Cardinal Point Wealth Management

Cardinal Point Wealth Management as of June 30, 2021

Portfolio Holdings for Cardinal Point Wealth Management

Cardinal Point Wealth Management holds 41 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 27.4 $61M 272k 222.82
Pimco Etf Tr Active Bd Etf (BOND) 16.6 $37M 332k 110.96
Ark Etf Tr Innovation Etf (ARKK) 6.5 $15M 111k 130.78
Ishares Tr Msci Usa Min Vol (USMV) 6.5 $14M 196k 73.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.1 $14M 213k 63.39
Ishares Gold Tr Ishares New (IAU) 4.7 $11M 311k 33.71
Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC) 4.7 $11M 217k 48.17
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 4.6 $10M 212k 48.41
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 4.6 $10M 232k 44.12
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.8 $8.3M 101k 82.16
Abcellera Biologics (ABCL) 3.1 $6.8M 310k 22.00
Tesla Motors (TSLA) 1.6 $3.5M 5.2k 679.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.7M 9.5k 277.96
Firstservice Corp (FSV) 1.1 $2.3M 14k 171.24
Apple (AAPL) 0.9 $2.1M 15k 136.95
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $1.4M 50k 26.98
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $1.1M 20k 53.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.0M 2.6k 394.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $964k 9.5k 101.83
Ishares Tr Core Total Usd (IUSB) 0.4 $947k 18k 53.50
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.4 $895k 18k 48.64
Spdr Gold Tr Gold Shs (GLD) 0.4 $841k 5.1k 165.68
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $837k 2.00 418500.00
Ishares Tr Modert Alloc Etf (AOM) 0.3 $624k 14k 45.09
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $530k 9.5k 56.04
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $525k 6.9k 76.09
Berkeley Lts 0.2 $488k 11k 44.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $484k 7.5k 64.75
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $475k 6.8k 69.60
Ishares Tr Global Reit Etf (REET) 0.2 $447k 16k 27.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $444k 8.2k 54.34
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $377k 3.7k 101.92
Colgate-Palmolive Company (CL) 0.2 $370k 4.6k 81.25
Ark Etf Tr 3d Printing Etf (PRNT) 0.1 $259k 6.5k 39.85
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $229k 2.2k 105.34
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $223k 1.9k 115.25
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $215k 3.7k 57.61
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $212k 4.1k 51.53
Ishares Tr Tips Bd Etf (TIP) 0.1 $205k 1.6k 128.12
Starwood Property Trust (STWD) 0.1 $204k 7.8k 26.15
Prospect Cap Corp Note 6.375% 3/0 0.0 $51k 47k 1.09