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CIK: 0001767302
Total reported value
$698.1K
$698.1K
438 檔
9670.1%
As reported in its official Q1 2024 Form 13F filing, Cedar Brook Financial Partners, LLC's tracked investment portfolio stood at $698.1K with 438 total positions.
During Q1 2024, Cedar Brook Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 438 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.64% | — | -1.44% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.75% | — | -1.19% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.63% | — | +3.06% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.25% | — | +4.39% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.09% | — | +23.07% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 1.99% | — | -1.86% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.84% | — | +15.06% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.67% | — | +0.48% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | — | -2.13% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.51% | — | +5.53% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.30% | — | +31.63% | |
| 12 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.30% | — | -2.71% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | — | +8.86% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | — | +0.61% | |
| 15 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.10% | — | +0.11% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | — | +9.07% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.01% | — | +21.16% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 0.99% | — | +0.66% | |
| 19 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.97% | — | +1.74% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 0.95% | — | +24.23% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.93% | — | -1.97% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | — | +1.88% | |
| 23 | MOTG | Vaneck Mstar Gl Wide Moat | ETF-Other | 0.90% | — | +0.16% | |
| 24 | FTCS | First Trust Capital Strength | ETF-Other | 0.86% | — | -3.68% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.83% | — | -0.67% | |
| 26 | IOO | Ishares Global 100 ETF | ETF-Other | 0.82% | — | +9.75% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | — | -1.65% | |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.76% | — | +1.28% | |
| 29 | CGGO | Cap Group Global Growth | ETF-Other | 0.75% | — | +23.49% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.74% | — | +5.20% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | — | -2.14% | |
| 32 | ✓ | Siren ETF Tr | ETF-Other | 0.72% | — | +4.44% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | — | +0.10% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | — | +1.61% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | — | +6.64% | |
| 36 | CSX | Csx CORP | Stock-Industrials | 0.67% | — | +0.03% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | — | +2.06% | |
| 38 | CGGR | Cap Group Growth Equity | ETF-Other | 0.65% | — | +28.26% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.59% | — | +9.87% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.59% | — | -0.59% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | — | +12.45% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.58% | — | +8.85% | |
| 43 | PLD | Prologis Inc | Stock-Real Estate | 0.57% | — | -0.03% | |
| 44 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.57% | — | +0.34% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.56% | — | +6.38% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.53% | — | +7.09% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.52% | — | -1.18% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | — | -1.90% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.51% | — | +10.45% | |
| 50 | INTF | Ishares International Equity | ETF-Other | 0.51% | — | +1.76% |
According to official SEC Form 13F filings, Cedar Brook Financial Partners, LLC reported a total U.S. public equity portfolio value of $698.1K across 438 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, SCHD) accounted for 9670.1% of total reported equity market value during Q1 2024.
During Q1 2024, Cedar Brook Financial Partners, LLC's top holdings by market value included AAPL (3.6%)、IVV (2.8%)、SCHD (2.6%). The largest single position, AAPL, represented 3.6% of total portfolio value.
In Q1 2024, Cedar Brook Financial Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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