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Home > Institutional Investor > Cardinal Strategic Wealth Guidance > Profile

Instuitional Investor - Cardinal Strategic Wealth Guidance

Fund Profile
Filing Period:
Fund Name: Cardinal Strategic Wealth Guidance
Portfolio Value $382,660,036
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 131,088 $89,787,451 23.46%
2.
Ishares Trust
 IEF 334,528 $56,180,656 14.68%
3.
Ishares Trust
 VLUE 159,433 $31,666,583 8.28%
4.
Ishares Inc - MSCI EMRG CHN
 338,726 $24,618,606 6.43%
5.
Ishares Tr - EAFE VALUE ETF
 329,908 $23,558,731 6.16%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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