Red Tortoise LLC - Portfolio overview

Red Tortoise LLC has 644 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHF - SCHWAB INTERNATIONAL EQUITY ETF, 12.19%
2. FNDF - SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF, 9.57%
3. IVV - ISHARES CORE S&P 500 ETF, 5.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.