Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARDINAL STRATEGIC WEALTH GUIDANCE | 07-22-2024 | 06-30-2024 | 77 | 277,386,371 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $66,486,285 | 121,496 | 0.02 | 0.03 | -7,395 | -5.74 | 06-30-2024 |
| ISHARES TR | CORE S&P US GWT | 2 | $40,729,878 | 319,500 | 0.01 | 0.01 | 48,311 | 17.81 | 06-30-2024 |
| ISHARES TR | MSCI USA QLT FCT | 3 | $33,840,363 | 198,175 | 0.01 | 0.01 | 1,123 | 0.57 | 06-30-2024 |
| ISHARES TR | EAFE GRWTH ETF | 4 | $22,521,550 | 220,152 | 0.01 | 0.01 | 22,817 | 11.56 | 06-30-2024 |
