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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001954337

Cedar Point Capital Partners, LLC

Cedar Rapids, IA · File #028-23569

Latest AUM
$156.6M
Positions
69
Top-10 Concentration
58.6%
Filings
8

Sector Allocation

Technology
2.7%$4.3M
Financials
2.1%$3.2M
Industrials
0.8%$1.2M
Consumer Staples
0.4%$689,217
Healthcare
0.2%$257,924
Utilities
0.1%$241,708

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD WORLD FD92191081627,725$11.4M7.57%
2SCHWAB STRATEGIC TR808524771406,467$11.1M7.32%
3DIMENSIONAL ETF TRUST25434V401142,302$10.6M6.98%
4VANGUARD WELLINGTON FD92193570667,138$10.3M6.81%
5J P MORGAN EXCHANGE TRADED F46641Q670205,357$9.7M6.43%
6DIMENSIONAL ETF TRUST25434V807168,755$8.4M5.57%
7DIMENSIONAL ETF TRUST25434V500115,764$8.1M5.33%
8VANGUARD INTL EQUITY INDEX F922042858120,753$6.5M4.29%
9FIDELITY MERRIMACK STR TR316188408126,328$6.3M4.20%
10WORLD GOLD TRGLDW71,816$6.1M4.06%
11FIDELITY COMWLTH TR31591280848,465$4.4M2.93%
12FIDELITY COVINGTON TRUST31609278260,053$4.3M2.87%
13GOLDMAN SACHS ETF TRNVGLF29,568$3.9M2.59%
14VANGUARD SCOTTSDALE FDS92206C40938,821$3.1M2.05%
15PRINCIPAL EXCHANGE TRADED FD74255Y102161,106$3.1M2.03%
16PIMCO ETF TR72201R87456,387$2.8M1.88%
17J P MORGAN EXCHANGE TRADED F46641Q64755,515$2.8M1.85%
18INVESCO EXCH TRADED FD TR IIIVZ40,568$2.7M1.76%
19CAPITAL GROUP INTL FOCUS EQT14019W10975,329$2.2M1.47%
20PIMCO ETF TR72201R86641,735$2.2M1.45%