Cedar Brook Financial Partners LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$5.12M0.8512,183+9.07%+$425,986.751.1
Lincoln Electric Holdings, Inc.
LECO
$2.86M0.0211,211+0.34%+$9,706.720.62
CSX Corporation
CSX
$3.38M0.0191,286+0.03%+$852.610.73
Eaton Corporation plc
ETN
$2.61M<0.018,341-1.19%-$31,268.000.56
Prologis, Inc.
PLD
$2.86M<0.0122,000-0.03%-$911.560.62
Apple Inc.
AAPL
$18.39M<0.01107,229-1.44%-$269,224.163.96
JPMorgan Chase & Co.
JPM
$3.53M<0.0117,635+0.1%+$3,605.360.76
Schwab U.S. Large-Cap ETF
SCHX
$4.7M<0.0175,777-1.97%-$94,268.831.01
Vanguard International Dividend Appreciation Index Fund
VIGI
$2.59M<0.0131,820+10.45%+$245,404.860.56
First Trust Value Line Dividend Index Fund
FVD
$5M<0.01118,333+0.66%+$32,854.951.08
Schwab 1000 Index ETF
SCHK
$4.91M<0.0196,958+1.74%+$84,162.991.06
Vanguard Dividend Appreciation Index Fund
VIG
$7.63M<0.0141,783+5.53%+$400,097.271.65
Schwab U.S. Dividend Equity ETF
SCHD
$13.29M<0.01164,789+3.06%+$394,765.042.86
iShares Global Tech ETF
IXN
$5.56M<0.0174,268+0.11%+$6,209.221.2
Vanguard Information Technology Index Fund
VGT
$3.01M<0.015,735+9.87%+$270,011.760.65
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$2.49M<0.0143,924+0.75%+$18,561.710.54
Schwab U.S. Small-Cap ETF
SCHA
$2.47M<0.0150,125+3.1%+$74,154.840.53
iShares Core S&P 500 ETF
IVV
$13.9M<0.0126,439-1.19%-$167,179.923
Vanguard Developed Markets Index Fund
VEA
$9.31M<0.01185,483+15.06%+$1.22M2.01
Invesco QQQ Trust
QQQ
$11.36M<0.0125,594+4.39%+$477,758.762.45
Invesco S&P MidCap Quality ETF
XMHQ
$3.83M<0.0134,838+1.28%+$48,641.720.83
iShares Core S&P Total U.S. Stock Market ETF
ITOT
$8.47M<0.0173,419+0.48%+$40,239.481.83
Vanguard Intermediate-Term Corporate Bond Index Fund
VCIT
$2.69M<0.0133,471+7.09%+$178,491.580.58
Capital Group Growth ETF
CGGR
$3.29M<0.01102,690+28.26%+$723,871.900.71
Vanguard Total Intl Stock Idx Fund
VXUS
$2.84M<0.0147,044+6.38%+$170,046.530.61
iShares Global 100 ETF
IOO
$4.17M<0.0146,608+9.75%+$370,155.150.9
Vanguard Small Cap Value Index Fund
VBR
$2.97M<0.0115,471+12.45%+$328,687.400.64
Capital Group Global Growth Equity ETF
CGGO
$3.8M<0.01131,970+23.49%+$722,881.330.82
iShares S&P 100 ETF
OEF
$3.73M<0.0115,059+5.2%+$184,078.460.8
Vanguard Emerging Markets Stock Index Fund
VWO
$4.2M<0.01100,669-0.67%-$28,361.740.91
iShares International Equity Factor ETF
INTF
$2.59M<0.0186,799+1.76%+$44,849.280.56
Vanguard Small Cap Index Fund
VB
$5.1M<0.0122,289+21.16%+$889,899.561.1
Capital Group Dividend Value ETF
CGDV
$4.81M<0.01147,986+24.23%+$937,980.351.04
NVIDIA Corporation
NVDA
$4.59M<0.015,082+1.89%+$84,936.730.99
Vanguard Value Index Fund
VTV
$10.04M<0.0161,675-1.86%-$190,545.092.17
iShares Core S&P Small-Cap ETF
IJR
$3.39M<0.0130,643+6.64%+$210,984.530.73
iShares MSCI USA Min Vol Factor ETF
USMV
$2.98M<0.0135,705-0.59%-$17,635.350.64
Microsoft Corporation
MSFT
$8.22M<0.0119,543-2.13%-$179,230.081.77
Vanguard Total Stock Market Index Fund
VTI
$5.87M<0.0122,596+8.86%+$477,948.991.27
iShares Core MSCI Emerging Markets ETF
IEMG
$3.9M<0.0175,572-1.65%-$65,325.920.84
SPDR S&P 500 ETF Trust
SPY
$10.57M<0.0120,208+23.07%+$1.98M2.28
Vanguard Total International Bond Index Fund
BNDX
$2.94M<0.0159,833+8.85%+$239,358.270.63
VanEck Morningstar Wide Moat ETF
MOAT
$2.28M<0.0125,352+1.89%+$42,342.180.49
Vanguard 500 Index Fund
VOO
$3.4M<0.017,079+1.61%+$53,837.700.73
Alphabet Inc.
GOOGL
$2.6M<0.0117,233-1.9%-$50,259.700.56
Schwab U.S. Aggregate Bond ETF
SCHZ
$6.58M<0.01143,066+31.63%+$1.58M1.42
Amazon.com, Inc.
AMZN
$5.75M<0.0131,861+0.61%+$34,813.541.24
iShares U.S. Equity Factor ETF
LRGF
$6.57M<0.01122,073-2.71%-$183,169.241.42
Vanguard Mid Cap Index Fund
VO
$3.3M<0.0113,216+2.06%+$66,713.030.71
Alphabet Inc.
GOOG
$3.67M<0.0124,107-2.14%-$80,391.660.79