Instuitional Investor - Cardinal Point Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Cardinal Point Wealth Management Llc |
| Portfolio Value | $212,727,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 273,896 | $60,821,000 | 28.59% | |
| 2. | Pimco Etf Trust | 346,378 | $38,292,000 | 18% | |
| 3. | Ishares Tr | 194,567 | $14,301,000 | 6.72% | |
| 4. | VWO | 226,702 | $13,820,000 | 6.49% | |
| 5. | Ssga Active Etf Tr | 219,581 | $10,610,000 | 4.98% |
