HoldingsChannel.com
All Stocks Held By Cardinal Point Capital Management ULC
As of  03/31/2024, we find all stocks held by Cardinal Point Capital Management ULC to be as follows, presented in the table below with each row detailing each Cardinal Point Capital Management ULC position, ordered by largest to smallest position size. The all-stocks-held-by-Cardinal Point Capital Management ULC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Cardinal Point Capital Management ULC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 475,635 +13,319 $123,618
     VTI475,635+13,319$123,618
WISDOMTREE TR 1,419,168 -47,112 $71,370
     USFR1,419,168-47,112$71,370
VANGUARD SCOTTSDALE FDS (VGIT) 697,283 +16,380 $40,826
     VGIT697,283+16,380$40,826
VANGUARD INTL EQUITY INDEX F (VEU) 587,671 +24,645 $34,467
     VEU587,671+24,645$34,467
ISHARES TR (LRGF) 595,632 +25,600 $32,051
     LRGF595,632+25,600$32,051
LITMAN GREGORY FDS TR 935,980 +446,290 $26,844
     DBMF935,980+446,290$26,844
ISHARES TR (SHV) 233,951 +89,120 $25,861
     SHV233,951+89,120$25,861
DIMENSIONAL ETF TRUST (DFAX) 987,830 +987,830 $25,130
     DFAX987,830+987,830$25,130
ISHARES TR (MUB) 228,946 +228,946 $24,635
     MUB228,946+228,946$24,635
ISHARES GOLD TR (IAU) 448,487 +7,528 $18,841
     IAU448,487+7,528$18,841
PIMCO ETF TR (BOND) 167,154 +464 $15,355
     BOND167,154+464$15,355
WISDOMTREE TR 330,609 +17,150 $15,188
     IHDG330,609+17,150$15,188
DIMENSIONAL ETF TRUST (DFAC) 474,462 +452,330 $15,159
     DFAC474,462+452,330$15,159
BERKSHIRE HATHAWAY INC DEL      $6,196
     BRK.B11,716+1,150$4,927
     BRK.A2UNCH$1,269
FIRST TR EXCH TRADED FD III (FTLS) 95,984 +4,185 $5,918
     FTLS95,984+4,185$5,918
APPLE INC 27,502 +3,290 $4,716
     AAPL27,502+3,290$4,716
TESLA INC 16,275 +750 $2,861
     TSLA16,275+750$2,861
FIDELITY MERRIMACK STR TR 55,995 +8,785 $2,546
     FBND55,995+8,785$2,546
ISHARES TR (TFLO) 48,028 +18,023 $2,435
     TFLO48,028+18,023$2,435
VANGUARD INDEX FDS (VOO) 3,872 +382 $1,861
     VOO3,872+382$1,861
INVESCO QQQ TR 4,177 +805 $1,857
     QQQ4,177+805$1,857
ISHARES TR (EAOR) 57,055 +16,210 $1,734
     EAOR57,055+16,210$1,734
ISHARES TR (SUSB) 59,413 -1,310 $1,454
     SUSB59,413-1,310$1,454
ISHARES TR (EAOA) 42,180 UNCH $1,438
     EAOA42,180UNCH$1,438
INNOVATOR ETFS TRUST (PJUN) 35,240 UNCH $1,216
     PJUN35,240UNCH$1,216
ISHARES TR (CRBN) 6,315 +20 $1,133
     CRBN6,315+20$1,133
AMERICAN CENTY ETF TR (AVUV) 11,585 +400 $1,086
     AVUV11,585+400$1,086
INNOVATOR ETFS TRUST (PJUL) 24,465 UNCH $929
     PJUL24,465UNCH$929
DIMENSIONAL ETF TRUST (DFSU) 24,440 +24,440 $841
     DFSU24,440+24,440$841
INNOVATOR ETFS TRUST (IAPR) 28,750 -14,540 $781
     IAPR28,750-14,540$781
ISHARES TR (EAGG) 14,835 -480 $698
     EAGG14,835-480$698
VANGUARD INTL EQUITY INDEX F (VT) 6,300 +6,300 $696
     VT6,300+6,300$696
ISHARES TR (DGRO) 11,709 +6 $680
     DGRO11,709+6$680
MOTOROLA SOLUTIONS INC 1,880 UNCH $669
     MSI1,880UNCH$669
VANGUARD INDEX FDS (VNQ) 7,729 UNCH $668
     VNQ7,729UNCH$668
ISHARES TR (AOR) 11,871 +110 $661
     AOR11,871+110$661
INNOVATOR ETFS TRUST (PAUG) 18,570 UNCH $657
     PAUG18,570UNCH$657
INNOVATOR ETFS TRUST (PJAN) 15,940 UNCH $623
     PJAN15,940UNCH$623
ECOLAB INC 2,463 -600 $570
     ECL2,463-600$570
INNOVATOR ETFS TRUST (PNOV) 15,460 UNCH $550
     PNOV15,460UNCH$550
INNOVATOR ETFS TRUST (PFEB) 15,490 UNCH $529
     PFEB15,490UNCH$529
INNOVATOR ETFS TRUST (PSEP) 13,950 UNCH $509
     PSEP13,950UNCH$509
AMAZON COM INC 2,702 +642 $487
     AMZN2,702+642$487
EDGEWELL PERS CARE CO 12,377 UNCH $480
     EPC12,377UNCH$480
SPDR GOLD TR (GLD) 2,298 UNCH $473
     GLD2,298UNCH$473
ISHARES TR (ICLN) 33,845 +990 $473
     ICLN33,845+990$473
ISHARES TR (BGRN) 9,994 -400 $469
     BGRN9,994-400$469
COLGATE PALMOLIVE CO 5,110 UNCH $460
     CL5,110UNCH$460
MCKESSON CORP 812 UNCH $437
     MCK812UNCH$437
MICROSOFT CORP 1,036 +56 $436
     MSFT1,036+56$436
VANGUARD WORLD FD (VGT) 820 +820 $430
     VGT820+820$430
VANGUARD TAX MANAGED FDS (VEA) 8,144 +2,200 $409
     VEA8,144+2,200$409
WISDOMTREE TR 10,430 -131,677 $391
     WTMF10,430-131,677$391
VANGUARD BD INDEX FDS (VUSB) 7,390 +7,390 $366
     VUSB7,390+7,390$366
ALPHABET INC 2,382 UNCH $363
     GOOG2,382UNCH$363
DIMENSIONAL ETF TRUST (DFSI) 9,890 +9,890 $333
     DFSI9,890+9,890$333
NVIDIA CORPORATION 368 +368 $333
     NVDA368+368$333
ISHARES TR (IWF) 923 UNCH $311
     IWF923UNCH$311
ELI LILLY & CO 399 +3 $310
     LLY399+3$310
ISHARES TR (AGG) 3,065 UNCH $300
     AGG3,065UNCH$300
ISHARES TR (IWB) 979 UNCH $282
     IWB979UNCH$282
VANGUARD INTL EQUITY INDEX F (VWO) 6,612 +1,000 $276
     VWO6,612+1,000$276
ALPHABET INC 1,600 +1,600 $241
     GOOGL1,600+1,600$241
SELECT SECTOR SPDR TR (XLK) 1,136 UNCH $237
     XLK1,136UNCH$237
ISHARES TR (QUAL) 1,397 UNCH $230
     QUAL1,397UNCH$230
INNOVATOR ETFS TRUST (KAPR) 7,360 UNCH $229
     KAPR7,360UNCH$229
ISHARES TR (IEFA) 3,078 -68 $228
     IEFA3,078-68$228
ISHARES TR (REET) 9,525 -9,830 $226
     REET9,525-9,830$226
EXXON MOBIL CORP 1,916 +1,916 $223
     XOM1,916+1,916$223
ISHARES TR (AOM) 4,869 UNCH $208
     AOM4,869UNCH$208
CHIMERA INVT CORP 12,225 +0 $56
     CIM12,225UNCH$56
AMERICAN CENTY ETF TR $0 (exited)
     AVDV0-10,910$0
AMERICAN CENTY ETF TR $0 (exited)
     AVEM0-11,085$0
ISHARES TR $0 (exited)
     ESGU0-3,365$0
ISHARES TR $0 (exited)
     IJS0-2,576$0
MICROVISION INC DEL $0 (exited)
     MVIS0-23,961$0
ARK ETF TR $0 (exited)
     PRNT0-12,725$0
RB GLOBAL INC 0 -6,603 $0 (exited)
     RBA0-6,603$0

See Summary: Cardinal Point Capital Management ULC Top Holdings
See Details: Top 10 Stocks Held By Cardinal Point Capital Management ULC

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DFAX +987,830+$25,130
MUB +228,946+$24,635
DFSU +24,440+$841
VT +6,300+$696
VGT +820+$430
VUSB +7,390+$366
DFSI +9,890+$333
NVDA +368+$333
GOOGL +1,600+$241
XOM +1,916+$223
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
AVDV -10,910-$682
AVEM -11,085-$625
RBA -6,603-$442
ESGU -3,365-$353
PRNT -12,725-$296
IJS -2,576-$266
MVIS -23,961-$64
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFAC +452,330+$14,512
DBMF +446,290+$14,230
SHV +89,120+$9,911
LRGF +25,600+$4,524
VEU +24,645+$2,859
TFLO +18,023+$921
IHDG +17,150+$2,026
VGIT +16,380+$435
EAOR +16,210+$547
VTI +13,319+$13,947
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
WTMF -131,677-$4,593
USFR -47,112-$2,296
IAPR -14,540-$333
REET -9,830-$242
SUSB -1,310-$32
ECL -600-$39
EAGG -480-$33
BGRN -400-$22
IEFA -68+$7
Cardinal Point Capital Management ULC Info
Size ($ 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

All Stocks Held By Cardinal Point Capital Management ULC | www.HoldingsChannel.com

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