$216 Million is the total value of Cardinal Strategic Wealth Guidance's 85 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJH | New | ISHARES TRcore s&p mcp etf | $1,310,085 | – | 5,254 | +100.0% | 0.61% | – |
WAT | New | WATERS CORP | $233,901 | – | 853 | +100.0% | 0.11% | – |
VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $16,720 | – | 250 | +100.0% | 0.01% | – |
VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $17,379 | – | 300 | +100.0% | 0.01% | – |
IXUS | New | ISHARES TRcore msci total | $4,739 | – | 79 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-31
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 16 | Q3 2023 | 25.9% |
JP MORGAN EXCHANGE TRADED FD | 16 | Q3 2023 | 14.3% |
ISHARES TR | 16 | Q3 2023 | 11.4% |
ISHARES TR | 16 | Q3 2023 | 10.1% |
ISHARES TR | 16 | Q3 2023 | 12.7% |
ISHARES TR | 16 | Q3 2023 | 4.2% |
APPLE INC | 16 | Q3 2023 | 2.8% |
MICROSOFT CORP | 16 | Q3 2023 | 2.2% |
PNC FINL SVCS GROUP INC | 16 | Q3 2023 | 1.6% |
STOCK YDS BANCORP INC | 16 | Q3 2023 | 1.2% |
View Cardinal Strategic Wealth Guidance's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-20 |
13F-HR | 2022-07-27 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-26 |
View Cardinal Strategic Wealth Guidance's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.