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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 : 14     View All Holdings Currently Viewing:  Decreased 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
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 12 - $110.30 $3,410,000 30,856 1.04% -248,000 -2,424 0.017    Closed - End Fund - E...
   (FSV)1 Year Chart         FSV FirstService Corporation 17 - $149.17 $1,866,000 13,236 0.57% 195,000 -400 0.03    N/A
   (SUSB)1 Year Chart         SUSB Ishares Esg 1 To 5 Year Usd... 20 - $0.00 $1,441,000 59,873 0.44% -215,000 -9,805 0.156    N/A
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 31 - $45.03 $920,000 28,400 0.28% -816,000 -30,575 0.316    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 32 - $84.90 $914,000 11,012 0.28% 5,000 -8 0.003    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 41 - $220.03 $741,000 4,043 0.23% 36,000 -114 0.001    Closed - End Fund - E...
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 42 - $46.60 $725,000 15,095 0.22% -56,000 -1,615 0.007    N/A
   (BGRN)1 Year Chart         BGRN Ishares Global Green Bond Etf 45 - $0.00 $629,000 13,359 0.19% 11,000 -76 0.056    N/A
   (ECL)1 Year Chart         ECL Ecolab Inc 46 - $232.63 $588,000 3,538 0.18% -17,000 -600 0.001    Cleaning Products
   (TOTL)1 Year Chart         TOTL SPDR DoubleLine Total Retur... 47 - $39.63 $582,000 14,175 0.18% -57,000 -1,775 0.022    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 64 - $161.09 $289,000 1,773 0.09% -43,000 -79 0    Integrated Oil & Gas
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf 65 - $0.00 $286,000 5,810 0.09% -99,000 -2,040 0.006    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 70 - $44.57 $243,000 6,027 0.07% -97,000 -2,685 0    Closed - End Fund - E...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 77 - $521.27 $216,000 457 0.07% -58,000 -59 0    Health Care Plans
      14 Records Found
  1    
Page 1 of 1
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