Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance as of March 31, 2024

Portfolio Holdings for Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.5 $68M 129k 525.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.2 $32M 197k 164.35
Ishares Tr Core S&p Us Gwt (IUSG) 11.9 $32M 271k 117.21
Ishares Tr National Mun Etf (MUB) 8.0 $21M 198k 107.60
Ishares Tr Eafe Grwth Etf (EFG) 7.7 $21M 197k 103.79
Ishares Tr Eafe Value Etf (EFV) 6.5 $17M 318k 54.40
Ishares Msci Emrg Chn (EMXC) 3.7 $9.9M 172k 57.57
Ishares Tr Global Tech Etf (IXN) 2.2 $5.8M 78k 74.81
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.1 $5.6M 112k 50.45
Ishares Tr S&p 100 Etf (OEF) 2.0 $5.4M 22k 247.41
Ishares Tr Msci Usa Min Vol (USMV) 1.9 $5.1M 61k 83.58
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.7 $4.6M 91k 50.10
Ishares Tr U.s. Tech Etf (IYW) 1.6 $4.2M 31k 135.06
Microsoft Corporation (MSFT) 1.4 $3.8M 9.1k 420.72
Ishares Tr Global Energ Etf (IXC) 1.2 $3.2M 74k 42.95
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $3.0M 32k 94.62
Apple (AAPL) 0.9 $2.4M 14k 171.48
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $2.3M 26k 89.67
Home Depot (HD) 0.5 $1.4M 3.5k 383.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 2.8k 420.52
Ishares Tr Us Infrastruc (IFRA) 0.4 $1.1M 27k 43.36
Costco Wholesale Corporation (COST) 0.4 $1.1M 1.5k 732.63
Sherwin-Williams Company (SHW) 0.4 $1.0M 2.9k 347.33
Churchill Downs (CHDN) 0.4 $989k 8.0k 123.75
Ishares Tr Core Msci Eafe (IEFA) 0.4 $965k 13k 74.22
Alphabet Cap Stk Cl C (GOOG) 0.3 $846k 5.6k 152.26
JPMorgan Chase & Co. (JPM) 0.3 $823k 4.1k 200.30
Procter & Gamble Company (PG) 0.3 $751k 4.6k 162.25
Abbvie (ABBV) 0.3 $718k 3.9k 182.10
Johnson & Johnson (JNJ) 0.2 $607k 3.8k 158.19
Honeywell International (HON) 0.2 $602k 2.9k 205.25
Eli Lilly & Co. (LLY) 0.2 $584k 751.00 777.96
Ishares Core Msci Emkt (IEMG) 0.2 $579k 11k 51.60
Union Pacific Corporation (UNP) 0.2 $547k 2.2k 245.93
Colgate-Palmolive Company (CL) 0.2 $533k 5.9k 90.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $529k 1.6k 337.05
Automatic Data Processing (ADP) 0.2 $466k 1.9k 249.74
Alphabet Cap Stk Cl A (GOOGL) 0.2 $440k 2.9k 150.93
Advanced Micro Devices (AMD) 0.1 $397k 2.2k 180.49
Mastercard Incorporated Cl A (MA) 0.1 $388k 805.00 481.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $364k 1.4k 259.90
Merck & Co (MRK) 0.1 $346k 2.6k 131.95
Exxon Mobil Corporation (XOM) 0.1 $322k 2.8k 116.24
Abbott Laboratories (ABT) 0.1 $308k 2.7k 113.66
Pepsi (PEP) 0.1 $305k 1.7k 175.01
NVIDIA Corporation (NVDA) 0.1 $302k 334.00 903.56
Walt Disney Company (DIS) 0.1 $269k 2.2k 122.36
Cisco Systems (CSCO) 0.1 $261k 5.2k 49.91
Waters Corporation (WAT) 0.1 $239k 693.00 344.23
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $122k 1.1k 110.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $112k 1.3k 84.44
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $79k 420.00 186.81
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $59k 227.00 260.72
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $41k 150.00 270.80
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $40k 210.00 191.88
Ishares Tr Russell 2000 Etf (IWM) 0.0 $25k 117.00 210.31
Ishares Tr Esg Aware Msci (ESML) 0.0 $3.9k 98.00 40.28