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Home > Institutional Investor > Cardinal Point Wealth Management Partners, Llc > Profile

Instuitional Investor - Cardinal Point Wealth Management Partners, Llc

Fund Profile
Filing Period:
Fund Name: Cardinal Point Wealth Management Partners, Llc
Portfolio Value $0
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Trust
 0 $0 0%
2.
Wisdomtree Tr
 0 $0 0%
3.
Wisdomtree Tr
 0 $0 0%
4.
Visa Inc.
 V 0 $0 0%
5.
Vanguard World Fund
 0 $0 0%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)