$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EWJ | New | ISHARES INC MSCI JPN ETF NEW | $1,756,000 | – | 25,986 | +100.0% | 3.20% | – |
| 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% | – |
| SPDW | New | SPDR DEVELOPED WORLD ETF | $462,000 | – | 13,677 | +100.0% | 0.84% | – |
| BDEC | New | INNOVATOR ETFS TR S&P 500 BUFFER E | $257,000 | – | 8,412 | +100.0% | 0.47% | – |
| 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% | – |
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.