Cardinal Strategic Wealth Guidance

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Louisville, KY
CIK
0001801989
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 77 277,386 IVV, IUSG, QUAL, EFG 13F-HR 7/22/2024 000139834424012919
Q1 2024 57 266,052 IVV, QUAL, IUSG, MUB 13F-HR 4/25/2024 000139834424007738
Q4 2023 75 251,697 IVV, IUSG, QUAL, MUB 13F-HR 1/30/2024 000139834424001331
Q3 2023 85 215,841 IVV, IUSG, EFG, QUAL 13F-HR 10/31/2023 000139834423019936
Q2 2023 81 225,109 IVV, EFG, QUAL, IUSG 13F-HR 7/20/2023 000139834423013274
Q1 2023 85 215,612 IVV, EFG, QUAL, IUSG 13F-HR 4/21/2023 000139834423007589
Q4 2022 89 208,041 IVV, SUB, QUAL, ACWV 13F-HR 1/18/2023 000139834423000697
Q3 2022 85 188,191 IVV, IEFA, MUB, QUAL 13F-HR 10/20/2022 000139834422020497
Q2 2022 94 196,146 IVV, IEFA, MUB, QUAL 13F-HR 7/27/2022 000139834422014168
Q1 2022 93 217,978 IVV, IEFA, QUAL, JPST 13F-HR 4/26/2022 000139834422007815
Q4 2021 68 214,505 IVV, IEFA, QUAL, MUB 13F-HR 1/26/2022 000180198922000001
Q3 2021 67 190,927 IVV, IEFA, MUB, QUAL 13F-HR 11/5/2021 000180198921000004
Q2 2021 65 190,124 IVV, MUB, IEFA, IEMG 13F-HR 7/27/2021 000180198921000003
Q1 2021 62 170,604 IVV, MUB, IEFA, IEMG 13F-HR 4/29/2021 000180198921000002
Q4 2020 53 168,455 IVV, JPST, MUB, USMV 13F-HR 1/29/2021 000180198921000001
Q3 2020 51 141,378 IVV, USMV, MUB, JPST 13F-HR 10/21/2020 000180198920000005
Q2 2020 51 134,449 IVV, USMV, MUB, JPST 13F-HR 8/12/2020 000180198920000004
Q1 2020 47 109,128 IVV, USMV, EFAV, JPST 13F-HR 4/27/2020 000180198920000003
Q4 2019 55 116,280 IVV, EFAV, USMV, JPST 13F-HR 2/5/2020 000180198920000001