Cardinal Point Capital Management ULC Q4 2024 Filing
Filed January 14, 2025
Portfolio Value
$629.9B
Holdings
84
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (84 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 529,217 | $153.4T | 24350.10% | |
| 2 | USFRWISDOMTREE TR | 1,411,245 | $71.0T | 11274.47% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 874,547 | $50.7T | 8053.12% | |
| 4 | LRGFISHARES TR | 675,164 | $40.7T | 6469.04% | |
| 5 | VEUVANGUARD INTL EQUITY INDEX F | 642,829 | $36.9T | 5859.18% | |
| 6 | MUBISHARES TR | 313,585 | $33.4T | 5304.71% | |
| 7 | DFAXDIMENSIONAL ETF TRUST | 1,232,560 | $30.6T | 4864.77% | |
| 8 | DBMFLITMAN GREGORY FDS TR | 1,063,256 | $27.8T | 4416.00% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 760,192 | $26.3T | 4174.72% | |
| 10 | PYLDPIMCO ETF TR | 852,885 | $22.2T | 3527.37% | |
| 11 | IAU*ISHARES GOLD TR | 408,083 | $20.2T | 3207.71% | |
| 12 | IHDGWISDOMTREE TR | 388,586 | $16.9T | 2688.54% | |
| 13 | AAPLAPPLE INC | 35,031 | $8.8T | 1392.77% | |
| 14 | TFLOISHARES TR | 164,759 | $8.3T | 1320.19% | |
| 15 | FTLSFIRST TR EXCH TRADED FD III | 125,184 | $8.2T | 1307.96% | |
| 16 | DFSUDIMENSIONAL ETF TRUST | 177,130 | $6.7T | 1065.82% | |
| 17 | TSLATESLA INC | 15,536 | $6.3T | 996.10% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,346 | $6.0T | 960.44% | |
| 19 | VGTVANGUARD WORLD FD | 6,621 | $4.1T | 653.62% | |
| 20 | GOOGALPHABET INC | 14,762 | $2.8T | 446.33% | |
| 21 | AMZNAMAZON COM INC | 11,116 | $2.4T | 387.19% | |
| 22 | NVDANVIDIA CORPORATION | 17,220 | $2.3T | 367.15% | |
| 23 | VOOVANGUARD INDEX FDS | 4,223 | $2.3T | 361.25% | |
| 24 | DFSIDIMENSIONAL ETF TRUST | 68,590 | $2.3T | 357.73% | |
| 25 | MSFTMICROSOFT CORP | 5,256 | $2.2T | 351.73% | |
| 26 | NDQINVESCO QQQ TR | 3,902 | $2.0T | 316.71% | |
| 27 | EAORISHARES TR | 52,380 | $1.6T | 260.79% | |
| 28 | SUSBISHARES TR | 57,633 | $1.4T | 226.01% | |
| 29 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.4T | 216.21% | |
| 30 | CRBNISHARES TR | 6,865 | $1.3T | 211.00% | |
| 31 | PJUNINNOVATOR ETFS TRUST | 35,240 | $1.3T | 209.92% | |
| 32 | PJULINNOVATOR ETFS TRUST | 30,355 | $1.2T | 198.41% | |
| 33 | EAOAISHARES TR | 34,800 | $1.2T | 197.36% | |
| 34 | IRMIRON MTN INC DEL | 10,200 | $1.1T | 171.37% | |
| 35 | BONDPIMCO ETF TR | 11,640 | $1.1T | 167.82% | |
| 36 | VVISA INC | 3,190 | $1.0T | 160.06% | |
| 37 | GOOGLALPHABET INC | 4,704 | $890.5B | 141.37% | |
| 38 | EAGGISHARES TR | 18,065 | $838.9B | 133.19% | |
| 39 | DFSEDIMENSIONAL ETF TRUST | 25,080 | $830.9B | 131.92% | |
| 40 | PAUGINNOVATOR ETFS TRUST | 21,470 | $826.6B | 131.23% | |
| 41 | GQ9SPDR GOLD TR | 3,298 | $798.5B | 126.78% | |
| 42 | SPYSPDR S&P 500 ETF TR | 1,303 | $766.2B | 121.65% | |
| 43 | AVUVAMERICAN CENTY ETF TR | 7,651 | $738.6B | 117.26% | |
| 44 | DGROISHARES TR | 11,679 | $716.4B | 113.74% | |
| 45 | IAPRINNOVATOR ETFS TRUST | 26,550 | $708.8B | 112.54% | |
| 46 | METAMETA PLATFORMS INC | 1,202 | $703.8B | 111.74% | |
| 47 | PJANINNOVATOR ETFS TRUST | 15,940 | $673.5B | 106.92% | |
| 48 | MSIMOTOROLA SOLUTIONS INC | 1,446 | $670.0B | 106.37% | |
| 49 | IVVISHARES TR | 997 | $586.9B | 93.18% | |
| 50 | AORISHARES TR | 9,961 | $571.0B | 90.65% | |
| 51 | DDTOINNOVATOR ETFS TRUST | 15,490 | $570.0B | 90.50% | |
| 52 | VNQVANGUARD INDEX FDS | 5,578 | $496.9B | 78.89% | |
| 53 | ICLNISHARES TR | 43,515 | $495.2B | 78.62% | |
| 54 | NOWSERVICENOW INC | 442 | $468.6B | 74.39% | |
| 55 | WMWASTE MGMT INC DEL | 2,302 | $464.5B | 73.75% | |
| 56 | ECLECOLAB INC | 1,887 | $443.4B | 70.39% | |
| 57 | BGRNISHARES TR | 9,504 | $443.1B | 70.34% | |
| 58 | CLCOLGATE PALMOLIVE CO | 4,720 | $429.1B | 68.13% | |
| 59 | VYMVANGUARD WHITEHALL FDS | 3,297 | $420.7B | 66.79% | |
| 60 | NFLXNETFLIX INC | 451 | $402.0B | 63.82% | |
| 61 | MCKMCKESSON CORP | 701 | $400.2B | 63.54% | |
| 62 | PSEPINNOVATOR ETFS TRUST | 10,190 | $398.3B | 63.23% | |
| 63 | IWFISHARES TR | 949 | $381.1B | 60.50% | |
| 64 | XLVSELECT SECTOR SPDR TR | 2,755 | $379.0B | 60.17% | |
| 65 | XLESELECT SECTOR SPDR TR | 4,386 | $375.7B | 59.65% | |
| 66 | FBNDFIDELITY MERRIMACK STR TR | 8,315 | $375.1B | 59.55% | |
| 67 | DWDMORGAN STANLEY | 2,697 | $339.1B | 53.83% | |
| 68 | XLKSELECT SECTOR SPDR TR | 1,456 | $338.6B | 53.75% | |
| 69 | SHVISHARES TR | 2,900 | $319.3B | 50.70% | |
| 70 | IWBISHARES TR | 979 | $315.4B | 50.07% | |
| 71 | LLYELI LILLY & CO | 405 | $312.7B | 49.64% | |
| 72 | COSTCOSTCO WHSL CORP NEW | 338 | $309.7B | 49.17% | |
| 73 | FISVFISERV INC | 1,255 | $257.8B | 40.93% | |
| 74 | PNOVINNOVATOR ETFS TRUST | 6,770 | $256.4B | 40.71% | |
| 75 | POCTINNOVATOR ETFS TRUST | 6,300 | $249.3B | 39.57% | |
| 76 | DC4DEXCOM INC | 3,200 | $248.9B | 39.51% | |
| 77 | QUALISHARES TR | 1,397 | $248.8B | 39.50% | |
| 78 | GEGE AEROSPACE | 1,463 | $244.4B | 38.80% | |
| 79 | LUVSOUTHWEST AIRLS CO | 7,200 | $243.4B | 38.64% | |
| 80 | KAPRINNOVATOR ETFS TRUST | 7,360 | $240.7B | 38.21% | |
| 81 | WTMFWISDOMTREE TR | 6,760 | $236.1B | 37.49% | |
| 82 | AQLTISHARES TR | 3,285 | $230.9B | 36.65% | |
| 83 | LULULULULEMON ATHLETICA INC | 600 | $229.4B | 36.43% | |
| 84 | PMAYINNOVATOR ETFS TRUST | 5,600 | $201.1B | 31.92% |