Cardinal Point Wealth Management Partners

Cardinal Point Wealth Management Partners as of June 30, 2022

Portfolio Holdings for Cardinal Point Wealth Management Partners

Cardinal Point Wealth Management Partners holds 50 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 30.2 $63M 334k 188.62
Wisdomtree Tr Floatng Rat Trea (USFR) 13.5 $28M 560k 50.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 8.9 $19M 371k 49.96
Blackrock Etf Trust Us Eqt Factor (DYNF) 8.5 $18M 607k 29.20
Ishares Gold Tr Ishares New (IAU) 5.4 $11M 329k 34.31
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 4.5 $9.4M 252k 37.42
Pimco Etf Tr Active Bd Etf (BOND) 4.5 $9.3M 98k 95.25
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 4.4 $9.1M 216k 42.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.7 $5.6M 74k 76.78
Ishares Tr Short Treas Bd (SHV) 1.7 $3.5M 32k 110.09
Tesla Motors (TSLA) 1.7 $3.5M 5.2k 673.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.6M 9.6k 273.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $2.3M 8.1k 280.77
Apple (AAPL) 1.1 $2.3M 17k 136.74
Firstservice Corp (FSV) 0.8 $1.7M 14k 121.22
Ark Etf Tr Innovation Etf (ARKK) 0.7 $1.5M 38k 39.89
Wisdomtree Tr Futre Strat Fd (WTMF) 0.6 $1.2M 34k 35.11
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.5 $1.1M 28k 40.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $1.0M 45k 23.31
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.5 $1.0M 21k 48.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $971k 11k 91.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $877k 2.5k 348.43
Ishares Tr Grwt Allocat Etf (AOR) 0.4 $854k 18k 48.03
Spdr Gold Tr Gold Shs (GLD) 0.4 $839k 5.0k 168.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $824k 12k 68.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $818k 2.00 409000.00
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $721k 14k 52.06
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $681k 15k 46.64
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $679k 28k 24.10
Ishares Tr National Mun Etf (MUB) 0.3 $638k 6.0k 106.35
Ecolab (ECL) 0.3 $638k 4.1k 154.18
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $624k 12k 52.77
Ishares Tr Core Div Grwth (DGRO) 0.3 $547k 12k 47.63
Ishares Tr Global Reit Etf (REET) 0.2 $496k 21k 24.17
Colgate-Palmolive Company (CL) 0.2 $410k 5.1k 80.23
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $407k 21k 19.04
Ishares Tr Esg Aware Growth (EAOR) 0.2 $392k 15k 26.36
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $350k 7.3k 47.78
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $333k 6.8k 49.15
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $287k 3.4k 83.80
Ishares Tr Esg Aware Modrte (EAOM) 0.1 $282k 11k 24.90
Ark Etf Tr 3d Printing Etf (PRNT) 0.1 $270k 13k 21.22
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $257k 5.3k 48.95
Ishares Tr Msci Lw Crb Tg (CRBN) 0.1 $252k 1.8k 136.59
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $250k 2.5k 101.63
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $240k 2.7k 89.02
Pfizer (PFE) 0.1 $210k 4.0k 52.50
Ishares Tr Rus 1000 Etf (IWB) 0.1 $203k 979.00 207.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $202k 923.00 218.85
Chimera Invt Corp Com New 0.1 $112k 12k 9.16