Cardinal Point Wealth Management Partners

Cardinal Point Wealth Management Partners as of March 31, 2022

Portfolio Holdings for Cardinal Point Wealth Management Partners

Cardinal Point Wealth Management Partners holds 51 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 30.1 $68M 297k 227.67
Pimco Etf Tr Active Bd Etf (BOND) 14.9 $34M 329k 101.78
Blackrock Etf Trust Us Eqt Factor (DYNF) 9.5 $21M 615k 34.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.5 $21M 368k 57.59
Ishares Gold Tr Ishares New (IAU) 5.5 $12M 337k 36.83
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 5.0 $11M 259k 42.94
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 4.5 $10M 223k 44.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.7 $6.0M 76k 77.90
Tesla Motors (TSLA) 2.5 $5.6M 5.2k 1077.64
Ishares Tr Short Treas Bd (SHV) 1.7 $3.7M 34k 110.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $3.4M 9.6k 352.87
Ark Etf Tr Innovation Etf (ARKK) 1.3 $3.0M 45k 66.29
Apple (AAPL) 1.3 $2.9M 16k 174.59
Firstservice Corp (FSV) 0.9 $2.0M 14k 144.91
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $1.4M 50k 27.58
Wisdomtree Tr Futre Strat Fd (WTMF) 0.5 $1.1M 32k 35.95
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.1M 10k 108.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.1M 2.00 529000.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.0M 2.5k 415.18
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.5 $1.0M 20k 50.69
Ishares Tr Core Total Usd (IUSB) 0.4 $1.0M 20k 49.64
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $962k 12k 79.83
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $932k 19k 49.84
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $929k 16k 59.27
Spdr Gold Tr Gold Shs (GLD) 0.4 $899k 5.0k 180.59
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $804k 13k 62.57
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $734k 14k 53.94
Ecolab (ECL) 0.3 $731k 4.1k 176.66
Ishares Tr Global Reit Etf (REET) 0.3 $658k 23k 29.21
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $456k 19k 24.62
Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC) 0.2 $415k 11k 36.44
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $393k 8.2k 48.00
Ark Etf Tr 3d Printing Etf (PRNT) 0.2 $374k 13k 29.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $368k 8.0k 46.16
Ishares Tr Esg Aware Growth (EAOR) 0.2 $366k 12k 29.83
Colgate-Palmolive Company (CL) 0.2 $345k 4.6k 75.76
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $335k 6.8k 49.45
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $329k 15k 21.50
Ishares Tr Esg Aware Modrte (EAOM) 0.1 $310k 11k 27.37
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $298k 3.0k 100.00
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $292k 5.7k 51.68
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $276k 2.7k 102.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $276k 2.5k 112.20
Ishares Tr Core S&p500 Etf (IVV) 0.1 $236k 521.00 452.98
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $221k 2.7k 81.10
Amazon (AMZN) 0.1 $218k 67.00 3253.73
Wells Fargo & Company (WFC) 0.1 $211k 4.3k 48.54
Pfizer (PFE) 0.1 $207k 4.0k 51.75
Vaneck Etf Trust Rare Earth/strtg (REMX) 0.1 $207k 1.8k 118.29
Vanguard World Fds Health Car Etf (VHT) 0.1 $207k 813.00 254.61
Prospect Cap Corp Note 6.375% 3/0 0.0 $92k 47k 1.96