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| Name: |
Cardinal Strategic Wealth Guidance |
| City: |
Louisville |
| State: |
KY |
| Zip: |
40223 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Increased Positions |
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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 |
|
QUAL |
Ishares Msci Usa Quality Fa... |
2 |
- |
$0.00 |
$32,385,000 |
197,052 |
12.17% |
10,430,000 |
47,855 |
0.01 |
N/A |
|
|
IWZ |
iShares Russell 3000 Growth |
3 |
- |
$117.15 |
$31,786,000 |
271,189 |
11.95% |
5,165,000 |
15,481 |
0.03 |
Closed - End Fund - E... |
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MUB |
iShares S&P National Munici... |
4 |
- |
$106.80 |
$21,300,000 |
197,958 |
8.01% |
464,000 |
5,771 |
0.012 |
Closed - End Fund - E... |
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EFV |
iShares MSCI EAFE Value Ind... |
6 |
- |
$0.00 |
$17,277,000 |
317,583 |
6.49% |
740,000 |
170 |
0.012 |
Closed - End Fund - E... |
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EMXC |
Ishares Msci Emerging Marke... |
7 |
- |
$0.00 |
$9,886,000 |
171,718 |
3.72% |
2,609,000 |
40,380 |
0.019 |
N/A |
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IXN |
iShares Tr S&P Glbl Info Tch |
8 |
- |
$73.87 |
$5,795,000 |
77,463 |
2.18% |
905,000 |
5,738 |
0.086 |
Closed - End Fund - E... |
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JPST |
Jp Morgan Ultra Short Incom... |
9 |
- |
$0.00 |
$5,638,000 |
111,760 |
2.12% |
162,000 |
2,750 |
0.012 |
N/A |
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IXC |
iShares tr S&P Glbl Energy |
15 |
- |
$43.31 |
$3,156,000 |
73,477 |
1.19% |
543,000 |
6,667 |
0.082 |
Closed - End Fund - E... |
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TLT |
iShares Tr Lehman 20+yr Tres |
16 |
- |
$90.19 |
$3,010,000 |
31,814 |
1.13% |
-55,000 |
819 |
0.003 |
Closed - End Fund - E... |
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EMB |
iShares JPMorgan USD Emerg ... |
18 |
- |
$88.83 |
$2,311,000 |
25,777 |
0.87% |
1,059,000 |
11,718 |
0.002 |
Closed - End Fund - E... |
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