CP

Cardinal Point Capital Management ULC

13F
Cardinal Point Capital Management ULC
Last update 2025-05-08 179 Stocks (99 new)
Value $1.09 Bil Turnover 37 %
Countries:
Top Holdings: VTI(13.46%)USFR(6.54%)VGIT(4.95%)AAPL(4.89%)VEU(3.66%)
Summary Stock Picks Current Portfolio
Cardinal Point Capital Managem... 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
VTI 		Vanguard Total Stock Market ETF
532,928
146,469.8
+0.70%
13.460
+0.09%
0.030
+3.25%
+1.22%
448,188.6
 
USFR 		WisdomTree Floating Rate Treasury Fund
1,414,349
71,184.2
+0.22%
6.540
+0.01%
0.380
-0.02%
+0.06%
18,865.0
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
907,306
53,894.0
+3.75%
4.950
+0.18%
0.170
+1.06%
+3.69%
31,846.5
 
AAPL 		Apple Inc
35,967
53,170.9
+2.67%
4.890
+0.13%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
VEU 		Vanguard FTSE All-World ex-US ETF
656,961
39,851.3
+2.20%
3.660
+0.08%
0.100
+8.45%
+14.96%
42,514.9
 
LRGF 		iShares U.S. Equity Factor ETF
681,016
39,417.2
+0.87%
3.620
+0.03%
1.720
+3.40%
+2.72%
2,442.5
 
MUB 		iShares National Muni Bond ETF
331,175
34,919.1
+5.61%
3.210
+0.17%
0.090
-3.19%
-2.82%
38,645.2
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
1,278,063
33,485.3
+3.69%
3.080
+0.11%
0.440
+10.67%
+16.01%
8,416.0
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
842,968
27,809.5
+10.89%
2.560
+0.25%
0.090
+2.24%
+0.09%
33,279.9
 
DBMF 		iMGP DBi Managed Futures Strategy ETF
1,087,845
27,479.0
+2.31%
2.530
+0.06%
-
-0.24%
-2.79%
881.8
 

Cardinal Point Capital Management ULC's Historical Top Holdings Breakdowns

Cardinal Point Capital Management ULC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TD 		The Toronto-Dominion Bank2025-03-31New Buy
+1.67%
●
53.12 ($58.22) 61.15
$69.58
19.51%
New holding
307,468
307,468
BMO 		Bank of Montreal2025-03-31New Buy
+1.60%
●
94.92 ($98.9) 104.14
$108.19
9.39%
New holding
183,378
183,378
JPM 		JPMorgan Chase & Co2025-03-31New Buy
+1.37%
●
225.19 ($254.94) 279.95
$264.22
3.64%
New holding
60,888
60,888
ENB 		Enbridge Inc2025-03-31New Buy
+1.35%
●
41.54 ($43.52) 45.45
$46.66
7.22%
New holding
335,773
335,773
SU 		Suncor Energy Inc2025-03-31New Buy
+1.35%
●
34.27 ($38.16) 40.63
$36.33
-4.80%
New holding
394,061
394,061
WMT 		Walmart Inc2025-03-31New Buy
+1.34%
●
84.5 ($93.81) 105.05
$99.35
5.91%
New holding
166,643
166,643
MFC 		Manulife Financial Corp2025-03-31New Buy
+1.31%
●
28.41 ($30.21) 31.82
$31.94
5.73%
New holding
461,433
461,433
CSCO 		Cisco Systems Inc2025-03-31New Buy
+1.29%
●
58.74 ($61.57) 64.87
$64.39
4.58%
New holding
227,245
227,245
RY 		Royal Bank of Canada2025-03-31New Buy
+1.20%
●
108.81 ($117.75) 123.4
$127.37
8.17%
New holding
117,217
117,217
JNJ 		Johnson & Johnson2025-03-31New Buy
+1.16%
●
142.06 ($156.47) 167.7
$153.22
-2.08%
New holding
76,597
76,597

Cardinal Point Capital Management ULC Total Holding History ($B)

To

Cardinal Point Capital Management ULC's Asset Allocation

To

Cardinal Point Capital Management ULC Past Portfolios

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

Top Ranked Articles

  • 1

Cardinal Point Capital Management ULC's Hypothetical Growth since 2025-03-31

Cardinal Point Capital Management ULC's Yearly Returns

Year Portfolio % % Excess Gain %

Cardinal Point Capital Management ULC's Holdings Heat Map

Size field:

Cardinal Point Capital Management ULC's Holdings Bubble Chart

Cardinal Point Capital Management ULC News

  • 1

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