News + Filings Holdings
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Cardinal Point Wealth Management Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
VANGUARD INDEX FUNDS
| VTI | Common | 474,065 | 140,047 | 96,756,687,000 | 96,693,685,000 | 29.40 | |
Hist
| 03/31/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 549,451 | 178,528 | 29,379,170,000 | 29,360,639,000 | 8.93 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| LRGF | Common | 564,522 | 564,522 | 23,393,792,000 | 23,393,792,000 | 7.11 | |
Hist
| 03/31/2023 |
ISHARES GOLD TRUST
| IAU | Common | 445,783 | 117,310 | 16,658,911,000 | 16,647,641,000 | 5.06 | 0.06 |
Hist
| 03/31/2023 |
PIMCO ETF TR TTL RTN ACTV
| BOND | STOCK | 148,684 | 51,058 | 13,791,173,000 | 13,781,874,000 | 4.19 | |
Hist
| 03/31/2023 |
WisdomTree Trust
| IHDG | Common | 316,779 | 64,822 | 12,487,434,000 | 12,478,006,000 | 3.79 | |
Hist
| 03/31/2023 |
Vanguard BD Index Fund Inc Sho
| BSV | COM | 159,895 | 86,417 | 12,230,342,000 | 12,224,700,000 | 3.72 | |
Hist
| 03/31/2023 |
Apple Inc.
| AAPL | Common | 28,774 | 12,319 | 4,744,822,000 | 4,742,572,000 | 1.44 | 0.00 |
Hist
| 03/31/2023 |
WisdomTree Trust
| WTMF | Common | 135,252 | 101,527 | 4,538,814,000 | 4,537,630,000 | 1.38 | |
Hist
| 03/31/2023 |
FIRST TR EXCH TRADED FD III
| FTLS | Common | 83,440 | 62,290 | 4,240,242,000 | 4,239,213,000 | 1.29 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| SHV | Common | 30,856 | -919 | 3,409,625,000 | 3,406,127,000 | 1.04 | |
Hist
| 03/31/2023 |
Tesla, Inc.
| TSLA | COM | 15,525 | 10,350 | 3,220,817,000 | 3,217,332,000 | 0.98 | |
Hist
| 03/31/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 9,741 | 100 | 3,007,729,000 | 3,005,097,000 | 0.91 | |
Hist
| 03/31/2023 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 9,237 | 1,095 | 2,968,792,000 | 2,966,506,000 | 0.90 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 19,143 | 19,143 | 1,907,409,000 | 1,907,409,000 | 0.58 | |
Hist
| 03/31/2023 |
FirstService Corp
| FSV | Stock | 13,236 | -400 | 1,866,144,000 | 1,864,491,000 | 0.57 | 0.03 |
Hist
| 03/31/2023 |
iSHARES TRUST
| TFLO | Common | 29,330 | 29,330 | 1,483,805,000 | 1,483,805,000 | 0.45 | |
Hist
| 03/31/2023 |
VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 32,209 | 4,696 | 1,454,881,000 | 1,453,758,000 | 0.44 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| SUSB | Common | 59,873 | 31,698 | 1,440,544,000 | 1,439,865,000 | 0.44 | |
Hist
| 03/31/2023 |
VANGUARD INDEX FUNDS
| VGT | Common | 3,589 | 3,589 | 1,383,452,000 | 1,383,452,000 | 0.42 | |
Hist
| 03/31/2023 |
Innovator ETFs Trust
| PJUL | Common | 43,065 | 43,065 | 1,362,577,000 | 1,362,577,000 | 0.41 | |
Hist
| 03/31/2023 |
FIDELITY FREEDOM 2020
| FBND | Common | 28,850 | 14,250 | 1,331,658,000 | 1,330,977,000 | 0.40 | |
Hist
| 03/31/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 3,232 | 715 | 1,215,458,000 | 1,214,581,000 | 0.37 | |
Hist
| 03/31/2023 |
EQUISHARES CORPORATION
| AOR | Common | 21,026 | 3,244 | 1,051,931,000 | 1,051,077,000 | 0.32 | |
Hist
| 03/31/2023 |
Innovator ETFs Trust
| PNOV | Common | 30,880 | 30,880 | 981,984,000 | 981,984,000 | 0.30 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| CRBN | Common | 6,415 | 4,570 | 949,035,000 | 948,783,000 | 0.29 | |
Hist
| 03/31/2023 |
BERKSHIRE HATHAWAY INC
| BRK.A | Common | 2 | 0 | 931,200,000 | 930,382,000 | 0.28 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| EAOA | Common | 31,340 | 31,340 | 925,480,000 | 925,480,000 | 0.28 | |
Hist
| 03/31/2023 |
BlackRock ETF Trust
| DYNF | Common | 28,400 | -578,663 | 920,444,000 | 902,718,000 | 0.28 | |
Hist
| 03/31/2023 |
VANGUARD INDEX FUNDS
| VNQ | ETF | 11,012 | 350 | 914,436,000 | 913,465,000 | 0.28 | |
Hist
| 03/31/2023 |
SELECT SECTOR SPDR TRUST
| XLV | Common | 6,777 | 6,777 | 877,350,000 | 877,350,000 | 0.27 | |
Hist
| 03/31/2023 |
INTERCALLNET INC
| ICLN | Common | 43,440 | 22,065 | 859,243,000 | 858,836,000 | 0.26 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| REET | Common | 36,625 | 16,100 | 839,811,000 | 839,315,000 | 0.26 | |
Hist
| 03/31/2023 |
MICROSOFT CORP
| MSFT | Common | 2,898 | 2,898 | 835,493,000 | 835,493,000 | 0.25 | 0.00 |
Hist
| 03/31/2023 |
AMERICAN CENTY ETF TR
| AVEM | Common | 15,477 | 1,627 | 818,585,000 | 817,864,000 | 0.25 | |
Hist
| 03/31/2023 |
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