Cedar Point Capital Partners

Cedar Point Capital Partners as of June 30, 2025

Portfolio Holdings for Cedar Point Capital Partners

Cedar Point Capital Partners holds 66 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 7.9 $11M 31k 366.17
Schwab Strategic Tr Fundamental Us L (FNDX) 7.2 $10M 418k 24.54
Dimensional Etf Trust Us Equity Market (DFUS) 7.1 $10M 150k 67.02
Vanguard Wellington Us Quality (VFQY) 6.9 $9.8M 68k 143.72
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 6.4 $9.1M 194k 47.06
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.3 $7.6M 119k 63.71
Dimensional Etf Trust Internatnal Val (DFIV) 5.3 $7.5M 175k 42.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.4 $6.2M 125k 49.46
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 4.1 $5.9M 117k 50.07
World Gold Tr Spdr Gld Minis (GLDM) 3.7 $5.3M 80k 65.52
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 2.6 $3.6M 46k 80.10
Fidelity Covington Trust Vlu Factor Etf (FVAL) 2.5 $3.6M 56k 63.87
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.3 $3.2M 27k 121.38
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 2.2 $3.1M 62k 50.17
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.1 $3.0M 61k 49.64
Principal Exchange Traded Active High Yl (YLD) 2.1 $3.0M 155k 19.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $2.9M 37k 79.50
Ishares Tr National Mun Etf (MUB) 1.8 $2.5M 24k 104.48
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.6 $2.3M 44k 51.36
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.5 $2.1M 23k 90.12
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 1.5 $2.1M 36k 57.42
Vanguard Wellington Us Multifactor (VFMF) 1.1 $1.6M 12k 134.50
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 1.1 $1.6M 28k 56.41
Apple (AAPL) 1.0 $1.4M 6.8k 205.17
Schwab Strategic Tr Fundamental Us S (FNDA) 0.9 $1.2M 44k 28.65
Ishares Gold Tr Shares Represent (IAUM) 0.8 $1.2M 36k 32.99
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP) 0.8 $1.2M 49k 24.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.2M 2.4k 485.77
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $1.2M 32k 35.84
Microsoft Corporation (MSFT) 0.8 $1.1M 2.2k 497.41
NVIDIA Corporation (NVDA) 0.7 $971k 6.1k 157.99
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $948k 21k 45.75
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $916k 38k 24.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $903k 3.0k 303.93
Deere & Company (DE) 0.6 $842k 1.7k 508.49
Ishares Tr Morningstar Grwt (ILCG) 0.6 $828k 8.5k 96.90
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.5 $742k 18k 41.47
Ishares Tr Morningstar Valu (ILCV) 0.5 $732k 8.8k 83.39
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $624k 15k 40.49
Meta Platforms Cl A (META) 0.4 $559k 757.00 738.14
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.4 $551k 11k 50.59
Cdw (CDW) 0.3 $482k 2.7k 178.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $392k 6.9k 57.01
Vanguard Index Fds Small Cp Etf (VB) 0.3 $380k 1.6k 236.98
Rockwell Automation (ROK) 0.3 $377k 1.1k 332.17
Amazon (AMZN) 0.3 $357k 1.6k 219.39
Archer Daniels Midland Company (ADM) 0.2 $347k 6.6k 52.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $333k 4.0k 82.92
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $328k 3.3k 99.20
Coca-Cola Company (KO) 0.2 $323k 4.6k 70.75
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $319k 2.9k 109.20
Vanguard Index Fds Value Etf (VTV) 0.2 $316k 1.8k 176.74
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $296k 7.0k 42.27
Ishares Tr Core S&p500 Etf (IVV) 0.2 $280k 451.00 620.90
Wells Fargo & Company (WFC) 0.2 $269k 3.4k 80.12
Nextera Energy (NEE) 0.2 $268k 3.9k 69.42
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $267k 5.4k 49.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $267k 484.00 551.64
Spdr Series Trust Portfolio Short (SPSB) 0.2 $260k 8.6k 30.19
Alphabet Cap Stk Cl A (GOOGL) 0.2 $257k 1.5k 176.23
Costco Wholesale Corporation (COST) 0.2 $254k 257.00 989.94
Ishares Tr Msci Eafe Etf (EFA) 0.2 $243k 2.7k 89.40
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $218k 7.4k 29.37
Alliant Energy Corporation (LNT) 0.2 $217k 3.6k 60.47
Ishares Msci Emerg Mrkt (EEMV) 0.1 $201k 3.2k 62.80
Tpi Composites (TPICQ) 0.0 $17k 20k 0.86