Cardinal Point Wealth Management LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Cardinal Point Wealth Management LLC 13F Holdings
CIK 0001869778 · IRVINE, CA
As of Sep 30, 2021, Cardinal Point Wealth Management LLC reported
42 positions worth $212.7K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 273,896 | $60.8K | 28.59% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 346,378 | $38.3K | 18.00% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 194,567 |
|
4.3K6.72% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 226,702 |
3.8K | 6.50% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 219,581 |
0.6K | 4.99% |
| ISHARES GOLD TRUST | IAU | — | 316,899 |
0.6K | 4.98% |
| ARK INNOVATION ETF | ARKK | — | 94,585 |
0.5K | 4.91% |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | IHDG | — | 237,089 |
0.2K | 4.81% |
| EXCHANGE TRADED CONCEPTS TRU | — | — | 215,512 | $9.8K | 4.62% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 103,276 | $8.5K | 3.98% |
| TESLA INC | TSLA | Consumer Cyclical | 5,175 | $4.0K | 1.89% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,551 | $2.6K | 1.23% |
| APPLE INC | AAPL | Technology | 17,753 | $2.5K | 1.18% |
| FIRSTSERVICE CORP | FSV | Real Estate | 13,636 | $2.5K | 1.16% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 50,297 |
.3K | 0.63% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 10,069 |
.0K | 0.48% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,422 | $958.0 | 0.45% |
| FIDELITY TOTAL BOND ETF | FBND | — | 17,691 | $941.0 | 0.44% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 15,950 | $849.0 | 0.40% |
| SPDR GOLD TRUST | GQ9 | — | 5,076 | $834.0 | 0.39% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 2 | $823.0 | 0.39% |
| FIRST TRUST LONG/SHORT EQUITY ETF | FTLS | — | 12,500 | $604.0 | 0.28% |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | AOR | — | 9,457 | $525.0 | 0.25% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 7,350 | $475.0 | 0.22% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 6,825 | $440.0 | 0.21% |