CS

Cardinal Strategic Wealth Guidance

13F
Cardinal Strategic Wealth Guidance
Last update 2025-05-01 64 Stocks (1 new)
Value $313.00 Mil Turnover 8 %
Countries:
Top Holdings: IVV(24.88%)IUSG(14.49%)QUAL(11.78%)MUB(6.95%)EFV(6.13%)
Summary Stock Picks Current Portfolio
Cardinal Strategic Wealth Guid... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
138,593
77,875.4
+14.61%
24.880
+3.17%
0.010
+22.84%
+8.09%
636,199.1
 
IUSG
ISHARES TRUST
356,917
45,357.0
+3.71%
14.490
+0.52%
0.230
+30.75%
+10.74%
23,974.4
 
QUAL
iShares MSCI USA Quality Factor ETF
215,754
36,870.2
-9.01%
11.780
-1.21%
0.080
+17.27%
+4.19%
53,311.4
 
MUB
iShares National Muni Bond ETF
206,370
21,759.7
+0.97%
6.950
+0.07%
0.060
+1.50%
-1.14%
38,462.9
 
EFV
iShares MSCI EAFE Value ETF
325,344
19,175.8
+0.54%
6.130
+0.03%
0.090
+10.98%
+23.50%
26,079.0
 
EFG
iShares MSCI EAFE Growth ETF
191,252
19,125.2
-11.34%
6.110
-0.75%
0.160
+12.91%
+14.93%
12,959.2
 
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
289,800
15,965.1
+13.95%
5.100
+0.62%
0.110
+19.18%
+16.82%
13,798.0
 
OEF
iShares S&P 100 ETF
35,885
9,718.7
+66.67%
3.110
+1.24%
0.060
+25.28%
+8.02%
21,063.9
 
SPYV
SPDR Portfolio S&P 500 Value ETF
142,429
7,273.9
+11.09%
2.320
+0.23%
0.030
+14.19%
+4.46%
26,895.7
 
IXN
iShares Global Tech ETF
82,182
6,224.5
+4.21%
1.990
+0.08%
0.140
+37.63%
+12.65%
5,712.7
 

Cardinal Strategic Wealth Guidance's Historical Top Holdings Breakdowns

Cardinal Strategic Wealth Guidance's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+3.17%
●
554.06 ($590.51) 615.85
$632.34
7.08%
Add 14.61%
138,593
17,663
GLDM
SPDR Gold MiniShares Trust
2025-03-31
New Buy
New Buy
+1.59%
●
52.19 ($56.8) 61.89
$67.08
18.10%
New holding
80,642
80,642
OEF
iShares S&P 100 ETF
2025-03-31
Add
Add
+1.24%
●
268.35 ($287.14) 300.35
$310.68
8.20%
Add 66.67%
35,885
14,354
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Reduce
Reduce
-1.21%
●
168.16 ($179.03) 186.21
$184.72
3.18%
Reduce -9.01%
215,754
-21,360
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-0.75%
●
96.1 ($101.94) 106.32
$110.20
8.10%
Reduce -11.34%
191,252
-24,450
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-03-31
Add
Add
+0.62%
●
54.25 ($56.1) 57.64
$64.03
14.13%
Add 13.95%
289,800
35,487
IUSG
ISHARES TRUST
2025-03-31
Add
Add
+0.52%
●
126.86 ($138.28) 146.45
$153.88
11.28%
Add 3.71%
356,917
12,780
IAU
iShares Gold Trust
2025-03-31
Sold Out
Sold Out
-0.49%
●
49.74 ($54.09) 58.96
$63.84
18.03%
Sold Out
0
-31,216
IFRA
iShares U.S. Infrastructure ETF
2025-03-31
Sold Out
Sold Out
-0.41%
●
44.8 ($46.64) 49.25
$50.79
8.90%
Sold Out
0
-28,082
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.23%
●
49.78 ($51.86) 53.19
$52.97
2.14%
Add 11.09%
142,429
14,214

Cardinal Strategic Wealth Guidance Total Holding History ($B)

To

Cardinal Strategic Wealth Guidance's Asset Allocation

To

Cardinal Strategic Wealth Guidance Past Portfolios

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

Top Ranked Articles

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Cardinal Strategic Wealth Guidance's Hypothetical Growth since 2025-03-31

Cardinal Strategic Wealth Guidance's Yearly Returns

Year Portfolio % % Excess Gain %

Cardinal Strategic Wealth Guidance's Holdings Heat Map

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Cardinal Strategic Wealth Guidance's Holdings Bubble Chart

Cardinal Strategic Wealth Guidance News

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