Cardinal Point Capital Management, Ulc Incresed Positions in Q3 2024

Cardinal Point Capital Management, Ulc

  • $600 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
740K
+ 912.32%
N/A
821K $21.9B
VTI
Vanguard Total Stock Market Et

ETFs
7.82K
+ 1.58%
$255.18 - $283.2 $1.99M - $2.21M
502K $143B
VGIT
Vanguard Intermediate Term Tre

ETFs
104K
+ 13.96%
$57.8 - $60.8 $6M - $6.31M
847K $51.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
58.5K
+ 8.91%
$31.05 - $34.29 $1.82M - $2.01M
715K $24.5B
LRGF
Ishares Tr

ETFs
20.6K
+ 3.37%
$52.89 - $58.77 $1.09M - $1.21M
633K $37.2B
IAU
Ishares Gold Trust

ETFs
4.03K
+ 0.89%
$44.06 - $50.5 $177K - $203K
458K $22.8B
DFAX
Dimensional ETF Tr
36.8K
+ 3.36%
$24.29 - $27.25 $895K - $1M
1.13M $30.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
593
+ 0.1%
$56.47 - $63.69 $33.5K - $37.8K
602K $37.9B
MUB
Ishares National Muni Bond ETF

ETFs
14.2K
+ 5.25%
$106.13 - $108.7 $1.51M - $1.55M
285K $31B
FTLS
First Tr Long/Short Equity ETF

ETFs
22.9K
+ 23.56%
$60.73 - $63.8 $1.39M - $1.46M
120K $7.63B
DFSU
Dimensional ETF Tr Dimen Us Su
11.8K
+ 7.42%
N/A
171K $6.35B
AAPL
Apple Inc.

Technology
245
+ 0.86%
$207.23 - $234.82 $50.8K - $57.5K
28.7K $6.69B
IHDG
Wisdomtree Tr

ETFs
13K
+ 3.86%
$42.42 - $46.78 $551K - $608K
350K $16B
AMZN
Amazon Com Inc

Consumer Cyclical
2.51K
+ 73.86%
$161.02 - $200.0 $404K - $502K
5.91K $1.1B
MSFT
Microsoft Corp

Technology
1.08K
+ 78.78%
$395.15 - $467.56 $428K - $507K
2.46K $1.06B
GOOGL
Alphabet Inc.

Communication Services
2.54K
+ 139.42%
$148.65 - $191.18 $378K - $486K
4.37K $724M
NVDA
Nvidia Corp

Technology
2.6K
+ 62.2%
$98.91 - $134.91 $257K - $351K
6.78K $823M
PJUL
Innovator U.S. Equity Power Bu

ETFs
6.08K
+ 22.59%
$37.89 - $40.48 $230K - $246K
33K $1.34B
DFSI
Dimensional ETF Tr Dimen Intl
2.9K
+ 4.55%
N/A
66.7K $2.38B
VGT
Vanguard Information Technolog

ETFs
270
+ 28.78%
$514.43 - $606.85 $139K - $164K
1.21K $710M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.65K
+ 19.44%
$46.18 - $48.92 $122K - $130K
16.3K $791M
PAUG
Innovator U.S. Equity Power Bu

ETFs
2.9K
+ 15.62%
$35.57 - $37.86 $103K - $110K
21.5K $813M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.94K
+ 3.83%
$24.38 - $25.2 $47.3K - $48.9K
52.6K $1.32B
DGRO
Ishares Core Dividend Growth E

ETFs
7
+ 0.06%
$57.47 - $62.76 $402 - $439
11.7K $735M
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 12.0%
$149.54 - $192.66 $156K - $200K
9.71K $1.62B
AOR
Ishares Tr Core Growth Allocat

ETFs
60
+ 0.61%
$55.15 - $59.31 $3.31K - $3.56K
9.96K $590M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
110
+ 1.26%
$46.29 - $48.52 $5.09K - $5.34K
8.84K $428M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
30.3K
+ 3.01%
$26.82 - $30.58 $813K - $927K
1.04M $29.2B
Activity Summary
Buys All Purchases 43 New Holdings 14 Increased Positions 29 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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