Cedar Point Capital Partners, LLC
72 holdingsFiling period: 2026-03-31Current AUM: $168.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 411.1K | $11.4M | $13.0M | 7.76% | +4.6K | 2026-03-31 |
| 2 | MGK | VANGUARD WORLD FD | 29.1K | $10.7M | $12.5M | 7.46% | +1.3K | 2026-03-31 |
| 3 | VO | VANGUARD INDEX FDS | 36.7K | $10.5M | $11.9M | 7.06% | -- | 2026-03-31 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 147.0K | $10.4M | $12.0M | 7.13% | +4.7K | 2026-03-31 |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | 210.9K | $9.9M | $9.7M | 5.79% | +5.5K | 2026-03-31 |
| 6 | DFAS | DIMENSIONAL ETF TRUST | 116.8K | $8.3M | $9.5M | 5.63% | +1.0K | 2026-03-31 |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 157.1K | $8.3M | $9.0M | 5.35% | -11,660 | 2026-03-31 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 124.4K | $6.7M | $7.3M | 4.34% | +3.6K | 2026-03-31 |
| 9 | XLRE | SELECT SECTOR SPDR TR | 142.0K | $5.8M | $6.4M | 3.80% | -- | 2026-03-31 |
| 10 | GLDM | WORLD GOLD TR | 61.1K | $5.7M | $4.9M | 2.91% | -10,720 | 2026-03-31 |
| 11 | FVAL | FIDELITY COVINGTON TRUST | 63.2K | $4.4M | $5.1M | 3.02% | +3.2K | 2026-03-31 |
| 12 | ONEQ | FIDELITY COMWLTH TR | 51.7K | $4.4M | $5.2M | 3.07% | +3.2K | 2026-03-31 |
| 13 | GSLC | GOLDMAN SACHS ETF TR | 31.3K | $3.9M | $4.5M | 2.66% | +1.8K | 2026-03-31 |
| 14 | SPHY | SPDR SERIES TRUST | 135.9K | $3.2M | $3.2M | 1.88% | -- | 2026-03-31 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | 39.9K | $3.2M | $3.1M | 1.87% | +1.1K | 2026-03-31 |
| 16 | PXF | INVESCO EXCH TRADED FD TR II | 42.2K | $2.9M | $3.2M | 1.93% | +1.6K | 2026-03-31 |
| 17 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 87.3K | $2.6M | $2.9M | 1.74% | +12.0K | 2026-03-31 |
| 18 | CGMU | CAPITAL GRP FIXED INCM ETF T | 91.8K | $2.5M | $2.5M | 1.47% | -- | 2026-03-31 |
| 19 | VFMF | VANGUARD WELLINGTON FD | 15.5K | $2.4M | $2.8M | 1.68% | +1.4K | 2026-03-31 |
| 20 | MUNI | PIMCO ETF TR | 45.8K | $2.4M | $2.4M | 1.41% | +4.1K | 2026-03-31 |
| 21 | IAUM | ISHARES GOLD TR | 50.9K | $2.4M | $2.1M | 1.22% | +3.2K | 2026-03-31 |
| 22 | FNDA | SCHWAB STRATEGIC TR | 60.5K | $2.0M | $2.2M | 1.34% | +4.9K | 2026-03-31 |
| 23 | DFAE | DIMENSIONAL ETF TRUST | 50.7K | $1.7M | $1.9M | 1.13% | -- | 2026-03-31 |
| 24 | AAPL | APPLE INC | 6.7K | $1.7M | $2.1M | 1.22% | -24 | 2026-03-31 |
| 25 | VNQ | VANGUARD INDEX FDS | 15.7K | $1.4M | $1.6M | 0.92% | -- | 2026-03-31 |
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