Red Tortoise LLC

Q4 2024 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    583

  • Value ($000)

    $193,035

  • Date Filed
    01/24/2025
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHF
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
$21.13M
11 %

1,142,388

FNDF
FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

ETF
$13.44M
7 %

404,730

IVV
IVV

ISHARES CORE S&P 500 ETF

ETF
$11.89M
6 %

20,206

---

VANGUARD LONG-TERM TREASURY ETF

ETF
$9.72M
5 %

175,523

SCHE
SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

ETF
$8.86M
5 %

332,717

SCHX
SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
$8.08M
4 %

346,111

QUAL
QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

ETF
$7.06M
4 %

39,670

IEFA
IEFA

ISHARES CORE MSCI EAFE ETF

ETF
$6.78M
4 %

96,401

IWD
IWD

ISHARES RUSSELL 1000 VALUE ETF

ETF
$5.48M
3 %

29,575

VTV
VTV

VANGUARD VALUE ETF

ETF
$5.46M
3 %

32,266

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