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Cardinal Point Capital Management ULC13F | |
| Cardinal Point Capital Management ULC | |
| Last update 2025-05-08 | 179 Stocks (99 new) |
| Value $1.09 Bil | Turnover 37 % |
Cardinal Point Capital Managem... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 532,928 | 146,469.8 | +0.70% | 13.460 | +0.09% | 0.030 | +10.92% | +5.56% | 444,254.8 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 1,414,349 | 71,184.2 | +0.22% | 6.540 | +0.01% | 0.380 | +1.04% | +2.11% | 18,523.0 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 907,306 | 53,894.0 | +3.75% | 4.950 | +0.18% | 0.170 | +1.67% | +4.77% | 31,980.4 | ||
AAPL | Apple Inc | 35,967 | 53,170.9 | +2.67% | 4.890 | +0.13% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
VEU | Vanguard FTSE All-World ex-US ETF | 656,961 | 39,851.3 | +2.20% | 3.660 | +0.08% | 0.100 | +11.61% | +18.29% | 42,125.1 | ||
LRGF | iShares U.S. Equity Factor ETF | 681,016 | 39,417.2 | +0.87% | 3.620 | +0.03% | 1.720 | +11.13% | +6.89% | 2,594.0 | ||
MUB | iShares National Muni Bond ETF | 331,175 | 34,919.1 | +5.61% | 3.210 | +0.17% | 0.090 | -0.11% | -0.64% | 38,596.1 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 1,278,063 | 33,485.3 | +3.69% | 3.080 | +0.11% | 0.440 | +13.52% | +19.95% | 8,758.6 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 842,968 | 27,809.5 | +10.89% | 2.560 | +0.25% | 0.090 | +8.97% | +4.18% | 34,760.9 | ||
DBMF |
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
| 1,087,845 | 27,479.0 | +2.31% | 2.530 | +0.06% | - | +2.54% | -0.29% | 1,202.2 |
Cardinal Point Capital Management ULC's Historical Top Holdings Breakdowns
Cardinal Point Capital Management ULC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TD | The Toronto-Dominion Bank | 2025-03-31 | New Buy New Buy | +1.67% | 53.12 ($58.22) 61.15 | $73.45 | 26.16% | New holding | 307,468 | 307,468 | |
BMO | Bank of Montreal | 2025-03-31 | New Buy New Buy | +1.60% | 94.92 ($98.9) 104.14 | $110.63 | 11.86% | New holding | 183,378 | 183,378 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | New Buy New Buy | +1.37% | 225.19 ($254.94) 279.95 | $289.91 | 13.72% | New holding | 60,888 | 60,888 | |
ENB | Enbridge Inc | 2025-03-31 | New Buy New Buy | +1.35% | 41.54 ($43.52) 45.45 | $45.32 | 4.14% | New holding | 335,773 | 335,773 | |
SU | Suncor Energy Inc | 2025-03-31 | New Buy New Buy | +1.35% | 34.27 ($38.16) 40.63 | $37.45 | -1.86% | New holding | 394,061 | 394,061 | |
WMT | Walmart Inc | 2025-03-31 | New Buy New Buy | +1.34% | 84.5 ($93.81) 105.05 | $97.78 | 4.23% | New holding | 166,643 | 166,643 | |
MFC | Manulife Financial Corp | 2025-03-31 | New Buy New Buy | +1.31% | 28.41 ($30.21) 31.82 | $31.96 | 5.79% | New holding | 461,433 | 461,433 | |
CSCO | Cisco Systems Inc | 2025-03-31 | New Buy New Buy | +1.29% | 58.74 ($61.57) 64.87 | $69.38 | 12.68% | New holding | 227,245 | 227,245 | |
RY | Royal Bank of Canada | 2025-03-31 | New Buy New Buy | +1.20% | 108.81 ($117.75) 123.4 | $131.55 | 11.72% | New holding | 117,217 | 117,217 | |
JNJ | Johnson & Johnson | 2025-03-31 | New Buy New Buy | +1.16% | 142.06 ($156.47) 167.7 | $152.75 | -2.38% | New holding | 76,597 | 76,597 |
Cardinal Point Capital Management ULC Total Holding History ($B)
Cardinal Point Capital Management ULC's Asset Allocation
Cardinal Point Capital Management ULC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cardinal Point Capital Management ULC's Hypothetical Growth since 2025-03-31
Cardinal Point Capital Management ULC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cardinal Point Capital Management ULC's Holdings Heat Map
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Cardinal Point Capital Management ULC's Holdings Bubble Chart
Cardinal Point Capital Management ULC News
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