Cardinal Point Wealth Management

Cardinal Point Wealth Management as of March 31, 2021

Portfolio Holdings for Cardinal Point Wealth Management

Cardinal Point Wealth Management holds 38 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 27.1 $54M 261k 206.69
Pimco Etf Tr Active Bd Etf (BOND) 18.1 $36M 328k 109.46
Ark Etf Tr Innovation Etf (ARKK) 7.6 $15M 127k 119.95
Ishares Tr Msci Usa Min Vol (USMV) 6.6 $13M 190k 69.19
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.3 $13M 206k 60.68
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 5.0 $10M 207k 48.21
Ishares Gold Tr Ishares 4.8 $9.6M 590k 16.26
Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC) 4.7 $9.3M 212k 43.89
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 4.7 $9.3M 225k 41.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.1 $8.1M 99k 82.19
Tesla Motors (TSLA) 1.7 $3.5M 5.2k 668.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.4M 9.5k 255.42
Firstservice Corp (FSV) 1.0 $2.0M 14k 148.21
Apple (AAPL) 0.9 $1.8M 15k 122.17
Fidelity Covington Trust Total Bd Etf (FBND) 0.5 $1.0M 20k 52.51
Ishares Tr Core Total Usd (IUSB) 0.5 $918k 17k 52.76
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.5 $916k 20k 45.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $897k 9.8k 91.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $882k 2.4k 364.16
Spdr Gold Tr Gold Shs (GLD) 0.4 $812k 5.1k 159.97
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $771k 2.00 385500.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $745k 10k 72.16
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $479k 7.7k 62.21
Ishares Tr Global Reit Etf (REET) 0.2 $479k 19k 25.48
Ishares Tr Modert Alloc Etf (AOM) 0.2 $461k 11k 43.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $457k 7.0k 65.76
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $387k 7.2k 53.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $362k 7.0k 52.06
Colgate-Palmolive Company (CL) 0.2 $359k 4.6k 78.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $348k 4.0k 86.25
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $324k 3.2k 101.89
Ark Etf Tr 3d Printing Etf (PRNT) 0.1 $252k 6.5k 38.77
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $219k 2.2k 100.74
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $219k 1.9k 113.18
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $216k 4.4k 49.21
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $206k 3.7k 55.20
Ishares Tr Tips Bd Etf (TIP) 0.1 $201k 1.6k 125.62
Prospect Cap Corp Note 6.375% 3/0 0.0 $51k 47k 1.09