Cedar Point Capital Partners

Cedar Point Capital Partners as of March 31, 2025

Portfolio Holdings for Cedar Point Capital Partners

Cedar Point Capital Partners holds 62 positions in its portfolio as reported in the March 2025 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) 7.6 $11M 241k 47.04
Schwab Strategic Tr Fundamental Us L (FNDX) 7.0 $10M 441k 23.61
Vanguard World Mega Grwth Ind (MGK) 6.6 $9.9M 32k 308.88
Dimensional Etf Trust Us Equity Market (DFUS) 6.4 $9.5M 158k 60.48
Vanguard Wellington Us Quality (VFQY) 6.2 $9.3M 70k 133.65
Dimensional Etf Trust Internatnal Val (DFIV) 5.5 $8.1M 207k 39.36
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 5.1 $7.6M 151k 50.12
Ishares Tr Eafe Grwth Etf (EFG) 5.0 $7.5M 75k 100.00
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.8 $7.1M 119k 59.75
World Gold Tr Spdr Gld Minis (GLDM) 4.3 $6.4M 104k 61.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.2 $6.2M 138k 45.26
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $3.8M 49k 78.94
Principal Exchange Traded Active High Yl (YLD) 2.5 $3.7M 197k 19.05
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 2.2 $3.3M 67k 50.02
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.2 $3.3M 65k 50.00
Fidelity Covington Trust Vlu Factor Etf (FVAL) 2.1 $3.2M 53k 59.59
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 2.0 $3.0M 44k 68.06
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.9 $2.8M 26k 110.08
Ishares Tr National Mun Etf (MUB) 1.7 $2.6M 25k 105.44
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.6 $2.4M 46k 51.55
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $1.9M 22k 82.94
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 1.2 $1.8M 34k 51.99
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.0 $1.6M 34k 45.65
Apple (AAPL) 1.0 $1.5M 6.8k 222.13
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.9 $1.4M 26k 52.72
Vanguard Wellington Us Multifactor (VFMF) 0.9 $1.3M 10k 126.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.2M 2.3k 532.58
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.8 $1.1M 23k 50.28
Schwab Strategic Tr Fundamental Us S (FNDA) 0.8 $1.1M 41k 27.39
Ishares Gold Tr Shares Represent (IAUM) 0.7 $1.0M 32k 31.17
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $955k 39k 24.44
Microsoft Corporation (MSFT) 0.6 $907k 2.4k 375.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $822k 3.0k 274.84
Deere & Company (DE) 0.5 $756k 1.6k 469.35
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.5 $750k 19k 39.16
Ishares Tr Morningstar Valu (ILCV) 0.5 $726k 8.9k 81.45
Ishares Tr Morningstar Grwt (ILCG) 0.5 $716k 8.8k 80.99
NVIDIA Corporation (NVDA) 0.4 $665k 6.1k 108.38
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $606k 17k 36.41
Meta Platforms Cl A (META) 0.3 $434k 752.00 576.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $388k 7.6k 50.83
Ishares Tr High Yld Systm B (HYDB) 0.3 $380k 8.1k 47.09
Vanguard Index Fds Small Cp Etf (VB) 0.2 $358k 1.6k 221.75
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $353k 3.6k 98.92
Nextera Energy (NEE) 0.2 $333k 4.7k 70.89
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $333k 8.2k 40.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $330k 4.0k 81.76
Coca-Cola Company (KO) 0.2 $328k 4.6k 71.62
Archer Daniels Midland Company (ADM) 0.2 $316k 6.6k 48.01
Vanguard Index Fds Value Etf (VTV) 0.2 $307k 1.8k 172.74
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $298k 3.2k 92.79
Amazon (AMZN) 0.2 $290k 1.5k 190.26
Rockwell Automation (ROK) 0.2 $289k 1.1k 258.38
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $286k 5.7k 49.73
Ishares Tr Core S&p500 Etf (IVV) 0.2 $253k 451.00 561.90
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $252k 8.4k 30.10
Costco Wholesale Corporation (COST) 0.2 $241k 255.00 945.78
Wells Fargo & Company (WFC) 0.2 $239k 3.3k 71.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $239k 510.00 468.92
Alliant Energy Corporation (LNT) 0.2 $230k 3.6k 64.35
Alphabet Cap Stk Cl A (GOOGL) 0.1 $220k 1.4k 154.64
Tpi Composites (TPICQ) 0.0 $16k 20k 0.81