account_balance

Investment manager · 13F filer · SEC CIK 1910488

Red Tortoise LLC

Reported value$238Mas of Mar 31, 2026
Positions590
Top 10 weight49.0%SCHF alone is 12%
FiledApr 2121 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHF Schwab International Equity ETF 11.9%
FNDF Schwab Fundamental International Equity ETF 9.4%
IVV iShares Core S&P 500 ETF 5.2%
SCHE Schwab Emerging Markets Equity ETF 4.3%
IEFA iShares Core MSCI EAFE ETF 3.5%
VGLT Vanguard Long-Term Treasury ETF 3.2%
SCHX Schwab U.S. Large-Cap ETF 3.1%
FNDX Schwab Fundamental U.S. Large Company ETF 3.0%
IWD iShares Russell 1000 Value ETF 2.7%
SCHO Schwab Short-Term US Treasury ETF 2.7%
VTV Vanguard Value ETF 2.3%
DGRO iShares Core Dividend Growth ETF 2.2%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist