Cardinal Point Wealth Management Partners

Cardinal Point Wealth Management Partners as of Sept. 30, 2022

Portfolio Holdings for Cardinal Point Wealth Management Partners

Cardinal Point Wealth Management Partners holds 49 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 31.0 $65M 356k 182.40
Wisdomtree Tr Floatng Rat Trea (USFR) 17.9 $38M 747k 50.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 8.4 $18M 389k 45.04
Blackrock Etf Trust Us Eqt Factor (DYNF) 7.8 $16M 585k 27.87
Ishares Gold Tr Ishares New (IAU) 5.2 $11M 336k 32.19
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 4.4 $9.3M 253k 36.60
Pimco Etf Tr Active Bd Etf (BOND) 3.9 $8.3M 93k 89.25
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 3.8 $8.0M 201k 40.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $5.2M 69k 74.64
Tesla Motors (TSLA) 1.7 $3.5M 16k 223.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.6M 9.7k 269.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $2.5M 9.3k 269.56
Apple (AAPL) 1.1 $2.3M 16k 140.08
Firstservice Corp (FSV) 0.8 $1.7M 14k 121.52
Ark Etf Tr Innovation Etf (ARKK) 0.6 $1.2M 33k 37.52
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $1.0M 45k 22.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.0M 28k 36.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.0M 3.0k 333.33
Wisdomtree Tr Futre Strat Fd (WTMF) 0.5 $988k 29k 34.56
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.4 $891k 19k 47.55
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $848k 12k 69.54
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $826k 11k 77.47
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $812k 2.00 406000.00
Ishares Tr Grwt Allocat Etf (AOR) 0.4 $779k 17k 45.14
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.4 $769k 27k 28.89
Spdr Gold Tr Gold Shs (GLD) 0.3 $656k 4.2k 157.81
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $626k 27k 23.41
Ishares Tr National Mun Etf (MUB) 0.3 $621k 6.0k 103.47
Ecolab (ECL) 0.3 $596k 4.1k 144.03
Ishares Tr Core Div Grwth (DGRO) 0.2 $518k 12k 45.08
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $487k 10k 46.83
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $469k 9.6k 48.68
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $441k 9.9k 44.37
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $385k 21k 18.44
Ishares Tr Esg Aware Growth (EAOR) 0.2 $368k 15k 24.86
Colgate-Palmolive Company (CL) 0.2 $353k 5.1k 69.08
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $331k 6.8k 48.86
McKesson Corporation (MCK) 0.2 $327k 943.00 346.77
Ishares Tr Global Reit Etf (REET) 0.2 $326k 16k 20.89
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $325k 7.2k 45.23
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $283k 3.5k 80.51
Ishares Tr Esg Aware Modrte (EAOM) 0.1 $263k 11k 23.48
Ark Etf Tr 3d Printing Etf (PRNT) 0.1 $255k 13k 20.04
Ishares Tr Msci Lw Crb Tg (CRBN) 0.1 $241k 1.9k 128.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $239k 2.5k 97.15
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $229k 5.0k 46.17
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $229k 2.7k 84.94
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $200k 2.2k 91.32
Chimera Invt Corp Com New 0.0 $67k 12k 5.48