Cardinal Point Wealth Management Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Cardinal Point Wealth Management Partners, LLC 13F Holdings
CIK 0001909054 · IRVINE, CA
As of Sep 30, 2022, Cardinal Point Wealth Management Partners, LLC reported
49 positions worth $209.5K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 356,249 | $65.0K | 31.02% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 747,070 | $37.6K | 17.94% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 388,944 |
|
7.5K8.36% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 585,188 |
6.3K | 7.78% |
| ISHARES GOLD TRUST | IAU | — | 336,181 |
0.8K | 5.17% |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | IHDG | — | 253,072 | $9.3K | 4.42% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 92,656 | $8.3K | 3.95% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 200,706 | $8.0K | 3.84% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 69,304 | $5.2K | 2.47% |
| TESLA INC | TSLA | Consumer Cyclical | 15,525 | $3.5K | 1.65% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,741 | $2.6K | 1.25% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 9,252 | $2.5K | 1.19% |
| APPLE INC | AAPL | Technology | 16,355 | $2.3K | 1.09% |
| FIRSTSERVICE CORP | FSV | Real Estate | 13,636 |
.7K | 0.79% |
| ARK INNOVATION ETF | ARKK | — | 32,674 |
.2K | 0.59% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 44,622 |
.0K | 0.49% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 27,513 |
.0K | 0.49% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,042 |
.0K | 0.48% |
| WISDOMTREE TR | — | — | 28,590 | $988.0 | 0.47% |
| FIRST TRUST LONG/SHORT EQUITY ETF | FTLS | — | 18,740 | $891.0 | 0.43% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 12,195 | $848.0 | 0.40% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 10,662 | $826.0 | 0.39% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 2 | $812.0 | 0.39% |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | AOR | — | 17,256 | $779.0 | 0.37% |
| INNOVATOR US EQUITY POWER BUFFER ETF - JULY | PJUL | — | 26,615 | $769.0 | 0.37% |