Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
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.