Cedar Point Capital Partners

Cedar Point Capital Partners as of Dec. 31, 2024

Portfolio Holdings for Cedar Point Capital Partners

Cedar Point Capital Partners holds 62 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 7.4 $11M 238k 46.07
Vanguard World Mega Grwth Ind (MGK) 7.3 $11M 32k 343.41
Schwab Strategic Tr Fundamental Us L (FNDX) 7.0 $10M 434k 23.68
Dimensional Etf Trust Us Equity Market (DFUS) 6.7 $9.9M 155k 63.75
Vanguard Wellington Us Quality (VFQY) 6.5 $9.6M 68k 140.89
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.1 $7.5M 116k 65.08
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 5.1 $7.5M 151k 49.93
Dimensional Etf Trust Internatnal Val (DFIV) 5.0 $7.3M 207k 35.48
Ishares Tr Eafe Grwth Etf (EFG) 4.8 $7.1M 74k 96.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.0 $6.0M 136k 44.04
World Gold Tr Spdr Gld Minis (GLDM) 3.7 $5.5M 105k 51.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $3.8M 49k 78.01
Principal Exchange Traded Active High Yl (YLD) 2.5 $3.8M 196k 19.18
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 2.2 $3.3M 43k 76.06
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 2.2 $3.2M 65k 49.84
Fidelity Covington Trust Vlu Factor Etf (FVAL) 2.2 $3.2M 52k 61.52
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.2 $3.2M 64k 50.15
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.0 $2.9M 25k 115.18
Ishares Tr National Mun Etf (MUB) 1.7 $2.5M 24k 106.55
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.6 $2.3M 45k 51.73
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $1.7M 22k 79.99
Apple (AAPL) 1.2 $1.7M 6.8k 250.42
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 1.1 $1.6M 33k 47.89
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.0 $1.5M 34k 44.87
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.9 $1.3M 26k 51.88
Vanguard Wellington Us Multifactor (VFMF) 0.9 $1.3M 9.9k 130.58
Schwab Strategic Tr Fundamental Us S (FNDA) 0.8 $1.2M 39k 29.70
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.8 $1.1M 23k 49.74
Microsoft Corporation (MSFT) 0.7 $1.1M 2.5k 421.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.0M 2.3k 453.28
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $937k 38k 24.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $889k 3.1k 289.81
NVIDIA Corporation (NVDA) 0.5 $809k 6.0k 134.29
Ishares Tr Morningstar Grwt (ILCG) 0.5 $784k 8.8k 89.60
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.5 $754k 18k 41.17
Ishares Tr Morningstar Valu (ILCV) 0.5 $717k 8.9k 80.98
Ishares Gold Tr Shares Represent (IAUM) 0.5 $705k 27k 26.17
Deere & Company (DE) 0.5 $678k 1.6k 423.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $555k 16k 34.13
Meta Platforms Cl A (META) 0.3 $431k 736.00 585.51
Nextera Energy Put Option (Principal) (NEE) 0.3 $415k 5.8k 71.69
Ishares Tr High Yld Systm B (HYDB) 0.3 $380k 8.1k 47.01
Vanguard Index Fds Small Cp Etf (VB) 0.2 $353k 1.5k 240.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $352k 7.4k 47.82
Archer Daniels Midland Company (ADM) 0.2 $332k 6.6k 50.52
Rockwell Automation (ROK) 0.2 $319k 1.1k 285.79
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $314k 7.8k 40.34
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $313k 3.0k 103.30
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $306k 3.2k 96.90
Amazon (AMZN) 0.2 $303k 1.4k 219.39
Vanguard Index Fds Value Etf (VTV) 0.2 $294k 1.7k 169.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $288k 3.6k 80.27
Coca-Cola Company (KO) 0.2 $285k 4.6k 62.26
Ishares Tr Core S&p500 Etf (IVV) 0.2 $266k 451.00 588.68
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $241k 4.9k 49.55
Alphabet Cap Stk Cl A (GOOGL) 0.2 $237k 1.3k 189.30
Wells Fargo & Company (WFC) 0.2 $234k 3.3k 70.24
Costco Wholesale Corporation (COST) 0.2 $229k 250.00 916.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $227k 444.00 511.23
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $219k 7.3k 29.86
Alliant Energy Corporation (LNT) 0.1 $217k 3.7k 59.14
Tpi Composites (TPICQ) 0.0 $38k 20k 1.89