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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 $251,697,965
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 139,817 $66,786,063 26.53%
2.
Ishares Trust
 IEF 255,708 $26,620,686 10.57%
3.
Ishares Tr
 149,197 $21,954,581 8.72%
4.
Ishares Tr
 192,187 $20,835,607 8.27%
5.
Ishares Tr
 198,140 $19,189,673 7.62%
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)