Red Tortoise LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
635
Quarter
2025 Q4
Top Holding
SCHF (11.6%)
Top 10 Concentration
48.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 635
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHF
SCHWAB INTERNAT...
ETF 11.64% 11.38% #1
Prev: #1
6.7 14,851 1.3%
P
S
1,141,527 $27,442,319 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDF
SCHWAB FUNDAMEN...
ETF 8.78% 7.84% #2
Prev: #2
5.5 36,608 8.7%
P
S
457,602 $20,688,174 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES CORE S&...
ETF 5.54% 5.64% #3
Prev: #3
2.2 -351 -1.8%
P
S
19,067 $13,059,751 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHE
SCHWAB EMERGING...
ETF 4.37% 4.42% #4
Prev: #4
3.8 9,518 3.1%
P
S
314,658 $10,305,056 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES CORE MS...
ETF 3.62% 3.71% #5
Prev: #5
1.5 -2,500 -2.6%
P
S
95,390 $8,533,586 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGLT
VANGUARD LONG-T...
ETF 3.47% 3.25% #6 1
Prev: #7
3.4 14,683 11.1%
P
S
146,470 $8,173,052 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB U.S. LAR...
ETF 3.26% 3.26% #7 1
Prev: #6
1.3 -384 -0.1%
P
S
284,936 $7,673,814 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDX
SCHWAB FUNDAMEN...
ETF 2.96% 2.95% #8
Prev: #8
1.2 -2,307 -0.9%
P
S
256,043 $6,966,931 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWD
ISHARES RUSSELL...
ETF 2.68% 2.64% #9
Prev: #9
3.1 125 0.4%
P
S
30,036 $6,317,873 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHO
SCHWAB SHORT-TE...
ETF 2.37% 2.33% #10
Prev: #10
3.0 9,697 4.4%
P
S
229,551 $5,594,169 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD VALUE ...
ETF 2.28% 2.29% #11
Prev: #11
0.9 -111 -0.4%
P
S
28,173 $5,380,780 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRO
ISHARES CORE DI...
ETF 2.22% 2.22% #12
Prev: #12
2.9 441 0.6%
P
S
75,470 $5,239,117 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES MSCI US...
ETF 2.16% 2.16% #13
Prev: #13
2.9 61 0.2%
P
S
25,674 $5,099,337 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD FTSE D...
ETF 1.88% 1.83% #14
Prev: #14
2.8 697 1.0%
P
S
70,963 $4,433,062 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
STATE STREET SP...
ETF 1.70% 1.69% #15
Prev: #15
2.7 273 0.4%
P
S
70,657 $4,014,030 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHP
SCHWAB US TIPS ...
ETF 1.38% 1.42% #16
Prev: #16
2.6 1,885 1.6%
P
S
123,041 $3,259,365 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWX
ISHARES MSCI AC...
ETF 1.34% 1.31% #17 1
Prev: #18
2.5 709 1.5%
P
S
47,050 $3,158,471 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHZ
SCHWAB US AGGRE...
ETF 1.29% 1.31% #18 1
Prev: #17
2.5 1,338 1.0%
P
S
129,744 $3,032,127 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWB
ISHARES RUSSELL...
ETF 1.24% 1.29% #19
Prev: #19
0.5 -285 -3.5%
P
S
7,830 $2,923,901 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAC
BANK AMERICA CO...
PUT
PUT Option 1.17% 1.12% #20 2
Prev: #22
0.5 no change no change
P
S
50,000 $2,750,002 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES CORE MS...
ETF 1.15% 1.14% #21 1
Prev: #20
2.5 459 1.1%
P
S
40,450 $2,719,026 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHB
SCHWAB U.S. BRO...
ETF 1.14% 1.14% #22 1
Prev: #21
2.5 184 0.2%
P
S
102,173 $2,680,007 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PXF
INVESCO RAFI DE...
ETF 1.12% 1.06% #23 1
Prev: #24
2.5 414 1.0%
P
S
40,253 $2,638,370 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDE
SCHWAB FUNDAMEN...
ETF 0.96% 0.96% #24 3
Prev: #27
2.4 2,025 3.3%
P
S
62,926 $2,269,122 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIV
DFA INTERNATION...
ETF 0.96% 0.90% #25 3
Prev: #28
2.4 286 0.6%
P
S
45,302 $2,260,586 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBMN
ISHARES IBONDS ...
ETF 0.00% 0.19%
Sold All 😨
(Was: #73)
0.3 -16,571 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COLD
AMERICOLD REALT...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #296)
0.3 -743 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOX
AMDOCS LTD SHS
Technology 0.00% 0.00%
Sold All 😨
(Was: #297)
0.3 -110 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CABO
CABLE ONE INC C...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #338)
0.3 -39 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RHI
ROBERT HALF INC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #363)
0.3 -164 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XRAY
DENTSPLY SIRONA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #368)
0.3 -430 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FMC
FMC CORP COM NE...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #370)
0.3 -160 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ASGN
ASGN INC COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #395)
0.3 -96 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMPL
SIMPLY GOOD FOO...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #399)
0.3 -180 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NTLA
INTELLIA THERAP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #405)
0.3 -250 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SSTK
SHUTTERSTOCK IN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #407)
0.3 -206 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KHC
KRAFT HEINZ CO ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #412)
0.3 -158 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JACK
JACK IN THE BOX...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #429)
0.3 -194 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IART
INTEGRA LIFESCI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #450)
0.3 -238 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC ORD
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #461)
0.3 -396 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNIT
UNITI GROUP LLC...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #467)
0.3 -501 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MED
MEDIFAST INC CO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #474)
0.3 -218 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DXC
DXC TECHNOLOGY ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #481)
0.3 -210 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCL
STEPAN CO COM
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #485)
0.3 -59 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OEC
ORION S.A. COM
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #487)
0.3 -363 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SVC
SERVICE PPTYS T...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #498)
0.3 -959 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FDS
FACTSET RESH SY...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #516)
0.3 -8 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UTMD
UTAH MED PRODS ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #519)
0.3 -36 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UHAL/B
U HAUL HOLDING ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #520)
0.3 -44 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HAIN
HAIN CELESTIAL ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #523)
0.3 -1,409 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FOXF
FOX FACTORY HLD...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #524)
0.3 -91 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RPAY
REPAY HLDGS COR...
Technology 0.00% 0.00%
Sold All 😨
(Was: #531)
0.3 -411 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CLX
CLOROX CO DEL C...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #535)
0.3 -17 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNP
UNION PAC CORP ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #551)
0.3 -8 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TWO
TWO HBRS INVT C...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #553)
0.3 -180 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTS
ZOETIS INC CL A
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #575)
0.3 -4 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC COM
Unknown 0.00% 0.00%
Sold All 😨
(Was: #582)
0.3 -9 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FTEC
FIDELITY MSCI I...
ETF 0.00% 0.00%
Sold All 😨
(Was: #585)
0.3 -1 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JLL
JONES LANG LASA...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #586)
0.3 no change -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 635 holdings

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