Red Tortoise LLC

Q4 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    601

  • Value ($000)

    $235,688

  • Date Filed
    01/22/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
$27.44M
12 %

1,141,527

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

ETF
$20.69M
9 %

457,602

IVV

ISHARES CORE S&P 500 ETF

ETF
$13.06M
6 %

19,067

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

ETF
$10.31M
4 %

314,658

IEFA

ISHARES CORE MSCI EAFE ETF

ETF
$8.53M
4 %

95,390

---

VANGUARD LONG-TERM TREASURY ETF

ETF
$8.17M
4 %

146,470

SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
$7.67M
3 %

284,936

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

ETF
$6.97M
3 %

256,043

IWD

ISHARES RUSSELL 1000 VALUE ETF

ETF
$6.32M
3 %

30,036

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

ETF
$5.59M
2 %

229,551

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