CIK 1910488
Red Tortoise LLC
Institutional 13F holdings & portfolio
Holdings
600
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 600
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 1.1M | $1M+ | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 458K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 19K | $1M+ | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 315K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 95K | $1M+ | SH |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | 146K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 285K | $1M+ | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 256K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 30K | $1M+ | SH |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 230K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 28K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 75K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 26K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 71K | $1M+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 71K | $1M+ | SH |
| SCHP | SCHWAB US TIPS ETF | 123K | $1M+ | SH |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 47K | $1M+ | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 130K | $1M+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 8K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 40K | $1M+ | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 102K | $1M+ | SH |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | 40K | $1M+ | SH |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 63K | $1M+ | SH |
| DFIV | DFA INTERNATIONAL VALUE ETF | 45K | $1M+ | SH |
| DWX | SPDR S&P INTERNATIONAL DIVIDEND ETF | 49K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 10K | $1M+ | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 19K | $1M+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 39K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 36K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 13K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 24K | $1M+ | SH |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 23K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 7K | $1M+ | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 29K | $1M+ | SH |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | 60K | $1M+ | SH |
| IQDF | FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND | 48K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 2K | $1M+ | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 14K | $1M+ | SH |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | 31K | $1M+ | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 23K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 14K | $1M+ | SH |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | 47K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 7K | $1M+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 16K | $1M+ | SH |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 5K | $1M+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 11K | $1M+ | SH |
| SCHK | SCHWAB 1000 INDEX ETF | 33K | $1M+ | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 38K | $1M+ | SH |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | 14K | $1M+ | SH |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | 14K | $500K+ | SH |