Cardinal Point Wealth Management Partners, LLC 13F 持仓 · 最近申报 2023年Q1
Cardinal Point Wealth Management Partners 在 2023年Q1（报告期截至 2023-03-31）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 3.29 亿美元。前几大持仓：VTI（29.40%）、USFR（16.67%）、VEU（8.93%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $96.8M | 29.40% | 474,065 | 增持 |
| 2 | USFR | WISDOMTREE TR | $54.9M | 16.67% | 1.1M | 增持 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $29.4M | 8.93% | 549,451 | 增持 |
| 4 | LRGF | ISHARES TR | $23.4M | 7.11% | 564,522 | 增持 |
| 5 | IAU | ISHARES GOLD TR | $16.7M | 5.06% | 445,783 | 增持 |
| 6 | BOND | PIMCO ETF TR | $13.8M | 4.19% | 148,684 | 增持 |
| 7 | IHDG | WISDOMTREE TR | $12.5M | 3.79% | 316,779 | 增持 |
| 8 | BSV | VANGUARD BD INDEX FDS | $12.2M | 3.72% | 159,895 | 增持 |
| 9 | AAPL | APPLE INC | $4.7M | 1.44% | 28,774 | 增持 |
| 10 | WTMF | WISDOMTREE TR | $4.5M | 1.38% | 135,252 | 增持 |
| 11 | FTLS | FIRST TR EXCH TRADED FD III | $4.2M | 1.29% | 83,440 | 增持 |
| 12 | SHV | ISHARES TR | $3.4M | 1.04% | 30,856 | 减持 |
| 13 | TSLA | TESLA INC | $3.2M | 0.98% | 15,525 | 持平 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.0M | 0.91% | 9,741 | 持平 |
| 15 | QQQ | INVESCO QQQ TR | $3.0M | 0.90% | 9,237 | 持平 |
| 16 | AGG | ISHARES TR | $1.9M | 0.58% | 19,143 | 增持 |
| 17 | FSV | FIRSTSERVICE CORP NEW | $1.9M | 0.57% | 13,236 | 减持 |
| 18 | TFLO | ISHARES TR | $1.5M | 0.45% | 29,330 | 新建仓 |
| 19 | SUSB | ISHARES TR | $1.4M | 0.44% | 59,873 | 减持 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 0.44% | 32,209 | 持平 |
| 21 | VGT | VANGUARD WORLD FDS | $1.4M | 0.42% | 3,589 | 增持 |
| 22 | PJUL | INNOVATOR ETFS TR | $1.4M | 0.41% | 43,065 | 增持 |
| 23 | FBND | FIDELITY MERRIMACK STR TR | $1.3M | 0.40% | 28,850 | 增持 |
| 24 | VOO | VANGUARD INDEX FDS | $1.2M | 0.37% | 3,232 | 持平 |
| 25 | DFAC | DIMENSIONAL ETF TRUST | $1.1M | 0.35% | 44,622 | 持平 |
来源：SEC 13F 申报文件 · 截至 2023-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR