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Portfolio (Quarterly) Guide ↗

Redwood Investment Management, LLC

· CIK 0001717479
13F Portfolio $1.0B AUM 306 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 99 New 121 Added 73 Reduced
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PLTR Palantir Technologies Inc Technology 4,030.0 $470K 0.05% -7K -62.9% $116.63 +49.2%
62 BSV Vanguard 5,912.0 $461K 0.05% -439.0 -6.9% $77.98 -0.5%
63 QUAL iShares 1,823.0 $400K 0.04% -11K -85.8% $219.42 +1.3%
64 SCHB Schwab 13,538.0 $392K 0.04% -470.0 -3.4% $28.96 +1.8%
65 BINC iShares 7,450.0 $390K 0.04% -20K -73.3% $52.35 -0.7%
66 VYM Vanguard 2,400.0 $379K 0.04% -355.0 -12.9% $157.92 +3.9%
67 IEI iShares 3,084.0 $362K 0.04% -804.0 -20.7% $117.38 -0.7%
68 VYMI Vanguard 2,551.0 $250K 0.03% -142.0 -5.3% $98.00 +6.3%
69 VMBS VANGUARD SCOTTSDALE FDS 5,100.0 $239K 0.02% -395.0 -7.2% $46.86 -1.3%
70 LQD iShares 2,121.0 $231K 0.02% -268.0 -11.2% $108.91 -2.6%
71 BIV Vanguard 2,941.0 $226K 0.02% -230.0 -7.2% $76.84 -1.7%
72 BLV Vanguard 3,223.0 $222K 0.02% -240.0 -6.9% $68.88 -4.1%
73 BIL State Street 2,321.0 $213K 0.02% -3K -51.9% $91.77 -0.2%
Page 4 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.1%
Technology 20.7%
Consumer Cyclical 16.3%
Industrials 8.2%
Communication Services 8.2%
Healthcare 6.6%
Consumer Defensive 4.4%
Basic Materials 3.1%
Energy 2.7%
Real Estate 2.4%