StockDriftsStockDriftsTop 50 Cedar Point Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 7.44% | 411.1K | $11.4M | +1.14%(+4.62K) | $19.96(+56.66%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 6.93% | 29.1K | $10.7M | +4.80%(+1.33K) | $50.24(+73.18%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 6.85% | 36.7K | $10.5M | new | $72.17(+11.55%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.77% | 147.0K | $10.4M | +3.31%(+4.71K) | $50.29(+62.27%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 6.45% | 210.9K | $9.9M | +2.69%(+5.52K) | $46.32(+0.90%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.4% | 116.8K | $8.3M | +0.88%(+1.02K) | $56.59(+44.08%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.39% | 157.1K | $8.3M | -6.91%(-11.66K) | $33.81(+62.29%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.37% | 124.4K | $6.7M | +2.98%(+3.60K) | $40.83(+44.59%) | 2026-03-31 | |
| XLRE | SELECT SECTOR SPDR TR | 3.77% | 142.0K | $5.8M | new | $40.59(+10.08%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.68% | 61.1K | $5.7M | -14.93%(-10.72K) | $49.50(+64.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.48% | +34.84% |
| Top 20 Holdings Unweighted | +9.38% | +30.87% |
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