Cedar Capital

Latest statistics and disclosures from Cedar Capital's latest quarterly 13F-HR filing:

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Positions held by Cedar Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cedar Capital

Companies in the Cedar Capital portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Russell 2000 Etf Russell (IWM) 10.4 $5.9M -11% 27k 220.95
Ishares Tr Core S&p Mcp Etf Core Midcap Etf (IJH) 9.4 $5.4M -10% 21k 260.29
Pacer Fds Tr Trendp Us Lar Cp Etf (PTLC) 7.4 $4.2M -12% 121k 34.74
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) 5.9 $3.3M -16% 29k 113.83
Proshares Tr Pshs Ultruss2000 Russ2000 (UWM) 5.5 $3.1M -13% 28k 111.80
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT) 5.1 $2.9M -17% 32k 91.59
Proshares Tr Pshs Ult Mcap400 Mcap400 (MVV) 4.9 $2.8M -13% 47k 60.42
SPDR Barclays Capital Aggregate Bo (SPAB) 4.1 $2.3M +148% 79k 29.65
SPDR DJ Wilshire Large Cap (SPLG) 3.5 $2.0M +107% 43k 46.60
Ishares Tr Short Treas Bd Treas Etf (SHV) 3.4 $2.0M -7% 18k 110.52
Ishares Tr Mbs Etf Mbs Etf (MBB) 2.8 $1.6M -16% 15k 108.45
Spdr Ser Tr 1 3 hgh yield (BIL) 2.1 $1.2M -5% 13k 91.48
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA) 1.9 $1.1M -17% 15k 75.86
Dbx Etf Tr Xtrack Msci Eafe Msci Etf Eafe (DBEF) 1.8 $1.0M -15% 28k 36.31

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SPDR S&P World ex-US (SPDW) 1.7 $962k +98% 27k 35.36
iShares MSCI Canada Index (EWC) 1.4 $789k NEW 23k 34.06
iShares MSCI Pacific ex-Japan Idx (EPP) 1.4 $787k -12% 16k 50.24
Ishares Tr 3 7 Yr Treas Bd Treas Etf (IEI) 1.3 $712k NEW 5.5k 129.90
iShares MSCI Germany Index Fund (EWG) 1.1 $649k NEW 19k 33.47
Proshares Tr ultr msci etf (EFO) 1.1 $646k -35% 14k 46.70
Ishares Inc Msci Aust Etf Msci Aust Etf (EWA) 1.1 $638k +34% 26k 24.80
Ishares Tr Us Bas Mtl Etf Bas Mtl Etf (IYM) 1.0 $562k -14% 4.5k 125.59
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 1.0 $555k -9% 1.4k 398.13
Vanguard Index Fds Reit Etf Reit Etf (VNQ) 0.9 $519k -14% 5.6k 91.91
Ishares Tr 1 3 Yr Treas Bd Treas Etf (SHY) 0.9 $517k NEW 6.0k 86.32
SPDR Gold Trust (GLD) 0.9 $506k -10% 3.2k 160.08
Crowdstrike Hldgs Inc cl a (CRWD) 0.9 $505k 2.8k 182.57
Industrial SPDR (XLI) 0.9 $484k -14% 4.9k 98.41
Materials SPDR (XLB) 0.8 $480k -14% 6.1k 78.80
Consumer Discretionary SPDR (XLY) 0.8 $478k -10% 2.8k 167.96
Health Care SPDR (XLV) 0.8 $477k -9% 4.1k 116.71
Technology SPDR (XLK) 0.8 $477k -10% 3.6k 132.94
Financial Select Sector SPDR (XLF) 0.8 $477k -21% 14k 34.04
Select Sector Spdr Tr Energy Spdr Tr Energy (XLE) 0.8 $475k -23% 9.7k 49.02
Consumer Staples Select Sect. SPDR (XLP) 0.8 $475k -7% 7.0k 68.32
Utilities SPDR (XLU) 0.8 $473k -8% 7.4k 64.00
SPDR S&P Emerging Markets (SPEM) 0.8 $441k NEW 10k 43.73
Spdr Tips Etf Tips Etf (SPIP) 0.8 $437k NEW 14k 30.54
Ishares Msci Japan (EWJ) 0.7 $420k -76% 6.1k 68.46
Vanguard Emerging Markets ETF (VWO) 0.6 $366k -6% 7.0k 52.06
Spdr Series Trust Barc Sht Tr Cp Treas Etf (SPSB) 0.6 $329k NEW 11k 31.34
Ishares Tr Iboxx Hi Yd Etf Iboxx Etf (HYG) 0.5 $269k -17% 3.1k 87.31
Ishares Tr Tips Bd Etf Tips Bd Etf (TIP) 0.5 $268k -18% 2.1k 125.41
Innovator Etfs Tr s&p 500 buffer e (BDEC) 0.5 $268k 8.4k 31.86
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 0.5 $256k 8.0k 31.96
Proshares Tr Msci Emrg Etf Msci Emrg Etf (EET) 0.4 $255k -34% 2.5k 101.03
Schwab Short-term Us Treasury Etf Treas Etf (SCHO) 0.4 $252k NEW 4.9k 51.27
Ishares Cmbs Etf Cmbs Etf (CMBS) 0.4 $251k +2% 4.7k 53.86
Vanguard Scottsdale Fds Mortg-back Sec Mbs Etf (VMBS) 0.4 $250k NEW 4.7k 53.35
Spdr Ser Tr spdr russel 2000 (SPSM) 0.4 $235k -8% 5.6k 42.33
iShares MSCI Switzerland Index Fund (EWL) 0.4 $209k NEW 4.7k 44.13
SPDR BofA ML Crossover Corp Bd ETF Corp Etf (SPHY) 0.4 $209k NEW 7.9k 26.59
Spdr Blackstone/gso Etf Senior Loan Snrl Etf (SRLN) 0.4 $206k NEW 4.5k 45.69
Spdr S&p 400 Mid Cap Etf Mid Cap Etf (SPMD) 0.4 $205k NEW 4.5k 45.66
Spdr Series Trust brcly em locl (EBND) 0.4 $201k NEW 7.7k 25.99

Past Filings by Cedar Capital

SEC 13F filings are viewable for Cedar Capital going back to 2015

View all past filings