Red Tortoise LLC

Red Tortoise LLC is an Investment Adviser institutional filer with the SEC under CIK 1910488, reporting 600 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2025-12-31.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: GA
• Filing type: 13F-HR
• Latest reporting period: 2025-12-31
• Last filed: 2024-04-19

Top 10 portfolio positions

The largest reported holdings in Red Tortoise LLC's most recent 13F filing, ranked by reported market value.

1. SCHWAB INTERNATIONAL EQUITY ETF (SCHF)
2. SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF)
3. ISHARES CORE S&P 500 ETF (IVV)
4. SCHWAB EMERGING MARKETS EQUITY ETF (SCHE)
5. ISHARES CORE MSCI EAFE ETF (IEFA)
6. VANGUARD LONG-TERM TREASURY ETF (VGLT)
7. SCHWAB U.S. LARGE-CAP ETF (SCHX)
8. SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF (FNDX)
9. ISHARES RUSSELL 1000 VALUE ETF (IWD)
10. SCHWAB SHORT-TERM US TREASURY ETF (SCHO)