Read this manager's filing book
Disclosed positions
Cedar Mountain Advisors, LLC: source evidence dated 2026-07-03T03:59:59.999Z.
- Issuer
- ISHARES RUSSELL 1000 VALUE ETF
- Ticker
- IWD
- Class
- ETF
- Reported value
- $95,827,637
- Reported amount
- 395,280
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001798986-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| ISHARES RUSSELL 1000 VALUE ETF | IWD | ETF | $95,827,637 | 395,280 | SH | None |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | ETF | $95,775,416 | 771,325 | SH | None |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | ETF | $41,596,503 | 252,713 | SH | None |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | ETF | $40,438,512 | 276,200 | SH | None |
| ISHARES CORE S&P SMALL CAP ETF | IJR | ETF | $33,121,538 | 223,326 | SH | None |
| INVESCO QQQ TRUST SERIES I | QQQ | ETF | $29,440,979 | 39,980 | SH | None |
| VANGUARD FINANCIALS ETF | VFH | ETF | $19,287,061 | 146,558 | SH | None |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | ETF | $18,993,015 | 632,890 | SH | None |
| VANGUARD HEALTH CARE ETF | VHT | ETF | $15,606,113 | 52,193 | SH | None |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | ETF | $14,834,440 | 641,351 | SH | None |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | VYMI | ETF | $13,826,373 | 140,798 | SH | None |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | LVHI | ETF | $13,393,684 | 330,016 | SH | None |
| INVESCO S&P 500 QUALITY ETF | SPHQ | ETF | $12,773,494 | 141,770 | SH | None |
| ISHARES CORE 10 YEAR USD BOND ETF | ILTB | ETF | $12,072,389 | 245,120 | SH | None |
| PGIM ULTRA SHORT BOND ETF | PULS | ETF | $7,486,810 | 151,096 | SH | None |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | FLRN | ETF | $7,411,860 | 240,255 | SH | None |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | ETF | $7,316,470 | 73,919 | SH | None |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | ETF | $6,821,662 | 114,285 | SH | None |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | BINC | ETF | $6,752,380 | 129,010 | SH | None |
| ISHARES MSCI EAFE ETF | EFA | ETF | $6,728,288 | 64,770 | SH | None |
| ISHARES CORE DIVIDEND ETF | DIVB | ETF | $6,433,711 | 104,443 | SH | None |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | JPIB | ETF | $5,227,281 | 108,113 | SH | None |
| JPMORGAN ACTIVE BOND ETF | JBND | ETF | $4,367,045 | 81,627 | SH | None |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Stock | $3,777,071 | 16,866 | SH | None |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | ETF | $3,244,365 | 8,768 | SH | None |
| APPLE INC COM | AAPL | Stock | $3,024,678 | 10,453 | SH | None |
| CSX CORP COM | CSX | Stock | $3,012,994 | 63,391 | SH | None |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | XLP | ETF | $3,005,204 | 36,177 | SH | None |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | ETF | $2,219,828 | 22,020 | SH | None |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | JIRE | ETF | $1,903,127 | 23,071 | SH | None |
| VANGUARD GROWTH ETF | VUG | ETF | $1,848,974 | 21,465 | SH | None |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | ETF | $1,632,406 | 17,104 | SH | None |
| TESLA INC COM | TSLA | Stock | $1,478,409 | 3,515 | SH | None |
| VANGUARD VALUE ETF | VTV | ETF | $1,220,409 | 5,600 | SH | None |
| APPLIED MATLS INC COM | AMAT | Stock | $1,185,114 | 1,639 | SH | None |
| MICROSOFT CORP COM | MSFT | Stock | $1,029,200 | 2,759 | SH | None |
| JPMORGAN FLEXIBLE DEBT ETF | JFLX | ETF | $1,027,303 | 20,383 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $983,767 | 1,966 | SH | None |
| NVIDIA CORPORATION COM | NVDA | Stock | $895,883 | 4,477 | SH | None |
| VANGUARD TOTAL BOND MARKET ETF | BND | ETF | $790,479 | 10,768 | SH | None |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | ETF | $784,799 | 15,516 | SH | None |
| ISHARES RUSSELL 2000 ETF | IWM | ETF | $780,569 | 2,598 | SH | None |
| BROADRIDGE FINL SOLUTIONS INC COM | BR | Stock | $737,712 | 5,387 | SH | None |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | PVAL | ETF | $721,758 | 14,166 | SH | None |
| NIKE INC CL B | NKE | Stock | $649,298 | 15,817 | SH | None |
| JPMORGAN LIMITED DURATION BOND ETF | JPLD | ETF | $640,215 | 12,267 | SH | None |
| TARGET CORP COM | TGT | Stock | $618,961 | 4,739 | SH | None |
| HENNESSY SUSTAINABLE ETF | Unresolved | ETF | $585,547 | 15,204 | SH | None |
| FIDELITY BLUE CHIP GROWTH ETF | FBCG | ETF | $548,556 | 8,832 | SH | None |
| BANK OF NY MELLON CORP COM | BNY | Stock | $462,607 | 3,199 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 6 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.