HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
475,635 | +13,319 | $123,618 |
| VTI | 475,635 | +13,319 | $123,618 |
| WISDOMTREE TR |
1,419,168 | -47,112 | $71,370 |
| USFR | 1,419,168 | -47,112 | $71,370 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
697,283 | +16,380 | $40,826 |
| VGIT | 697,283 | +16,380 | $40,826 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
587,671 | +24,645 | $34,467 |
| VEU | 587,671 | +24,645 | $34,467 |
| ISHARES TR (LRGF) |
595,632 | +25,600 | $32,051 |
| LRGF | 595,632 | +25,600 | $32,051 |
| LITMAN GREGORY FDS TR |
935,980 | +446,290 | $26,844 |
| DBMF | 935,980 | +446,290 | $26,844 |
| ISHARES TR (SHV) |
233,951 | +89,120 | $25,861 |
| SHV | 233,951 | +89,120 | $25,861 |
| DIMENSIONAL ETF TRUST (DFAX) |
987,830 | +987,830 | $25,130 |
| DFAX | 987,830 | +987,830 | $25,130 |
| ISHARES TR (MUB) |
228,946 | +228,946 | $24,635 |
| MUB | 228,946 | +228,946 | $24,635 |
| ISHARES GOLD TR (IAU) |
448,487 | +7,528 | $18,841 |
| IAU | 448,487 | +7,528 | $18,841 |
| PIMCO ETF TR (BOND) |
167,154 | +464 | $15,355 |
| BOND | 167,154 | +464 | $15,355 |
| WISDOMTREE TR |
330,609 | +17,150 | $15,188 |
| IHDG | 330,609 | +17,150 | $15,188 |
| DIMENSIONAL ETF TRUST (DFAC) |
474,462 | +452,330 | $15,159 |
| DFAC | 474,462 | +452,330 | $15,159 |
 BERKSHIRE HATHAWAY INC DEL |
$6,196 | ||
| BRK.B | 11,716 | +1,150 | $4,927 |
| BRK.A | 2 | UNCH | $1,269 |
| FIRST TR EXCH TRADED FD III (FTLS) |
95,984 | +4,185 | $5,918 |
| FTLS | 95,984 | +4,185 | $5,918 |
| APPLE INC |
27,502 | +3,290 | $4,716 |
| AAPL | 27,502 | +3,290 | $4,716 |
| TESLA INC |
16,275 | +750 | $2,861 |
| TSLA | 16,275 | +750 | $2,861 |
| FIDELITY MERRIMACK STR TR |
55,995 | +8,785 | $2,546 |
| FBND | 55,995 | +8,785 | $2,546 |
| ISHARES TR (TFLO) |
48,028 | +18,023 | $2,435 |
| TFLO | 48,028 | +18,023 | $2,435 |
| VANGUARD INDEX FDS (VOO) |
3,872 | +382 | $1,861 |
| VOO | 3,872 | +382 | $1,861 |
| INVESCO QQQ TR |
4,177 | +805 | $1,857 |
| QQQ | 4,177 | +805 | $1,857 |
| ISHARES TR (EAOR) |
57,055 | +16,210 | $1,734 |
| EAOR | 57,055 | +16,210 | $1,734 |
| ISHARES TR (SUSB) |
59,413 | -1,310 | $1,454 |
| SUSB | 59,413 | -1,310 | $1,454 |
| ISHARES TR (EAOA) |
42,180 | UNCH | $1,438 |
| EAOA | 42,180 | UNCH | $1,438 |
| INNOVATOR ETFS TRUST (PJUN) |
35,240 | UNCH | $1,216 |
| PJUN | 35,240 | UNCH | $1,216 |
| ISHARES TR (CRBN) |
6,315 | +20 | $1,133 |
| CRBN | 6,315 | +20 | $1,133 |
| AMERICAN CENTY ETF TR (AVUV) |
11,585 | +400 | $1,086 |
| AVUV | 11,585 | +400 | $1,086 |
| INNOVATOR ETFS TRUST (PJUL) |
24,465 | UNCH | $929 |
| PJUL | 24,465 | UNCH | $929 |
| DIMENSIONAL ETF TRUST (DFSU) |
24,440 | +24,440 | $841 |
| DFSU | 24,440 | +24,440 | $841 |
| INNOVATOR ETFS TRUST (IAPR) |
28,750 | -14,540 | $781 |
| IAPR | 28,750 | -14,540 | $781 |
| ISHARES TR (EAGG) |
14,835 | -480 | $698 |
| EAGG | 14,835 | -480 | $698 |
| VANGUARD INTL EQUITY INDEX F (VT) |
6,300 | +6,300 | $696 |
| VT | 6,300 | +6,300 | $696 |
| ISHARES TR (DGRO) |
11,709 | +6 | $680 |
| DGRO | 11,709 | +6 | $680 |
| MOTOROLA SOLUTIONS INC |
1,880 | UNCH | $669 |
| MSI | 1,880 | UNCH | $669 |
| VANGUARD INDEX FDS (VNQ) |
7,729 | UNCH | $668 |
| VNQ | 7,729 | UNCH | $668 |
| ISHARES TR (AOR) |
11,871 | +110 | $661 |
| AOR | 11,871 | +110 | $661 |
| INNOVATOR ETFS TRUST (PAUG) |
18,570 | UNCH | $657 |
| PAUG | 18,570 | UNCH | $657 |
| INNOVATOR ETFS TRUST (PJAN) |
15,940 | UNCH | $623 |
| PJAN | 15,940 | UNCH | $623 |
| ECOLAB INC |
2,463 | -600 | $570 |
| ECL | 2,463 | -600 | $570 |
| INNOVATOR ETFS TRUST (PNOV) |
15,460 | UNCH | $550 |
| PNOV | 15,460 | UNCH | $550 |
| INNOVATOR ETFS TRUST (PFEB) |
15,490 | UNCH | $529 |
| PFEB | 15,490 | UNCH | $529 |
| INNOVATOR ETFS TRUST (PSEP) |
13,950 | UNCH | $509 |
| PSEP | 13,950 | UNCH | $509 |
| AMAZON COM INC |
2,702 | +642 | $487 |
| AMZN | 2,702 | +642 | $487 |
| EDGEWELL PERS CARE CO |
12,377 | UNCH | $480 |
| EPC | 12,377 | UNCH | $480 |
| SPDR GOLD TR (GLD) |
2,298 | UNCH | $473 |
| GLD | 2,298 | UNCH | $473 |
| ISHARES TR (ICLN) |
33,845 | +990 | $473 |
| ICLN | 33,845 | +990 | $473 |
| ISHARES TR (BGRN) |
9,994 | -400 | $469 |
| BGRN | 9,994 | -400 | $469 |
| COLGATE PALMOLIVE CO |
5,110 | UNCH | $460 |
| CL | 5,110 | UNCH | $460 |
| MCKESSON CORP |
812 | UNCH | $437 |
| MCK | 812 | UNCH | $437 |
| MICROSOFT CORP |
1,036 | +56 | $436 |
| MSFT | 1,036 | +56 | $436 |
See Full List: All Stocks Held By Cardinal Point Capital Management ULC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cardinal Point Capital Management ULC
|
Size ($ in 1000's)
At 03/31/2024: $525,554 At 12/31/2023: $413,497 Cardinal Point Capital Management ULC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cardinal Point Capital Management ULC 13F filings. Link to 13F filings: SEC filings |
