Cedar Point Capital Partners

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

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

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Portfolio Holdings for Cedar Point Capital Partners

Cedar Point Capital Partners holds 50 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 7.5 $9.1M 35k 259.51
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 7.5 $9.1M 147k 61.94
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Vanguard Wellington Us Quality (VFQY) 7.4 $8.9M 70k 126.47
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Dimensional Etf Trust Us Equity Etf (DFUS) 7.1 $8.6M 165k 51.83
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 6.6 $8.0M 170k 47.09
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.8 $7.0M 118k 59.62
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Ishares Tr Eafe Grwth Etf (EFG) 5.6 $6.8M 70k 96.85
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Dimensional Etf Trust Internatnal Val (DFIV) 5.5 $6.7M 194k 34.36
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $5.5M 134k 41.10
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Principal Exchange Traded Active High Yl (YLD) 3.9 $4.7M 250k 18.86
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Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 3.9 $4.7M 93k 49.90
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.8 $4.6M 59k 77.37
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.5 $3.0M 59k 50.96
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 2.4 $2.9M 58k 50.03
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Ishares Tr National Mun Etf (MUB) 2.2 $2.6M 24k 108.41
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 2.1 $2.5M 47k 53.00
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 2.1 $2.5M 42k 59.24
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.8 $2.1M 23k 93.81
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.7 $2.1M 39k 52.80
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $1.5M 18k 79.34
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $1.4M 30k 46.04
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Apple (AAPL) 1.1 $1.3M 6.8k 192.53
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 1.1 $1.3M 27k 47.39
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 1.1 $1.3M 24k 52.29
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Vanguard Wellington Us Multifactor (VFMF) 0.9 $1.0M 9.1k 114.85
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.8 $971k 18k 55.35
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Microsoft Corporation (MSFT) 0.7 $886k 2.4k 376.04
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.7 $852k 17k 49.20
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Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.7 $837k 35k 24.26
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $745k 3.1k 237.22
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $732k 2.1k 356.66
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Deere & Company (DE) 0.6 $666k 1.7k 399.87
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Ishares Tr Morningstar Grwt (ILCG) 0.5 $654k 9.6k 67.82
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Ishares Tr Morningstar Valu (ILCV) 0.5 $621k 8.8k 70.62
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Ishares Tr High Yld Bd Fctr (HYDB) 0.4 $511k 11k 46.20
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $479k 14k 34.01
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Archer Daniels Midland Company (ADM) 0.4 $475k 6.6k 72.22
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Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.4 $472k 13k 36.23
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Rockwell Automation (ROK) 0.4 $460k 1.5k 310.48
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $377k 1.8k 213.33
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Coca-Cola Company (KO) 0.2 $273k 4.6k 58.93
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Vanguard Index Fds Value Etf (VTV) 0.2 $240k 1.6k 149.50
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NVIDIA Corporation (NVDA) 0.2 $230k 464.00 495.22
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Ishares Msci Emerg Mrkt (EEMV) 0.2 $223k 4.0k 55.59
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Meta Platforms Cl A (META) 0.2 $216k 610.00 353.96
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $207k 2.9k 70.35
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $204k 737.00 277.15
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $202k 4.2k 47.90
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $201k 421.00 477.63
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Tpi Composites (TPIC) 0.0 $41k 10k 4.14
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Past Filings by Cedar Point Capital Partners

SEC 13F filings are viewable for Cedar Point Capital Partners going back to 2023