Cardinal Point Wealth Management Partners

Cardinal Point Wealth Management Partners as of Dec. 31, 2021

Portfolio Holdings for Cardinal Point Wealth Management Partners

Cardinal Point Wealth Management Partners holds 49 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.1 $67M 278k 241.44
Pimco Etf Tr Active Bd Etf (BOND) 16.8 $39M 354k 109.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.7 $16M 253k 61.28
Ishares Tr Msci Usa Min Vol (USMV) 5.2 $12M 148k 80.90
Ishares Gold Tr Ishares New (IAU) 4.9 $11M 325k 34.81
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 4.8 $11M 244k 45.75
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 4.7 $11M 227k 47.34
Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC) 4.1 $9.4M 215k 43.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.0 $6.8M 85k 80.83
Ark Etf Tr Innovation Etf (ARKK) 2.8 $6.5M 69k 94.59
Blackrock Etf Trust Us Eqt Factor (DYNF) 2.4 $5.5M 146k 37.51
Tesla Motors (TSLA) 2.4 $5.5M 5.2k 1056.81
Ishares Tr Short Treas Bd (SHV) 2.1 $4.8M 44k 110.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.9M 9.5k 299.03
Apple (AAPL) 1.2 $2.7M 15k 177.55
Firstservice Corp (FSV) 1.2 $2.7M 14k 196.47
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $1.5M 50k 28.97
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.2M 10k 116.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.1M 2.4k 436.42
Ishares Tr Core Total Usd (IUSB) 0.4 $951k 18k 52.91
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $901k 2.00 450500.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $880k 17k 53.09
Spdr Gold Tr Gold Shs (GLD) 0.4 $834k 4.9k 170.97
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.4 $828k 16k 52.16
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $764k 13k 57.09
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $552k 8.7k 63.27
Ishares Tr Global Reit Etf (REET) 0.2 $547k 18k 30.59
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $541k 8.4k 64.60
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $496k 6.2k 79.68
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $486k 9.5k 51.08
Wisdomtree Tr Futre Strat Fd (WTMF) 0.2 $478k 14k 35.41
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $475k 19k 25.64
Ishares Tr Core S&p500 Etf (IVV) 0.2 $474k 994.00 476.86
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $419k 3.6k 114.92
Ishares Tr Esg Aware Growth (EAOR) 0.2 $403k 13k 31.76
Colgate-Palmolive Company (CL) 0.2 $389k 4.6k 85.42
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $346k 6.9k 49.96
Ishares Tr Esg Aware Modrte (EAOM) 0.1 $330k 11k 29.14
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $312k 5.7k 55.22
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $303k 3.0k 101.68
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $282k 2.7k 104.60
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $240k 2.7k 88.07
Pfizer (PFE) 0.1 $236k 4.0k 59.00
Ark Etf Tr 3d Printing Etf (PRNT) 0.1 $223k 6.5k 34.31
Vanguard World Fds Health Car Etf (VHT) 0.1 $217k 813.00 266.91
Wells Fargo & Company (WFC) 0.1 $209k 4.3k 48.08
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $208k 3.7k 55.73
Ishares Tr Tips Bd Etf (TIP) 0.1 $207k 1.6k 129.38
Prospect Cap Corp Note 6.375% 3/0 0.0 $95k 47k 2.02