Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARDINAL POINT WEALTH MANAGEMENT PARTNERS LLC | 05-10-2023 | 03-31-2023 | 80 | 329,150,128 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $96,756,687 | 474,065 | 0.03 | 30.21 | 140,047 | 41.93 | 03-31-2023 |
| WISDOMTREE TR | FLOATNG RAT TREA | 2 | $54,864,433 | 1,091,393 | 0.02 | 13.52 | 531,018 | 94.76 | 03-31-2023 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 3 | $29,379,170 | 549,451 | 0.01 | 8.89 | 178,528 | 48.13 | 03-31-2023 |
| ISHARES TR | U S EQUITY FACTR | 4 | $23,393,792 | 564,522 | 0.01 | 564,522 | +Inf | 03-31-2023 |
