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Cedar Point Capital Partners

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

Top 5 stock holdings are MGK, FNDX, DFUS, VFQY, JCPB, and represent 36.34% of Cedar Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: FLDR, NVDA, JCPB, GOOGL, SLQD, COST, YLD, FVAL, DFAS, FSMD.
Started 2 new stock positions in GOOGL, COST.
Reduced shares in these 10 stocks: VCSH, MGK, IJH, , JMUB, DFUS, SMMU, VFQY, FBND, MUB.
Sold out of its positions in IJH, IEFA.
Cedar Point Capital Partners was a net buyer of stock by $1.2M.
Cedar Point Capital Partners has $134M in assets under management (AUM), dropping by 1.48%.
Central Index Key (CIK): 0001954337

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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 54 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Mega Grwth Ind (MGK)	8.2	$11M	-2%	35k	314.21	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.5	$10M		150k	66.98	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	7.3	$9.7M		165k	58.85	View chart
Vanguard Wellington Us Quality (VFQY)	7.1	$9.5M		71k	134.10	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.3	$8.4M	+3%	182k	46.33	View chart
Ishares Tr Eafe Grwth Etf (EFG)	5.5	$7.3M		72k	102.30	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.4	$7.3M		121k	60.08	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.4	$7.2M		199k	35.94	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	5.1	$6.8M	+41%	136k	49.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.4	$5.9M		135k	43.76	View chart
Principal Exchange Traded Active High Yl (YLD)	3.7	$5.0M	+2%	263k	19.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$3.5M	-26%	45k	77.27	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.3	$3.0M		43k	69.93	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.3	$3.0M	-5%	60k	50.38	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	2.2	$3.0M	-4%	60k	49.87	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	2.2	$2.9M	+3%	51k	57.58	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.9	$2.6M		24k	106.95	View chart
Ishares Tr National Mun Etf (MUB)	1.9	$2.6M	-3%	24k	106.55	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.6	$2.1M	-3%	41k	52.06	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$1.6M		20k	81.28	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	1.1	$1.4M	+2%	30k	48.68	View chart
Apple (AAPL)	1.1	$1.4M	-2%	6.7k	210.62	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$1.3M	-7%	29k	44.93	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	1.0	$1.3M		24k	54.08	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.9	$1.2M		9.7k	122.41	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.8	$1.1M	+24%	22k	49.25	View chart
Microsoft Corporation (MSFT)	0.8	$1.1M		2.4k	446.95	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.8	$1.0M	+2%	19k	54.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$890k		2.2k	406.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$874k		3.3k	267.51	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$858k	-6%	35k	24.40	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$823k		10k	81.41	View chart
Ishares Tr Morningstar Valu (ILCV)	0.6	$736k	+3%	9.6k	76.32	View chart
NVIDIA Corporation (NVDA)	0.5	$694k	+1041%	5.6k	123.54	View chart
Deere & Company (DE)	0.5	$606k		1.6k	373.63	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.4	$596k	+11%	16k	37.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$579k	+5%	17k	35.08	View chart
Ishares Tr High Yld Systm B (HYDB)	0.4	$512k		11k	46.44	View chart
Nextera Energy (NEE)	0.3	$410k	+17%	5.8k	70.81	View chart
Rockwell Automation (ROK)	0.3	$408k		1.5k	275.28	View chart
Archer Daniels Midland Company (ADM)	0.3	$397k		6.6k	60.45	View chart
Meta Platforms Cl A (META)	0.3	$360k	+4%	714.00	504.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$341k	-4%	1.6k	218.04	View chart
Coca-Cola Company (KO)	0.2	$295k		4.6k	63.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$284k	+3%	1.8k	160.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$247k		451.00	547.23	View chart
Amazon (AMZN)	0.2	$245k	+2%	1.3k	193.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$234k	+16%	4.7k	49.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$222k	-2%	464.00	479.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$210k	NEW	1.2k	182.15	View chart
Wells Fargo & Company (WFC)	0.2	$209k		3.5k	59.39	View chart
Costco Wholesale Corporation (COST)	0.2	$208k	NEW	245.00	849.99	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$205k	-9%	3.6k	57.21	View chart
Tpi Composites (TPIC)	0.0	$40k		10k	3.99	View chart

Past Filings by Cedar Point Capital Partners

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

Cedar Point Capital Partners 2024 Q2 filed July 16, 2024
Cedar Point Capital Partners 2024 Q1 filed May 22, 2024
Cedar Point Capital Partners 2023 Q4 filed Jan. 31, 2024

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