Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance as of Dec. 31, 2024

Portfolio Holdings for Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance holds 83 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.7 $71M 121k 588.68
Ishares Tr Core S&p Us Gwt (IUSG) 15.3 $48M 344k 139.35
Ishares Tr Msci Usa Qlt Fct (QUAL) 13.5 $42M 237k 178.08
Ishares Tr National Mun Etf (MUB) 6.9 $22M 204k 106.55
Ishares Tr Eafe Grwth Etf (EFG) 6.7 $21M 216k 96.83
Ishares Tr Eafe Value Etf (EFV) 5.4 $17M 324k 52.47
Ishares Msci Emrg Chn (EMXC) 4.5 $14M 254k 55.45
Ishares Tr Global Tech Etf (IXN) 2.1 $6.7M 79k 84.75
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.1 $6.6M 128k 51.14
Ishares Tr S&p 100 Etf (OEF) 2.0 $6.2M 22k 288.85
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.9 $5.8M 116k 50.37
Ishares Tr U.s. Tech Etf (IYW) 1.5 $4.7M 30k 159.52
Microsoft Corporation (MSFT) 1.3 $3.9M 9.4k 421.50
Apple (AAPL) 1.2 $3.9M 16k 250.42
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $3.8M 43k 88.79
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.1 $3.5M 37k 95.01
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $2.6M 30k 87.33
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $1.8M 20k 89.04
Ishares Tr Global Energ Etf (IXC) 0.5 $1.7M 44k 38.18
Home Depot (HD) 0.5 $1.7M 4.2k 388.99
Ishares Gold Tr Ishares New (IAU) 0.5 $1.5M 31k 49.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.5M 3.3k 453.28
JPMorgan Chase & Co. (JPM) 0.4 $1.4M 5.8k 239.71
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.4M 7.3k 190.44
Costco Wholesale Corporation (COST) 0.4 $1.3M 1.5k 916.27
Ishares Tr Us Infrastruc (IFRA) 0.4 $1.3M 28k 46.29
Sherwin-Williams Company (SHW) 0.3 $982k 2.9k 339.93
Ishares Tr Core Msci Eafe (IEFA) 0.3 $863k 12k 70.28
Procter & Gamble Company (PG) 0.2 $769k 4.6k 167.65
Abbvie (ABBV) 0.2 $690k 3.9k 177.70
Johnson & Johnson (JNJ) 0.2 $674k 4.7k 144.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $653k 14k 47.82
Honeywell International (HON) 0.2 $647k 2.9k 225.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $630k 1.6k 401.58
Progressive Corporation (PGR) 0.2 $612k 2.6k 239.61
Automatic Data Processing (ADP) 0.2 $546k 1.9k 292.73
Union Pacific Corporation (UNP) 0.2 $529k 2.3k 228.04
Eli Lilly & Co. (LLY) 0.2 $494k 640.00 772.00
Alphabet Cap Stk Cl A (GOOGL) 0.2 $493k 2.6k 189.30
Colgate-Palmolive Company (CL) 0.2 $485k 5.3k 90.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $472k 1.6k 289.81
Exxon Mobil Corporation (XOM) 0.1 $470k 4.4k 107.57
NVIDIA Corporation (NVDA) 0.1 $460k 3.4k 134.29
Bank of America Corporation (BAC) 0.1 $401k 9.1k 43.95
Cisco Systems (CSCO) 0.1 $392k 6.6k 59.20
Walt Disney Company (DIS) 0.1 $385k 3.5k 111.35
Mastercard Incorporated Cl A (MA) 0.1 $377k 716.00 526.57
Churchill Downs (CHDN) 0.1 $357k 2.7k 133.54
Nextera Energy (NEE) 0.1 $346k 4.8k 71.69
Abbott Laboratories (ABT) 0.1 $316k 2.8k 113.11
Fastenal Company (FAST) 0.1 $295k 4.1k 71.91
Ge Aerospace Com New (GE) 0.1 $288k 1.7k 166.79
Ge Vernova (GEV) 0.1 $266k 809.00 328.93
Advanced Micro Devices (AMD) 0.1 $266k 2.2k 120.79
TJX Companies (TJX) 0.1 $266k 2.2k 120.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $262k 6.0k 44.04
Waters Corporation (WAT) 0.1 $257k 693.00 370.98
Te Connectivity Ord Shs (TEL) 0.1 $239k 1.7k 142.97
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $238k 2.1k 115.22
Merck & Co (MRK) 0.1 $227k 2.3k 99.48
Parker-Hannifin Corporation (PH) 0.1 $226k 355.00 636.03
Charles Schwab Corporation (SCHW) 0.1 $224k 3.0k 74.01
Us Bancorp Del Com New (USB) 0.1 $221k 4.6k 47.83
Ishares Core Msci Emkt (IEMG) 0.1 $220k 4.2k 52.22
Pepsi (PEP) 0.1 $219k 1.4k 152.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $135k 1.3k 101.53
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $59k 209.00 280.06
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $43k 150.00 287.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $42k 210.00 198.18
Vanguard Index Fds Value Etf (VTV) 0.0 $34k 203.00 169.30
Vanguard Index Fds Growth Etf (VUG) 0.0 $33k 80.00 410.45
Ishares Tr Expanded Tech (IGV) 0.0 $27k 271.00 100.12
Ishares Tr Russell 2000 Etf (IWM) 0.0 $26k 117.00 220.97
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $19k 326.00 57.41
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $14k 239.00 60.35
Ishares Tr Msci China Etf (MCHI) 0.0 $14k 298.00 46.86
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $11k 88.00 128.62
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $11k 193.00 58.35
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $11k 44.00 253.75
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $11k 154.00 70.00
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $10k 89.00 114.48
Ishares Tr Esg Aware Msci (ESML) 0.0 $4.1k 98.00 42.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $3.6k 57.00 62.32