CS

Cardinal Strategic Wealth Guidance

13F
Cardinal Strategic Wealth Guidance
Last update 2024-07-22 77 Stocks (20 new)
Value $277.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(23.97%)IUSG(14.68%)QUAL(12.20%)EFG(8.12%)MUB(7.66%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cardinal Strategic Wealth Guid... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
121,496
66486.290
-5.74%
23.970
-1.46%
-
+6.72%
+22.39%
548894.685
 
IUSG 		ISHARES TRUST
319,500
40729.880
+17.81%
14.680
+2.22%
-
+8.75%
+29.99%
20231.070
 
QUAL 		iShares MSCI USA Quality Factor ETF
198,175
33840.360
+0.57%
12.200
+0.07%
-
+6.62%
+22.71%
50112.416
 
EFG 		iShares MSCI EAFE Growth ETF
220,152
22521.550
+11.56%
8.120
+0.84%
-
+1.54%
+6.22%
14648.923
 
MUB 		iShares National Muni Bond ETF
199,511
21257.900
+0.78%
7.660
+0.06%
-
-0.34%
-1.35%
39249.993
 
EMXC 		iShares MSCI Emerging Markets ex China ETF
222,938
13197.930
+29.83%
4.760
+1.09%
-
+1.58%
+8.21%
16981.707
 
EFV 		iShares MSCI EAFE Value ETF
226,870
12033.190
-28.56%
4.340
-1.85%
-
+1.54%
+6.31%
19274.710
 
IXN 		iShares Global Tech ETF
78,215
6477.770
+0.97%
2.340
+0.02%
-
+6.82%
+23.63%
5327.002
 
OEF 		iShares S&P 100 ETF
21,932
5796.630
-0.31%
2.090
-0.01%
-
+7.61%
+26.42%
14204.891
 
JPST 		JPMorgan Ultra-Short Income ETF
112,101
5657.750
+0.31%
2.040
+0.01%
-
+0.06%
+0.74%
26825.589
 

Cardinal Strategic Wealth Guidance's Historical Top Holdings Breakdowns

Cardinal Strategic Wealth Guidance's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IUSG 		ISHARES TRUST2024-06-30Add
+2.22%
●
109.98 ($119.28) 128.59
$135.32
13.45%
Add 17.81%
319,500
48,311
EFV 		iShares MSCI EAFE Value ETF2024-06-30Reduce
-1.85%
●
52.34 ($54.36) 56.41
$55.39
1.89%
Reduce -28.56%
226,870
-90,713
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-1.46%
●
497.53 ($525.83) 549.64
$584.55
11.17%
Reduce -5.74%
121,496
-7,395
EMXC 		iShares MSCI Emerging Markets ex China ETF2024-06-30Add
+1.09%
●
55.18 ($57.59) 59.2
$59.86
3.94%
Add 29.83%
222,938
51,220
EFG 		iShares MSCI EAFE Growth ETF2024-06-30Add
+0.84%
●
97.17 ($102.22) 106.25
$102.87
0.64%
Add 11.56%
220,152
22,817
IXC 		iShares Global Energy ETF2024-06-30Reduce
-0.49%
●
39.86 ($42.85) 44.76
$40.33
-5.88%
Reduce -41.3%
43,131
-30,346
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-06-30Add
+0.36%
●
47.37 ($48.88) 50.09
$52.57
7.55%
Add 22.65%
112,114
20,707
EMB 		iShares J.P. Morgan USD Emerging Markets Bond ETF2024-06-30Reduce
-0.21%
●
86.66 ($88.66) 89.88
$91.56
3.27%
Reduce -24.14%
19,555
-6,222
AMGN 		Amgen Inc2024-06-30New Buy
+0.07%
●
262.75 ($293.78) 319.31
$316.00
7.56%
New holding
654
654
QUAL 		iShares MSCI USA Quality Factor ETF2024-06-30Add
+0.07%
●
154.56 ($164.2) 173.19
$180.55
9.96%
Add 0.57%
198,175
1,123

Cardinal Strategic Wealth Guidance Total Holding History ($B)

To

Cardinal Strategic Wealth Guidance's Asset Allocation

To

Cardinal Strategic Wealth Guidance Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cardinal Strategic Wealth Guidance's Hypothetical Growth since 2024-06-30

Cardinal Strategic Wealth Guidance's Yearly Returns

Year Portfolio % % Excess Gain %

Cardinal Strategic Wealth Guidance's Holdings Heat Map

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Cardinal Strategic Wealth Guidance's Holdings Bubble Chart

Cardinal Strategic Wealth Guidance News

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