CP

Cedar Point Capital Partners, LLC

13F
Cedar Point Capital Partners, LLC
Last update 2025-05-15 62 Stocks (0 new)
Value $149.00 Mil Turnover 2 %
Countries:
Top Holdings: JCPB(7.60%)FNDX(6.99%)MGK(6.63%)DFUS(6.40%)VFQY(6.24%)
Summary Stock Picks Current Portfolio
Cedar Point Capital Partners, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JCPB
JPMorgan Core Plus Bond ETF
240,786
11,326.6
+1.09%
7.600
+0.08%
0.180
+1.75%
+3.57%
6,935.9
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
440,841
10,408.3
+1.51%
6.990
+0.10%
0.060
+12.95%
+5.45%
18,753.1
 
MGK
Vanguard Mega Cap Growth ETF
31,995
9,882.5
+1.38%
6.630
+0.09%
0.050
+28.20%
+9.31%
26,048.7
 
DFUS
Dimensional U.S. Equity Market ETF
157,500
9,525.6
+1.45%
6.400
+0.09%
0.070
+20.05%
+7.40%
15,782.0
 
VFQY
Vanguard U.S. Quality Factor ETF
69,573
9,298.7
+1.95%
6.240
+0.12%
2.530
+15.94%
+3.55%
385.1
 
DFIV
Dimensional International Value ETF
206,805
8,139.8
+0.08%
5.460
0%
0.080
+12.55%
+22.98%
12,179.3
 
FLDR
Fidelity Low Duration Bond Factor ETF
Fidelity Low Duration Bond Factor ETF
150,916
7,563.9
+0.22%
5.080
+0.01%
0.920
+1.60%
+2.79%
942.4
 
EFG
iShares MSCI EAFE Growth ETF
74,805
7,480.5
+1.39%
5.020
+0.07%
0.060
+11.96%
+14.73%
12,936.8
 
DFAS
Dimensional U.S. Small Cap ETF
118,607
7,086.8
+2.45%
4.760
+0.11%
0.080
+17.53%
+0.75%
10,531.1
 
GLDM
SPDR Gold MiniShares Trust
103,740
6,420.5
-1.43%
4.310
-0.05%
0.050
+0.81%
+27.54%
16,037.6
 

Cedar Point Capital Partners, LLC's Historical Top Holdings Breakdowns

Cedar Point Capital Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VFQY
Vanguard U.S. Quality Factor ETF
2025-03-31
Add
Add
+0.12%
●
131.8 ($141.57) 147.86
$144.96
2.39%
Add 1.95%
69,573
1,332
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.11%
●
58.81 ($64.31) 68.2
$65.25
1.46%
Add 2.45%
118,607
2,840
IAUM
iShares Gold Trust Micro
2025-03-31
Add
Add
+0.11%
●
26.29 ($28.6) 31.17
$33.39
16.75%
Add 19.34%
32,169
5,213
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-03-31
Add
Add
+0.10%
●
23.03 ($24.17) 25.01
$24.75
2.40%
Add 1.51%
440,841
6,573
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+0.09%
●
59.61 ($63.9) 66.74
$68.13
6.62%
Add 1.45%
157,500
2,253
MGK
Vanguard Mega Cap Growth ETF
2025-03-31
Add
Add
+0.09%
●
307.43 ($337.36) 357.48
$374.60
11.04%
Add 1.38%
31,995
437
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+0.08%
●
45.56 ($46.5) 47.23
$46.55
0.11%
Add 1.09%
240,786
2,599
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Add
Add
+0.07%
●
96.1 ($101.94) 106.32
$110.01
7.92%
Add 1.39%
74,805
1,028
SMMU
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+0.06%
●
49.75 ($50.01) 50.27
$50.16
0.30%
Add 2.81%
66,802
1,823
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.06%
●
42.5 ($45.01) 46.71
$50.49
12.18%
Add 1.44%
137,560
1,958

Cedar Point Capital Partners, LLC Total Holding History ($B)

To

Cedar Point Capital Partners, LLC's Asset Allocation

To

Cedar Point Capital Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cedar Point Capital Partners, LLC's Hypothetical Growth since 2025-03-31

Cedar Point Capital Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cedar Point Capital Partners, LLC's Holdings Heat Map

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Cedar Point Capital Partners, LLC's Holdings Bubble Chart

Cedar Point Capital Partners, LLC News

  • 1

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