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Cedar Point Capital Partners, LLC

Q4 2024 · 13F-HR

Cedar Point Capital Partners, LLCholdings as filed

Filed 2025-01-17 · accession 0001172661-25-000258

$147.8M
Reported value
63
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$11.0M7.43%238,187CommonNONE
921910816MGKVANGUARD WORLD FD$10.8M7.33%31,558CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$10.3M6.96%434,268CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$9.9M6.70%155,247CommonNONE
921935706VFQYVANGUARD WELLINGTON FD$9.6M6.51%68,241CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$7.5M5.10%115,767CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$7.5M5.09%150,578CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$7.3M4.96%206,633CommonNONE
464288885EFGISHARES TR$7.1M4.83%73,777CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$6.0M4.04%135,602CommonNONE
98149E303GLDMWORLD GOLD TR$5.5M3.70%105,243CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.8M2.56%48,491CommonNONE
74255Y102YLDPRINCIPAL EXCHANGE TRADED FD$3.8M2.55%196,176CommonNONE
315912808ONEQFIDELITY COMWLTH TR$3.3M2.22%43,173CommonNONE
72201R874SMMUPIMCO ETF TR$3.2M2.19%64,979CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$3.2M2.18%52,274CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$3.2M2.16%63,740CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$2.9M1.95%25,017CommonNONE
464288414MUBISHARES TR$2.5M1.72%23,838CommonNONE
72201R866MUNIPIMCO ETF TR$2.3M1.56%44,523CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$1.7M1.17%21,588CommonNONE
037833100AAPLAPPLE INC$1.7M1.15%6,805CommonNONE
46138E743PXFINVESCO EXCH TRADED FD TR II$1.6M1.07%33,131CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$1.5M1.04%34,139CommonNONE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$1.3M0.90%25,534CommonNONE
921935607VFMFVANGUARD WELLINGTON FD$1.3M0.87%9,880CommonNONE
808524763FNDASCHWAB STRATEGIC TR$1.2M0.79%39,360CommonNONE
46434V100SLQDISHARES TR$1.1M0.77%22,741CommonNONE
594918104MSFTMICROSOFT CORP$1.1M0.72%2,523CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.70%2,278CommonNONE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$937,4010.63%38,363CommonNONE
922908769VTIVANGUARD INDEX FDS$888,5580.60%3,066CommonNONE
67066G104NVDANVIDIA CORPORATION$809,2320.55%6,026CommonNONE
464287119ILCGISHARES TR$784,0220.53%8,750CommonNONE
316092527FSMDFIDELITY COVINGTON TRUST$754,3270.51%18,322CommonNONE
464288109ILCVISHARES TR$717,1780.49%8,856CommonNONE
46436F103IAUMISHARES GOLD TR$705,4390.48%26,956CommonNONE
244199105DEDEERE & CO$678,3440.46%1,601CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$554,6060.38%16,250CommonNONE
30303M102METAMETA PLATFORMS INC$430,9360.29%736CommonNONE
46435G250HYDBISHARES TR$379,8550.26%8,080CommonNONE
65339F101NEENEXTERA ENERGY INC$357,8050.24%4,991CommonNONE
922908751VBVANGUARD INDEX FDS$352,9720.24%1,469CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$351,7640.24%7,356CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$331,9670.22%6,571CommonNONE
773903109ROKROCKWELL AUTOMATION INC$318,9420.22%1,116CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$313,8860.21%7,781CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$312,6900.21%3,027CommonNONE
464287226AGGISHARES TR$306,2040.21%3,160CommonNONE
023135106AMZNAMAZON COM INC$302,9780.21%1,381CommonNONE
922908744VTVVANGUARD INDEX FDS$294,4130.20%1,739CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$288,0090.19%3,588CommonNONE
191216100KOCOCA COLA CO$284,7150.19%4,573CommonNONE
464287200IVVISHARES TR$265,4950.18%451CommonNONE
69344A107PULSPGIM ETF TR$240,8130.16%4,860CommonNONE
02079K305GOOGLALPHABET INC$236,8150.16%1,251CommonNONE
949746101WMT2WELLS FARGO CO NEW$234,0400.16%3,332CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$229,0680.16%250CommonNONE
46090E103QQQINVESCO QQQ TR$226,9870.15%444CommonNONE
78464A474SPSBSPDR SER TR$218,6060.15%7,321CommonNONE
018802108LNTALLIANT ENERGY CORP$216,5710.15%3,662CommonNONE
65339F101NEENEXTERA ENERGY INC$57,3520.04%800PUTNONE
87266J104TPICQTPI COMPOSITES INC$37,8000.03%20,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.