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Red Tortoise LLC

SEC CIK
0001910488
Latest filing
Apr 21, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 31, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
525
−23 vs. Q3 2023
Portfolio value
$176.8M
+$27.5M (+18.4%) vs. Q3 2023
Filed
Jan 31, 2024
SEC
Holdings of Red Tortoise LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab International Equity ETF808524805ETF505,991$18.7M10.6%+22,715+4.7%Added–
Schwab Fundamental International Equity ETF808524755ETF388,159$13.1M7.4%+11,115+2.9%Added–
iShares Core MSCI Eafe ETF46432F842ETF161,836$11.4M6.4%+69,577+75.4%Added–
iShares Core S&P 500 ETF464287200ETF21,214$10.1M5.7%+5,110+31.7%Added–
Schwab Emerging Markets Equity ETF808524706ETF385,317$9.55M5.4%−17,715−4.4%Reduced–
Vanguard Long-Term Treasury ETF92206C847ETF145,420$8.95M5.1%+15,576+12.0%Added–
Schwab U.S. Large-Cap ETF808524201ETF118,399$6.68M3.8%+2,190+1.9%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF39,870$5.87M3.3%+273+0.7%Added–
Vanguard Morningstar Value ETF922908744ETF34,216$5.12M2.9%−1,585−4.4%Reduced–
iShares Russell 1000 Value ETF464287598ETF29,166$4.82M2.7%+346+1.2%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF115,001$4.73M2.7%+66,015+134.8%Added–
Schwab Fundamental U.S. Large Company ETF808524771ETF74,056$4.59M2.6%+5,508+8.0%Added–
Schwab Strategic Tr808524862SHT TM US TRES86,992$4.21M2.4%−217−0.2%Reduced–
iShares Core Dividend Growth ETF46434V621ETF72,128$3.88M2.2%+1,057+1.5%Added–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF72,598$3.39M1.9%+4,174+6.1%Added–
Schwab US Tips ETF808524870ETF59,681$3.12M1.8%+5,042+9.2%Added–
Schwab U.S. Broad Market ETF808524102ETF42,813$2.38M1.3%+1,656+4.0%Added–
iShares MSCI Acwi Ex U.S. ETF464288240ETF44,468$2.27M1.3%+194+0.4%Added–
iShares Tr464287622RUS 1000 ETF8,579$2.25M1.3%+67+0.8%Added–
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS38,155$1.81M1.0%+261+0.7%Added–
iShares Russell 2000 ETF464287655ETF9,005$1.81M1.0%−505−5.3%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF35,372$1.79M1.0%+1,041+3.0%Added–
Vanguard Ftse Developed Markets ETF921943858ETF36,081$1.73M1.0%+235+0.7%Added–
Flexshares Tr33939L845QLT DIV DEF IDX27,685$1.64M0.9%+214+0.8%Added–
Vanguard High Dividend Yield Index ETF921946406ETF14,584$1.63M0.9%+2,190+17.7%Added–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF58,534$1.59M0.9%−6,192−9.6%Reduced–
MSFTMicrosoft CorpStock4,180$1.57M0.9%+10.0%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF13,320$1.32M0.7%+150+1.1%Added–
Vanguard Total Bond Market ETF921937835ETF17,887$1.32M0.7%+88+0.5%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF7,032$1.27M0.7%+44+0.6%Added–
SPDR Series Trust78464A664ST LON TREAS ETF43,238$1.25M0.7%−7,500−14.8%Reduced–
Dimensional ETF Trust25434V401US EQUI MARK ETF23,033$1.19M0.7%+33+0.1%Added–
iShares Inc46434G764MSCI EMRG CHN20,929$1.16M0.7%+20,179+2,690.5%Added–
iShares Tr464287234MSCI EMG MKT ETF28,349$1.14M0.6%+515+1.9%Added–
Flexshares Tr33939L860QUALT DIVD IDX17,988$1.11M0.6%+131+0.7%Added–
iShares MSCI Eafe ETF464287465ETF13,813$1.04M0.6%+106+0.8%Added–
AAPLApple Inc.Stock5,349$1.03M0.6%00.0%UnchangedHistory
Schwab Strategic Tr8085247221000 INDEX ETF22,358$1.03M0.6%+3,311+17.4%Added–
Flexshares Tr33939L837INTL QLTDV IDX43,320$1.01M0.6%+95+0.2%Added–
Schwab US Aggregate Bond ETF808524839ETF21,430$999.1K0.6%+1,300+6.5%Added–
Schwab U.S. Small-Cap ETF808524607ETF21,117$997.6K0.6%+256+1.2%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS16,801$980.0K0.6%+215+1.3%Added–
Schwab Strategic Tr808524789FUNDAMENTAL US B15,203$928.9K0.5%+75+0.5%Added–
SPYSPDR S&P 500 ETF TrustETF1,799$855.0K0.5%+5+0.3%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF15,097$847.5K0.5%+226+1.5%Added–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF9,146$761.9K0.4%+470+5.4%Added–
Dimensional ETF Trust25434V724US MKTWIDE VALUE17,856$664.6K0.4%00.0%Unchanged–
AMZNAmazon Com IncStock4,157$631.6K0.4%−4−0.1%ReducedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF4,549$616.1K0.3%+11+0.2%Added–
GOOGLAlphabet Inc.Stock4,393$613.7K0.3%−5−0.1%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF5,321$555.9K0.3%+18+0.3%Added–
Vanguard Mun BD FDS922907746TAX EXEMPT BD10,593$540.8K0.3%+4,116+63.5%Added–
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT27,657$528.2K0.3%−323−1.2%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,276$517.0K0.3%+3,276New–
Vanguard Dividend Appreciation ETF921908844ETF3,024$515.3K0.3%+859+39.7%Added–
iShares Russell Mid-Cap Value ETF464287473ETF4,397$511.3K0.3%+47+1.1%Added–
iShares Tr464287127MORNINGSTR US EQ7,346$483.1K0.3%+65+0.9%Added–
ORCLOracle CorpStock4,153$437.8K0.2%−140−3.3%ReducedHistory
iShares Tr464288158SHRT NAT MUN ETF4,033$425.2K0.2%+606+17.7%Added–
iShares Select Dividend ETF464287168ETF3,617$424.0K0.2%+10+0.3%Added–
iShares Tr464287119MORNINGSTAR GRWT6,087$412.8K0.2%+26+0.4%Added–
PGProcter & Gamble CoStock2,764$405.1K0.2%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock2,840$400.2K0.2%00.0%UnchangedHistory
AEMAgnico Eagle Mines LtdStock7,269$398.7K0.2%00.0%UnchangedHistory
iShares Tr464288877EAFE VALUE ETF7,441$387.7K0.2%+134+1.8%Added–
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX1,357$294.5K0.2%+364+36.7%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,206$286.0K0.2%+2+0.2%Added–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX3,449$279.7K0.2%+1,343+63.8%Added–
Dimensional ETF Trust25434V807INTERNATNAL VAL7,288$250.4K0.1%00.0%Unchanged–
Vanguard Consumer Discretionary ETF92204A108ETF820$249.6K0.1%+4+0.5%Added–
iShares Tr464288281JPMORGAN USD EMG2,658$236.7K0.1%−338−11.3%Reduced–
Schwab Fundamental U.S. Small Company ETF808524763ETF4,166$230.6K0.1%+273+7.0%Added–
iShares Russell 2000 Growth ETF464287648ETF895$225.7K0.1%+4+0.4%Added–
iShares Tips Bond ETF464287176ETF1,858$199.7K0.1%+15+0.8%Added–
Dimensional ETF Trust25434V690INTERNATIONAL6,070$194.4K0.1%+30+0.5%Added–
JNJJohnson & JohnsonStock1,239$194.2K0.1%−39−3.1%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF2,452$188.9K0.1%−250−9.3%Reduced–
iShares Tr464288273EAFE SML CP ETF2,909$180.1K0.1%+35+1.2%Added–
Dimensional U.S. Targeted Value ETF25434V609ETF3,175$166.2K0.1%00.0%Unchanged–
Dimensional U.S. Small Cap ETF25434V500ETF2,689$160.3K0.1%00.0%Unchanged–
iShares Tr464287630RUS 2000 VAL ETF1,027$159.5K0.1%+13+1.3%Added–
Dimensional ETF Trust25434V716US SUSTAINABILTY4,719$146.9K0.1%+18+0.4%Added–
iShares Core S&P Small Cap ETF464287804ETF1,305$141.3K0.1%+1,265+3,162.5%Added–
WECWec Energy Group, Inc.Stock1,514$127.5K0.1%−58−3.7%ReducedHistory
iShares Tr46434V456MSCI INTL QUALTY3,361$126.2K0.1%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock328$117.0K0.1%−10−3.0%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF1,441$109.7K0.1%+11+0.8%Added–
iShares S&P 500 Growth ETF464287309ETF1,304$97.9K0.1%+8+0.6%Added–
AAgilent Technologies, Inc.COM704$97.9K0.1%00.0%UnchangedHistory
YUMYum Brands IncStock683$89.3K0.1%00.0%UnchangedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR5,600$89.2K0.1%−1,170−17.3%ReducedHistory
FCBCFirst Community Bankshares IncCOM2,234$82.9K<0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock315$70.1K<0.1%+2+0.6%AddedHistory
PIMCO ETF Tr72201R866INTER MUN BD ACT1,324$69.9K<0.1%−926−41.2%Reduced–
AVGOBroadcom Inc.Stock62$69.2K<0.1%−20−24.4%ReducedHistory
WMTWalmart Inc.Stock438$69.1K<0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V682EMER MARK SU ETF2,156$68.2K<0.1%+10+0.5%Added–
JPMJPMorgan Chase & CoStock342$58.2K<0.1%00.0%UnchangedHistory
NVONovo Nordisk A SADR560$57.9K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock163$57.2K<0.1%00.0%UnchangedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Red Tortoise LLC in Q4 2023
SecurityClassPutsCalls
BACBank of America CorpStock$1.75K–

Sold out since Q3 2023 (81)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Red Tortoise LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
iShares Tr46428743220 YR TR BD ETF5,340$473.6K0.3%–
iShares Tr46435G334MSCI UK ETF NEW2,417$76.5K0.1%–
BMYBristol Myers Squibb CoStock348$20.2K<0.1%History
KDPKeurig Dr Pepper Inc.COM327$10.3K<0.1%History
KHCKraft Heinz CoStock299$10.1K<0.1%History
NSCNorfolk Southern CorpStock50$9.85K<0.1%History
AVTRAvantor, Inc.COM421$8.88K<0.1%History
ALLYAlly Financial Inc.Stock328$8.75K<0.1%History
CPCanadian Pacific Kansas City LtdCOM95$7.07K<0.1%History
NWLNewell Brands Inc.Stock765$6.91K<0.1%History
WisdomTree Tr97717X511YIELD ENHANCD US163$6.79K<0.1%–
FISFidelity National Information Services, Inc.Stock116$6.41K<0.1%History
FTVFortive CorpStock84$6.23K<0.1%History
EGBNEagle Bancorp IncCOM288$6.18K<0.1%History
NTRSNorthern Trust CorpCOM85$5.91K<0.1%History
GMGeneral Motors CoCOM169$5.57K<0.1%History
SUISun Communities IncCOM47$5.56K<0.1%History
STHOStar HoldingsSHS BEN INT436$5.46K<0.1%History
TMOThermo Fisher Scientific Inc.Stock10$5.06K<0.1%History
VTRSViatris IncStock469$4.62K<0.1%History
DDominion Energy, IncStock97$4.33K<0.1%History
COLDAmericold Realty TrustCOM136$4.14K<0.1%History
LNCLincoln National CorpCOM167$4.12K<0.1%History
CMSCMS Energy CorpCOM77$4.09K<0.1%History
MTNVail Resorts IncCOM18$3.99K<0.1%History
SAGESage Therapeutics, Inc.COM190$3.91K<0.1%History
PYPLPayPal Holdings, Inc.Stock66$3.86K<0.1%History
ARGOArgo Group International Holdings, Inc.COM112$3.34K<0.1%History
NINisource Inc.COM135$3.33K<0.1%History
GDGeneral Dynamics CorpStock15$3.31K<0.1%History
PNCPNC Financial Services Group, Inc.Stock27$3.31K<0.1%History
BLKBlackRock, Inc.COM5$3.23K<0.1%History
HASIHA Sustainable Infrastructure Capital, Inc.COM152$3.22K<0.1%History
EBAYeBay IncCOM73$3.22K<0.1%History
WYWeyerhaeuser CoCOM NEW104$3.19K<0.1%History
DHRDanaher CorpStock12$2.98K<0.1%History
TTWOTake Two Interactive Software IncCOM20$2.81K<0.1%History
IPGInterpublic Group of Companies, Inc.COM94$2.69K<0.1%History
RYNRayonier IncCOM91$2.59K<0.1%History
ALGTAllegiant Travel COCOM33$2.54K<0.1%History
UGIUgi CorpStock108$2.48K<0.1%History
SGENSeagen Inc.COM11$2.33K<0.1%History
PPGPPG Industries IncStock17$2.21K<0.1%History
NLYAnnaly Capital Management IncREIT106$1.99K<0.1%History
AGNCAGNC Investment Corp.REIT204$1.93K<0.1%History
GNLGlobal Net Lease, Inc.COM NEW194$1.86K<0.1%History
CABOCable One, Inc.COM3$1.85K<0.1%History
CATCCambridge BancorpCOM29$1.81K<0.1%History
ALEXAlexander & Baldwin, Inc.COM107$1.79K<0.1%History
SANASana Biotechnology, Inc.COM437$1.69K<0.1%History
ZNTLZentalis Pharmaceuticals, Inc.COM83$1.67K<0.1%History
Taro Pharmaceutical Inds LtdM8737E108SHS44$1.66K<0.1%–
ALSumisho Air Lease CorpCL A42$1.66K<0.1%History
MRNAModerna, Inc.Stock16$1.65K<0.1%History
Paramount Global92556H206CL B128$1.65K<0.1%–
REIRing Energy, Inc.COM839$1.64K<0.1%History
HPPHudson Pacific Properties, Inc.COM241$1.60K<0.1%History
LENZLENZ Therapeutics, Inc.COM639$1.58K<0.1%History
ALLKAllakos Inc.COM686$1.56K<0.1%History
TROXTronox Holdings plcSHS114$1.53K<0.1%History
DEDeere & CoStock4$1.51K<0.1%History
ILMNIllumina, Inc.COM11$1.51K<0.1%History
STEMStem, Inc.CL A355$1.50K<0.1%History
PLUGPlug Power IncStock197$1.50K<0.1%History
DEIDouglas Emmett IncCOM116$1.48K<0.1%History
VMRKVivmark ResidentialSH BEN INT25$1.47K<0.1%History
REYNReynolds Consumer Products Inc.COM57$1.46K<0.1%History
JRVRJames River Group Holdings, Inc.COM95$1.46K<0.1%History
TVRDTvardi Therapeutics, Inc.COM859$1.44K<0.1%History
THRXTheseus Pharmaceuticals, Inc.COM536$1.44K<0.1%History
ESEversource EnergyStock24$1.40K<0.1%History
OCEAOcean Biomedical, Inc.CLASS A COM358$1.40K<0.1%History
ANNXAnnexon, Inc.COM583$1.38K<0.1%History
ALEAllete IncCOM NEW26$1.37K<0.1%History
VNTVontier CorpStock33$1.02K<0.1%History
LDOSLeidos Holdings, Inc.COM10$922<0.1%History
WisdomTree Tr97717W307US LARGECAP DIVD14$861<0.1%–
UHSUniversal Health Services IncCL B6$754<0.1%History
Global X FDS37954Y145CANNABIS ETF NEW2$13<0.1%–
SENSSenseonics Holdings, Inc.COM17$10<0.1%History
DFLIDragonfly Energy Holdings Corp.COM1$2<0.1%History