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, VFQY, DFUS, JCPB, and represent 36.31% of Cedar Point Capital Partners's stock portfolio.
  • Added to shares of these 10 stocks: NEE, JCPB, AMZN, QQQ, WFC, FNDX, SMMU, JMUB, DFIV, IJH.
  • Started 4 new stock positions in NEE, WFC, AMZN, QQQ.
  • Reduced shares in these 7 stocks: VB, DE, VEA, MSFT, HYDB, EEMV, JPEM.
  • Cedar Point Capital Partners was a net buyer of stock by $4.9M.
  • Cedar Point Capital Partners has $132M in assets under management (AUM), dropping by 9.02%.
  • Central Index Key (CIK): 0001954337

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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 March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 7.7 $10M 36k 286.61
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 7.7 $10M +2% 150k 67.39
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Vanguard Wellington Us Quality (VFQY) 7.4 $9.8M 71k 136.93
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Dimensional Etf Trust Us Equity Etf (DFUS) 7.3 $9.6M 168k 56.98
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 6.2 $8.2M +3% 176k 46.65
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.7 $7.5M +2% 120k 62.34
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Ishares Tr Eafe Grwth Etf (EFG) 5.6 $7.4M +2% 71k 103.79
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Dimensional Etf Trust Internatnal Val (DFIV) 5.5 $7.3M +2% 199k 36.75
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $5.7M +2% 137k 41.77
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Principal Exchange Traded Active High Yl (YLD) 3.7 $4.9M +2% 255k 19.16
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Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 3.6 $4.8M +2% 96k 49.97
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.6 $4.7M +3% 61k 77.31
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.4 $3.2M +6% 63k 50.74
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 2.4 $3.1M +6% 62k 49.90
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 2.1 $2.8M +4% 44k 64.40
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 2.1 $2.8M +4% 49k 57.05
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Ishares Tr National Mun Etf (MUB) 2.1 $2.7M +4% 25k 107.60
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.9 $2.5M +7% 24k 103.79
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.7 $2.2M +8% 43k 52.47
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $1.6M +5% 19k 81.53
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 1.1 $1.4M +6% 29k 49.65
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $1.4M +5% 31k 45.31
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 1.0 $1.3M 24k 53.45
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Vanguard Wellington Us Multifactor (VFMF) 0.9 $1.2M +6% 9.7k 126.89
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Apple (AAPL) 0.9 $1.2M 6.9k 171.48
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.8 $1.0M +4% 18k 57.03
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Microsoft Corporation (MSFT) 0.7 $985k 2.3k 420.72
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Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.7 $921k +8% 38k 24.53
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $904k +4% 2.2k 420.52
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.7 $861k 18k 49.22
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $853k +4% 3.3k 259.90
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Ishares Tr Morningstar Grwt (ILCG) 0.6 $759k +4% 10k 75.48
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Ishares Tr Morningstar Valu (ILCV) 0.5 $718k +6% 9.3k 76.86
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Deere & Company (DE) 0.5 $668k -2% 1.6k 410.74
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $563k +11% 16k 35.84
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Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.4 $550k +8% 14k 38.86
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Ishares Tr High Yld Systm B (HYDB) 0.4 $513k 11k 46.72
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NVIDIA Corporation (NVDA) 0.3 $445k +6% 492.00 903.56
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Rockwell Automation (ROK) 0.3 $432k 1.5k 291.33
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Archer Daniels Midland Company (ADM) 0.3 $413k 6.6k 62.81
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $376k -7% 1.6k 228.59
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Meta Platforms Cl A (META) 0.3 $331k +11% 681.00 485.58
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Nextera Energy (NEE) 0.2 $316k NEW 4.9k 63.91
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Coca-Cola Company (KO) 0.2 $283k 4.6k 61.18
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Vanguard Index Fds Value Etf (VTV) 0.2 $280k +6% 1.7k 162.86
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $237k +7% 451.00 525.73
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Ishares Msci Emerg Mrkt (EEMV) 0.2 $225k 4.0k 56.59
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Amazon (AMZN) 0.2 $224k NEW 1.2k 180.38
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $223k +397% 3.7k 60.74
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $218k 2.9k 74.22
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $211k NEW 474.00 444.01
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Wells Fargo & Company (WFC) 0.2 $207k NEW 3.6k 57.96
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $203k -4% 4.0k 50.17
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Tpi Composites (TPIC) 0.0 $29k 10k 2.91
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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