Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 4 | Q3 2021 | 28.6% |
PIMCO ETF TR | 4 | Q3 2021 | 18.1% |
ISHARES TR | 4 | Q3 2021 | 11.6% |
ARK ETF TR | 4 | Q3 2021 | 8.2% |
VANGUARD INTL EQUITY INDEX F | 4 | Q3 2021 | 6.5% |
SSGA ACTIVE ETF TR | 4 | Q3 2021 | 5.0% |
WISDOMTREE TR | 4 | Q3 2021 | 4.8% |
VANGUARD BD INDEX FDS | 4 | Q3 2021 | 4.1% |
TESLA INC | 4 | Q3 2021 | 1.9% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2021 | 1.2% |
View Cardinal Point Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-11-05 |
13F-HR | 2021-08-04 |
13F-HR | 2021-07-02 |
13F-HR | 2021-07-02 |
View Cardinal Point Wealth Management LLC'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.