Cardinal Point Wealth Management

Cardinal Point Wealth Management as of Sept. 30, 2021

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