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  Name: Cardinal Point Wealth Management Partners LLC
  City: IRVINE
  State: CA
  Zip: 92612
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-03-31
  Total Value : $329,148,000
  Total Value Change : $39,524,000
  Securities Held Change : 11
   
All Securities Held : 80
  New Positions : 15
  Closed Positions : 4
  Increased Positions : 30
  Unchanged Positions : 21
  Decreased Positions : 14

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 18 New $0.00 $1,484,000 29,330 0.45% 1,484,000 29,330 0.036    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 33 New $146.27 $877,000 6,777 0.27% 877,000 6,777 0    Closed - End Fund - E...
   (VFH)1 Year Chart         VFH Vanguard Financial VIPERS 48 New $100.08 $556,000 7,140 0.17% 556,000 7,140 0.007    Closed - End Fund - E...
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 54 New $178.39 $464,000 3,105 0.14% 464,000 3,105 0    Closed - End Fund - E...
   (PFEB)1 Year Chart         PFEB Innovator S&p 500 Power Buf... 55 New $0.00 $453,000 15,490 0.14% 453,000 15,490 0.214    N/A
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 57 New $78.05 $392,000 5,243 0.12% 392,000 5,243 0    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 59 New $90.35 $383,000 4,626 0.12% 383,000 4,626 0    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 61 New $122.20 $334,000 3,300 0.1% 334,000 3,300 0    Closed - End Fund - E...
   (VMI)1 Year Chart         VMI Valmont Industries Inc 67 New $253.67 $272,000 850 0.08% 272,000 850 0.004    Farm & Construction M...
   (IAPR)1 Year Chart         IAPR Innovator Msci Eafe Power B... 69 New $0.00 $248,000 10,120 0.08% 248,000 10,120 0.112    N/A
   (XLC)1 Year Chart         XLC Communication Services Sele... 71 New $84.98 $243,000 4,199 0.07% 243,000 4,199 0    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co 73 New $57.73 $237,000 6,347 0.07% 237,000 6,347 0    Domestic Money Center...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 74 New $351.73 $226,000 923 0.07% 226,000 923 0    Closed - End Fund - E...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 76 New $323.03 $219,000 600 0.07% 219,000 600 0    Textile - Apparel Clo...
   (GDX)1 Year Chart         GDX VanEck Vectors Gold Miners ETF 78 New $34.07 $204,000 6,291 0.06% 204,000 6,291 0.002    Closed - End Fund - E...
      15 Records Found
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