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Cardinal Point Wealth Management

Latest statistics and disclosures from Cardinal Point Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, BOND, USMV, VEU, TOTL, and represent 64.80% of Cardinal Point Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BOND, VEU, VTI, WTMF, TOTL, AAPL, VUSB, EAGG, ESGV, IAU.
Started 6 new stock positions in ESGV, VHT, WFC, EAGG, VUSB, WTMF.
Reduced shares in these 10 stocks: ABCL (-$6.8M), ARKK, AOM, Berkeley Lts, FTLS, , FBND, USMV, IUSB, VOO.
Sold out of its positions in ABCL, Berkeley Lts, AOM, Prospect Capital Corporation note, STWD.
Cardinal Point Wealth Management was a net seller of stock by $-5.0M.
Cardinal Point Wealth Management has $213M in assets under management (AUM), dropping by -3.90%.
Central Index Key (CIK): 0001869778

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Portfolio Holdings for Cardinal Point Wealth Management

Cardinal Point Wealth Management holds 42 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	28.6	$61M		274k	222.06	View chart
Pimco Etf Tr Active Bd Etf (BOND)	18.0	$38M	+4%	346k	110.55	View chart
Ishares Tr Msci Usa Min Vol (USMV)	6.7	$14M		195k	73.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	6.5	$14M	+6%	227k	60.96	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	5.0	$11M	+3%	220k	48.32	View chart
Ishares Gold Tr Ishares New (IAU)	5.0	$11M	+2%	317k	33.41	View chart
Ark Etf Tr Innovation Etf (ARKK)	4.9	$11M	-14%	95k	110.52	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	4.8	$10M	+2%	237k	43.17	View chart
Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC)	4.6	$9.8M		216k	45.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.0	$8.5M	+2%	103k	81.94	View chart
Tesla Motors (TSLA)	1.9	$4.0M		5.2k	775.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.6M		9.6k	272.96	View chart
Apple (AAPL)	1.2	$2.5M	+15%	18k	141.50	View chart
Firstservice Corp (FSV)	1.2	$2.5M		14k	180.48	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$1.3M		50k	26.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$1.0M	+6%	10k	101.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$958k	-8%	2.4k	395.54	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$941k	-10%	18k	53.19	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$849k	-9%	16k	53.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$834k		5.1k	164.30	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$823k		2.00	411500.00	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$604k	-32%	13k	48.32	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$525k		9.5k	55.51	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$475k		7.4k	64.63	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$440k		6.8k	64.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$439k	-15%	5.8k	75.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$409k		8.2k	50.06	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$406k	NEW	9.9k	41.01	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$396k	-10%	15k	27.40	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	0.2	$368k	+77%	7.3k	50.48	View chart
Colgate-Palmolive Company (CL)	0.2	$344k		4.6k	75.54	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$324k	-14%	3.2k	101.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$271k	+24%	2.7k	100.52	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$247k	NEW	4.9k	50.15	View chart
Ark Etf Tr 3d Printing Etf (PRNT)	0.1	$232k		6.5k	35.69	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$226k	NEW	4.1k	55.12	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	0.1	$223k		1.9k	115.25	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$218k	NEW	2.7k	80.00	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$207k		3.7k	55.47	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$204k		1.6k	127.50	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$202k	NEW	813.00	248.46	View chart
Wells Fargo & Company (WFC)	0.1	$202k	NEW	4.3k	46.47	View chart

Past Filings by Cardinal Point Wealth Management

SEC 13F filings are viewable for Cardinal Point Wealth Management going back to 2021

Cardinal Point Wealth Management 2021 Q3 filed Nov. 5, 2021
Cardinal Point Wealth Management 2021 Q2 filed Aug. 4, 2021
Cardinal Point Wealth Management 2020 Q4 filed July 2, 2021
Cardinal Point Wealth Management 2021 Q1 filed July 2, 2021

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