Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CEDAR BROOK FINANCIAL PARTNERS LLC 01-12-2024 12-31-2023 419 449,975,170
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $20,192,027 108,799 0.00 0.00 1,216 1.13 12-31-2023
ISHARES TR CORE S&P500 ETF 2 $12,804,517 26,757 0.00 0.00 -1,509 -5.34 12-31-2023
SCHWAB STRATEGIC TR US DIVIDEND EQ 3 $12,161,485 159,893 0.00 0.00 -5,100 -3.09 12-31-2023
INVESCO QQQ TR UNIT SER 1 4 $10,036,630 24,518 0.00 0.00 -462 -1.85 12-31-2023
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