The Analysis of Cedar Point Capital Partners, LLC's Holdings
Currently, Cedar Point Capital Partners, LLC holds 69 types of securities in its portfolio with a total value $156.6M. In the most recent quarter, they have increased their positions in CGXU (+75.3K shares, valued at $2.2M), VCIT (+8.4K shares, valued at $701.4K), AGG (+6.0K shares, valued at $594.7K); decreased their positions in MGK (-2.7K shares, valued at $1.1M), GLDM (-9.2K shares, valued at $785.2K), DFUS (-8.2K shares, valued at $610.6K); initiated new positions in CGXU (+75.3K shares, valued at $2.2M), FALN (+13.3K shares, valued at $362.4K), LLY (+240 shares, valued at $257.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MGK VANGUARD WORLD FD27.7K shares-8.76%2025-12-312026-02-11
FNDX SCHWAB STRATEGIC TR406.5K shares-4.09%2025-12-312026-02-11 DFUS DIMENSIONAL ETF TRUST142.3K shares-5.47%2025-12-312026-02-11 VFQY VANGUARD WELLINGTON FD67.1K shares-2.64%2025-12-312026-02-11 JCPB J P MORGAN EXCHANGE TRADED F205.4K shares4.24%2025-12-312026-02-11 DFIV DIMENSIONAL ETF TRUST168.8K shares-4.59%2025-12-312026-02-11 DFAS DIMENSIONAL ETF TRUST115.8K shares-3.67%2025-12-312026-02-11 VWO VANGUARD INTL EQUITY INDEX F120.8K shares-3.93%2025-12-312026-02-11 FLDR FIDELITY MERRIMACK STR TR126.3K shares5.06%2025-12-312026-02-11 GLDM WORLD GOLD TR71.8K shares-11.35%2025-12-312026-02-11 ONEQ FIDELITY COMWLTH TR48.5K shares7.56%2025-12-312026-02-11 FVAL FIDELITY COVINGTON TRUST60.1K shares4.32%2025-12-312026-02-11 GSLC GOLDMAN SACHS ETF TR29.6K shares8.72%2025-12-312026-02-11 VCSH VANGUARD SCOTTSDALE FDS38.8K shares3.43%2025-12-312026-02-11 YLD PRINCIPAL EXCHANGE TRADED FD161.1K shares2.82%2025-12-312026-02-11 SMMU PIMCO ETF TR56.4K shares-10.59%2025-12-312026-02-11 JMUB J P MORGAN EXCHANGE TRADED F55.5K shares-9.62%2025-12-312026-02-11 CGXU CAPITAL GROUP INTL FOCUS EQT75.3K sharesnew addition2025-12-312026-02-11 MUNI PIMCO ETF TR41.7K shares-10.61%2025-12-312026-02-11 VFMF VANGUARD WELLINGTON FD14.1K shares17.06%2025-12-312026-02-11 HMOP HARTFORD FDS EXCHANGE TRADED54.2K shares-14.65%2025-12-312026-02-11 IAUM ISHARES GOLD TR47.7K shares23.42%2025-12-312026-02-11 JPEM J P MORGAN EXCHANGE TRADED F32.5K shares10.68%2025-12-312026-02-11 AAPL APPLE INC6.7K shares0.50%2025-12-312026-02-11 FNDA SCHWAB STRATEGIC TR55.6K shares20.77%2025-12-312026-02-11 FLSP FRANKLIN TEMPLETON ETF TR63.6K shares19.01%2025-12-312026-02-11 DFAC DIMENSIONAL ETF TRUST32.3K shares0.00%2025-12-312026-02-11 NVDA NVIDIA CORPORATION5.9K shares1.99%2025-12-312026-02-11 MSFT MICROSOFT CORP2.2K shares1.20%2025-12-312026-02-11 VCIT VANGUARD SCOTTSDALE FDS12.5K shares201.37%2025-12-312026-02-11 VTI VANGUARD INDEX FDS2.9K shares-1.99%2025-12-312026-02-11 AGG ISHARES TR9.4K shares172.88%2025-12-312026-02-11 FBND FIDELITY MERRIMACK STR TR20.3K shares-3.29%2025-12-312026-02-11 FLMI FRANKLIN TEMPLETON ETF TR36.3K shares-8.07%2025-12-312026-02-11 DE DEERE & CO1.7K shares3.74%2025-12-312026-02-11 ILCG ISHARES TR7.6K shares-11.04%2025-12-312026-02-11 FSMD FIDELITY COVINGTON TRUST17.6K shares-4.37%2025-12-312026-02-11 ILCV ISHARES TR8.0K shares-10.73%2025-12-312026-02-11 SPDW SPDR INDEX SHS FDS14.0K shares-12.49%2025-12-312026-02-11 PULS PGIM ETF TR12.1K shares115.61%2025-12-312026-02-11 SPSB SPDR SERIES TRUST18.3K shares102.17%2025-12-312026-02-11 SLQD ISHARES TR10.8K shares-1.21%2025-12-312026-02-11 META META PLATFORMS INC743 shares-1.33%2025-12-312026-02-11 ALPHABET INC ALPHABET INC1.5K shares2.80%2025-12-312026-02-11 ROK ROCKWELL AUTOMATION INC1.1K shares0.00%2025-12-312026-02-11 VEA VANGUARD TAX-MANAGED FDS6.7K shares1.96%2025-12-312026-02-11 VB VANGUARD INDEX FDS1.5K shares-7.67%2025-12-312026-02-11 ADM ARCHER DANIELS MIDLAND CO6.6K shares0.00%2025-12-312026-02-11 FALN ISHARES TR13.3K sharesnew addition2025-12-312026-02-11 AMZN AMAZON COM INC1.5K shares0.79%2025-12-312026-02-11 VONG VANGUARD SCOTTSDALE FDS2.8K shares3.54%2025-12-312026-02-11 CDW CDW CORP2.4K shares-11.66%2025-12-312026-02-11 VTV VANGUARD INDEX FDS1.7K shares-6.76%2025-12-312026-02-11 KO COCA COLA CO4.5K shares0.00%2025-12-312026-02-11 WFC WELLS FARGO CO NEW3.3K shares-0.60%2025-12-312026-02-11 TSLA TESLA INC664 shares29.69%2025-12-312026-02-11 IVV ISHARES TR407 shares-9.76%2025-12-312026-02-11 NEE NEXTERA ENERGY INC3.4K shares0.15%2025-12-312026-02-11 LLY ELI LILLY & CO240 sharesnew addition2025-12-312026-02-11 COST COSTCO WHSL CORP NEW294 shares14.40%2025-12-312026-02-11 DFAX DIMENSIONAL ETF TRUST7.4K shares0.00%2025-12-312026-02-11 LNT ALLIANT ENERGY CORP3.7K shares3.62%2025-12-312026-02-11 EFG ISHARES TR2.0K sharesnew addition2025-12-312026-02-11 EFA ISHARES TR2.1K shares-21.33%2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available