Instuitional Investor - Cardinal Point Wealth Management Llc
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 - MSCI USA MIN VOL | 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% |