Cardinal Point Capital Management, Ulc Incresed Positions in Q4 2024

Cardinal Point Capital Management, Ulc

  • $630 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
27.4K
+ 5.46%
$280.04 - $302.45 $7.67M - $8.28M
529K $153B
TFLO
Ishares Treasury Floating Rate

ETFs
97.8K
+ 146.05%
$50.37 - $50.63 $4.93M - $4.95M
165K $8.32B
LRGF
Ishares Tr

ETFs
42.4K
+ 6.7%
$58.25 - $63.26 $2.47M - $2.68M
675K $40.7B
VGT
Vanguard Information Technolog

ETFs
5.41K
+ 448.1%
$571.78 - $647.97 $3.1M - $3.51M
6.62K $4.12B
USFR
Wisdomtree Floating Rate Treas

ETFs
48.5K
+ 3.56%
$50.23 - $50.46 $2.44M - $2.45M
1.41M $71B
MUB
Ishares National Muni Bond ETF

ETFs
28.1K
+ 9.85%
$105.78 - $108.7 $2.97M - $3.06M
314K $33.4B
AAPL
Apple Inc.

Technology
6.33K
+ 22.05%
$221.69 - $259.02 $1.4M - $1.64M
35K $8.77B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
45.2K
+ 6.32%
$33.92 - $36.6 $1.53M - $1.65M
760K $26.3B
NVDA
Nvidia Corp

Technology
10.4K
+ 153.98%
$117.0 - $148.88 $1.22M - $1.55M
17.2K $2.31B
AMZN
Amazon Com Inc

Consumer Cyclical
5.2K
+ 87.99%
$180.88 - $232.93 $941K - $1.21M
11.1K $2.44B
MSFT
Microsoft Corp

Technology
2.8K
+ 113.66%
$406.35 - $454.46 $1.14M - $1.27M
5.26K $2.22B
IHDG
Wisdomtree Tr

ETFs
39K
+ 11.17%
$43.38 - $46.0 $1.69M - $1.8M
389K $16.9B
V
Visa Inc.

Financial Services
1.78K
+ 126.88%
$273.87 - $320.91 $489K - $573K
3.19K $1.01B
FTLS
First Tr Long/Short Equity ETF

ETFs
5.01K
+ 4.17%
$63.1 - $67.29 $316K - $337K
125K $8.24B
AVUV
American Centy ETF Tr Avantis

ETFs
4.19K
+ 121.06%
$94.37 - $106.41 $395K - $446K
7.65K $739M
DFSU
Dimensional ETF Tr Dimen Us Su
6.32K
+ 3.7%
N/A
177K $6.71B
META
Meta Platforms, Inc.

Communication Services
595
+ 98.02%
$554.08 - $632.68 $330K - $376K
1.2K $704M
Pimco ETF Tr
31.8K
+ 3.87%
N/A
853K $22.2B
GLD
Spdr Gold Trust

ETFs
770
+ 30.46%
$236.59 - $257.5 $182K - $198K
3.3K $799M
GOOGL
Alphabet Inc.

Communication Services
337
+ 7.72%
$161.86 - $196.66 $54.5K - $66.3K
4.7K $890M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.05K
+ 9.6%
$24.61 - $25.12 $124K - $127K
57.6K $1.42B
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.52%
$481.22 - $538.17 $9.62K - $10.8K
3.9K $1.99B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
84
+ 2.03%
$521.84 - $558.82 $43.8K - $46.9K
4.22K $2.28B
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 27.55%
$873.59 - $994.69 $63.8K - $72.6K
338 $310M
MS
Morgan Stanley

Financial Services
90
+ 3.45%
$104.42 - $134.99 $9.4K - $12.1K
2.7K $339M
EAOR
Ishares Esg Aware Growth Alloc

Technology
3.64K
+ 7.47%
$31.36 - $32.64 $114K - $119K
52.4K $1.64B
DFAX
Dimensional ETF Tr
100K
+ 8.87%
$24.76 - $27.04 $2.49M - $2.72M
1.23M $30.6B
IVV
Ishares Core S&P 500 ETF

ETFs
85
+ 9.32%
$570.51 - $610.59 $48.5K - $51.9K
997 $587M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.78K
+ 10.93%
$46.33 - $48.6 $82.5K - $86.5K
18.1K $839M
IWF
Ishares Russell 1000 Gr ETF

ETFs
26
+ 2.82%
$370.24 - $418.94 $9.63K - $10.9K
949 $381M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
230
+ 3.47%
$192.71 - $203.05 $44.3K - $46.7K
6.87K $1.33B
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.31%
$567.81 - $607.81 $2.27K - $2.43K
1.3K $766M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
660
+ 7.46%
$46.52 - $48.32 $30.7K - $31.9K
9.5K $443M
WM
Waste Management Inc

Industrials
130
+ 5.99%
$201.79 - $228.46 $26.2K - $29.7K
2.3K $465M
GE
General Electric CO

Industrials
202
+ 16.02%
$159.95 - $194.23 $32.3K - $39.2K
1.46K $244M
IEFA
Ishares Tr

ETFs
55
+ 1.7%
$70.06 - $77.43 $3.85K - $4.26K
3.29K $231M
ECL
Ecolab Inc.

Basic Materials
24
+ 1.29%
$234.32 - $261.43 $5.62K - $6.27K
1.89K $443M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.5%
$727.2 - $932.06 $1.45K - $1.86K
405 $313M
DFSE
Dimensional ETF Tr Dimen Emrgn
160
+ 0.64%
N/A
25.1K $831M
CL
Colgate Palmolive CO

Consumer Defensive
70
+ 1.51%
$90.22 - $102.31 $6.32K - $7.16K
4.72K $429M
ICLN
Ishares

ETFs
1.71K
+ 4.09%
$11.35 - $14.51 $19.4K - $24.8K
43.5K $495M
DFSI
Dimensional ETF Tr Dimen Intl
1.94K
+ 2.91%
N/A
68.6K $2.25B
VGIT
Vanguard Intermediate Term Tre

ETFs
27.3K
+ 3.22%
$57.78 - $60.4 $1.58M - $1.65M
875K $50.7B
VEU
Vanguard Ftse All World Ex Us

ETFs
40.8K
+ 6.77%
$57.29 - $63.1 $2.34M - $2.57M
643K $36.9B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
25.4K
+ 2.45%
$26.01 - $28.19 $661K - $717K
1.06M $27.8B
Activity Summary
Buys All Purchases 56 New Holdings 10 Increased Positions 46 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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