Cedar Point Capital Partners, LLC 13F Holdings
CIK 0001954337 · Cedar Rapids, IA
As of Sep 30, 2025, Cedar Point Capital Partners, LLC reported 66 positions worth
CIK 0001954337 · Cedar Rapids, IA
As of Sep 30, 2025, Cedar Point Capital Partners, LLC reported 66 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD WORLD FUND | MGK | — | 30,387 | 2.2M | 8.02% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 423,791 | 1.1M | 7.31% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 150,534 | 0.9M | 7.15% |
| VANGUARD WELLINGTON FD | — | — | 68,961 | 0.4M | 6.82% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 197,000 | $9.4M | 6.14% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 120,178 | $8.2M | 5.39% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 176,867 | $8.2M | 5.35% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 125,687 | $6.8M | 4.46% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 81,014 | $6.2M | 4.06% |
| FIDELITY MERRIMACK STR TR | FLDR | — | 120,241 | $6.0M | 3.96% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | — | 45,060 | $4.0M | 2.63% |
| FIDELITY VALUE FACTOR ETF | FVAL | — | 57,566 | $4.0M | 2.60% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 27,197 | $3.5M | 2.32% |
| PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | SMMU | — | 63,063 | $3.2M | 2.09% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 61,423 | $3.1M | 2.03% |
| PRINCIPAL EXCHANGE TRADED FD | — | — | 156,683 | $3.0M | 2.00% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 37,535 | $3.0M | 1.97% |
| HARTFORD FDS EXCHANGE TRADED | HMOP | — | 63,484 | $2.5M | 1.62% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 46,689 | $2.4M | 1.60% |
| INVESCO RAFI DEVELOPED MARKETS EX-US ETF | PXF | — | 36,690 | $2.2M | 1.47% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 24,260 | $2.2M | 1.42% |
| VANGUARD US MULTIFACTOR ETF | VFMF | — | 12,059 | .7M | 1.14% |
| JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | JPEM | — | 29,346 | .7M | 1.14% |
| APPLE INC | AAPL | Technology | 6,650 | .7M | 1.11% |
| ISHARES GOLD TRUST MICRO | IAUM | — | 38,650 | .5M | 0.98% |