CS

Cardinal Strategic Wealth Guidance

13F
Cardinal Strategic Wealth Guidance
Last update 2024-10-30 60 Stocks (2 new)
Value $305.00 Mil Turnover 6 %
Countries:
Top Holdings: IVV(23.57%)IUSG(15.10%)QUAL(12.63%)EFG(7.45%)MUB(7.28%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cardinal Strategic Wealth Guid... Top Holdings of 2024-09-30 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
124,810
71992.940
+2.73%
23.570
+0.63%
0.010
+13.09%
+24.34%
559461.136
 
IUSG 		ISHARES TRUST
349,736
46133.700
+9.46%
15.100
+1.31%
0.230
+15.77%
+31.36%
20423.404
 
QUAL 		iShares MSCI USA Quality Factor ETF
215,140
38574.600
+8.56%
12.630
+1.00%
0.080
+10.87%
+23.87%
50777.127
 
EFG 		iShares MSCI EAFE Growth ETF
211,419
22759.260
-3.97%
7.450
-0.32%
0.150
+3.34%
+4.00%
14343.161
 
MUB 		iShares National Muni Bond ETF
204,731
22239.930
+2.62%
7.280
+0.19%
0.060
-1.93%
-2.29%
39237.976
 
EFV 		iShares MSCI EAFE Value ETF
306,586
17637.890
+35.14%
5.770
+1.50%
0.090
+6.25%
+5.47%
19121.318
 
EMXC 		iShares MSCI Emerging Markets ex China ETF
260,904
15943.840
+17.03%
5.220
+0.76%
0.090
+5.38%
+7.15%
16842.636
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
126,499
6686.740
+12.83%
2.190
+0.25%
0.030
+9.63%
+15.70%
25143.552
 
IXN 		iShares Global Tech ETF
79,618
6570.870
+1.79%
2.150
+0.04%
0.130
+12.78%
+22.28%
5248.273
 
OEF 		iShares S&P 100 ETF
22,245
6156.530
+1.43%
2.020
+0.03%
0.040
+14.29%
+28.11%
14409.898
 

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
EFV 		iShares MSCI EAFE Value ETF2024-09-30Add
+1.50%
●
51.72 ($55.22) 57.96
$54.95
-0.49%
Add 35.14%
306,586
79,716
IUSG 		ISHARES TRUST2024-09-30Add
+1.31%
●
116.79 ($127.17) 133.54
$136.75
7.53%
Add 9.46%
349,736
30,236
QUAL 		iShares MSCI USA Quality Factor ETF2024-09-30Add
+1.00%
●
162.64 ($173.44) 179.3
$182.26
5.09%
Add 8.56%
215,140
16,965
EMXC 		iShares MSCI Emerging Markets ex China ETF2024-09-30Add
+0.76%
●
56.04 ($60.04) 62.99
$59.37
-1.12%
Add 17.03%
260,904
37,966
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.63%
●
520.18 ($556.01) 576.82
$593.88
6.81%
Add 2.73%
124,810
3,314
EFG 		iShares MSCI EAFE Growth ETF2024-09-30Reduce
-0.32%
●
96.84 ($103.75) 108.77
$100.72
-2.92%
Reduce -3.97%
211,419
-8,733
USMV 		iShares MSCI USA Min Vol Factor ETF2024-09-30Reduce
-0.29%
●
83.76 ($88.16) 91.82
$92.45
4.87%
Reduce -15.88%
50,337
-9,504
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-09-30Add
+0.25%
●
48.51 ($50.89) 52.86
$53.95
6.01%
Add 12.83%
126,499
14,385
MUB 		iShares National Muni Bond ETF2024-09-30Add
+0.19%
●
106.13 ($107.77) 108.7
$105.93
-1.71%
Add 2.62%
204,731
5,220
NEE 		NextEra Energy Inc2024-09-30New Buy
+0.13%
●
69.9 ($78.04) 84.97
$74.52
-4.51%
New holding
4,822
4,822

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

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Cardinal Strategic Wealth Guidance's Hypothetical Growth since 2024-09-30

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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