$0 is the total value of Cardinal Point Wealth Management Partners, LLC's 1 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | N/A | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-06-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2022 | 31.0% |
| PIMCO ETF TR | 4 | Q3 2022 | 16.8% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2022 | 9.5% |
| BLACKROCK ETF TRUST | 4 | Q3 2022 | 9.5% |
| ISHARES GOLD TR | 4 | Q3 2022 | 5.5% |
| WISDOMTREE TR | 4 | Q3 2022 | 5.0% |
| SSGA ACTIVE ETF TR | 4 | Q3 2022 | 4.7% |
| VANGUARD BD INDEX FDS | 4 | Q3 2022 | 3.0% |
| TESLA INC | 4 | Q3 2022 | 2.5% |
| ARK ETF TR | 4 | Q3 2022 | 2.8% |
View Cardinal Point Wealth Management Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2023-06-21 |
| 13F-HR/A | 2023-06-21 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-10 |
View Cardinal Point Wealth Management Partners, 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.