| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 30.8% |
| WISDOMTREE TR | 4 | Q3 2023 | 23.7% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 8.9% |
| ISHARES TR | 4 | Q3 2023 | 7.3% |
| ISHARES GOLD TR | 4 | Q3 2023 | 5.1% |
| PIMCO ETF TR | 4 | Q3 2023 | 4.6% |
| WISDOMTREE TR | 4 | Q3 2023 | 3.8% |
| VANGUARD BD INDEX FDS | 4 | Q3 2023 | 4.2% |
| WISDOMTREE TR | 4 | Q3 2023 | 1.4% |
| FIRST TR EXCH TRADED FD III | 4 | Q3 2023 | 1.4% |
View Cardinal Point Capital Management ULC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-10 |
| 13F-HR/A | 2023-06-21 |
| 13F-HR/A | 2023-06-21 |
| 13F-HR | 2023-06-14 |
| 13F-HR | 2023-06-14 |
View Cardinal Point Capital Management ULC'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.