Cardinal Point Wealth Management LLC Buys WisdomTree Managed Futures Strategy Fund, iShares ESG Aware U.S. Aggregate Bond ETF, Vanguard ESG U.S. Stock ETF, Sells AbCellera Biologics Inc, iShares Core Moderate Allocation ETF, Berkeley Lights Inc

• New Purchases: WTMF, EAGG, ESGV, VHT, WFC,
• Added Positions: BOND, VEU, TOTL, AAPL, IAU, IHDG, BSV, VEA, IJS, VNQ,
• Reduced Positions: ARKK, FTLS, FBND, AVUV, IUSB, VOO, REET, MINT, AVDV,
• Sold Out: ABCL, AOM, BLI, STWD,

For the details of Cardinal Point Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cardinal+point+wealth+management+llc/current-portfolio/portfolio

1. Vanguard Total Stock Market ETF (VTI) - 273,896 shares, 28.59% of the total portfolio. Shares added by 0.70%
2. PIMCO Active Bond ETF (BOND) - 346,378 shares, 18.00% of the total portfolio. Shares added by 4.31%
3. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 194,567 shares, 6.72% of the total portfolio. Shares reduced by 0.72%
4. Vanguard FTSE All-World ex-US ETF (VEU) - 226,702 shares, 6.50% of the total portfolio. Shares added by 6.28%
5. SPDR DoubleLine Total Return Tactical ETF (TOTL) - 219,581 shares, 4.99% of the total portfolio. Shares added by 3.51%

Cardinal Point Wealth Management LLC initiated holding in WisdomTree Managed Futures Strategy Fund. The purchase prices were between $34.66 and $36.39, with an estimated average price of $35.92. The stock is now traded at around $36.340000. The impact to a portfolio due to this purchase was 0.19%. The holding were 9,900 shares as of 2021-09-30.

Cardinal Point Wealth Management LLC initiated holding in iShares ESG Aware U.S. Aggregate Bond ETF. The purchase prices were between $55.08 and $55.89, with an estimated average price of $55.55. The stock is now traded at around $55.410000. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,100 shares as of 2021-09-30.

Cardinal Point Wealth Management LLC initiated holding in Vanguard ESG U.S. Stock ETF. The purchase prices were between $79.14 and $84.64, with an estimated average price of $82.18. The stock is now traded at around $87.546900. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,725 shares as of 2021-09-30.

Cardinal Point Wealth Management LLC initiated holding in Wells Fargo & Co. The purchase prices were between $42.32 and $51.15, with an estimated average price of $46.23. The stock is now traded at around $50.670000. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,347 shares as of 2021-09-30.

Cardinal Point Wealth Management LLC initiated holding in Vanguard Health Care ETF. The purchase prices were between $246.86 and $264.89, with an estimated average price of $255.62. The stock is now traded at around $257.720000. The impact to a portfolio due to this purchase was 0.09%. The holding were 813 shares as of 2021-09-30.

Cardinal Point Wealth Management LLC added to a holding in Vanguard FTSE Developed Markets ETF by 77.20%. The purchase prices were between $49.88 and $53.23, with an estimated average price of $51.84. The stock is now traded at around $52.815000. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,290 shares as of 2021-09-30.

Cardinal Point Wealth Management LLC added to a holding in iShares S&P Small-Cap 600 Value ETF by 24.01%. The purchase prices were between $95.69 and $105.76, with an estimated average price of $100.49. The stock is now traded at around $110.610000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,696 shares as of 2021-09-30.

Cardinal Point Wealth Management LLC sold out a holding in AbCellera Biologics Inc. The sale prices were between $14.85 and $21.34, with an estimated average price of $17.74.

Cardinal Point Wealth Management LLC sold out a holding in iShares Core Moderate Allocation ETF. The sale prices were between $44.62 and $45.8, with an estimated average price of $45.22.

Cardinal Point Wealth Management LLC sold out a holding in Berkeley Lights Inc. The sale prices were between $19.5 and $50.03, with an estimated average price of $38.12.

Cardinal Point Wealth Management LLC sold out a holding in Starwood Property Trust Inc. The sale prices were between $24.41 and $26.42, with an estimated average price of $25.59.