$54.9 Million is the total value of CEDAR CAPITAL, LLC's 46 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 85.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | Buy | ISHARES TR RUSSELL 2000 ETFrussell | $5,903,000 | +99.4% | 30,109 | +52.4% | 10.76% | +998.0% |
| IJH | Buy | ISHARES TR CORE S&P MCP ETFcore midcap etf | $5,321,000 | +113.4% | 23,153 | +72.0% | 9.70% | +1074.2% |
| PTLC | Sell | PACER FDS TR TRENDP US LAR CPetf | $4,528,000 | -3.4% | 138,378 | -12.8% | 8.25% | +432.2% |
| AGG | Sell | ISHARES TR CORE US AGGBD ETcore us aggbd et | $4,179,000 | -13.7% | 35,359 | -13.8% | 7.62% | +375.5% |
| ITOT | Sell | ISHARES TR CORE S&P TTL STKcore s&p ttl stk | $3,354,000 | -2.7% | 38,903 | -14.8% | 6.11% | +435.8% |
| UWM | Buy | PROSHARES TR PSHS ULTRUSS2000russ2000 | $2,914,000 | +142.4% | 32,514 | +43.1% | 5.31% | +1234.7% |
| MVV | Buy | PROSHARES TR PSHS ULT MCAP400mcap400 | $2,558,000 | +144.8% | 53,652 | +60.5% | 4.66% | +1247.7% |
| SHV | Sell | ISHARES TR SHORT TREAS BDtreas etf | $2,113,000 | -46.4% | 19,114 | -46.3% | 3.85% | +195.4% |
| MBB | Sell | ISHARES TR MBS ETFmbs etf | $1,920,000 | -13.6% | 17,433 | -13.4% | 3.50% | +375.5% |
| EWJ | New | ISHARES INC MSCI JPN ETF NEW | $1,756,000 | – | 25,986 | +100.0% | 3.20% | – |
| EFA | Sell | ISHARES TR MSCI EAFE ETFmsci eafe etf | $1,285,000 | -3.5% | 17,616 | -15.7% | 2.34% | +431.1% |
| BIL | Sell | SPDR SERIES TRUST SPDR BLOOMBERG | $1,253,000 | -28.6% | 13,690 | -28.6% | 2.28% | +293.1% |
| DBEF | Sell | DBX ETF TR XTRACK MSCI EAFEmsci etf eafe | $1,132,000 | -5.6% | 33,691 | -14.0% | 2.06% | +419.6% |
| SPAB | New | SPDR SERIES TRUST BRCLYS AGG ETF | $975,000 | – | 31,677 | +100.0% | 1.78% | – |
| EFO | New | PROSHARES TR ULTR MSCI ETF | $944,000 | – | 21,554 | +100.0% | 1.72% | – |
| EWU | New | ISHARES TR MSCI UK ETF NEW | $909,000 | – | 31,039 | +100.0% | 1.66% | – |
| SPLG | New | SPDR RUSSELL 1000 | $903,000 | – | 20,544 | +100.0% | 1.65% | – |
| EPP | New | ISHARES INC MSCI PAC JP ETF | $861,000 | – | 17,980 | +100.0% | 1.57% | – |
| GLD | Sell | SPDR GOLD TRUST GOLD SHARES | $630,000 | -16.4% | 3,530 | -17.1% | 1.15% | +359.2% |
| IYM | Sell | ISHARES TR U.S. BAS MTL ETFbas mtl etf | $595,000 | -5.1% | 5,248 | -17.4% | 1.08% | +421.6% |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $586,000 | +54.2% | 2,766 | 0.0% | 1.07% | +747.6% | |
| IVV | Sell | ISHARES TR CORE S&P500 ETFcore s&p500 etf | $575,000 | -19.1% | 1,532 | -27.6% | 1.05% | +346.0% |
| VNQ | Sell | VANGUARD INDEX FDS REIT ETFreit etf | $559,000 | -11.0% | 6,586 | -17.3% | 1.02% | +389.9% |
| XLF | Sell | SELECT SECTOR SPDR TR SBI INT-FINL | $526,000 | +4.6% | 17,827 | -14.6% | 0.96% | +474.3% |
| XLK | Sell | SELECT SECTOR SPDR TR TECHNOLOGY | $519,000 | -3.2% | 3,993 | -13.0% | 0.95% | +434.5% |
| XLB | Sell | SELECT SECTOR SPDR TR SBI MATERIALS | $516,000 | +2.2% | 7,126 | -10.2% | 0.94% | +463.5% |
| XLV | Sell | SELECT SECTOR SPDR TR SBI HEALTHCARE | $515,000 | -1.0% | 4,541 | -7.8% | 0.94% | +445.9% |
| XLY | Sell | SELECT SECTOR SPDR TR SBI CONS DISCR | $514,000 | -1.3% | 3,196 | -9.8% | 0.94% | +444.8% |
| XLI | Sell | SELECT SECTOR SPDR TR SBI INT-INDS | $508,000 | -1.0% | 5,733 | -14.0% | 0.93% | +444.7% |
| XLU | Sell | SELECT SECTOR SPDR TR SBI INT-UTILS | $505,000 | -2.9% | 8,047 | -8.0% | 0.92% | +435.5% |
| XLP | Sell | SELECT SECTOR SPDR TR SBI CONS STPLS | $505,000 | -1.2% | 7,489 | -6.0% | 0.92% | +445.0% |
| XLE | Sell | SELECT SECTOR SPDR TR ENERGYspdr tr energy | $478,000 | +1.1% | 12,617 | -20.1% | 0.87% | +454.8% |
| SPDW | New | SPDR DEVELOPED WORLD ETF | $462,000 | – | 13,677 | +100.0% | 0.84% | – |
| EWQ | Sell | ISHARES INC MSCI FRANCE ETFmsci france etf | $459,000 | -49.1% | 13,799 | -57.3% | 0.84% | +179.9% |
| EWA | Sell | ISHARES INC MSCI AUST ETFmsci aust etf | $459,000 | -50.4% | 19,166 | -59.1% | 0.84% | +173.5% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF | $377,000 | -0.8% | 7,515 | -14.5% | 0.69% | +445.2% |
| EET | Buy | PROSHARES TR MSCI EMRG ETFmsci emrg etf | $369,000 | +41.4% | 3,853 | +1.8% | 0.67% | +682.6% |
| TIP | Sell | ISHARES TR TIPS BD ETFtips bd etf | $333,000 | -12.8% | 2,612 | -13.6% | 0.61% | +381.7% |
| HYG | Sell | ISHARES TR IBOXX HI YD ETFiboxx etf | $327,000 | -10.7% | 3,746 | -14.1% | 0.60% | +392.6% |
| ANGL | Sell | VANECK VECTORS ETF TRUST FALLEN ANGEL HG | $259,000 | -1.5% | 8,074 | -8.9% | 0.47% | +442.5% |
| BDEC | New | INNOVATOR ETFS TR S&P 500 BUFFER E | $257,000 | – | 8,412 | +100.0% | 0.47% | – |
| SCHP | Sell | SCHWAB STRATEGIC TR ETF U S TIPS | $254,000 | -4.5% | 4,084 | -5.4% | 0.46% | +426.1% |
| CMBS | Sell | ISHARES CMBS ETFcmbs etf | $253,000 | -4.2% | 4,568 | -4.1% | 0.46% | +429.9% |
| VGLT | Sell | Vanguard Long-Term Treasury ETF | $251,000 | -89.9% | 2,614 | -89.6% | 0.46% | -44.6% |
| BND | New | VANGUARD BD INDEX FD INC TOTAL BND MRKT | $244,000 | – | 2,765 | +100.0% | 0.44% | – |
| SPSM | New | SPDR SERIES TRUST PORTFOLIO S&P600 | $217,000 | – | 6,050 | +100.0% | 0.40% | – |
| BTEGF | Exit | BAYTEX ENERGY CORP F | $0 | – | -15,473 | -100.0% | -0.00% | – |
| GE | Exit | GENERAL ELECTRIC CO COM | $0 | – | -18,178 | -100.0% | -0.04% | – |
| AMCR | Exit | AMCOR PLC ORD | $0 | – | -14,111 | -100.0% | -0.05% | – |
| BLL | Exit | BALL CORP COM | $0 | – | -2,488 | -100.0% | -0.07% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SVCS | $0 | – | -1,511 | -100.0% | -0.07% | – |
| NKE | Exit | NIKE INC CL B | $0 | – | -1,787 | -100.0% | -0.07% | – |
| COST | Exit | COSTCO WHSL CORP NEW COM | $0 | – | -638 | -100.0% | -0.08% | – |
| XOM | Exit | EXXON MOBIL CORP COM | $0 | – | -6,716 | -100.0% | -0.08% | – |
| WFC | Exit | WELLS FARGO CO NEW COM | $0 | – | -9,942 | -100.0% | -0.08% | – |
| C | Exit | CITIGROUP INC COM NEW | $0 | – | -5,567 | -100.0% | -0.08% | – |
| MCD | Exit | MCDONALDS CORP COM | $0 | – | -1,114 | -100.0% | -0.08% | – |
| PPG | Exit | PPG INDS INC COM | $0 | – | -2,047 | -100.0% | -0.08% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW COM | $0 | – | -1,046 | -100.0% | -0.08% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDS MORTG-fds mortg | $0 | – | -5,019 | -100.0% | -0.09% | – |
| DOW | Exit | DOW INC COM | $0 | – | -6,393 | -100.0% | -0.10% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -6,492 | -100.0% | -0.10% | – |
| DD | Exit | DUPONT DE NEMOURS INC COM | $0 | – | -6,108 | -100.0% | -0.11% | – |
| AMAT | Exit | APPLIED MATLS INC COM | $0 | – | -5,704 | -100.0% | -0.11% | – |
| EL | Exit | LAUDER ESTEE COS INC CL A | $0 | – | -1,748 | -100.0% | -0.13% | – |
| TSLA | Exit | TESLA INC COM | $0 | – | -912 | -100.0% | -0.13% | – |
| KMB | Exit | KIMBERLY CLARK CORP COM | $0 | – | -2,851 | -100.0% | -0.14% | – |
| NEM | Exit | NEWMONT CORPORATION COM | $0 | – | -6,777 | -100.0% | -0.14% | – |
| ECL | Exit | ECOLAB INC COM | $0 | – | -2,238 | -100.0% | -0.15% | – |
| CVX | Exit | CHEVRON CORP NEW COM | $0 | – | -6,344 | -100.0% | -0.15% | – |
| RMD | Exit | RESMED INC COM | $0 | – | -2,655 | -100.0% | -0.15% | – |
| EWG | Exit | ISHARES INC MSCI GERMANY ETFmsci germany etf | $0 | – | -15,870 | -100.0% | -0.15% | – |
| EWL | Exit | ISHARES INC MSCI SWITZERLANDmsci switz etf | $0 | – | -11,271 | -100.0% | -0.15% | – |
| CMCSA | Exit | COMCAST CORP NEW CL Acl a | $0 | – | -10,133 | -100.0% | -0.16% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -1,481 | -100.0% | -0.16% | – |
| DIS | Exit | DISNEY WALT CO COM DISNEY | $0 | – | -4,001 | -100.0% | -0.16% | – |
| BAC | Exit | BANK AMER CORP COM | $0 | – | -20,771 | -100.0% | -0.17% | – |
| SHW | Exit | SHERWIN WILLIAMS CO COM | $0 | – | -729 | -100.0% | -0.17% | – |
| AMGN | Exit | AMGEN INC COM | $0 | – | -2,031 | -100.0% | -0.17% | – |
| ABBV | Exit | ABBVIE INC COM | $0 | – | -6,030 | -100.0% | -0.18% | – |
| APD | Exit | AIR PRODS & CHEMS INC COM | $0 | – | -1,775 | -100.0% | -0.18% | – |
| ZBH | Exit | ZIMMER BIOMET HLDGS INC COM | $0 | – | -4,016 | -100.0% | -0.18% | – |
| A | Exit | AGILENT TECHNOLOGIES INC COM | $0 | – | -5,517 | -100.0% | -0.18% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -6,788 | -100.0% | -0.18% | – |
| CNC | Exit | CENTENE CORP DEL COM | $0 | – | -9,634 | -100.0% | -0.19% | – |
| CL | Exit | COLGATE PALMOLIVE CO COM | $0 | – | -7,437 | -100.0% | -0.19% | – |
| DZK | Exit | DIREXION SHS ETF TR DLY DEV MKdev mk etf | $0 | – | -13,966 | -100.0% | -0.20% | – |
| IDXX | Exit | IDEXX LABS INC COM | $0 | – | -1,554 | -100.0% | -0.20% | – |
| MO | Exit | ALTRIA GROUP INC COM | $0 | – | -16,139 | -100.0% | -0.21% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -1,529 | -100.0% | -0.21% | – |
| HD | Exit | HOME DEPOT INC COM | $0 | – | -2,313 | -100.0% | -0.21% | – |
| AVGO | Exit | BROADCOM INC COM | $0 | – | -1,781 | -100.0% | -0.22% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC SERIEScl b new | $0 | – | -3,203 | -100.0% | -0.23% | – |
| HCA | Exit | HCA HEALTHCARE INC COM | $0 | – | -5,680 | -100.0% | -0.23% | – |
| MDLZ | Exit | MONDELEZ INTL INC CL A | $0 | – | -12,436 | -100.0% | -0.24% | – |
| MRK | Exit | MERCK & CO INC COM | $0 | – | -8,637 | -100.0% | -0.24% | – |
| PFE | Exit | PFIZER INC COM | $0 | – | -19,954 | -100.0% | -0.24% | – |
| VEEV | Exit | VEEVA SYS INC CL A COM | $0 | – | -2,629 | -100.0% | -0.24% | – |
| JPM | Exit | JPMORGAN CHASE & CO COM | $0 | – | -7,924 | -100.0% | -0.25% | – |
| T | Exit | AT&T INC COM | $0 | – | -27,075 | -100.0% | -0.26% | – |
| ILMN | Exit | ILLUMINA INC COM | $0 | – | -2,547 | -100.0% | -0.26% | – |
| BAX | Exit | BAXTER INTL INC COM | $0 | – | -10,096 | -100.0% | -0.27% | – |
| TXN | Exit | TEXAS INSTRS INC COM | $0 | – | -5,685 | -100.0% | -0.27% | – |
| QCOM | Exit | QUALCOMM INC COM | $0 | – | -6,977 | -100.0% | -0.27% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -23,659 | -100.0% | -0.30% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC COM | $0 | – | -15,437 | -100.0% | -0.30% | – |
| HUM | Exit | HUMANA INC COM | $0 | – | -2,266 | -100.0% | -0.31% | – |
| JNJ | Exit | JOHNSON & JOHNSON COM | $0 | – | -6,403 | -100.0% | -0.32% | – |
| ADBE | Exit | ADOBE INC COM | $0 | – | -1,984 | -100.0% | -0.32% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP COM | $0 | – | -12,232 | -100.0% | -0.32% | – |
| FISV | Exit | FISERV INC COM | $0 | – | -9,519 | -100.0% | -0.32% | – |
| PM | Exit | PHILIP MORRIS INTL INC COM | $0 | – | -13,420 | -100.0% | -0.33% | – |
| CSCO | Exit | CISCO SYS INC COM | $0 | – | -26,403 | -100.0% | -0.34% | – |
| NFLX | Exit | NETFLIX INC COM | $0 | – | -2,118 | -100.0% | -0.35% | – |
| LIN | Exit | LINDE PLC SHS | $0 | – | -4,705 | -100.0% | -0.37% | – |
| BDX | Exit | BECTON DICKINSON & CO COM | $0 | – | -4,874 | -100.0% | -0.38% | – |
| CI | Exit | CIGNA CORP NEW COM | $0 | – | -6,781 | -100.0% | -0.38% | – |
| IEI | Exit | ISHARES TR 3 7 YR TREAS BDtreas etf | $0 | – | -9,459 | -100.0% | -0.42% | – |
| ANTM | Exit | ANTHEM INC COM | $0 | – | -4,947 | -100.0% | -0.44% | – |
| SYK | Exit | STRYKER CORP COM | $0 | – | -6,626 | -100.0% | -0.46% | – |
| BA | Exit | BOEING CO COM | $0 | – | -8,350 | -100.0% | -0.46% | – |
| AMZN | Exit | AMAZON COM INC COM | $0 | – | -446 | -100.0% | -0.46% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC COM NEW | $0 | – | -2,000 | -100.0% | -0.47% | – |
| INTC | Exit | INTEL CORP COM | $0 | – | -27,533 | -100.0% | -0.47% | – |
| PYPL | Exit | PAYPAL HLDGS INC COM | $0 | – | -7,508 | -100.0% | -0.49% | – |
| CAT | Exit | CATERPILLAR INC DEL COM | $0 | – | -10,071 | -100.0% | -0.50% | – |
| RTX | Exit | Raytheon Technologies Corporat | $0 | – | -27,453 | -100.0% | -0.52% | – |
| SPGI | Exit | S&P GLOBAL INC COM | $0 | – | -4,470 | -100.0% | -0.53% | – |
| WMT | Exit | WALMART INC COM | $0 | – | -11,521 | -100.0% | -0.53% | – |
| KO | Exit | COCA COLA CO COM | $0 | – | -33,499 | -100.0% | -0.55% | – |
| MMM | Exit | 3M CO COM | $0 | – | -10,339 | -100.0% | -0.55% | – |
| PEP | Exit | PEPSICO INC COM | $0 | – | -12,014 | -100.0% | -0.55% | – |
| CVS | Exit | CVS HEALTH CORP COM | $0 | – | -29,024 | -100.0% | -0.56% | – |
| NVDA | Exit | NVIDIA CORP COM | $0 | – | -3,383 | -100.0% | -0.61% | – |
| MSFT | Exit | MICROSOFT CORP COM | $0 | – | -8,779 | -100.0% | -0.61% | – |
| LMT | Exit | LOCKHEED MARTIN CORP COM | $0 | – | -4,857 | -100.0% | -0.62% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -16,827 | -100.0% | -0.66% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES COM | $0 | – | -18,230 | -100.0% | -0.67% | – |
| UPS | Exit | UNITED PARCEL SERVICE INC CL Bcl b | $0 | – | -12,668 | -100.0% | -0.70% | – |
| HON | Exit | HONEYWELL INTL INC COM | $0 | – | -12,921 | -100.0% | -0.70% | – |
| OKTA | Exit | OKTA Inc Com Cl A | $0 | – | -10,749 | -100.0% | -0.76% | – |
| VRSN | Exit | VERISIGN INC COM | $0 | – | -11,590 | -100.0% | -0.79% | – |
| UNP | Exit | UNION PACIFIC CORP COM | $0 | – | -12,667 | -100.0% | -0.83% | – |
| FB | Exit | FACEBOOK INC CL Acl a | $0 | – | -9,708 | -100.0% | -0.84% | – |
| INTU | Exit | INTUIT COM | $0 | – | -8,087 | -100.0% | -0.87% | – |
| PG | Exit | PROCTER & GAMBLE CO COM | $0 | – | -18,994 | -100.0% | -0.87% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS C | $0 | – | -22,084 | -100.0% | -0.89% | – |
| SPOT | Exit | SPOTIFY TECHNOLOGY S A SHS | $0 | – | -11,420 | -100.0% | -0.92% | – |
| SPLK | Exit | SPLUNK INC COM | $0 | – | -14,747 | -100.0% | -0.92% | – |
| PANW | Exit | PALO ALTO NETWORKS | $0 | – | -11,380 | -100.0% | -0.92% | – |
| DHR | Exit | DANAHER CORPORATION COM | $0 | – | -13,812 | -100.0% | -0.98% | – |
| MDT | Exit | MEDTRONIC PLC SHS | $0 | – | -29,258 | -100.0% | -1.01% | – |
| ANSS | Exit | ANSYS INC COM | $0 | – | -9,328 | -100.0% | -1.01% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING INC | $0 | – | -21,993 | -100.0% | -1.02% | – |
| CSGP | Exit | COSTAR GROUP INC COM | $0 | – | -3,734 | -100.0% | -1.05% | – |
| WDAY | Exit | WORKDAY INC CL A | $0 | – | -14,864 | -100.0% | -1.06% | – |
| SNAP | Exit | SNAP INC CL A | $0 | – | -123,186 | -100.0% | -1.06% | – |
| DOCU | Exit | DOCUSIGN INC COM | $0 | – | -14,946 | -100.0% | -1.06% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM | $0 | – | -30,461 | -100.0% | -1.08% | – |
| SNPS | Exit | SYNOPSYS INC COM | $0 | – | -15,338 | -100.0% | -1.09% | – |
| VRSK | Exit | VERISK ANALYTICS INC COM | $0 | – | -18,178 | -100.0% | -1.12% | – |
| TWLO | Exit | Twilio Inc | $0 | – | -13,895 | -100.0% | -1.14% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC C | $0 | – | -8,595 | -100.0% | -1.26% | – |
| CRM | Exit | SALESFORCE COM INC COM | $0 | – | -15,630 | -100.0% | -1.30% | – |
| ABT | Exit | ABBOTT LABS COM | $0 | – | -36,513 | -100.0% | -1.32% | – |
| TWTR | Exit | TWITTER INC COM | $0 | – | -91,202 | -100.0% | -1.34% | – |
| ORCL | Exit | ORACLE CORP COM | $0 | – | -70,365 | -100.0% | -1.39% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -32,930 | -100.0% | -1.42% | – |
| MELI | Exit | MERCADOLIBRE INC COM | $0 | – | -4,056 | -100.0% | -1.45% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIONScl a | $0 | – | -64,907 | -100.0% | -1.49% | – |
| MA | Exit | MASTERCARD INC CL Acl a | $0 | – | -13,363 | -100.0% | -1.50% | – |
| EBAY | Exit | EBAY INC COM | $0 | – | -94,115 | -100.0% | -1.62% | – |
| UBER | Exit | UBER TECHNOLOGIES INC COM | $0 | – | -141,118 | -100.0% | -1.70% | – |
| IEF | Exit | ISHARES TR 7-10YR TR BD ETF7-10yr tr bd etf | $0 | – | -42,313 | -100.0% | -1.71% | – |
| ADSK | Exit | AUTODESK INC COM | $0 | – | -24,100 | -100.0% | -1.84% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC COM | $0 | – | -72,482 | -100.0% | -1.94% | – |
| GOOGL | Exit | ALPHABET INC CAP STK CL Acap stk cl a | $0 | – | -4,006 | -100.0% | -1.94% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC COM | $0 | – | -19,219 | -100.0% | -1.98% | – |
| SQ | Exit | SQUARE INC CL A | $0 | – | -38,211 | -100.0% | -2.06% | – |
| V | Exit | VISA INC COM CL A | $0 | – | -31,352 | -100.0% | -2.08% | – |
| ACN | Exit | ACCENTURE PLC IRELAND SHS CLAS | $0 | – | -30,883 | -100.0% | -2.31% | – |
| AAPL | Exit | APPLE INC COM | $0 | – | -76,138 | -100.0% | -2.92% | – |
| NOW | Exit | SERVICENOW INC COM | $0 | – | -19,314 | -100.0% | -3.10% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 22 | Q3 2021 | 17.4% |
| ISHARES TR CORE US AGGBD ET | 22 | Q3 2021 | 7.6% |
| ISHARES TR RUSSELL 2000 ETF | 21 | Q3 2021 | 27.4% |
| ISHARES TR 3 7 YR TREAS BD | 21 | Q3 2021 | 15.1% |
| ISHARES TR MBS ETF | 21 | Q3 2021 | 3.5% |
| ISHARES TR 7-10YR TR BD ETF | 20 | Q3 2021 | 24.5% |
| PROSHARES TR PSHS ULTRUSS2000 | 20 | Q3 2021 | 5.5% |
| APPLE INC COM | 20 | Q3 2020 | 2.9% |
| GOOGLE INC A | 20 | Q3 2020 | 2.6% |
| MICROSOFT CORP COM | 20 | Q3 2020 | 2.2% |
View CEDAR CAPITAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-01 |
| 13F-HR | 2021-08-02 |
| 13F-HR | 2021-05-07 |
| 13F-HR | 2021-02-05 |
| 13F-HR | 2020-10-27 |
| 13F-HR | 2020-08-07 |
| 13F-HR | 2020-04-23 |
| 13F-HR | 2020-02-05 |
| 13F-HR | 2019-11-08 |
| 13F-HR | 2019-08-05 |
View CEDAR CAPITAL, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.