Cardinal Point Capital Management, Ulc Purchases in Q1 2025

Cardinal Point Capital Management, Ulc

  • $1.09 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.01K
New
$48.43 - $49.9 $243K - $250K
5.01K $250M
FNDF
Schwab Fundamental Intl Large

ETFs
6.87K
New
$32.9 - $37.45 $226K - $257K
6.87K $248M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.1K
New
$21.75 - $24.28 $242K - $271K
11.1K $246M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.92K
New
$25.81 - $28.52 $230K - $254K
8.92K $246M
SLSSF
Solaris Res Inc Com New
71.5K
New
N/A
71.5K $241M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.91K
New
$79.17 - $82.04 $230K - $239K
2.91K $238M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.64K
New
$26.09 - $30.21 $199K - $231K
7.64K $222M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.61K
New
$22.46 - $23.26 $216K - $223K
9.61K $222M
Ea Series Trust
11.4K
New
N/A
11.4K $222M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
4.11K
New
$46.83 - $56.05 $192K - $230K
4.11K $219M
EMB
Ishares Tr

ETFs
2.22K
New
$88.64 - $92.03 $197K - $204K
2.22K $201M
VB
Vanguard Small Cap ETF

ETFs
907
New
$217.89 - $252.64 $198K - $229K
907 $201M
DFSI
Dimensional ETF Tr Dimen Intl
1.36K
+ 1.98%
N/A
70K $2.44B
USFR
Wisdomtree Floating Rate Treas

ETFs
3.1K
+ 0.22%
$50.29 - $50.5 $156K - $157K
1.41M $71.2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
440
+ 46.36%
$360.07 - $417.26 $158K - $184K
1.39K $502M
IEFA
Ishares Tr

ETFs
1.22K
+ 37.14%
$69.57 - $78.65 $84.9K - $96K
4.51K $341M
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 29.59%
$890.62 - $1076.86 $89.1K - $108K
438 $414M
IHDG
Wisdomtree Tr

ETFs
3.9K
+ 1.0%
$43.4 - $47.51 $169K - $185K
392K $17B
GE
General Electric CO

Industrials
102
+ 6.97%
$168.59 - $212.13 $17.2K - $21.6K
1.57K $314M
QUAL
Ishares Msci Usa Quality Facto

ETFs
416
+ 29.78%
$168.16 - $186.21 $70K - $77.5K
1.81K $310M
IVV
Ishares Core S&P 500 ETF

ETFs
149
+ 14.94%
$554.06 - $615.85 $82.6K - $91.8K
1.15K $644M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
315
+ 1.74%
$45.92 - $47.58 $14.5K - $15K
18.4K $873M
ICLN
Ishares

ETFs
2.67K
+ 6.14%
$10.94 - $11.86 $29.2K - $31.7K
46.2K $527M
LLY
Eli Lilly & CO

Healthcare
12
+ 2.96%
$725.72 - $929.72 $8.71K - $11.2K
417 $344M
META
Meta Platforms, Inc.

Communication Services
56
+ 4.66%
$576.36 - $736.67 $32.3K - $41.3K
1.26K $725M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
106
+ 3.22%
$126.11 - $135.06 $13.4K - $14.3K
3.4K $439M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
160
+ 2.33%
$189.39 - $204.09 $30.3K - $32.7K
7.03K $1.34B
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.04%
$60.46 - $64.42 $302 - $322
11.7K $722M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29
+ 0.69%
$507.05 - $563.67 $14.7K - $16.3K
4.25K $2.19B
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 2.95%
$468.34 - $539.52 $53.9K - $62K
4.02K $1.89B
DFSU
Dimensional ETF Tr Dimen Us Su
6.8K
+ 3.84%
N/A
184K $6.59B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
24.6K
+ 2.31%
$24.88 - $26.85 $612K - $660K
1.09M $27.5B
LRGF
Ishares Tr

ETFs
5.85K
+ 0.87%
$56.95 - $63.95 $333K - $374K
681K $39.4B
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 0.23%
$222.15 - $428.22 $8K - $15.4K
15.6K $4.04B
VTI
Vanguard Total Stock Market Et

ETFs
3.71K
+ 0.7%
$271.18 - $303.12 $1.01M - $1.12M
533K $146B
Activity Summary
Buys All Purchases 136 New Holdings 99 Increased Positions 37 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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