Red Cedar Capital, LLC
- SEC CIK
- 0001729867
- 最新申報
- 2023/2/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 154
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.50 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BOCBoston Omaha Corp | Stock | 537,231 | $1,588 萬 | 10.6% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 7,201 | $1,011 萬 | 6.7% | – | – | 歷史 |
| CPRTCopart Inc | COM | 90,102 | $978.6 萬 | 6.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 33,571 | $857.6 萬 | 5.7% | – | – | 歷史 |
| ROSTRoss Stores, Inc. | COM | 57,977 | $695.2 萬 | 4.6% | – | – | 歷史 |
| CAGConagra Brands Inc. | Stock | 183,245 | $689.0 萬 | 4.6% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 146,240 | $571.4 萬 | 3.8% | – | – | 歷史 |
| ACNAccenture plc | Stock | 20,005 | $525.6 萬 | 3.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 92,705 | $488.6 萬 | 3.3% | – | – | 歷史 |
| WATWaters Corp | COM | 16,985 | $482.7 萬 | 3.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,297 | $475.2 萬 | 3.2% | – | – | 歷史 |
| MGMistras Group, Inc. | COM | 378,213 | $431.5 萬 | 2.9% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $424.3 萬 | 2.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,869 | $385.5 萬 | 2.6% | – | – | 歷史 |
| TFXTeleflex Inc | COM | 7,083 | $294.3 萬 | 2.0% | – | – | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 118,796 | $285.9 萬 | 1.9% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 14,817 | $279.1 萬 | 1.9% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 6,880 | $247.0 萬 | 1.6% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 42,187 | $233.3 萬 | 1.6% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 35,163 | $232.6 萬 | 1.6% | – | – | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 183,129 | $211.3 萬 | 1.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 16,712 | $204.1 萬 | 1.4% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 29,352 | $184.5 萬 | 1.2% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 10,916 | $179.3 萬 | 1.2% | – | – | 歷史 |
| ENOVEnovis CORP | COM | 39,632 | $173.6 萬 | 1.2% | – | – | 歷史 |
| KMXCarMax Inc | COM | 11,824 | $156.9 萬 | 1.0% | – | – | 歷史 |
| FWONALiberty Media Corp | COM SER A FRMLA | 40,926 | $156.4 萬 | 1.0% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,066 | $151.3 萬 | 1.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,333 | $149.3 萬 | 1.0% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,402 | $134.8 萬 | 0.9% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 1,165 | $132.8 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 9,065 | $128.2 萬 | 0.9% | – | – | 歷史 |
| BACBank of America Corp | Stock | 26,947 | $104.3 萬 | 0.7% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 10,530 | $79.2 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,553 | $77.9 萬 | 0.5% | – | – | 歷史 |
| IAAIAA, Inc. | COM | 13,307 | $73.4 萬 | 0.5% | – | – | 歷史 |
| OPLNOPENLANE, Inc. | COM | 48,279 | $72.4 萬 | 0.5% | – | – | 歷史 |
| MMM3M Co | Stock | 3,743 | $72.1 萬 | 0.5% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 5,041 | $71.3 萬 | 0.5% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 16,009 | $71.2 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 6,888 | $66.2 萬 | 0.4% | – | – | – |
| MCOMoodys Corp | Stock | 2,070 | $61.8 萬 | 0.4% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 5,000 | $57.5 萬 | 0.4% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 4,512 | $57.4 萬 | 0.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,280 | $56.7 萬 | 0.4% | – | – | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 2,862 | $52.5 萬 | 0.4% | – | – | 歷史 |
| BF.BBrown Forman Corp | Stock | 7,291 | $50.3 萬 | 0.3% | – | – | 歷史 |
| DOXAmdocs Ltd | SHS | 6,380 | $44.8 萬 | 0.3% | – | – | 歷史 |
| VMIValmont Industries Inc | COM | 1,819 | $43.2 萬 | 0.3% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 4,893 | $41.3 萬 | 0.3% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 1,528 | $30.5 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,776 | $30.0 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,475 | $29.7 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 3,929 | $29.2 萬 | 0.2% | – | – | – |
| MHKMohawk Industries Inc | COM | 1,500 | $28.8 萬 | 0.2% | – | – | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 7,067 | $27.7 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,658 | $27.2 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 3,500 | $27.2 萬 | 0.2% | – | – | 歷史 |
| NVSNovartis AG | ADR | 3,140 | $26.8 萬 | 0.2% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 6,973 | $26.2 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 1,908 | $25.9 萬 | 0.2% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,635 | $25.1 萬 | 0.2% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 1,293 | $24.4 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 72 | $22.3 萬 | 0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Com | 1,575 | $21.9 萬 | 0.1% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 2,000 | $19.0 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 300 | $15.6 萬 | 0.1% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 9,239 | $15.0 萬 | 0.1% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 2,713 | $13.9 萬 | 0.1% | – | – | – |
| JCIJohnson Controls International plc | Stock | 2,101 | $12.5 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 550 | $12.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,297 | $10.5 萬 | 0.1% | – | – | – |
| Discovery Inc25470F302 | COM SER C | 2,619 | $9.70 萬 | 0.1% | – | – | – |
| OMCOmnicom Group Inc. | COM | 1,290 | $9.60 萬 | 0.1% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 2,919 | $9.30 萬 | 0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 700 | $7.60 萬 | 0.1% | – | – | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 1,815 | $7.20 萬 | <0.1% | – | – | – |
| CBSHCommerce Bancshares Inc | Stock | 907 | $6.90 萬 | <0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 525 | $6.80 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 1,242 | $6.80 萬 | <0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 101 | $6.70 萬 | <0.1% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,817 | $6.70 萬 | <0.1% | – | – | 歷史 |
| BATRAAtlanta Braves Holdings, Inc. | COM A BRAVES GRP | 2,301 | $6.60 萬 | <0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 200 | $5.90 萬 | <0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 229 | $5.60 萬 | <0.1% | – | – | 歷史 |
| WERNWerner Enterprises Inc | COM | 1,159 | $5.50 萬 | <0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 817 | $5.20 萬 | <0.1% | – | – | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 1,847 | $5.10 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 1,217 | $5.00 萬 | <0.1% | – | – | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 300 | $4.80 萬 | <0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 921 | $4.80 萬 | <0.1% | – | – | 歷史 |
| ALCAlcon Inc | Stock | 628 | $4.40 萬 | <0.1% | – | – | 歷史 |
| DOVDOVER Corp | COM | 322 | $4.40 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 117 | $4.10 萬 | <0.1% | – | – | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 450 | $3.50 萬 | <0.1% | – | – | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 231 | $3.50 萬 | <0.1% | – | – | 歷史 |
| Liberty Global Ltd.530555309 | COM | 1,313 | $3.40 萬 | <0.1% | – | – | – |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 777 | $3.40 萬 | <0.1% | – | – | – |
| PNRPENTAIR plc | SHS | 527 | $3.30 萬 | <0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 500 | $2.80 萬 | <0.1% | – | – | 歷史 |