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Home > Institutional Investor > Cardinal Strategic Wealth Guidance > Profile

Instuitional Investor - Cardinal Strategic Wealth Guidance

Fund Profile
Filing Period:
Fund Name: Cardinal Strategic Wealth Guidance
Portfolio Value $346,604,625
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 137,988 $85,676,782 24.72%
2.
Ishares Trust
 IEF 334,365 $50,288,518 14.51%
3.
Ishares Tr - MSCI USA QLT FCT
 215,406 $39,380,525 11.36%
4.
Ishares Tr - EAFE VALUE ETF
 391,755 $24,868,608 7.17%
5.
Ishares Tr - NATIONAL MUN ETF
 185,236 $19,353,458 5.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)