Cardinal Point Wealth Management

Cardinal Point Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Cardinal Point Wealth Management

Cardinal Point Wealth Management holds 32 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 25.2 $50M 255k 194.63
Pimco Etf Tr Active Bd Etf (BOND) 17.2 $34M 299k 113.21
Ishares Tr Msci Usa Min Vol (USMV) 11.6 $23M 336k 67.88
Ark Etf Tr Innovation Etf (ARKK) 8.2 $16M 129k 124.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.6 $11M 190k 58.37
Ishares Gold Trust Ishares 5.1 $10M 553k 18.13
Ishares Tr Msci Eafe Min Vl (EFAV) 4.6 $9.1M 124k 73.41
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 4.5 $8.8M 179k 49.28
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 4.0 $7.9M 201k 39.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.9 $7.6M 92k 82.90
Tesla Motors (TSLA) 1.9 $3.7M 5.2k 705.70
Apple (AAPL) 1.2 $2.4M 18k 132.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $2.2M 9.5k 231.84
Firstservice Corp (FSV) 0.9 $1.9M 14k 136.77
Spdr Gold Tr Gold Shs (GLD) 0.5 $905k 5.1k 178.29
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $866k 16k 54.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $832k 2.4k 343.52
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $804k 9.5k 84.93
Ishares Tr Core Total Usd (IUSB) 0.4 $786k 14k 54.58
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.4 $766k 18k 43.58
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $696k 2.00 348000.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $534k 9.4k 56.81
Ishares Tr Modert Alloc Etf (AOM) 0.2 $456k 11k 43.06
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $408k 7.2k 56.47
Ishares Tr Global Reit Etf (REET) 0.2 $384k 16k 23.93
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $378k 7.2k 52.27
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $378k 6.2k 60.97
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $349k 4.0k 86.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $348k 7.0k 50.04
Amazon (AMZN) 0.2 $319k 98.00 3255.10
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $304k 3.0k 102.01
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $232k 1.9k 119.90