Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance as of March 31, 2025

Portfolio Holdings for Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance holds 64 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.9 $78M 139k 561.90
Ishares Tr Core S&p Us Gwt (IUSG) 14.5 $45M 357k 127.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 11.8 $37M 216k 170.89
Ishares Tr National Mun Etf (MUB) 7.0 $22M 206k 105.44
Ishares Tr Eafe Value Etf (EFV) 6.1 $19M 325k 58.94
Ishares Tr Eafe Grwth Etf (EFG) 6.1 $19M 191k 100.00
Ishares Msci Emrg Chn (EMXC) 5.1 $16M 290k 55.09
Ishares Tr S&p 100 Etf (OEF) 3.1 $9.7M 36k 270.83
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.3 $7.3M 142k 51.07
Ishares Tr Global Tech Etf (IXN) 2.0 $6.2M 82k 75.74
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.9 $6.1M 121k 50.63
World Gold Tr Spdr Gld Minis (GLDM) 1.6 $5.0M 81k 61.89
Ishares Tr U.s. Tech Etf (IYW) 1.5 $4.8M 34k 140.44
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.3 $4.1M 44k 92.53
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $3.8M 41k 93.66
Microsoft Corporation (MSFT) 1.0 $3.1M 8.3k 375.39
Apple (AAPL) 0.9 $3.0M 13k 222.13
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $2.4M 27k 90.59
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $2.4M 27k 91.03
Ishares Tr Global Energ Etf (IXC) 0.5 $1.5M 35k 42.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 2.5k 532.58
Home Depot (HD) 0.4 $1.3M 3.6k 366.49
Costco Wholesale Corporation (COST) 0.4 $1.2M 1.2k 945.78
JPMorgan Chase & Co. (JPM) 0.3 $1.0M 4.1k 245.30
Sherwin-Williams Company (SHW) 0.3 $1.0M 2.9k 349.19
Alphabet Cap Stk Cl C (GOOG) 0.3 $868k 5.6k 156.23
Abbvie (ABBV) 0.3 $803k 3.8k 209.52
Procter & Gamble Company (PG) 0.2 $742k 4.4k 170.42
Ishares Tr Core Msci Eafe (IEFA) 0.2 $705k 9.3k 75.65
Churchill Downs (CHDN) 0.2 $595k 5.4k 111.07
Johnson & Johnson (JNJ) 0.2 $580k 3.5k 165.84
Automatic Data Processing (ADP) 0.2 $570k 1.9k 305.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $541k 1.5k 361.09
Honeywell International (HON) 0.2 $541k 2.6k 211.75
Eli Lilly & Co. (LLY) 0.2 $529k 640.00 825.91
Colgate-Palmolive Company (CL) 0.2 $488k 5.2k 93.70
Exxon Mobil Corporation (XOM) 0.1 $448k 3.8k 118.93
Union Pacific Corporation (UNP) 0.1 $427k 1.8k 236.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $427k 1.6k 274.84
NVIDIA Corporation (NVDA) 0.1 $375k 3.5k 108.38
Abbott Laboratories (ABT) 0.1 $370k 2.8k 132.65
Mastercard Incorporated Cl A (MA) 0.1 $369k 673.00 548.12
Cisco Systems (CSCO) 0.1 $339k 5.5k 61.71
Alphabet Cap Stk Cl A (GOOGL) 0.1 $333k 2.2k 154.64
Progressive Corporation (PGR) 0.1 $269k 950.00 283.01
Waters Corporation (WAT) 0.1 $255k 693.00 368.57
Nextera Energy (NEE) 0.1 $231k 3.3k 70.89
Advanced Micro Devices (AMD) 0.1 $226k 2.2k 102.74
Walt Disney Company (DIS) 0.1 $216k 2.2k 98.70
Ishares Core Msci Emkt (IEMG) 0.0 $137k 2.5k 53.97
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $123k 1.3k 92.83
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $53k 209.00 251.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $39k 210.00 186.29
Vanguard Index Fds Value Etf (VTV) 0.0 $35k 203.00 172.74
Vanguard Index Fds Growth Etf (VUG) 0.0 $30k 80.00 370.82
Ishares Tr Russell 2000 Etf (IWM) 0.0 $23k 117.00 199.50
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $14k 134.00 104.57
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $12k 193.00 60.19
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $12k 154.00 74.72
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $11k 44.00 244.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $11k 88.00 122.01
Ishares Tr Expanded Tech (IGV) 0.0 $8.2k 92.00 89.00
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $5.3k 93.00 56.86
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $3.3k 57.00 58.35