Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance as of June 30, 2025

Portfolio Holdings for Cardinal Strategic Wealth Guidance

Cardinal Strategic Wealth Guidance holds 62 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.7 $86M 138k 620.90
Ishares Tr Core S&p Us Gwt (IUSG) 14.5 $50M 334k 150.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 11.4 $39M 215k 182.82
Ishares Tr Eafe Value Etf (EFV) 7.2 $25M 392k 63.48
Ishares Tr National Mun Etf (MUB) 5.6 $19M 185k 104.48
Ishares Msci Emrg Chn (EMXC) 5.1 $18M 279k 63.14
Ishares Tr Eafe Grwth Etf (EFG) 4.7 $16M 146k 112.00
Ishares Tr S&p 100 Etf (OEF) 4.0 $14M 45k 304.35
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.4 $8.3M 158k 52.34
World Gold Tr Spdr Gld Minis (GLDM) 2.4 $8.3M 126k 65.52
Ishares Tr Global Tech Etf (IXN) 2.4 $8.2M 89k 92.34
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $6.1M 121k 50.68
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.3 $4.6M 41k 112.47
Microsoft Corporation (MSFT) 1.2 $4.0M 8.0k 497.41
Ishares Tr U.s. Tech Etf (IYW) 1.1 $3.8M 22k 173.27
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $3.8M 41k 93.87
Ishares Tr Core Intl Aggr (IAGG) 1.1 $3.8M 74k 51.09
Blackrock Etf Trust Ishares A I Inno (BAI) 0.9 $3.1M 107k 28.85
Apple (AAPL) 0.8 $2.7M 13k 205.17
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $2.6M 28k 92.62
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $2.5M 29k 88.25
Home Depot (HD) 0.4 $1.3M 3.5k 366.64
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 4.1k 289.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.4k 485.77
Costco Wholesale Corporation (COST) 0.3 $1.1M 1.1k 989.94
Sherwin-Williams Company (SHW) 0.3 $990k 2.9k 343.36
Alphabet Cap Stk Cl C (GOOG) 0.3 $982k 5.5k 177.39
Ishares Tr Core Msci Eafe (IEFA) 0.2 $705k 8.4k 83.48
Abbvie (ABBV) 0.2 $690k 3.7k 185.62
Procter & Gamble Company (PG) 0.2 $663k 4.2k 159.32
Honeywell International (HON) 0.2 $592k 2.5k 232.88
Automatic Data Processing (ADP) 0.2 $572k 1.9k 308.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $554k 1.3k 424.58
NVIDIA Corporation (NVDA) 0.2 $547k 3.5k 157.99
Johnson & Johnson (JNJ) 0.2 $532k 3.5k 152.75
Eli Lilly & Co. (LLY) 0.1 $476k 611.00 779.53
Colgate-Palmolive Company (CL) 0.1 $473k 5.2k 90.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $472k 1.6k 303.93
Exxon Mobil Corporation (XOM) 0.1 $406k 3.8k 107.80
Union Pacific Corporation (UNP) 0.1 $397k 1.7k 230.08
Cisco Systems (CSCO) 0.1 $379k 5.5k 69.38
Abbott Laboratories (ABT) 0.1 $379k 2.8k 136.01
Mastercard Incorporated Cl A (MA) 0.1 $370k 658.00 561.94
Alphabet Cap Stk Cl A (GOOGL) 0.1 $340k 1.9k 176.23
Ishares Tr Global Energ Etf (IXC) 0.1 $316k 8.0k 39.29
Advanced Micro Devices (AMD) 0.1 $313k 2.2k 141.90
Churchill Downs (CHDN) 0.1 $268k 2.7k 101.00
Walt Disney Company (DIS) 0.1 $264k 2.1k 124.01
Waters Corporation (WAT) 0.1 $242k 693.00 349.04
Progressive Corporation (PGR) 0.1 $240k 900.00 266.86
Nextera Energy (NEE) 0.1 $226k 3.3k 69.42
Ishares Core Msci Emkt (IEMG) 0.0 $152k 2.5k 60.03
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $146k 1.3k 110.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $58k 209.00 276.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $41k 210.00 195.01
Vanguard Index Fds Value Etf (VTV) 0.0 $36k 203.00 177.70
Vanguard Index Fds Growth Etf (VUG) 0.0 $35k 80.00 438.91
Ishares Tr Russell 2000 Etf (IWM) 0.0 $25k 117.00 215.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $13k 44.00 284.82
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $12k 88.00 135.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $3.5k 57.00 62.04
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $1.7k 16.00 109.31