0001085146-21-001848.txt : 20210702 0001085146-21-001848.hdr.sgml : 20210702 20210702105414 ACCESSION NUMBER: 0001085146-21-001848 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210702 DATE AS OF CHANGE: 20210702 EFFECTIVENESS DATE: 20210702 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cardinal Point Wealth Management LLC CENTRAL INDEX KEY: 0001869778 IRS NUMBER: 271066049 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21285 FILM NUMBER: 211068443 BUSINESS ADDRESS: STREET 1: 19200 VON KARMAN AVE STREET 2: SUITE 618 CITY: IRVINE STATE: CA ZIP: 92612 BUSINESS PHONE: 866-213-2036 MAIL ADDRESS: STREET 1: 19200 VON KARMAN AVE STREET 2: SUITE 618 CITY: IRVINE STATE: CA ZIP: 92612 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001869778 XXXXXXXX 12-31-2020 12-31-2020 false Cardinal Point Wealth Management LLC

19200 VON KARMAN AVE SUITE 618 IRVINE CA 92612

13F HOLDINGS REPORT 028-21285 N Matthew Zienty 602-374-3727 /s/Matthew Zienty Irvine CA 07-01-2021 0 32 196826 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 319 98 SH SOLE 0 0 98 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 378 6200 SH SOLE 0 0 6200 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 408 7225 SH SOLE 0 0 7225 AMERICAN CENTY ETF TR US SML CP VALU 025072877 534 9400 SH SOLE 0 0 9400 APPLE INC COM 037833100 2394 18040 SH SOLE 0 0 18040 ARK ETF TR INNOVATION ETF 00214Q104 16086 129220 SH SOLE 0 0 129220 BERKSHIRE HATHAWAY INC DEL CL A 084670108 696 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2212 9541 SH SOLE 0 0 9541 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 866 15941 SH SOLE 0 0 15941 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 766 17575 SH SOLE 0 0 17575 FIRSTSERVICE CORP NEW COM 33767E202 1865 13636 SH SOLE 0 0 13636 ISHARES GOLD TRUST ISHARES 464285105 10032 553318 SH SOLE 0 0 553318 ISHARES TR 1 3 YR TREAS BD 464287457 349 4035 SH SOLE 0 0 4035 ISHARES TR BARCLAYS 7 10 YR 464287440 232 1935 SH SOLE 0 0 1935 ISHARES TR CORE TOTAL USD 46434V613 786 14400 SH SOLE 0 0 14400 ISHARES TR GLOBAL REIT ETF 46434V647 384 16050 SH SOLE 0 0 16050 ISHARES TR GRWT ALLOCAT ETF 464289867 378 7232 SH SOLE 0 0 7232 ISHARES TR MODERT ALLOC ETF 464289875 456 10590 SH SOLE 0 0 10590 ISHARES TR MSCI EAFE MIN VL 46429B689 9112 124119 SH SOLE 0 0 124119 ISHARES TR MSCI USA MIN VOL 46429B697 22795 335810 SH SOLE 0 0 335810 PIMCO ETF TR ACTIVE BD ETF 72201R775 33818 298719 SH SOLE 0 0 298719 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 304 2980 SH SOLE 0 0 2980 SPDR GOLD TR GOLD SHS 78463V107 905 5076 SH SOLE 0 0 5076 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 8810 178779 SH SOLE 0 0 178779 TESLA INC COM 88160R101 3652 5175 SH OTR 0 0 5175 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7613 91834 SH SOLE 0 0 91834 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 804 9467 SH SOLE 0 0 9467 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 832 2422 SH SOLE 0 0 2422 VANGUARD INDEX FDS TOTAL STK MKT 922908769 49684 255274 SH SOLE 0 0 255274 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 11104 190249 SH SOLE 0 0 190249 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 348 6954 SH SOLE 0 0 6954 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 7904 201035 SH SOLE 0 0 201035