Cedar Mountain Advisors, LLC

报告期 2026-03-31 · CIK 0001798986

持仓数

1,152

前50大市值合计

$491.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IWD ISHARES RUSSELL 1000 VALUE ETF

ETF

$84.4M

395,176

17.2%

IWF ISHARES RUSSELL 1000 GROWTH ETF

ETF

$82.2M

192,689

16.7%

IWS ISHARES RUSSELL MID-CAP VALUE ETF

ETF

$36.7M

251,582

7.5%

IWP ISHARES RUSSELL MID-CAP GROWTH ETF

ETF

$35.0M

273,302

7.1%

IJR ISHARES CORE S&P SMALL CAP ETF

ETF

$27.7M

223,168

5.7%

QQQ INVESCO QQQ TRUST SERIES I

ETF

$23.1M

39,951

4.7%

SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

ETF

$19.0M

631,291

3.9%

VFH VANGUARD FINANCIALS ETF

ETF

$17.5M

145,240

3.6%

SCHZ SCHWAB US AGGREGATE BOND ETF

ETF

$14.9M

640,396

3.0%

VHT VANGUARD HEALTH CARE ETF

ETF

$14.1M

51,873

2.9%

LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF

ETF

$13.5M

332,593

2.7%

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

ETF

$13.1M

138,642

2.7%

ILTB ISHARES CORE 10 YEAR USD BOND ETF

ETF

$11.9M

243,947

2.4%

SPHQ INVESCO S&P 500 QUALITY ETF

ETF

$10.6M

141,220

2.2%

FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF

ETF

$7.4M

239,567

1.5%

PULS PGIM ULTRA SHORT BOND ETF

ETF

$7.3M

148,478

1.5%

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

ETF

$7.3M

73,655

1.5%

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF

ETF

$6.6M

126,378

1.3%

EFA ISHARES MSCI EAFE ETF

ETF

$6.2M

63,682

1.3%

VWO VANGUARD FTSE EMERGING MARKETS ETF

ETF

$6.2M

114,007

1.3%

DIVB ISHARES CORE DIVIDEND ETF

ETF

$5.6M

104,028

1.1%

JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST

ETF

$5.0M

105,457

1.0%

ADP AUTOMATIC DATA PROCESSING INC COM

Stock

$3.4M

16,893

0.7%

JBND JPMORGAN ACTIVE BOND ETF

ETF

$3.3M

60,772

0.7%

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

ETF

$2.9M

35,771

0.6%

VTI VANGUARD TOTAL STOCK MARKET ETF

ETF

$2.8M

8,767

0.6%

CSX CSX CORP COM

Stock

$2.6M

63,391

0.5%

AAPL APPLE INC COM

Stock

$2.6M

10,123

0.5%

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

ETF

$2.2M

21,765

0.4%

MSFT MICROSOFT CORP COM

Stock

$1.6M

4,305

0.3%

VUG VANGUARD GROWTH ETF

ETF

$1.3M

2,989

0.3%

TSLA TESLA INC COM

Stock

$1.3M

3,394

0.3%

VTV VANGUARD VALUE ETF

ETF

$1.1M

5,600

0.2%

IWM ISHARES RUSSELL 2000 ETF

ETF

$1.0M

4,058

0.2%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$915.3K

1,910

0.2%

BR BROADRIDGE FINL SOLUTIONS INC COM

Stock

$874.6K

5,383

0.2%

NKE NIKE INC CL B

Stock

$847.8K

16,050

0.2%

BND VANGUARD TOTAL BOND MARKET ETF

ETF

$793.0K

10,768

0.2%

VTEB VANGUARD TAX-EXEMPT BOND ETF

ETF

$774.1K

15,516

0.2%

NVDA NVIDIA CORPORATION COM

Stock

$761.1K

4,364

0.2%

AMAT APPLIED MATLS INC COM

Stock

$574.1K

1,680

0.1%

TGT TARGET CORP COM

Stock

$572.4K

4,723

0.1%

— HENNESSY SUSTAINABLE ETF

ETF

$516.4K

15,204

0.1%

— EXXON MOBIL CORP COM

Stock

$506.6K

2,986

0.1%

MCD MCDONALDS CORP COM

Stock

$451.3K

1,452

0.1%

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

ETF

$415.6K

7,332

0.1%

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

ETF

$413.8K

8,285

0.1%

COST COSTCO WHOLESALE CORPORATION COM

Stock

$390.7K

392

0.1%

VXF VANGUARD EXTENDED MARKET ETF

ETF

$382.6K

1,859

0.1%

BNY BANK NEW YORK MELLON CORP COM

Stock

$379.5K

3,199

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

59%前 6 大占比

IWD17.2%IWF16.7%IWS7.5%IWP7.1%IJR5.7%QQQ4.7%