Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CEDAR POINT CAPITAL PARTNERS LLC | 01-31-2024 | 12-31-2023 | 50 | 120,829,528 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 1 | $9,117,653 | 35,134 | 0.01 | 35,134 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 2 | $9,076,335 | 146,534 | 0.01 | 146,534 | +Inf | 12-31-2023 | |
| VANGUARD WELLINGTON FD | US QUALITY | 3 | $8,897,455 | 70,352 | 0.01 | 70,352 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 4 | $8,571,395 | 165,375 | 0.01 | 165,375 | +Inf | 12-31-2023 |
