CP

Cardinal Point Wealth Management LLC

13F
Cardinal Point Wealth Management LLC
Last update 2021-11-05 42 Stocks (5 new)
Value $213.00 Mil Turnover 3 %
Countries:
Top Holdings: VTI(28.59%)USMV(6.72%)VEU(6.50%)TOTL(4.99%)IAU(4.98%)
Summary Stock Picks Current Portfolio
Cardinal Point Wealth Manageme... Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
273,896
60,821.0
+0.70%
28.590
+0.20%
0.020
+19.60%
+6.90%
474,434.4
 
BOND
PIMCO Active Bond ETF
346,378
38,292.0
+4.31%
18.000
+0.74%
0.900
+1.39%
+1.36%
5,642.9
 
USMV
iShares MSCI USA Min Vol Factor ETF
194,567
14,301.0
-0.72%
6.720
-0.05%
0.050
+4.19%
+5.64%
23,797.4
 
VEU
Vanguard FTSE All-World ex-US ETF
226,702
13,820.0
+6.28%
6.500
+0.38%
0.040
+11.74%
+18.17%
44,589.3
 
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
219,581
10,610.0
+3.51%
4.990
+0.17%
0.390
+0.50%
+1.24%
3,814.5
 
IAU
iShares Gold Trust
316,899
10,588.0
+2.03%
4.980
+0.10%
0.040
+1.63%
+30.68%
49,312.6
 
ARKK
ARK Innovation ETF
94,585
10,454.0
-14.55%
4.910
-0.95%
0.050
+65.63%
+34.56%
6,725.6
 
IHDG
WisdomTree International Hedged Quality Dividend G
WisdomTree International Hedged Quality Dividend G
237,089
10,235.0
+2.03%
4.810
+0.10%
0.860
+9.28%
+4.03%
2,462.2
 
HTEC
ROBO Global Healthcare Technology and Innovation E
ROBO Global Healthcare Technology and Innovation E
215,512
9,823.0
-0.77%
4.620
-0.04%
4.840
+11.60%
-0.84%
43.5
 
BSV
Vanguard Short-Term Bond ETF
103,276
8,462.0
+2.09%
3.980
+0.08%
0.020
+0.41%
+1.59%
38,474.6
 

Cardinal Point Wealth Management LLC's Historical Top Holdings Breakdowns

Cardinal Point Wealth Management LLC Total Holding History ($B)

To

Cardinal Point Wealth Management LLC's Asset Allocation

To

Cardinal Point Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Cardinal Point Wealth Management LLC's Hypothetical Growth since 2021-09-30

Cardinal Point Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cardinal Point Wealth Management LLC's Holdings Heat Map

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Cardinal Point Wealth Management LLC's Holdings Bubble Chart

Cardinal Point Wealth Management LLC News

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