Cedar Point Capital Partners, LLC
CIK 1954337 · Holdings on Dec 31, 2023 · First reported Jan 31, 2024
Top ten holdings
Q4 2023- MGK7.55%
- FNDX7.51%
- VFQY7.36%
- DFUS7.09%
- JCPB6.63%
- DFAS5.80%
- EFG5.60%
- DFIV5.50%
- VWO4.54%
- YLD3.90%
Share classes counted separately61.48%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $9.12M | 7.55% | 35.13K shares | Prior unavailable — | — | ↗▾ |
| 02 | FNDXSCHWAB FNDMNTL US LRG CO ETFSCHWAB FDT US LG View history and evidence | $9.08M | 7.51% | 146.53K shares | Prior unavailable — | — | ↗▾ |
| 03 | VFQYVANGUARD U.S. QUALITY FACTORUS QUALITY View history and evidence | $8.90M | 7.36% | 70.35K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY ETF View history and evidence | $8.57M | 7.09% | 165.38K shares | Prior unavailable — | — | ↗▾ |
| 05 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $8.01M | 6.63% | 170.18K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $7.01M | 5.80% | 117.61K shares | Prior unavailable — | — | ↗▾ |
| 07 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $6.77M | 5.60% | 69.90K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $6.65M | 5.50% | 193.55K shares | Prior unavailable — | — | ↗▾ |
| 09 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $5.49M | 4.54% | 133.47K shares | Prior unavailable — | — | ↗▾ |
| 10 | YLDPRINCIPAL ACT HI YLD ETFACTIVE HIGH YL View history and evidence | $4.71M | 3.90% | 249.75K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1954337 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 120829528
}Research all 50 reported holdings.
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