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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 $313,002,796
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 138,593 $77,875,437 24.88%
2.
Ishares Trust
 IEF 356,917 $45,357,031 14.49%
3.
Ishares Tr - MSCI USA QLT FCT
 215,754 $36,870,202 11.78%
4.
Ishares Tr - NATIONAL MUN ETF
 206,370 $21,759,653 6.95%
5.
Ishares Tr - EAFE VALUE ETF
 325,344 $19,175,776 6.13%
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)