Cedar Point Capital Partners, LLC
- SEC CIK
- 0001954337
- 最新申報
- 2026/7/27
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/31 申報。只含多頭部位。
- 持股檔數
- 50
- 2023 年第 3 季沒有申報
- 總值
- $1.21 億
- 2023 年第 3 季沒有申報
Cedar Point Capital Partners, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910816 | MEGA GRWTH IND | 35,134 | $911.8 萬 | 7.5% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 146,534 | $907.6 萬 | 7.5% | – | – | – |
| Vanguard Wellington FD921935706 | US QUALITY | 70,352 | $889.7 萬 | 7.4% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 165,375 | $857.1 萬 | 7.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 170,184 | $801.3 萬 | 6.6% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 117,606 | $701.2 萬 | 5.8% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 69,902 | $677.0 萬 | 5.6% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 193,546 | $665.0 萬 | 5.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 133,468 | $548.6 萬 | 4.5% | – | – | – |
| Principal Exchange Traded FD74255Y102 | ACTIVE HIGH YL | 249,749 | $471.0 萬 | 3.9% | – | – | – |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 93,380 | $465.9 萬 | 3.9% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 59,299 | $458.8 萬 | 3.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 59,206 | $301.7 萬 | 2.5% | – | – | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 58,265 | $291.5 萬 | 2.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 24,163 | $262.0 萬 | 2.2% | – | – | – |
| Fidelity Covington Trust316092782 | VLU FACTOR ETF | 47,347 | $250.9 萬 | 2.1% | – | – | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 41,859 | $248.0 萬 | 2.1% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 22,816 | $214.0 萬 | 1.8% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 39,332 | $207.7 萬 | 1.7% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 18,425 | $146.2 萬 | 1.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 29,700 | $136.7 萬 | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 6,781 | $130.6 萬 | 1.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 27,324 | $129.5 萬 | 1.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 24,314 | $127.1 萬 | 1.1% | – | – | – |
| Vanguard Wellington FD921935607 | US MULTIFACTOR | 9,088 | $104.4 萬 | 0.9% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 17,548 | $97.1 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,355 | $88.6 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 17,325 | $85.2 萬 | 0.7% | – | – | – |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 34,519 | $83.7 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,140 | $74.5 萬 | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,052 | $73.2 萬 | 0.6% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,665 | $66.6 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 9,636 | $65.4 萬 | 0.5% | – | – | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 8,799 | $62.1 萬 | 0.5% | – | – | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 11,058 | $51.1 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 14,087 | $47.9 萬 | 0.4% | – | – | – |
| ADMArcher-Daniels-Midland Co | Stock | 6,571 | $47.5 萬 | 0.4% | – | – | 歷史 |
| Fidelity Covington Trust316092527 | SML MID MLTFCT | 13,034 | $47.2 萬 | 0.4% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 1,481 | $46.0 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,769 | $37.7 萬 | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 4,633 | $27.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,608 | $24.0 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 464 | $23.0 萬 | 0.2% | – | – | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 4,019 | $22.3 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 610 | $21.6 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,942 | $20.7 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 737 | $20.4 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,215 | $20.2 萬 | 0.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 421 | $20.1 萬 | 0.2% | – | – | – |
| TPICQTpi Composites, Inc | COM | 10,000 | $4.14 萬 | <0.1% | – | – | 歷史 |