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
-0.16%
+2.22%
6,449.0
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
440,841
10,408.3
+1.51%
6.990
+0.10%
0.060
+0.99%
+1.72%
18,039.0
 
MGK 		Vanguard Mega Cap Growth ETF
31,995
9,882.5
+1.38%
6.630
+0.09%
0.050
+9.01%
+2.65%
23,628.2
 
DFUS 		Dimensional U.S. Equity Market ETF
157,500
9,525.6
+1.45%
6.400
+0.09%
0.070
+5.14%
+2.22%
14,788.5
 
VFQY 		Vanguard U.S. Quality Factor ETF
69,573
9,298.7
+1.95%
6.240
+0.12%
2.530
+2.67%
+0.57%
372.2
 
DFIV 		Dimensional International Value ETF
206,805
8,139.8
+0.08%
5.460
0%
0.080
+7.96%
+20.80%
11,762.1
 
FLDR 		Fidelity Low Duration Bond Factor ETF
150,916
7,563.9
+0.22%
5.080
+0.01%
0.920
+0.87%
+2.09%
817.5
 
EFG 		iShares MSCI EAFE Growth ETF
74,805
7,480.5
+1.39%
5.020
+0.07%
0.060
+6.52%
+14.89%
13,217.0
 
DFAS 		Dimensional U.S. Small Cap ETF
118,607
7,086.8
+2.45%
4.760
+0.11%
0.080
+2.74%
-3.57%
9,980.7
 
GLDM 		SPDR Gold MiniShares Trust
103,740
6,420.5
-1.43%
4.310
-0.05%
0.050
+13.83%
+26.16%
15,017.6
 

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 ETF2025-03-31Add
+0.12%
●
131.8 ($141.57) 147.86
$141.24
-0.23%
Add 1.95%
69,573
1,332
DFAS 		Dimensional U.S. Small Cap ETF2025-03-31Add
+0.11%
●
58.81 ($64.31) 68.2
$62.62
-2.63%
Add 2.45%
118,607
2,840
IAUM 		iShares Gold Trust Micro2025-03-31Add
+0.11%
●
26.29 ($28.6) 31.17
$33.02
15.45%
Add 19.34%
32,169
5,213
FNDX 		Schwab Fundamental U.S. Large Company ETF2025-03-31Add
+0.10%
●
23.03 ($24.17) 25.01
$23.98
-0.79%
Add 1.51%
440,841
6,573
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Add
+0.09%
●
59.61 ($63.9) 66.74
$65.02
1.75%
Add 1.45%
157,500
2,253
MGK 		Vanguard Mega Cap Growth ETF2025-03-31Add
+0.09%
●
307.43 ($337.36) 357.48
$352.15
4.38%
Add 1.38%
31,995
437
JCPB 		JPMorgan Core Plus Bond ETF2025-03-31Add
+0.08%
●
45.56 ($46.5) 47.23
$46.13
-0.80%
Add 1.09%
240,786
2,599
EFG 		iShares MSCI EAFE Growth ETF2025-03-31Add
+0.07%
●
96.1 ($101.94) 106.32
$111.25
9.13%
Add 1.39%
74,805
1,028
SMMU 		PIMCO Short Term Municipal Bond Active Exchange-Traded Fund2025-03-31Add
+0.06%
●
49.75 ($50.01) 50.27
$49.93
-0.16%
Add 2.81%
66,802
1,823
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Add
+0.06%
●
42.5 ($45.01) 46.71
$48.24
7.18%
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

Size field:

Cedar Point Capital Partners, LLC's Holdings Bubble Chart

Cedar Point Capital Partners, LLC News

  • 1

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