Cardinal Point Capital Management ULC
297 holdingsFiling period: 2026-06-30Current AUM: $1.81Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 619.0K | $229.1M | $230.8M | 12.74% | +7.1K | 2026-06-30 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 918.2K | $76.9M | $76.9M | 4.25% | +13.3K | 2026-06-30 |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 1.96M | $72.3M | $73.5M | 4.06% | +14.7K | 2026-06-30 |
| 4 | USFR | WISDOMTREE TR | 1.44M | $72.3M | $72.5M | 4.00% | -38,211 | 2026-06-30 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 1.19M | $70.0M | $67.9M | 3.75% | +46.0K | 2026-06-30 |
| 6 | AAPL | APPLE INC | 241.1K | $69.8M | $79.9M | 4.41% | +6.4K | 2026-06-30 |
| 7 | LRGF | ISHARES TR | 736.7K | $55.7M | $56.9M | 3.14% | +4.8K | 2026-06-30 |
| 8 | DFAC | DIMENSIONAL ETF TRUST | 1.04M | $46.0M | $46.4M | 2.56% | +9.6K | 2026-06-30 |
| 9 | RY | ROYAL BK CDA | 192.8K | $39.8M | $39.3M | 2.17% | -3,737 | 2026-06-30 |
| 10 | MUB | ISHARES TR | 368.0K | $39.6M | $37.9M | 2.09% | +8.7K | 2026-06-30 |
| 11 | DBMF | LITMAN GREGORY FDS TR | 1.26M | $38.5M | $40.6M | 2.24% | +23.5K | 2026-06-30 |
| 12 | GOOG | ALPHABET INC | 106.7K | $37.7M | $36.4M | 2.01% | +5.5K | 2026-06-30 |
| 13 | TD | TORONTO DOMINION BK ONT | 286.0K | $34.7M | $34.7M | 1.92% | -6,974 | 2026-06-30 |
| 14 | PYLD | PIMCO ETF TR | 1.27M | $33.6M | $32.6M | 1.80% | +84.5K | 2026-06-30 |
| 15 | BMO | BANK MONTREAL MEDIUM | 175.5K | $31.0M | $30.4M | 1.68% | -1,129 | 2026-06-30 |
| 16 | NVDA | NVIDIA CORPORATION | 153.7K | $30.8M | $32.6M | 1.80% | +668 | 2026-06-30 |
| 17 | MINO | PIMCO ETF TR | 590.0K | $27.0M | $25.7M | 1.42% | +4.2K | 2026-06-30 |
| 18 | VBIL | VANGUARD INSTL INDEX FD | 320.7K | $24.3M | $24.3M | 1.34% | +47.6K | 2026-06-30 |
| 19 | IAU | ISHARES GOLD TR | 295.3K | $22.3M | $23.9M | 1.32% | -8,096 | 2026-06-30 |
| 20 | JPM | JPMORGAN CHASE & CO | 61.0K | $20.0M | $21.5M | 1.19% | +66 | 2026-06-30 |
| 21 | SU | SUNCOR ENERGY INC NEW | 370.0K | $19.9M | $26.6M | 1.47% | -8,458 | 2026-06-30 |
| 22 | TFLO | ISHARES TR | 373.1K | $18.9M | $18.9M | 1.04% | -141,553 | 2026-06-30 |
| 23 | MFC | MANULIFE FINL CORP | 465.9K | $18.9M | $20.4M | 1.13% | -5,425 | 2026-06-30 |
| 24 | CSCO | CISCO SYS INC | 159.2K | $18.7M | $17.5M | 0.97% | -78,441 | 2026-06-30 |
| 25 | BNS | BANK NOVA SCOTIA B C | 214.4K | $18.6M | $20.0M | 1.10% | -1,122 | 2026-06-30 |
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