Cardinal Point Capital Management, ULC

Cardinal Point Capital Management ULC as of March 31, 2025

Portfolio Holdings for Cardinal Point Capital Management ULC

Cardinal Point Capital Management ULC holds 179 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 13.5 $147M 533k 274.84
Wisdomtree Tr Floatng Rat Trea (USFR) 6.5 $71M 1.4M 50.33
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.0 $54M 907k 59.40
Apple (AAPL) 4.9 $53M 36k 1478.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.7 $40M 657k 60.66
Ishares Tr U S Equity Factr (LRGF) 3.6 $39M 681k 57.88
Ishares Tr National Mun Etf (MUB) 3.2 $35M 331k 105.44
Dimensional Etf Trust World Ex Us Core (DFAX) 3.1 $34M 1.3M 26.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.6 $28M 843k 32.99
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 2.5 $28M 1.1M 25.26
Pimco Etf Tr Multisector Bd (PYLD) 2.1 $23M 873k 26.35
Ishares Gold Tr Ishares New (IAU) 1.7 $18M 310k 58.96
Toronto Dominion Bk Ont Com New (TD) 1.7 $18M 308k 59.06
Bank Of Montreal Cadcom (BMO) 1.6 $17M 183k 94.98
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.6 $17M 393k 43.40
Alphabet Cap Stk Cl C (GOOG) 1.6 $17M 13k 1355.59
JPMorgan Chase & Co. (JPM) 1.4 $15M 61k 245.30
Enbridge (ENB) 1.4 $15M 336k 43.76
Suncor Energy (SU) 1.3 $15M 394k 37.19
Wal-Mart Stores (WMT) 1.3 $15M 167k 87.79
Manulife Finl Corp (MFC) 1.3 $14M 461k 30.95
Cisco Systems (CSCO) 1.3 $14M 227k 61.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $13M 11k 1223.94
Rbc Cad (RY) 1.2 $13M 117k 111.16
Johnson & Johnson (JNJ) 1.2 $13M 77k 165.19
Tc Energy Corp (TRP) 1.1 $12M 260k 46.48
Philip Morris International (PM) 1.0 $11M 70k 158.73
Bk Nova Cad (BNS) 1.0 $11M 222k 47.18
Cgi Cl A Sub Vtg (GIB) 1.0 $10M 106k 98.23
Canadian Natl Ry (CNI) 0.8 $9.1M 94k 96.57
Agnico (AEM) 0.8 $8.9M 95k 94.21
International Business Machines (IBM) 0.8 $8.8M 36k 248.66
Rogers Communications CL B (RCI) 0.8 $8.7M 328k 26.53
CVS Caremark Corporation (CVS) 0.8 $8.5M 126k 67.75
Pepsi (PEP) 0.8 $8.5M 57k 149.94
Oracle Corporation (ORCL) 0.8 $8.2M 59k 139.81
Kenvue (KVUE) 0.7 $8.2M 340k 23.98
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.7 $8.0M 124k 64.08
Pfizer (PFE) 0.7 $7.8M 309k 25.34
Ishares Tr TRS FLT RT BD (TFLO) 0.7 $7.7M 152k 50.66
Comcast Corp Cl A (CMCSA) 0.7 $7.6M 205k 36.90
Vaneck Etf Trust Gold Miners Etf (GDX) 0.7 $7.3M 159k 45.97
Canadian Natural Resources (CNQ) 0.7 $7.1M 232k 30.54
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $6.6M 184k 35.81
Open Text Corp (OTEX) 0.6 $6.5M 263k 24.91
Microsoft Corporation (MSFT) 0.6 $6.5M 5.5k 1174.86
FedEx Corporation (FDX) 0.6 $6.2M 25k 243.78
Newmont Mining Corporation (NEM) 0.6 $6.0M 152k 39.62
Amazon (AMZN) 0.5 $5.7M 11k 508.04
Brookfield Business Partners Unit Ltd L P (BBU) 0.5 $5.6M 243k 22.92
Alphabet Cap Stk Cl A (GOOGL) 0.5 $5.5M 31k 179.01
Visa Com Cl A (V) 0.5 $5.4M 3.2k 1678.57
NVIDIA Corporation (NVDA) 0.4 $4.1M 18k 234.54
McDonald's Corporation (MCD) 0.4 $4.1M 13k 312.37
Tesla Motors (TSLA) 0.4 $4.0M 16k 259.16
Walt Disney Company (DIS) 0.4 $4.0M 40k 98.63
Vanguard World Inf Tech Etf (VGT) 0.3 $3.2M 5.8k 542.38
Cenovus Energy (CVE) 0.3 $3.1M 234k 13.10
Brookfield Business Corp Cl A Exc Sub Vtg (BBUC) 0.3 $3.0M 118k 25.44
Viatris (VTRS) 0.3 $2.9M 329k 8.71
Telus Ord (TU) 0.2 $2.6M 181k 14.36
Dimensional Etf Trust International (DFSI) 0.2 $2.4M 70k 34.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.2M 4.3k 513.91
Sun Life Financial (SLF) 0.2 $2.0M 35k 57.29
Nike CL B (NKE) 0.2 $2.0M 32k 63.48
Zoetis Cl A (ZTS) 0.2 $2.0M 12k 164.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.9M 4.0k 469.64
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $1.9M 36k 52.39
Verizon Communications (VZ) 0.2 $1.8M 39k 45.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.7M 3.0k 560.91
Cibc Cad (CM) 0.1 $1.6M 29k 56.31
Alamos Gold Com Cl A (AGI) 0.1 $1.6M 60k 26.70
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.6M 2.00 798441.50
Ishares Tr Esg Aware 60/40 (EAOR) 0.1 $1.5M 49k 31.32
Colgate-Palmolive Company (CL) 0.1 $1.5M 11k 133.74
Bce Com New (BCE) 0.1 $1.5M 63k 22.98
Corning Incorporated (GLW) 0.1 $1.4M 31k 45.78
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $1.4M 54k 24.99
Transalta Corp (TAC) 0.1 $1.4M 145k 9.34
Ishares Tr Msci Lw Crb Tg (CRBN) 0.1 $1.3M 7.0k 191.18
Gilead Sciences (GILD) 0.1 $1.3M 12k 112.05
Citigroup Com New (C) 0.1 $1.2M 17k 70.99
Ishares Tr Esg Aware 80/20 (EAOA) 0.1 $1.1M 32k 35.39
Bristol Myers Squibb (BMY) 0.1 $1.0M 17k 60.99
Uber Technologies (UBER) 0.1 $964k 13k 72.86
Yeti Hldgs (YETI) 0.1 $954k 29k 33.10
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $949k 36k 26.17
Pembina Pipeline Corp (PBA) 0.1 $942k 24k 40.04
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $938k 23k 40.19
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $873k 18k 47.48
Bank of America Corporation (BAC) 0.1 $861k 21k 41.73
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $775k 23k 33.68
Paypal Holdings (PYPL) 0.1 $764k 12k 65.25
Canadian Pacific Kansas City (CP) 0.1 $754k 11k 70.25
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.1 $731k 27k 27.54
Meta Platforms Cl A (META) 0.1 $725k 1.3k 576.36
Ishares Tr Core Div Grwth (DGRO) 0.1 $722k 12k 61.78
Iron Mountain (IRM) 0.1 $714k 8.2k 87.02
Textron (TXT) 0.1 $686k 9.5k 72.27
Ishares Tr Core S&p500 Etf (IVV) 0.1 $644k 1.1k 561.90
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $615k 7.8k 78.94
Magnite Ord (MGNI) 0.1 $614k 54k 11.41
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $613k 6.6k 92.47
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $604k 6.9k 87.17
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $601k 16k 37.01
Cae (CAE) 0.1 $578k 24k 24.61
Ishares Tr Core 60/40 Balan (AOR) 0.1 $574k 10k 57.57
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $570k 15k 38.44
Five9 (FIVN) 0.1 $554k 20k 27.15
Asa Gold And Precious Mtls L SHS (ASA) 0.1 $552k 18k 30.14
Fortis (FTS) 0.0 $540k 12k 45.60
South Bow Corp (SOBO) 0.0 $538k 22k 24.74
Ishares Msci Cda Etf (EWC) 0.0 $529k 13k 40.75
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $527k 46k 11.42
Intel Corporation (INTC) 0.0 $525k 23k 22.71
Spdr Gold Tr Gold Shs (GLD) 0.0 $512k 1.8k 288.14
Waste Management (WM) 0.0 $504k 2.2k 231.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $502k 1.4k 361.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $490k 5.4k 90.54
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $480k 4.9k 98.93
B2gold Corp (BTG) 0.0 $470k 165k 2.85
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $456k 27k 16.68
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $454k 15k 31.23
Equinox Gold Corp equities (EQX) 0.0 $447k 65k 6.88
Barrick Gold Corp (GOLD) 0.0 $442k 23k 19.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $439k 3.4k 128.95
Pan American Silver Corp Can (PAAS) 0.0 $438k 17k 25.15
McKesson Corporation (MCK) 0.0 $425k 631.00 674.14
Netflix (NFLX) 0.0 $421k 451.00 932.53
Ishares Tr Usd Grn Bond Etf (BGRN) 0.0 $419k 8.8k 47.36
Costco Wholesale Corporation (COST) 0.0 $414k 438.00 945.78
Kinross Gold Corp (KGC) 0.0 $413k 34k 12.24
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $391k 10k 38.41
Fortuna Mng Corp Com New (FSM) 0.0 $387k 64k 6.09
Iamgold Corp (IAG) 0.0 $381k 61k 6.25
Motorola Solutions Com New (MSI) 0.0 $376k 856.00 438.90
At&t (T) 0.0 $373k 13k 28.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $371k 7.3k 50.83
Mag Silver Corp 0.0 $369k 33k 11.17
Servicenow (NOW) 0.0 $352k 442.00 796.14
Eli Lilly & Co. (LLY) 0.0 $344k 417.00 825.91
Ishares Tr Core Msci Eafe (IEFA) 0.0 $341k 4.5k 75.65
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $330k 8.0k 41.47
Ecolab (ECL) 0.0 $322k 1.3k 254.17
Select Sector Spdr Tr Energy (XLE) 0.0 $315k 3.4k 93.46
Ge Aerospace Com New (GE) 0.0 $314k 1.6k 200.45
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $313k 12k 26.89
Aris Mng Corp (ARMN) 0.0 $310k 67k 4.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $310k 1.8k 170.93
Morgan Stanley Com New (MS) 0.0 $307k 2.6k 116.67
Select Sector Spdr Tr Technology (XLK) 0.0 $301k 1.5k 206.49
Ishares Tr Rus 1000 Etf (IWB) 0.0 $300k 979.00 306.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $298k 6.6k 45.26
Park Hotels & Resorts Inc-wi (PK) 0.0 $291k 27k 10.68
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $286k 2.7k 104.57
Fiserv (FI) 0.0 $277k 1.3k 220.83
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $273k 5.9k 45.95
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $258k 7.2k 35.82
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.0 $252k 6.8k 37.22
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $251k 5.3k 47.52
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $250k 5.0k 49.90
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $248k 6.9k 36.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $246k 11k 22.08
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $246k 8.9k 27.57
Southwest Airlines (LUV) 0.0 $243k 7.2k 33.76
Solaris Res Com New (SLSR) 0.0 $241k 72k 3.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $238k 2.9k 81.77
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.0 $238k 6.3k 37.78
Wisdomtree Tr Futre Strat Fd (WTMF) 0.0 $231k 6.8k 34.13
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.0 $227k 7.4k 30.85
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $223k 7.6k 29.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $223k 9.6k 23.16
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.0 $222k 11k 19.44
Ishares Msci Eurzone Etf (EZU) 0.0 $219k 4.1k 53.25
Dex (DXCM) 0.0 $219k 3.2k 68.29
Abbvie (ABBV) 0.0 $203k 970.00 209.52
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $201k 2.2k 90.59
Vanguard Index Fds Small Cp Etf (VB) 0.0 $201k 907.00 221.75
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.0 $201k 5.6k 35.80