Cedar Point Capital Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 22, 2024), Cedar Point Capital Partners, LLC reported 54 stock positions worth $131.7 million. Its top holding was Vngrd Mrgstr MG CP GR ETF-Ui (MGK) at 7.7% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 7.7%) and Vanguard U.S. Quality Factor (VFQY, 7.4%). Compared with Q4 2023, it opened 4 new positions, added to 37 and reduced 8. The biggest buy was a new position in Nextera Energy (NEE) and the biggest sale JPM Diversified Ret Em Equit (JPEM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Cedar Rapids, IA
- CIK
- 0001954337
- Portfolio Value
- $131.7M (Q1 2024)
- SEC Filing
- 0001172661-24-002541 ↗ filed May 22, 2024
Holdings Value
Holdings 54 stocks · $131.7M
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 7.74% | 35,578 | $10.2M | Add +1.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 7.65% | 149,574 | $10.1M | Add +2.1% |
| VFQY Vanguard U.S. Quality Factor | 7.42% | 71,379 | $9.8M | Add +1.5% |
| DFUS Dimensional US Eq MKT ETF | 7.27% | 168,004 | $9.6M | Add +1.6% |
| JCPB JPMorgan Core Plus Bond ETF | 6.23% | 175,942 | $8.2M | Add +3.4% |
| DFAS Dimensional US Small Cap ETF | 5.68% | 120,014 | $7.5M | Add +2.0% |
| EFG iShares MSCI Eafe Growth ETF | 5.62% | 71,351 | $7.4M | Add +2.1% |
| DFIV Dimensional International Va | 5.54% | 198,691 | $7.3M | Add +2.7% |
| VWO Vanguard Ftse Emerging Marke | 4.34% | 136,869 | $5.7M | Add +2.5% |
| YLD Principal Act Hi YLD ETF | 3.71% | 255,321 | $4.9M | Add +2.2% |
| FLDR Fidelity Low Durat Fact ETF | 3.65% | 96,109 | $4.8M | Add +2.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.60% | 61,329 | $4.7M | Add +3.4% |
| JMUB JPMorgan Municipal ETF | 2.43% | 63,111 | $3.2M | Add +6.6% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 2.36% | 62,267 | $3.1M | Add +6.9% |
| ONEQ Fidelity Nasdaq Comp Indx | 2.14% | 43,844 | $2.8M | Add +4.7% |
| FVAL Fidelity Value Factor ETF | 2.14% | 49,300 | $2.8M | Add +4.1% |
| MUB iShares National Muni Bond E | 2.06% | 25,159 | $2.7M | Add +4.1% |
| GSLC Goldman Activebeta US LC ETF | 1.92% | 24,416 | $2.5M | Add +7.0% |
| MUNI PIMCO Intermediate Municipal | 1.69% | 42,531 | $2.2M | Add +8.1% |
| VIGI Vanguard Int Div App Indx FD | 1.20% | 19,393 | $1.6M | Add +5.3% |
| PXF Invesco Rafi Developed Marke | 1.09% | 29,045 | $1.4M | Add +6.3% |
| FBND Fidelity Total Bond ETF | 1.08% | 31,365 | $1.4M | Add +5.6% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.99% | 24,284 | $1.3M | Reduce -0.1% |
| VFMF Vanguard US Multifactor ETF | 0.94% | 9,712 | $1.2M | Add +6.9% |
| AAPL Apple Inc. | 0.89% | 6,867 | $1.2M | Add +1.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.79% | 18,283 | $1.0M | Add +4.2% |
| MSFT Microsoft Corp. | 0.75% | 2,340 | $984K | Reduce -0.6% |
| FLMI Franklin Dynamic Municipal B | 0.70% | 37,556 | $921K | Add +8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 2,150 | $904K | Add +4.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.65% | 17,484 | $861K | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.65% | 3,280 | $852K | Add +4.5% |
| ILCG iShares Morningstar Growth E | 0.58% | 10,049 | $759K | Add +4.3% |
| ILCV iShares Morningstar Value Et | 0.54% | 9,339 | $718K | Add +6.1% |
| DE Deere & Co. | 0.51% | 1,626 | $668K | Reduce -2.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.43% | 15,705 | $563K | Add +11.5% |
| FSMD Fidelity Small-Mid Multifact | 0.42% | 14,157 | $550K | Add +8.6% |
| HYDB iShares High Yield Systemati | 0.39% | 10,986 | $513K | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.34% | 492 | $445K | Add +6.0% |
| ROK Rockwell Automation Inc. | 0.33% | 1,481 | $431K | No change |
| ADM Archer-Daniels-Midland Co. | 0.31% | 6,571 | $413K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 1,644 | $376K | Reduce -7.1% |
| META Meta Platforms Inc. Class A | 0.25% | 681 | $331K | Add +11.6% |
| NEE Nextera Energy Inc. | 0.24% | 4,943 | $316K | New |
| KO The Coca-Cola Co. | 0.22% | 4,633 | $283K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 1,717 | $280K | Add +6.8% |
| IVV iShares Core S&P 500 ETF | 0.18% | 451 | $237K | Add +7.1% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.17% | 3,969 | $225K | Reduce -1.2% |
| AMZN Amazon.com Inc. | 0.17% | 1,243 | $224K | New |
| IJH iShares Core S&P Midcap ETF | 0.17% | 3,665 | $223K | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 2,942 | $218K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 474 | $210K | New |
| WFC Wells Fargo & Co. | 0.16% | 3,564 | $207K | New |
| VEA Vanguard Ftse Developed ETF | 0.15% | 4,043 | $203K | Reduce -4.1% |
| TPICQ Tpi Composites Inc. | 0.02% | 10,000 | $29K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| JPEM JPM Diversified Ret Em Equit | Reduce -0.1% | 0.99% | −0.07 |
| DE Deere & Co. | Reduce -2.3% | 0.51% | −0.04 |
| HYDB iShares High Yield Systemati | Reduce -0.7% | 0.39% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.1% | 0.29% | −0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -1.2% | 0.17% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.1% | 0.15% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 0.17% | −0.00 |
| MSFT Microsoft Corp. | Reduce -0.6% | 0.75% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| NEE Nextera Energy Inc. | New | 0.24% | +0.24 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +1.3% | 7.74% | +0.19 |
| DFUS Dimensional US Eq MKT ETF | Add +1.6% | 7.27% | +0.17 |
| AMZN Amazon.com Inc. | New | 0.17% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.16% | +0.16 |
| WFC Wells Fargo & Co. | New | 0.16% | +0.16 |
| GSLC Goldman Activebeta US LC ETF | Add +7.0% | 1.92% | +0.15 |
| NVDA Nvidia Corp. | Add +6.0% | 0.34% | +0.15 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.1% | 7.65% | +0.14 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +4.7% | 2.14% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.8% | 0.69% | +0.08 |
| META Meta Platforms Inc. Class A | Add +11.6% | 0.25% | +0.07 |
| VFMF Vanguard US Multifactor ETF | Add +6.9% | 0.94% | +0.07 |
| FVAL Fidelity Value Factor ETF | Add +4.1% | 2.14% | +0.06 |
| VFQY Vanguard U.S. Quality Factor | Add +1.5% | 7.42% | +0.06 |
| DFIV Dimensional International Va | Add +2.7% | 5.54% | +0.04 |
| ILCG iShares Morningstar Growth E | Add +4.3% | 0.58% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +11.5% | 0.43% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.5% | 0.65% | +0.03 |
| ILCV iShares Morningstar Value Et | Add +6.1% | 0.54% | +0.03 |
| FSMD Fidelity Small-Mid Multifact | Add +8.6% | 0.42% | +0.03 |
| PXF Invesco Rafi Developed Marke | Add +6.3% | 1.09% | +0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +2.1% | 5.62% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +7.1% | 0.18% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.8% | 0.21% | +0.01 |
| FLMI Franklin Dynamic Municipal B | Add +8.8% | 0.70% | +0.01 |
| VIGI Vanguard Int Div App Indx FD | Add +5.3% | 1.20% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +4.2% | 0.79% | −0.01 |
| MUNI PIMCO Intermediate Municipal | Add +8.1% | 1.69% | −0.02 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +0.9% | 0.65% | −0.05 |
| FBND Fidelity Total Bond ETF | Add +5.6% | 1.08% | −0.05 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +6.9% | 2.36% | −0.05 |
| JMUB JPMorgan Municipal ETF | Add +6.6% | 2.43% | −0.07 |
| MUB iShares National Muni Bond E | Add +4.1% | 2.06% | −0.11 |
| DFAS Dimensional US Small Cap ETF | Add +2.0% | 5.68% | −0.12 |
| YLD Principal Act Hi YLD ETF | Add +2.2% | 3.71% | −0.18 |
| AAPL Apple Inc. | Add +1.3% | 0.89% | −0.19 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.4% | 3.60% | −0.20 |
| VWO Vanguard Ftse Emerging Marke | Add +2.5% | 4.34% | −0.20 |
| FLDR Fidelity Low Durat Fact ETF | Add +2.9% | 3.65% | −0.21 |
| JCPB JPMorgan Core Plus Bond ETF | Add +3.4% | 6.23% | −0.40 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 76 | $173.7M | FNDX, MGK, DFUS, VO, JCPB |
| Q1 2026 | 71 | $154.0M | FNDX, MGK, VO, DFUS, JCPB |
| Q4 2025 | 69 | $156.6M | MGK, FNDX, DFUS, VFQY, JCPB |
| Q3 2025 | 66 | $152.5M | MGK, FNDX, DFUS, VFQY, JCPB |
| Q2 2025 | 66 | $141.8M | MGK, FNDX, DFUS, VFQY, JCPB |
| Q1 2025 | 62 | $149.0M | JCPB, FNDX, MGK, DFUS, VFQY |
| Q4 2024 | 62 | $147.7M | JCPB, MGK, FNDX, DFUS, VFQY |
| Q3 2024 | 62 | $145.6M | FNDX, MGK, JCPB, VFQY, DFUS |
| Q2 2024 | 54 | $133.6M | MGK, FNDX, DFUS, VFQY, JCPB |
| Q1 2024 | 54 | $131.7M | MGK, FNDX, VFQY, DFUS, JCPB |