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Home > Institutional Investor > Cardinal Point Capital Management, Ulc > Profile

Instuitional Investor - Cardinal Point Capital Management, Ulc

Fund Profile
Filing Period:
Fund Name: Cardinal Point Capital Management, Ulc
Portfolio Value $1,765,122,903
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 619,030 $229,065,746 12.98%
2.
Vanguard Intl Equity Index Funds
 VWO 918,218 $76,900,793 4.36%
3.
Dimensional Etf Trust
 DFAC 1,963,742 $72,344,262 4.1%
4.
Wisdomtree Tr
 1,436,227 $72,314,054 4.1%
5.
Vanguard Scottsdale Funds
 VCIT 1,186,491 $69,979,258 3.96%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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