51 is the total number of securities Cardinal Point Wealth Management LLC has owned. The longest Cardinal Point Wealth Management LLC has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VTI | VANGUARD INDEX FDS | 4 | 4 | 25.24% | 27.09% | 28.59% | Q4 2020 | Q3 2021 | 4 |
| BOND | PIMCO ETF TR | 4 | 4 | 16.64% | 17.47% | 18.07% | Q4 2020 | Q3 2021 | 4 |
| USMV | ISHARES TR | 4 | 4 | 6.52% | 7.86% | 11.58% | Q4 2020 | Q3 2021 | 4 |
| ARKK | ARK ETF TR | 4 | 4 | 4.91% | 6.82% | 8.17% | Q4 2020 | Q3 2021 | 4 |
| VEU | VANGUARD INTL EQUITY I... | 4 | 4 | 5.64% | 6.13% | 6.50% | Q4 2020 | Q3 2021 | 4 |
| TOTL | SSGA ACTIVE ETF TR | 4 | 4 | 4.48% | 4.78% | 5.02% | Q4 2020 | Q3 2021 | 4 |
| IHDG | WISDOMTREE TR | 4 | 4 | 4.02% | 4.54% | 4.81% | Q4 2020 | Q3 2021 | 4 |
| BSV | VANGUARD BD INDEX FDS | 4 | 4 | 3.75% | 3.92% | 4.08% | Q4 2020 | Q3 2021 | 4 |
| TSLA | TESLA INC | 4 | 4 | 1.59% | 1.77% | 1.89% | Q4 2020 | Q3 2021 | 4 |
| BRKB | BERKSHIRE HATHAWAY INC... | 4 | 4 | 1.12% | 1.19% | 1.23% | Q4 2020 | Q3 2021 | 4 |
| AAPL | APPLE INC | 4 | 4 | 0.90% | 1.06% | 1.22% | Q4 2020 | Q3 2021 | 4 |
| FSV | FIRSTSERVICE CORP NEW | 4 | 4 | 0.95% | 1.04% | 1.16% | Q4 2020 | Q3 2021 | 4 |
| FBND | FIDELITY MERRIMACK STR TR | 4 | 4 | 0.44% | 0.47% | 0.52% | Q4 2020 | Q3 2021 | 4 |
| VOO | VANGUARD INDEX FDS | 4 | 4 | 0.42% | 0.45% | 0.47% | Q4 2020 | Q3 2021 | 4 |
| VNQ | VANGUARD INDEX FDS | 4 | 4 | 0.41% | 0.44% | 0.48% | Q4 2020 | Q3 2021 | 4 |
| IUSB | ISHARES TR | 4 | 4 | 0.40% | 0.42% | 0.46% | Q4 2020 | Q3 2021 | 4 |
| GLD | SPDR GOLD TR | 4 | 4 | 0.38% | 0.41% | 0.46% | Q4 2020 | Q3 2021 | 4 |
| FTLS | FIRST TR EXCH TRADED F... | 4 | 4 | 0.28% | 0.38% | 0.46% | Q4 2020 | Q3 2021 | 4 |
| BRKA | BERKSHIRE HATHAWAY INC... | 4 | 4 | 0.35% | 0.38% | 0.39% | Q4 2020 | Q3 2021 | 4 |
| AVUV | AMERICAN CENTY ETF TR | 4 | 4 | 0.21% | 0.27% | 0.38% | Q4 2020 | Q3 2021 | 4 |
| AVDV | AMERICAN CENTY ETF TR | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2020 | Q3 2021 | 4 |
| AOR | ISHARES TR | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2020 | Q3 2021 | 4 |
| AVEM | AMERICAN CENTY ETF TR | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q3 2021 | 4 |
| REET | ISHARES TR | 4 | 4 | 0.19% | 0.21% | 0.24% | Q4 2020 | Q3 2021 | 4 |
| VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2020 | Q3 2021 | 4 |
| MINT | PIMCO ETF TR | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2020 | Q3 2021 | 4 |
| IEF | ISHARES TR | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
| HTEC | EXCHANGE TRADED CONCEP... | 3 | 3 | 4.62% | 4.68% | 4.73% | Q1 2021 | Q3 2021 | 3 |
| AOM | ISHARES TR | 3 | 3 | 0.23% | 0.25% | 0.28% | Q4 2020 | Q2 2021 | 3 |
| CL | COLGATE PALMOLIVE CO | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q3 2021 | 3 |
| VEA | VANGUARD TAX-MANAGED I... | 3 | 3 | 0.10% | 0.13% | 0.17% | Q1 2021 | Q3 2021 | 3 |
| PRNT | ARK ETF TR | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
| IJS | ISHARES TR | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q3 2021 | 3 |
| ACWX | ISHARES TR | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q3 2021 | 3 |
| TIP | ISHARES TR | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q3 2021 | 3 |
| IAU | ISHARES GOLD TRUST | 2 | 2 | 4.83% | 4.96% | 5.10% | Q4 2020 | Q1 2021 | 2 |
| IAU | ISHARES GOLD TR | 2 | 2 | 4.73% | 4.85% | 4.98% | Q2 2021 | Q3 2021 | 2 |
| DFAC | DIMENSIONAL ETF TRUST | 2 | 2 | 0.61% | 0.62% | 0.63% | Q2 2021 | Q3 2021 | 2 |
| SHY | ISHARES TR | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q1 2021 | 2 |
| PROSPECT CAP CORP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 | |
| EFAV | ISHARES TR | 1 | 1 | 4.63% | 4.63% | 4.63% | Q4 2020 | Q4 2020 | 1 |
| ABCL | ABCELLERA BIOLOGICS INC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q2 2021 | Q2 2021 | 1 |
| BLI | BERKELEY LTS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
| WTMF | WISDOMTREE TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
| AMZN | AMAZON COM INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
| VUSB | VANGUARD BD INDEX FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
| EAGG | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
| ESGV | VANGUARD WORLD FD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
| VHT | VANGUARD WORLD FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
| WFC | WELLS FARGO CO NEW | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
| STWD | STARWOOD PPTY TR INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Download | |||||||||
The securities at the top of the list , including VANGUARD INDEX FDS, PIMCO ETF TR, and ISHARES TR, are the highest-conviction holdings of Cardinal Point Wealth Management LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Cardinal Point Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Cardinal Point Wealth Management LLC owns currently or has owned in the past.