Cardinal Point Capital Management ULC
297 holdingsFiling period: 2026-06-30Current AUM: $1.80Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds | 619.0K | $229.1M | $230.0M | 12.78% | +7.1K | 2026-06-30 |
| 2 | VEU | Vanguard Intl Equity Index F | 918.2K | $76.9M | $74.0M | 4.11% | +13.3K | 2026-06-30 |
| 3 | DFAX | Dimensional ETF Trust | 1.96M | $72.3M | $70.3M | 3.91% | +14.7K | 2026-06-30 |
| 4 | USFR | WisdomTree TR | 1.44M | $72.3M | $72.4M | 4.02% | -38,211 | 2026-06-30 |
| 5 | VGIT | Vanguard Scottsdale Fds | 1.19M | $70.0M | $68.5M | 3.81% | +46.0K | 2026-06-30 |
| 6 | AAPL | Apple Inc | 241.1K | $69.8M | $83.1M | 4.62% | +6.4K | 2026-06-30 |
| 7 | LRGF | iShares TR | 736.7K | $55.7M | $56.7M | 3.15% | +4.8K | 2026-06-30 |
| 8 | DFAC | Dimensional ETF Trust | 1.04M | $46.0M | $46.6M | 2.59% | +9.6K | 2026-06-30 |
| 9 | RY | Royal BK Cda | 192.8K | $39.8M | $39.1M | 2.17% | -3,737 | 2026-06-30 |
| 10 | MUB | iShares TR | 368.0K | $39.6M | $38.3M | 2.13% | +8.7K | 2026-06-30 |
| 11 | DBMF | Litman Gregory Fds TR | 1.26M | $38.5M | $40.8M | 2.27% | +23.5K | 2026-06-30 |
| 12 | GOOG | Alphabet Inc | 106.7K | $37.7M | $29.7M | 1.65% | +5.5K | 2026-06-30 |
| 13 | TD | Toronto Dominion BK Ont | 286.0K | $34.7M | $35.6M | 1.98% | -6,974 | 2026-06-30 |
| 14 | PYLD | PIMCO ETF TR | 1.27M | $33.6M | $32.5M | 1.81% | +84.5K | 2026-06-30 |
| 15 | BMO | Bank Montreal Medium | 175.5K | $31.0M | $30.0M | 1.67% | -1,129 | 2026-06-30 |
| 16 | NVDA | NVIDIA Corporation | 153.7K | $30.8M | $31.5M | 1.75% | +668 | 2026-06-30 |
| 17 | MINO | PIMCO ETF TR | 590.0K | $27.0M | $26.0M | 1.45% | +4.2K | 2026-06-30 |
| 18 | VBIL | Vanguard Instl Index FD | 320.7K | $24.3M | $24.3M | 1.35% | +47.6K | 2026-06-30 |
| 19 | IAU | iShares Gold TR | 295.3K | $22.3M | $21.5M | 1.20% | -8,096 | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Co | 61.0K | $20.0M | $20.5M | 1.14% | +66 | 2026-06-30 |
| 21 | SU | Suncor Energy Inc New | 370.0K | $19.9M | $29.4M | 1.63% | -8,458 | 2026-06-30 |
| 22 | TFLO | iShares TR | 373.1K | $18.9M | $18.9M | 1.05% | -141,553 | 2026-06-30 |
| 23 | MFC | Manulife Finl Corp | 465.9K | $18.9M | $20.8M | 1.15% | -5,425 | 2026-06-30 |
| 24 | CSCO | Cisco Sys Inc | 159.2K | $18.7M | $16.6M | 0.92% | -78,441 | 2026-06-30 |
| 25 | BNS | Bank Nova Scotia B C | 214.4K | $18.6M | $20.1M | 1.12% | -1,122 | 2026-06-30 |
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