| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q3 2021 | 42 | 212,727 | 13F-HR | 11/5/2021 | 000108514621003030 | Cardinal Point Wealth Management LLC |
| Q2 2021 | 41 | 221,369 | 13F-HR | 8/3/2021 | 000108514621002204 | Cardinal Point Wealth Management LLC |
| Q1 2021 | 38 | 198,485 | 13F-HR | 7/2/2021 | 000108514621001849 | Cardinal Point Wealth Management LLC |
| Q4 2020 | 32 | 196,826 | 13F-HR | 7/2/2021 | 000108514621001848 | Cardinal Point Wealth Management LLC |