Cardinal Point Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2021
Location
Irvine, CA
CIK
0001869778
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2021 42 212,727 VTI, BOND, USMV, VEU 13F-HR 11/5/2021 000108514621003030
Q2 2021 41 221,369 VTI, BOND, ARKK, USMV 13F-HR 8/3/2021 000108514621002204
Q1 2021 38 198,485 VTI, BOND, ARKK, USMV 13F-HR 7/2/2021 000108514621001849
Q4 2020 32 196,826 VTI, BOND, USMV, ARKK 13F-HR 7/2/2021 000108514621001848