
CHHCHOICE HOTELS INTL INC
26,709$3.4M0.36%
59
HOGHARLEY-DAVIDSON INC
143,131$3.4M0.36%
60
EEFTEURONET WORLDWIDE INC
33,224$3.4M0.36%
61
SPBSPECTRUM BRANDS HOLDINGS INC
63,252$3.4M0.36%
62
OWLBLUE OWL CAPITAL INC
173,704$3.3M0.35%
63
SAMBOSTON BEER COMPANY INC-A
17,400$3.3M0.35%
64
SCHZSCHWAB US AGGREGATE BOND ETF
134,560$3.1M0.33%
65
METAMETA PLATFORMS INC-CLASS A
3,911$2.9M0.31%
66
IVEISHARES S&P 500 VALUE ETF
13,010$2.5M0.27%
67
VOTVANGUARD MID-CAP GROWTH ETF
8,755$2.5M0.26%
68
XTENBONDBLOXX BBG 10Y US TSY ETF
53,746$2.5M0.26%
69
BRK/BBERKSHIRE HATHAWAY INC-CL B
4,890$2.4M0.25%
70
HONHONEYWELL INTERNATIONAL INC
9,741$2.3M0.24%
71
MUBISHARES NATIONAL MUNI BOND E
21,543$2.3M0.24%
72
IEMGISHARES CORE MSCI EMERGING
36,597$2.2M0.23%
73
MCHPMICROCHIP TECHNOLOGY INC
31,095$2.2M0.23%
74
LDOSLEIDOS HOLDINGS INC
13,856$2.2M0.23%
75
TXNTEXAS INSTRUMENTS INC
10,256$2.1M0.23%
76
MRKMERCK & CO INC
26,503$2.1M0.22%
77
HPEHEWLETT PACKARD ENTERPRISE
101,605$2.1M0.22%
78
JPMJPMORGAN CHASE & CO
7,075$2.1M0.22%
79
TAT&T INC
69,833$2.0M0.21%
80
MOALTRIA GROUP INC
34,149$2.0M0.21%
81
PFEPFIZER INC
82,047$2.0M0.21%
82
ALBALBEMARLE CORP
31,435$2.0M0.21%
83
CVXCHEVRON CORP
13,747$2.0M0.21%
84
AVGOBROADCOM INC
7,101$2.0M0.21%
85
HASHASBRO INC
26,478$2.0M0.21%
86
UPSUNITED PARCEL SERVICE-CL B
19,314$1.9M0.21%
87
KMIKINDER MORGAN INC
66,307$1.9M0.21%
88
BENFRANKLIN RESOURCES INC
81,721$1.9M0.21%
89
CMCSACOMCAST CORP-CLASS A
54,472$1.9M0.21%
90
AWMSKYWORKS SOLUTIONS INC
25,771$1.9M0.20%
91
APAAPA CORP
103,012$1.9M0.20%
92
BACVERIZON COMMUNICATIONS INC
43,504$1.9M0.20%
93
FFORD MOTOR CO
173,436$1.9M0.20%
94
DYHTARGET CORP
18,836$1.9M0.20%
95
CVSCVS HEALTH CORP
26,787$1.8M0.20%
96
SWKSTANLEY BLACK & DECKER INC
27,114$1.8M0.19%
97
AESAES CORP
174,472$1.8M0.19%
98
BMYBRISTOL-MYERS SQUIBB CO
39,229$1.8M0.19%
99
AREALEXANDRIA REAL ESTATE EQUIT
24,943$1.8M0.19%
100
COSTCOSTCO WHOLESALE CORP
1,827$1.8M0.19%
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