Cardinal Point Wealth Management Partners, LLC holdings history

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69 is the total number of securities Cardinal Point Wealth Management Partners, LLC has owned. The longest Cardinal Point Wealth Management Partners, LLC has owned a single stock is 4 quarters.

Cardinal Point Wealth Management Partners, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS4429.13%30.12%31.02%Q4 2021Q3 20224
BOND PIMCO ETF TR443.95%10.04%16.83%Q4 2021Q3 20224
VEU VANGUARD INTL EQUITY I...446.72%8.35%9.45%Q4 2021Q3 20224
DYNF BLACKROCK ETF TRUST442.38%7.03%9.47%Q4 2021Q3 20224
IAU ISHARES GOLD TR444.91%5.25%5.53%Q4 2021Q3 20224
IHDG WISDOMTREE TR444.42%4.69%4.96%Q4 2021Q3 20224
TOTL SSGA ACTIVE ETF TR443.84%4.33%4.66%Q4 2021Q3 20224
BSV VANGUARD BD INDEX FDS442.47%2.70%2.97%Q4 2021Q3 20224
TSLA TESLA INC441.65%2.05%2.49%Q4 2021Q3 20224
ARKK ARK ETF TR440.58%1.36%2.81%Q4 2021Q3 20224
BRKB BERKSHIRE HATHAWAY INC...441.24%1.32%1.52%Q4 2021Q3 20224
AAPL APPLE INC441.08%1.15%1.28%Q4 2021Q3 20224
FSV FIRSTSERVICE CORP NEW440.79%0.91%1.16%Q4 2021Q3 20224
DFAC DIMENSIONAL ETF TRUST440.49%0.56%0.63%Q4 2021Q3 20224
VNQ VANGUARD INDEX FDS440.39%0.46%0.51%Q4 2021Q3 20224
VOO VANGUARD INDEX FDS440.42%0.46%0.48%Q4 2021Q3 20224
WTMF WISDOMTREE TR440.21%0.44%0.57%Q4 2021Q3 20224
FTLS FIRST TR EXCH TRADED F...440.36%0.43%0.49%Q4 2021Q3 20224
BRKA BERKSHIRE HATHAWAY INC...440.39%0.41%0.47%Q4 2021Q3 20224
GLD SPDR GOLD TR440.31%0.37%0.40%Q4 2021Q3 20224
AVUV AMERICAN CENTY ETF TR440.22%0.36%0.43%Q4 2021Q3 20224
AOR ISHARES TR440.33%0.36%0.41%Q4 2021Q3 20224
VEA VANGUARD TAX-MANAGED I...440.18%0.35%0.54%Q4 2021Q3 20224
FBND FIDELITY MERRIMACK STR TR440.21%0.33%0.42%Q4 2021Q3 20224
AVEM AMERICAN CENTY ETF TR440.23%0.31%0.41%Q4 2021Q3 20224
AVDV AMERICAN CENTY ETF TR440.22%0.28%0.36%Q4 2021Q3 20224
SUSB ISHARES TR440.20%0.26%0.33%Q4 2021Q3 20224
REET ISHARES TR440.16%0.23%0.29%Q4 2021Q3 20224
EAOR ISHARES TR440.16%0.18%0.19%Q4 2021Q3 20224
CL COLGATE PALMOLIVE CO440.15%0.17%0.20%Q4 2021Q3 20224
VUSB VANGUARD BD INDEX FDS440.15%0.15%0.16%Q4 2021Q3 20224
EAOM ISHARES TR440.13%0.14%0.14%Q4 2021Q3 20224
PRNT ARK ETF TR440.10%0.13%0.17%Q4 2021Q3 20224
EAGG ISHARES TR440.11%0.12%0.14%Q4 2021Q3 20224
IJS ISHARES TR440.11%0.12%0.12%Q4 2021Q3 20224
SHV ISHARES TR331.67%1.81%2.08%Q4 2021Q2 20223
ECL ECOLAB INC330.28%0.31%0.33%Q1 2022Q3 20223
ICLN ISHARES TR330.15%0.18%0.20%Q1 2022Q3 20223
VYM VANGUARD WHITEHALL FDS330.11%0.12%0.12%Q1 2022Q3 20223
PFE PFIZER INC330.09%0.10%0.10%Q4 2021Q2 20223
WISDOMTREE TR2213.52%15.73%17.94%Q2 2022Q3 20222
HTEC EXCHANGE TRADED CONCEP...220.18%2.12%4.06%Q4 2021Q1 20222
QQQ INVESCO QQQ TR221.10%1.14%1.19%Q2 2022Q3 20222
IUSB ISHARES TR220.41%0.43%0.45%Q4 2021Q1 20222
MUB ISHARES TR220.30%0.30%0.31%Q2 2022Q3 20222
DGRO ISHARES TR220.25%0.25%0.26%Q2 2022Q3 20222
BGRN ISHARES TR220.16%0.16%0.17%Q2 2022Q3 20222
IVV ISHARES TR220.10%0.16%0.20%Q4 2021Q1 20222
ESGU ISHARES TR220.14%0.14%0.14%Q2 2022Q3 20222
MINT PIMCO ETF TR220.13%0.13%0.13%Q4 2021Q1 20222
CRBN ISHARES TR220.12%0.12%0.12%Q2 2022Q3 20222
ESGV VANGUARD WORLD FD220.10%0.10%0.10%Q4 2021Q1 20222
VHT VANGUARD WORLD FDS220.09%0.09%0.09%Q4 2021Q1 20222
WFC WELLS FARGO CO NEW220.09%0.09%0.09%Q4 2021Q1 20222
CIM CHIMERA INVT CORP220.03%0.04%0.05%Q2 2022Q3 20222
PROSPECT CAP CORP220.04%0.04%0.04%Q4 2021Q1 20222
N/A220.00%0.00%0.00%Q4 2022Q1 20232
USMV ISHARES TR115.17%5.17%5.17%Q4 2021Q4 20211
PJUL INNOVATOR ETFS TR110.37%0.37%0.37%Q3 2022Q3 20221
IEF ISHARES TR110.18%0.18%0.18%Q4 2021Q4 20211
VWO VANGUARD INTL EQUITY I...110.16%0.16%0.16%Q1 2022Q1 20221
MCK MCKESSON CORP110.16%0.16%0.16%Q3 2022Q3 20221
IWF ISHARES TR110.10%0.10%0.10%Q2 2022Q2 20221
IWB ISHARES TR110.10%0.10%0.10%Q2 2022Q2 20221
AMZN AMAZON COM INC110.10%0.10%0.10%Q1 2022Q1 20221
BIL SPDR SER TR110.10%0.10%0.10%Q3 2022Q3 20221
REMX VANECK ETF TRUST110.09%0.09%0.09%Q1 2022Q1 20221
ACWX ISHARES TR110.09%0.09%0.09%Q4 2021Q4 20211
TIP ISHARES TR110.09%0.09%0.09%Q4 2021Q4 20211
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The securities at the top of the list , including VANGUARD INDEX FDS, PIMCO ETF TR, and VANGUARD INTL EQUITY INDEX F, are the highest-conviction holdings of Cardinal Point Wealth Management Partners, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Cardinal Point Wealth Management Partners, 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 Partners, LLC owns currently or has owned in the past.