Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARDINAL STRATEGIC WEALTH GUIDANCE | 04-25-2024 | 03-31-2024 | 57 | 266,052,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $67,761,894 | 128,891 | 0.03 | 0.03 | -10,926 | -7.81 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 2 | $32,385,497 | 197,052 | 0.01 | 0.01 | 47,855 | 32.08 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 3 | $31,786,080 | 271,189 | 0.01 | 0.01 | 15,481 | 6.05 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 4 | $21,300,281 | 197,958 | 0.01 | 0.01 | 5,771 | 3.00 | 03-31-2024 |
