Sponsored

The Analysis of Cedar Point Capital Partners, LLC's Holdings & P&L

Currently, Cedar Point Capital Partners, LLC holds 71 types of securities in its portfolio with a total value $154.0M. In the most recent quarter, they have increased their positions in VO (+36.7K shares, valued at $10.5M), XLRE (+142.0K shares, valued at $5.8M), SPHY (+135.9K shares, valued at $3.2M); decreased their positions in SMMU (-45.0K shares, valued at $2.3M), JMUB (-44.8K shares, valued at $2.2M), HMOP (-42.6K shares, valued at $1.6M); initiated new positions in VO (+36.7K shares, valued at $10.5M), XLRE (+142.0K shares, valued at $5.8M), SPHY (+135.9K shares, valued at $3.2M).

1M P&L

+4.3M+2.85%

3M P&L

-73.2M-32.24%

HY P&L

-65.2M-29.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A140.0M

94.1%

2Consumer Electronics1.7M

1.1%

3Semiconductors1.1M

0.7%

Top Industries by Stock Count

1N/A49 stocks

74.2%

2Utilities - Regulated Electric2 stocks

3.0%

3Internet Retail1 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDX SCHWAB STRATEGIC TR411.1K shares1.14%2026-03-312026-05-06

MGK VANGUARD WORLD FD29.1K shares4.80%2026-03-312026-05-06

VO VANGUARD INDEX FDS36.7K sharesnew addition2026-03-312026-05-06

DFUS DIMENSIONAL ETF TRUST147.0K shares3.31%2026-03-312026-05-06

JCPB J P MORGAN EXCHANGE TRADED F210.9K shares2.69%2026-03-312026-05-06

DFAS DIMENSIONAL ETF TRUST116.8K shares0.88%2026-03-312026-05-06

DFIV DIMENSIONAL ETF TRUST157.1K shares-6.91%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F124.4K shares2.98%2026-03-312026-05-06

Sponsored

XLRE SELECT SECTOR SPDR TR142.0K sharesnew addition2026-03-312026-05-06

GLDM WORLD GOLD TR61.1K shares-14.93%2026-03-312026-05-06

FVAL FIDELITY COVINGTON TRUST63.2K shares5.26%2026-03-312026-05-06

ONEQ FIDELITY COMWLTH TR51.7K shares6.60%2026-03-312026-05-06

GSLC GOLDMAN SACHS ETF TR31.3K shares5.93%2026-03-312026-05-06

SPHY SPDR SERIES TRUST135.9K sharesnew addition2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE FDS39.9K shares2.89%2026-03-312026-05-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II42.2K shares3.92%2026-03-312026-05-06

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT87.3K shares15.89%2026-03-312026-05-06

CGMU CAPITAL GRP FIXED INCM ETF T91.8K sharesnew addition2026-03-312026-05-06

VFMF VANGUARD WELLINGTON FD15.5K shares9.77%2026-03-312026-05-06

MUNI PIMCO ETF TR45.8K shares9.78%2026-03-312026-05-06

IAUM ISHARES GOLD TR50.9K shares6.72%2026-03-312026-05-06

FNDA SCHWAB STRATEGIC TR60.5K shares8.77%2026-03-312026-05-06

DFAE DIMENSIONAL ETF TRUST50.7K sharesnew addition2026-03-312026-05-06

AAPL APPLE INC6.7K shares-0.36%2026-03-312026-05-06

Sponsored

VNQ VANGUARD INDEX FDS15.7K sharesnew addition2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8K shares11.85%2026-03-312026-05-06

DFAC DIMENSIONAL ETF TRUST32.3K shares0.00%2026-03-312026-05-06

VCIT VANGUARD SCOTTSDALE FDS13.0K shares3.65%2026-03-312026-05-06

NVDA NVIDIA CORPORATION6.1K shares3.58%2026-03-312026-05-06

FLMI FRANKLIN TEMPLETON ETF TR41.5K shares14.11%2026-03-312026-05-06

DE DEERE & CO1.7K shares1.16%2026-03-312026-05-06

AGG ISHARES TR9.7K shares3.70%2026-03-312026-05-06

Sponsored

FBND FIDELITY MERRIMACK STR TR21.1K shares3.79%2026-03-312026-05-06

VTI VANGUARD INDEX FDS2.7K shares-6.17%2026-03-312026-05-06

MSFT MICROSOFT CORP2.2K shares2.51%2026-03-312026-05-06

ILCV ISHARES TR8.1K shares1.21%2026-03-312026-05-06

ILCG ISHARES TR7.8K shares2.62%2026-03-312026-05-06

FSMD FIDELITY COVINGTON TRUST15.0K shares-14.59%2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS14.3K shares2.12%2026-03-312026-05-06

JPEM J P MORGAN EXCHANGE TRADED F10.5K shares-67.70%2026-03-312026-05-06

Sponsored

PULS PGIM ETF TR12.4K shares2.75%2026-03-312026-05-06

SLQD ISHARES TR11.6K shares7.04%2026-03-312026-05-06

SMMU PIMCO ETF TR11.4K shares-79.75%2026-03-312026-05-06

SPSB SPDR SERIES TRUST19.1K shares4.32%2026-03-312026-05-06

JMUB J P MORGAN EXCHANGE TRADED F10.7K shares-80.74%2026-03-312026-05-06

ADM ARCHER DANIELS MIDLAND CO6.6K shares0.00%2026-03-312026-05-06

FLSP FRANKLIN TEMPLETON ETF TR16.9K shares-73.43%2026-03-312026-05-06

ALPHABET INC ALPHABET INC1.6K shares5.84%2026-03-312026-05-06

Sponsored

HMOP HARTFORD FDS EXCHANGE TRADED11.6K shares-78.57%2026-03-312026-05-06

META META PLATFORMS INC763 shares2.69%2026-03-312026-05-06

ROK ROCKWELL AUTOMATION INC1.1K shares0.00%2026-03-312026-05-06

VB VANGUARD INDEX FDS1.5K shares-1.23%2026-03-312026-05-06

FALN ISHARES TR14.0K shares5.27%2026-03-312026-05-06

VTV VANGUARD INDEX FDS1.9K shares10.64%2026-03-312026-05-06

AMZN AMAZON COM INC1.6K shares7.10%2026-03-312026-05-06

KO COCA COLA CO4.5K shares0.00%2026-03-312026-05-06

Sponsored

EFG ISHARES TR2.9K shares42.54%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION295 shares0.34%2026-03-312026-05-06

NEE NEXTERA ENERGY INC3.2K shares-8.28%2026-03-312026-05-06

CDW CDW CORP2.4K shares0.00%2026-03-312026-05-06

TSLA TESLA INC719 shares8.28%2026-03-312026-05-06

IVV ISHARES TR407 shares0.00%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS4.1K shares-38.00%2026-03-312026-05-06

WFC WELLS FARGO & CO3.3K shares0.00%2026-03-312026-05-06

Sponsored

LLY ELI LILLY & CO275 shares14.58%2026-03-312026-05-06

LNT ALLIANT ENERGY CORP3.5K shares-5.38%2026-03-312026-05-06

DFAX DIMENSIONAL ETF TRUST7.4K shares0.00%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS405 shares0.00%2026-03-312026-05-06

SPYM SPDR SERIES TRUST3.0K sharesnew addition2026-03-312026-05-06

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR385 shares-3.75%2026-03-312026-05-06

FNDX

SCHWAB STRATEGIC TR

1.14%

Shares411.1K

Event2026-03-31

Filed2026-05-06

MGK

VANGUARD WORLD FD

4.80%

Shares29.1K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

New

Shares36.7K

Event2026-03-31

Filed2026-05-06

DFUS

DIMENSIONAL ETF TRUST

3.31%

Shares147.0K

Event2026-03-31

Filed2026-05-06

JCPB

J P MORGAN EXCHANGE TRADED F

2.69%

Shares210.9K

Event2026-03-31

Filed2026-05-06

DFAS

DIMENSIONAL ETF TRUST

0.88%

Shares116.8K

Event2026-03-31

Filed2026-05-06

DFIV

DIMENSIONAL ETF TRUST

-6.91%

Shares157.1K

Event2026-03-31

Filed2026-05-06

VWO

VANGUARD INTL EQUITY INDEX F

2.98%

Shares124.4K

Event2026-03-31

Filed2026-05-06

XLRE

SELECT SECTOR SPDR TR

New

Shares142.0K

Event2026-03-31

Filed2026-05-06

GLDM

WORLD GOLD TR

-14.93%

Shares61.1K

Event2026-03-31

Filed2026-05-06

FVAL

FIDELITY COVINGTON TRUST

5.26%

Shares63.2K

Event2026-03-31

Filed2026-05-06

ONEQ

FIDELITY COMWLTH TR

6.60%

Shares51.7K

Event2026-03-31

Filed2026-05-06

GSLC

GOLDMAN SACHS ETF TR

5.93%

Shares31.3K

Event2026-03-31

Filed2026-05-06

SPHY

SPDR SERIES TRUST

New

Shares135.9K

Event2026-03-31

Filed2026-05-06

VCSH

VANGUARD SCOTTSDALE FDS

2.89%

Shares39.9K

Event2026-03-31

Filed2026-05-06

INVESCO EXCH TRADED FD TR II

3.92%

Shares42.2K

Event2026-03-31

Filed2026-05-06

CGXU

CAPITAL GROUP INTL FOCUS EQT

15.89%

Shares87.3K

Event2026-03-31

Filed2026-05-06

CGMU

CAPITAL GRP FIXED INCM ETF T

New

Shares91.8K

Event2026-03-31

Filed2026-05-06

VFMF

VANGUARD WELLINGTON FD

9.77%

Shares15.5K

Event2026-03-31

Filed2026-05-06

MUNI

PIMCO ETF TR

9.78%

Shares45.8K

Event2026-03-31

Filed2026-05-06

IAUM

ISHARES GOLD TR

6.72%

Shares50.9K

Event2026-03-31

Filed2026-05-06

FNDA

SCHWAB STRATEGIC TR

8.77%

Shares60.5K

Event2026-03-31

Filed2026-05-06

DFAE

DIMENSIONAL ETF TRUST

New

Shares50.7K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

-0.36%

Shares6.7K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

New

Shares15.7K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

11.85%

Shares2.8K

Event2026-03-31

Filed2026-05-06

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares32.3K

Event2026-03-31

Filed2026-05-06

VCIT

VANGUARD SCOTTSDALE FDS

3.65%

Shares13.0K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

3.58%

Shares6.1K

Event2026-03-31

Filed2026-05-06

FLMI

FRANKLIN TEMPLETON ETF TR

14.11%

Shares41.5K

Event2026-03-31

Filed2026-05-06

DEERE & CO

1.16%

Shares1.7K

Event2026-03-31

Filed2026-05-06

AGG

ISHARES TR

3.70%

Shares9.7K

Event2026-03-31

Filed2026-05-06

FBND

FIDELITY MERRIMACK STR TR

3.79%

Shares21.1K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

-6.17%

Shares2.7K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

2.51%

Shares2.2K

Event2026-03-31

Filed2026-05-06

ILCV

ISHARES TR

1.21%

Shares8.1K

Event2026-03-31

Filed2026-05-06

ILCG

ISHARES TR

2.62%

Shares7.8K

Event2026-03-31

Filed2026-05-06

FSMD

FIDELITY COVINGTON TRUST

-14.59%

Shares15.0K

Event2026-03-31

Filed2026-05-06

SPDW

SPDR INDEX SHS FDS

2.12%

Shares14.3K

Event2026-03-31

Filed2026-05-06

JPEM

J P MORGAN EXCHANGE TRADED F

-67.70%

Shares10.5K

Event2026-03-31

Filed2026-05-06

PULS

PGIM ETF TR

2.75%

Shares12.4K

Event2026-03-31

Filed2026-05-06

SLQD

ISHARES TR

7.04%

Shares11.6K

Event2026-03-31

Filed2026-05-06

SMMU

PIMCO ETF TR

-79.75%

Shares11.4K

Event2026-03-31

Filed2026-05-06

SPSB

SPDR SERIES TRUST

4.32%

Shares19.1K

Event2026-03-31

Filed2026-05-06

JMUB

J P MORGAN EXCHANGE TRADED F

-80.74%

Shares10.7K

Event2026-03-31

Filed2026-05-06

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-06

FLSP

FRANKLIN TEMPLETON ETF TR

-73.43%

Shares16.9K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

5.84%

Shares1.6K

Event2026-03-31

Filed2026-05-06

HMOP

HARTFORD FDS EXCHANGE TRADED

-78.57%

Shares11.6K

Event2026-03-31

Filed2026-05-06