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Home > Institutional Investor > Cardinal Strategic Wealth Guidance > 13F Holdings

Instuitional Investor - Cardinal Strategic Wealth Guidance

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 134,734 $88,009,631 23.21%
2.
Ishares Trust
 IEF 339,219 $52,616,281 13.88%
3.
Ishares Trust
 VLUE 155,768 $29,877,861 7.88%
4.
Ishares Inc - MSCI EMRG CHN
 338,981 $26,664,246 7.03%
5.
Ishares Tr - EAFE VALUE ETF
 328,617 $24,432,674 6.44%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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