0001767302-22-000002.txt : 20220406 0001767302-22-000002.hdr.sgml : 20220406 20220406095304 ACCESSION NUMBER: 0001767302-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220406 DATE AS OF CHANGE: 20220406 EFFECTIVENESS DATE: 20220406 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cedar Brook Financial Partners, LLC CENTRAL INDEX KEY: 0001767302 IRS NUMBER: 203168698 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19084 FILM NUMBER: 22809636 BUSINESS ADDRESS: STREET 1: 5885 LANDERBROOK DRIVE #200 CITY: CLEVELAND STATE: OH ZIP: 44124 BUSINESS PHONE: 440-683-9200 MAIL ADDRESS: STREET 1: 5885 LANDERBROOK DRIVE #200 CITY: CLEVELAND STATE: OH ZIP: 44124 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001767302 XXXXXXXX 03-31-2022 03-31-2022 Cedar Brook Financial Partners, LLC

5885 LANDERBROOK DRIVE #200 CLEVELAND OH 44124

13F HOLDINGS REPORT 028-19084 N William D. Glubiak 4406839203 William D. 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COM 74340W103 770 4768 SH SOLE 0 0 0 4768 PRUDENTIAL FINL INC COM 744320102 348 2945 SH SOLE 0 0 0 2945 QUALCOMM INC COM 747525103 381 2493 SH SOLE 0 0 0 2493 RAYTHEON TECHNOLOGIES CORP COM 75513E101 379 3822 SH SOLE 0 0 0 3822 ROOT INC COM CL A 77664L108 30 15306 SH SOLE 0 0 0 15306 ROSS STORES INC COM 778296103 224 2471 SH SOLE 0 0 0 2471 ROYAL CARIBBEAN GROUP COM V7780T103 217 2591 SH SOLE 0 0 0 2591 ROYAL GOLD INC COM 780287108 237 1677 SH SOLE 0 0 0 1677 S&P GLOBAL INC COM 78409V104 301 735 SH SOLE 0 0 0 735 SAP SE SPON ADR 803054204 271 2442 SH SOLE 0 0 0 2442 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 4242 96346 SH SOLE 0 0 0 96346 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 10175 128976 SH SOLE 0 0 0 128976 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3957 78257 SH SOLE 0 0 0 78257 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 771 14434 SH SOLE 0 0 0 14434 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3684 68404 SH SOLE 0 0 0 68404 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2260 45616 SH SOLE 0 0 0 45616 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1952 41226 SH SOLE 0 0 0 41226 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 788 10534 SH SOLE 0 0 0 10534 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 841 11774 SH SOLE 0 0 0 11774 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 746 26850 SH SOLE 0 0 0 26850 SCHWAB STRATEGIC TR US TIPS ETF 808524870 416 6845 SH SOLE 0 0 0 6845 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1223 16120 SH SOLE 0 0 0 16120 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 276 8548 SH SOLE 0 0 0 8548 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 819 14007 SH SOLE 0 0 0 14007 SEAGEN INC COM 81181C104 218 1511 SH SOLE 0 0 0 1511 SELECT SECTOR SPDR TR ENERGY 81369Y506 330 4315 SH SOLE 0 0 0 4315 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 284 2756 SH SOLE 0 0 0 2756 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 464 2918 SH SOLE 0 0 0 2918 SERVICENOW INC COM 81762P102 282 507 SH SOLE 0 0 0 507 SHERWIN WILLIAMS CO COM 824348106 280 1122 SH SOLE 0 0 0 1122 SIREN ETF TR DIVCN DIVD ETF 829658400 2599 70665 SH SOLE 0 0 0 70665 SITE CTRS CORP COM 82981J109 628 37588 SH SOLE 0 0 0 37588 SOUTHERN CO COM 842587107 401 5526 SH SOLE 0 0 0 5526 SPDR S&P 500 ETF TR TR UNIT 78462F103 4014 8888 SH SOLE 0 0 0 8888 SPDR SER TR PRTFLO S&P500 GW 78464A409 277 4190 SH SOLE 0 0 0 4190 SPDR SER TR SSGA US LRG ETF 78468R804 217 1509 SH SOLE 0 0 0 1509 SPDR SER TR AEROSPACE DEF 78464A631 233 1866 SH SOLE 0 0 0 1866 SPDR SER TR PORTFOLIO LN TSR 78464A664 5633 148940 SH SOLE 0 0 0 148940 SPDR SER TR PORTFOLIO S&P500 78464A854 396 7452 SH SOLE 0 0 0 7452 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 996 10889 SH SOLE 0 0 0 10889 SPDR SER TR S&P BIOTECH 78464A870 741 8247 SH SOLE 0 0 0 8247 SPDR SER TR S&P DIVID ETF 78464A763 223 1739 SH SOLE 0 0 0 1739 STARBUCKS CORP COM 855244109 332 3650 SH SOLE 0 0 0 3650 STRYKER CORPORATION COM 863667101 204 763 SH SOLE 0 0 0 763 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 803 7705 SH SOLE 0 0 0 7705 TARGET CORP COM 87612E106 347 1633 SH SOLE 0 0 0 1633 TESLA INC COM 88160R101 3085 2863 SH SOLE 0 0 0 2863 TFS FINL CORP COM 87240R107 1012 60956 SH SOLE 0 0 0 60956 THERMO FISHER SCIENTIFIC INC COM 883556102 351 595 SH SOLE 0 0 0 595 TOTALENERGIES SE SPONSORED ADS 89151E109 406 8038 SH SOLE 0 0 0 8038 TRANSDIGM GROUP INC COM 893641100 319 489 SH SOLE 0 0 0 489 TRANSOCEAN LTD REG SHS H8817H100 87 19139 SH SOLE 0 0 0 19139 UBER TECHNOLOGIES INC COM 90353T100 1020 28579 SH SOLE 0 0 0 28579 UBS GROUP AG SHS H42097107 236 12078 SH SOLE 0 0 0 12078 UNION PAC CORP COM 907818108 325 1188 SH SOLE 0 0 0 1188 UNITEDHEALTH GROUP INC COM 91324P102 1455 2854 SH SOLE 0 0 0 2854 VALE S A SPONSORED ADS 91912E105 356 17831 SH SOLE 0 0 0 17831 VALERO ENERGY CORP COM 91913Y100 262 2577 SH SOLE 0 0 0 2577 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 456 1692 SH SOLE 0 0 0 1692 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 1090 14595 SH SOLE 0 0 0 14595 VANECK ETF TRUST MRNGSTR GBL WIDE 92189F122 3459 94826 SH SOLE 0 0 0 94826 VANECK ETF TRUST MRNGSTR INT MOAT 92189F593 528 16668 SH SOLE 0 0 0 16668 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 288 1910 SH SOLE 0 0 0 1910 VANGUARD BD INDEX FDS INTERMED TERM 921937819 483 5897 SH SOLE 0 0 0 5897 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1465 18425 SH SOLE 0 0 0 18425 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2395 45672 SH SOLE 0 0 0 45672 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 658 1585 SH SOLE 0 0 0 1585 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 792 3557 SH SOLE 0 0 0 3557 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 881 5886 SH SOLE 0 0 0 5886 VANGUARD INDEX FDS SML CP GRW ETF 922908595 758 3055 SH SOLE 0 0 0 3055 VANGUARD INDEX FDS MID CAP ETF 922908629 3091 12995 SH SOLE 0 0 0 12995 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1699 9658 SH SOLE 0 0 0 9658 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1413 13034 SH SOLE 0 0 0 13034 VANGUARD INDEX FDS SMALL CP ETF 922908751 2620 12328 SH SOLE 0 0 0 12328 VANGUARD INDEX FDS GROWTH ETF 922908736 2414 8395 SH SOLE 0 0 0 8395 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1639 7861 SH SOLE 0 0 0 7861 VANGUARD INDEX FDS VALUE ETF 922908744 5260 35595 SH SOLE 0 0 0 35595 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4214 18509 SH SOLE 0 0 0 18509 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 573 12431 SH SOLE 0 0 0 12431 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 780 13537 SH SOLE 0 0 0 13537 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 402 3244 SH SOLE 0 0 0 3244 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 661 6527 SH SOLE 0 0 0 6527 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 478 9336 SH SOLE 0 0 0 9336 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 453 8782 SH SOLE 0 0 0 8782 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1568 20082 SH SOLE 0 0 0 20082 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 644 9031 SH SOLE 0 0 0 9031 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1841 21400 SH SOLE 0 0 0 21400 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4873 30047 SH SOLE 0 0 0 30047 VANGUARD STAR FDS VG TL INTL STK F 921909768 1909 31951 SH SOLE 0 0 0 31951 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6653 138517 SH SOLE 0 0 0 138517 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1791 15956 SH SOLE 0 0 0 15956 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 1038 15350 SH SOLE 0 0 0 15350 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 1533 19388 SH SOLE 0 0 0 19388 VANGUARD WORLD FD ESG US STK ETF 921910733 242 2981 SH SOLE 0 0 0 2981 VANGUARD WORLD FD ESG INTL STK ETF 921910725 229 4008 SH SOLE 0 0 0 4008 VANGUARD WORLD FD MEGA GRWTH IND 921910816 339 1442 SH SOLE 0 0 0 1442 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 313 1026 SH SOLE 0 0 0 1026 VANGUARD WORLD FDS INF TECH ETF 92204A702 1425 3422 SH SOLE 0 0 0 3422 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 260 2782 SH SOLE 0 0 0 2782 VANGUARD WORLD FDS UTILITIES ETF 92204A876 310 1914 SH SOLE 0 0 0 1914 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 654 2573 SH SOLE 0 0 0 2573 VANGUARD WORLD FDS ENERGY ETF 92204A306 565 5275 SH SOLE 0 0 0 5275 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 245 1252 SH SOLE 0 0 0 1252 VERIZON COMMUNICATIONS INC COM 92343V104 796 15634 SH SOLE 0 0 0 15634 VICTORY PORTFOLIOS II VCSHS US 500 ENH 92647N782 285 3846 SH SOLE 0 0 0 3846 VICTORY PORTFOLIOS II VCSHS US 500 VOL 92647N766 293 3951 SH SOLE 0 0 0 3951 VIEWRAY INC COM 92672L107 96 24391 SH SOLE 0 0 0 24391 VISA INC COM CL A 92826C839 954 4300 SH SOLE 0 0 0 4300 WASTE MGMT INC DEL COM 94106L109 226 1425 SH SOLE 0 0 0 1425 WELLS FARGO CO NEW COM 949746101 356 7347 SH SOLE 0 0 0 7347 WEST PHARMACEUTICAL SVSC INC COM 955306105 334 814 SH SOLE 0 0 0 814 WISDOMTREE TR US SMALLCAP DIVD 97717W604 209 6563 SH SOLE 0 0 0 6563 WISDOMTREE TR INTL SMCAP DIV 97717W760 2849 41506 SH SOLE 0 0 0 41506 XENIA HOTELS & RESORTS INC COM 984017103 312 16167 SH SOLE 0 0 0 16167 ZILLOW GROUP INC CL A 98954M101 719 14918 SH SOLE 0 0 0 14918 ZOETIS INC CL A 98978V103 211 1119 SH SOLE 0 0 0 1119