Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CEDAR CAPITAL, LLC 13F Holdings -- Portfolio & Top Positions (2021-09-30)

CEDAR CAPITAL, LLC (CIK 1666746) reported $54.9M across 54 reported positions in its SEC 13F filing for 2021-09-30. Largest positions: PTLC ($3.9M, 7.16%), AGG ($3.1M, 5.74%), ITOT ($3.0M, 5.43%), SPAB ($3.0M, 5.42%), IWM ($2.9M, 5.31%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PTLCPACER FDS TR TRENDP US LAR CP$3.9M7.16%104,197Trimmed
2AGGISHARES TR CORE US AGGBD ET$3.1M5.74%27,432Added
3ITOTISHARES TR CORE S&P TTL STK$3.0M5.43%30,314Trimmed
4SPABSPDR SERIES TRUST BRCLYS AGG ETF$3.0M5.42%99,745Added
5IWMISHARES TR RUSSELL 2000 ETF$2.9M5.31%13,321Added
6IVVISHARES TR CORE S&P500 ETF$2.8M5.14%6,553Trimmed
7SPLGSPDR RUSSELL 1000$2.7M4.96%53,932Added
8IJHISHARES TR CORE S&P MCP ETF$2.6M4.70%9,813New
9IEFISHARES TR 7-10YR TR BD ETF$2.5M4.48%21,327Trimmed
10MBBISHARES TR MBS ETF$1.5M2.74%13,895Added
11SPDWSPDR DEVELOPED WORLD ETF$1.3M2.37%35,959Added
12IEIISHARES TR 3 7 YR TREAS BD$1.3M2.33%9,820New
13UWMPROSHARES TR PSHS ULTRUSS2000$1.2M2.18%22,184Added
14EWUISHARES TR MSCI UK ETF NEW$1.2M2.16%36,790Added
15BILSPDR SERIES TRUST SPDR BLOOMBERG$1.1M2.09%12,529Added
16VGLTVanguard Long-Term Treasury ETF$1.1M2.03%12,680Trimmed
17SSOPROSHARES TR PSHS ULT S&P 500$1.1M2.03%9,323Trimmed
18EZUISHARES INC MSCI EURZONE ETF$1.1M2.02%23,010Trimmed
19EFAISHARES TR MSCI EAFE ETF$1.1M1.99%14,004Trimmed
20MVVPROSHARES TR PSHS ULT MCAP400$1.1M1.97%17,660New
21DBEFDBX ETF TR XTRACK MSCI EAFE$1.0M1.89%27,537Trimmed
22EWLISHARES INC MSCI SWITZERLAND$957,0001.74%20,545Added
23SHYISHARES TR 1 3 YR TREAS BD$653,0001.19%7,584New
24EWQISHARES INC MSCI FRANCE ETF$606,0001.10%16,273Added
25EFOPROSHARES TR ULTR MSCI ETF$591,0001.08%11,870Trimmed

Source: SEC Form 13F filings · as of 2021-09-30