Cardinal Point Capital Management ULC
289 holdingsFiling period: 2026-03-31Current AUM: $1.79Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 612.0K | $196.3M | $225.3M | 12.61% | +30.2K | 2026-03-31 |
| 2 | USFR | WISDOMTREE TR | 1.47M | $74.2M | $74.3M | 4.16% | +37.6K | 2026-03-31 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 904.9K | $68.0M | $75.0M | 4.19% | +90.3K | 2026-03-31 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 1.14M | $67.9M | $66.5M | 3.72% | +52.4K | 2026-03-31 |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 1.95M | $66.2M | $71.2M | 3.98% | +106.7K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 234.6K | $59.5M | $72.5M | 4.06% | -39,522 | 2026-03-31 |
| 7 | LRGF | ISHARES TR | 731.9K | $48.3M | $55.7M | 3.12% | -9,298 | 2026-03-31 |
| 8 | DFAC | DIMENSIONAL ETF TRUST | 1.03M | $39.9M | $45.7M | 2.56% | +58.1K | 2026-03-31 |
| 9 | MUB | ISHARES TR | 359.3K | $38.1M | $38.0M | 2.12% | +2.9K | 2026-03-31 |
| 10 | DBMF | LITMAN GREGORY FDS TR | 1.23M | $37.2M | $38.2M | 2.14% | +69.7K | 2026-03-31 |
| 11 | RY | ROYAL BK CDA | 196.5K | $31.7M | $41.1M | 2.30% | -1,520 | 2026-03-31 |
| 12 | PYLD | PIMCO ETF TR | 1.18M | $31.0M | $31.0M | 1.73% | +109.0K | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 101.2K | $29.0M | $36.1M | 2.02% | -1,340 | 2026-03-31 |
| 14 | TD | TORONTO DOMINION BK ONT | 293.0K | $27.3M | $35.1M | 1.96% | -3,897 | 2026-03-31 |
| 15 | IAU | ISHARES GOLD TR | 303.4K | $26.7M | $23.1M | 1.29% | +5.0K | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 153.1K | $26.7M | $30.7M | 1.72% | +115.0K | 2026-03-31 |
| 17 | MINO | PIMCO ETF TR | 585.8K | $26.5M | $26.3M | 1.47% | +30.3K | 2026-03-31 |
| 18 | TFLO | ISHARES TR | 514.6K | $26.1M | $26.1M | 1.46% | +125.7K | 2026-03-31 |
| 19 | SU | SUNCOR ENERGY INC NEW | 378.5K | $25.0M | $25.4M | 1.42% | -16,841 | 2026-03-31 |
| 20 | BMO | BANK MONTREAL MEDIUM | 176.7K | $23.9M | $31.7M | 1.77% | -1,814 | 2026-03-31 |
| 21 | VBIL | VANGUARD INSTL INDEX FD | 273.1K | $20.7M | $20.7M | 1.16% | -- | 2026-03-31 |
| 22 | WMT | WALMART INC | 164.4K | $20.4M | $18.3M | 1.02% | -6,078 | 2026-03-31 |
| 23 | CSCO | CISCO SYS INC | 237.6K | $18.4M | $27.6M | 1.54% | -6,556 | 2026-03-31 |
| 24 | JNJ | JOHNSON & JOHNSON | 74.0K | $18.1M | $19.0M | 1.06% | -2,342 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 60.9K | $17.9M | $21.4M | 1.20% | +732 | 2026-03-31 |
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