0001172661-24-002541.txt : 20240522 0001172661-24-002541.hdr.sgml : 20240522 20240522145706 ACCESSION NUMBER: 0001172661-24-002541 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240522 DATE AS OF CHANGE: 20240522 EFFECTIVENESS DATE: 20240522 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cedar Point Capital Partners, LLC CENTRAL INDEX KEY: 0001954337 ORGANIZATION NAME: IRS NUMBER: 873069106 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23569 FILM NUMBER: 24972961 BUSINESS ADDRESS: STREET 1: 329 12TH AVE SE STREET 2: SUITE 106 CITY: CEDAR RAPIDS STATE: IA ZIP: 52401 BUSINESS PHONE: (319) 582-6802 MAIL ADDRESS: STREET 1: 329 12TH AVE SE STREET 2: SUITE 106 CITY: CEDAR RAPIDS STATE: IA ZIP: 52401 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001954337 XXXXXXXX 03-31-2024 03-31-2024 false Cedar Point Capital Partners, LLC

329 12th Ave Se Suite 106 Cedar Rapids IA 52401

13F HOLDINGS REPORT 028-23569 000317532 801-123161 N Bridget Davis 319-582-6804 /s/ Bridget Davis Cedar Rapids IA 05-22-2024 0 54 131728893 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 224213 1243 SH SOLE 0 0 1243 APPLE INC COM 037833100 1177554 6867 SH SOLE 0 0 6867 ARCHER DANIELS MIDLAND CO COM 039483102 412725 6571 SH SOLE 0 0 6571 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 904118 2150 SH SOLE 0 0 2150 COCA COLA CO COM 191216100 283447 4633 SH SOLE 0 0 4633 DEERE & CO COM 244199105 667864 1626 SH SOLE 0 0 1626 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 7301900 198691 SH SOLE 0 0 198691 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 7481666 120014 SH SOLE 0 0 120014 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 9572843 168004 SH SOLE 0 0 168004 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 2823554 43844 SH SOLE 0 0 43844 FIDELITY COVINGTON TRUST SML MID MLTFCT 316092527 550147 14157 SH SOLE 0 0 14157 FIDELITY COVINGTON TRUST VLU FACTOR ETF 316092782 2812565 49300 SH SOLE 0 0 49300 FIDELITY MERRIMACK STR TR LOW DURTIN ETF 316188408 4802587 96109 SH SOLE 0 0 96109 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1421137 31365 SH SOLE 0 0 31365 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 921249 37556 SH SOLE 0 0 37556 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 2534137 24416 SH SOLE 0 0 24416 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 1442085 29045 SH SOLE 0 0 29045 INVESCO QQQ TR UNIT SER 1 46090E103 210461 474 SH SOLE 0 0 474 ISHARES INC MSCI EMERG MRKT 464286533 224606 3969 SH SOLE 0 0 3969 ISHARES TR EAFE GRWTH ETF 464288885 7405513 71351 SH SOLE 0 0 71351 ISHARES TR NATIONAL MUN ETF 464288414 2707109 25159 SH SOLE 0 0 25159 ISHARES TR MORNINGSTAR VALU 464288109 717806 9339 SH SOLE 0 0 9339 ISHARES TR HIGH YLD SYSTM B 46435G250 513253 10986 SH SOLE 0 0 10986 ISHARES TR MORNINGSTAR GRWT 464287119 758515 10049 SH SOLE 0 0 10049 ISHARES TR 0-5YR INVT GR CP 46434V100 860566 17484 SH SOLE 0 0 17484 ISHARES TR CORE S&P500 ETF 464287200 237105 451 SH SOLE 0 0 451 ISHARES TR CORE MSCI EAFE 46432F842 218356 2942 SH SOLE 0 0 2942 ISHARES TR CORE S&P MCP ETF 464287507 222613 3665 SH SOLE 0 0 3665 J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308 1297886 24284 SH SOLE 0 0 24284 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 3202253 63111 SH SOLE 0 0 63111 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 8206826 175942 SH SOLE 0 0 175942 META PLATFORMS INC CL A 30303M102 330680 681 SH SOLE 0 0 681 MICROSOFT CORP COM 594918104 984485 2340 SH SOLE 0 0 2340 NEXTERA ENERGY INC COM 65339F101 315908 4943 SH SOLE 0 0 4943 NVIDIA CORPORATION COM 67066G104 444552 492 SH SOLE 0 0 492 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 3107124 62267 SH SOLE 0 0 62267 PIMCO ETF TR INTER MUN BD ACT 72201R866 2231602 42531 SH SOLE 0 0 42531 PRINCIPAL EXCHANGE TRADED FD ACTIVE HIGH YL 74255Y102 4891948 255321 SH SOLE 0 0 255321 ROCKWELL AUTOMATION INC COM 773903109 431460 1481 SH SOLE 0 0 1481 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1042680 18283 SH SOLE 0 0 18283 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 10079816 149574 SH SOLE 0 0 149574 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 562880 15705 SH SOLE 0 0 15705 TPI COMPOSITES INC COM 87266J104 29100 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS SMALL CP ETF 922908751 375802 1644 SH SOLE 0 0 1644 VANGUARD INDEX FDS VALUE ETF 922908744 279631 1717 SH SOLE 0 0 1717 VANGUARD INDEX FDS TOTAL STK MKT 922908769 852472 3280 SH SOLE 0 0 3280 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5717027 136869 SH SOLE 0 0 136869 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4741349 61329 SH SOLE 0 0 61329 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 202838 4043 SH SOLE 0 0 4043 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 1232342 9712 SH SOLE 0 0 9712 VANGUARD WELLINGTON FD US QUALITY 921935706 9773979 71379 SH SOLE 0 0 71379 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 1581112 19393 SH SOLE 0 0 19393 VANGUARD WORLD FD MEGA GRWTH IND 921910816 10196877 35578 SH SOLE 0 0 35578 WELLS FARGO CO NEW COM 949746101 206570 3564 SH SOLE 0 0 3564