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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 $1,800,143,761
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 625,408 $234,052,581 13%
2.
Apple Inc.
 AAPL 239,840 $79,871,375 4.44%
3.
Wisdomtree Tr
 1,512,186 $76,199,041 4.23%
4.
Vanguard Intl Equity Index Funds
 VWO 899,015 $74,591,262 4.14%
5.
Dimensional Etf Trust
 DFAC 2,002,396 $74,128,684 4.12%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.