Red Tortoise LLC Purchases in Q2 2025

Red Tortoise LLC

  • $205 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.08K
+ 0.47%
$17.76 - $22.1 $90.3K - $112K
1.09M $24.2M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
47.5K
New
$36.45 - $42.47 $1.73M - $2.02M
47.5K $2M
FNDF
Schwab Fundamental Intl Large

ETFs
4.43K
+ 1.09%
$32.25 - $40.02 $143K - $177K
412K $16.5M
DFIV
Dimensional ETF Tr

ETFs
37.6K
+ 515.41%
$34.67 - $43.21 $1.3M - $1.62M
44.9K $1.92M
SUB
Ishares Short Term National Mu

ETFs
11.4K
+ 142.6%
$104.77 - $106.34 $1.2M - $1.21M
19.4K $2.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23.1K
+ 152.58%
$48.13 - $49.85 $1.11M - $1.15M
38.3K $1.88M
SCHO
Schwab Short Term Us Treasury

ETFs
41.9K
+ 18.27%
$24.19 - $24.45 $1.01M - $1.02M
271K $6.61M
IEFA
Ishares Tr

ETFs
1.49K
+ 1.54%
$67.83 - $84.09 $101K - $125K
97.9K $8.17M
VEA
Vanguard Ftse Developed Market

ETFs
7.35K
+ 11.73%
$45.65 - $57.01 $336K - $419K
70.1K $3.99M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.85K
New
$65.84 - $80.81 $385K - $473K
5.85K $468K
FNDX
Schwab Fundamental U S Large C

ETFs
7.73K
+ 3.23%
$20.84 - $24.54 $161K - $190K
247K $6.07M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
630
+ 1.38%
$49.48 - $61.22 $31.2K - $38.6K
46.3K $2.82M
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.1%
$272.36 - $339.57 $2.18K - $2.72K
8.11K $2.75M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.4K
+ 13.65%
$22.68 - $23.28 $259K - $266K
95.2K $2.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
153
+ 0.15%
$19.1 - $23.83 $2.92K - $3.65K
102K $2.43M
XAR
Spdr S&P Aerospace & Defense E

ETFs
3
+ 0.07%
$144.94 - $210.94 $435 - $633
4.59K $968K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
316
+ 0.8%
$46.22 - $57.51 $14.6K - $18.2K
39.6K $2.27M
IWD
Ishares Russell 1000 Val ETF

ETFs
113
+ 0.38%
$166.82 - $194.23 $18.9K - $21.9K
29.8K $5.79M
APP
App Lovin Corp

Technology
550
New
$219.37 - $417.89 $121K - $230K
550 $192K
DGRO
Ishares Core Dividend Growth E

ETFs
385
+ 0.52%
$55.22 - $63.94 $21.3K - $24.6K
74.6K $4.77M
AMZN
Amazon Com Inc

Consumer Cyclical
189
+ 4.1%
$167.32 - $223.3 $31.6K - $42.2K
4.8K $1.05M
DFUS
Dimensional ETF Tr U S Equity

ETFs
20
+ 0.09%
$53.65 - $67.02 $1.07K - $1.34K
23.1K $1.55M
FNDE
Schwab Fundamental Emerging Mk

ETFs
207
+ 0.34%
$26.66 - $33.09 $5.52K - $6.85K
60.9K $2.01M
EEM
Ishares Msci Emerging Markets

ETFs
220
+ 0.77%
$38.52 - $48.28 $8.47K - $10.6K
28.7K $1.38M
IQDF
Flexshares International Quali

ETFs
744
+ 1.61%
$22.1 - $27.31 $16.4K - $20.3K
47.1K $1.28M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.03%
$174.82 - $215.79 $350 - $432
7.18K $1.55M
EFA
Ishares Tr Msci Eafe ETF

ETFs
66
+ 0.49%
$72.96 - $90.39 $4.82K - $5.97K
13.7K $1.22M
VEU
Vanguard Ftse All World Ex Us

ETFs
110
+ 0.7%
$54.19 - $67.22 $5.96K - $7.39K
15.7K $1.06M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
29
+ 0.08%
$23.87 - $29.82 $692 - $865
35K $1.04M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
207
+ 0.3%
$45.11 - $52.34 $9.34K - $10.8K
70.2K $3.67M
NFLX
Netflix Inc

Communication Services
59
+ 210.71%
$855.86 - $1339.13 $50.5K - $79K
87 $116K
AVGO
Broadcom Inc.

Technology
60
+ 10.42%
$146.29 - $275.65 $8.78K - $16.5K
636 $175K
GOOG
Alphabet Inc.

Communication Services
84
+ 2.96%
$146.58 - $180.01 $12.3K - $15.1K
2.92K $518K
NVDA
Nvidia Corp

Technology
276
+ 50.46%
$94.31 - $157.99 $26K - $43.6K
823 $130K
VTWO
Vanguard Russell 2000 ETF

ETFs
321
+ 6.14%
$70.56 - $87.22 $22.6K - $28K
5.55K $483K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
580
+ 5.64%
$96.84 - $99.46 $56.2K - $57.7K
10.9K $1.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
21
+ 0.16%
$114.78 - $133.31 $2.41K - $2.8K
13.2K $1.76M
CRM
Salesforce, Inc.

Technology
213
+ 195.41%
$236.26 - $291.15 $50.3K - $62K
322 $87K
FNDB
Schwab Fundamental U S Broad M

ETFs
81
+ 0.18%
$20.36 - $23.98 $1.65K - $1.94K
46.4K $1.11M
EFV
Msci Eafe Value ETF

ETFs
171
+ 2.19%
$52.4 - $64.65 $8.96K - $11.1K
7.97K $505K
BCAT
Black Rock Capital Allocation Trust

ETFs
2.2K
New
$13.2 - $15.27 $29K - $33.6K
2.2K $33K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
21
+ 0.71%
$57.14 - $72.68 $1.2K - $1.53K
2.97K $216K
PDP
Invesco Exchange Traded Fd Tr

ETFs
245
New
$89.44 - $108.59 $21.9K - $26.6K
245 $26K
PTF
Invesco Exchange Traded Fd Tr

ETFs
390
New
$51.29 - $68.29 $20K - $26.6K
390 $26K
IEMG
Ishares Inc

ETFs
473
+ 1.2%
N/A
40K $2.15M
CRF
Cornerstone Total Return Fund Inc

Financial Services
3.2K
New
$6.44 - $7.75 $20.6K - $24.8K
3.2K $24K
AIQ
Global X Funds Global X Artifi

ETFs
541
New
$31.5 - $43.69 $17K - $23.6K
541 $23K
FV
First Trust Dorsey Wright Focu

ETFs
401
New
$48.43 - $59.26 $19.4K - $23.8K
401 $23K
OXLC
Oxford Lane Capital Corp.

Financial Services
5.2K
New
$4.01 - $4.96 $20.8K - $25.8K
5.2K $21K
Activity Summary
Buys All Purchases 189 New Holdings 83 Increased Positions 106 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Red Tortoise LLC Portfolio

Follow Red Tortoise LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Red Tortoise LLC, based on Form 13F filings with the SEC.

News

Stay updated on Red Tortoise LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email