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Bridget Davis

@Cedar Point Capital Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$147.762MTotal holdings62
Assets growth rate1.47%Assets growth rate (2-Q avg)5.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cedar Point Capital Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Cedar Point Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 147.762M in assets, with a quarterly growth rate of 1.47% and a 2-quarter average growth rate of 5.21%. The portfolio is managed by Bridget Davis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 15.23%
7.43%
$10.973M
238,187 shares@ $46.08 avg price
MGKVanguard World Fd
Recent Activity
Decreased -1.01%
7.34%
$10.837M
31,558 shares@ $343.41 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 203.56%
6.96%
$10.283M
434,268 shares@ $23.68 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -0.4%
6.7%
$9.897M
155,247 shares@ $63.75 avg price
VFQYVanguard Wellington Fd
Recent Activity
Increased 0.4%
6.51%
$9.614M
68,241 shares@ $140.89 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -2.41%
5.1%
$7.534M
115,767 shares@ $65.09 avg price
FLDRFidelity Merrimack Str Tr
Recent Activity
Increased 5.57%
5.09%
$7.518M
150,578 shares@ $49.94 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 2.57%
4.97%
$7.331M
206,633 shares@ $35.49 avg price
EFGIshares Tr
Recent Activity
Increased 2.91%
4.84%
$7.144M
73,777 shares@ $96.83 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -1.39%
4.05%
$5.972M
135,602 shares@ $44.05 avg price