Cardinal Point Capital Management ULC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CP Cardinal Point Capital Management ULC | Institutional Filer | ▲ 6.62% | $1.63B | 286 |
Current Portfolio Holdings
Showing all 286 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 612K | $196.3M | 12.04% |
| 2 | USFR | WISDOMTREE TR | — | 1.5M | $74.2M | 4.55% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | — | 905K | $68.0M | 4.17% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | — | 1.1M | $67.9M | 4.16% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | — | 1.9M | $66.2M | 4.06% |
| 6 | AAPL | Apple Inc. | Technology | 235K | $59.6M | 3.65% |
| 7 | LRGF | ISHARES TR | — | 732K | $48.3M | 2.96% |
| 8 | DFAC | DIMENSIONAL ETF TRUST | — | 1.0M | $39.9M | 2.45% |
| 9 | MUB | ISHARES TR | — | 359K | $38.1M | 2.34% |
| 10 | DBMF | LITMAN GREGORY FDS TR | — | 1.2M | $37.2M | 2.28% |
| 11 | RY | Royal Bank of Canada | Financial Services | 197K | $31.7M | 1.94% |
| 12 | PYLD | PIMCO ETF TR | — | 1.2M | $31.0M | 1.90% |
| 13 | GOOG | Alphabet Inc. | Technology | 101K | $29.0M | 1.78% |
| 14 | TD | The Toronto-Dominion Bank | Financial Services | 293K | $27.3M | 1.67% |
| 15 | IAU | ISHARES GOLD TR | — | 303K | $26.7M | 1.64% |
Showing 1 to 15 of 286 holdings