0001085146-22-001664.txt : 20220502 0001085146-22-001664.hdr.sgml : 20220502 20220502171046 ACCESSION NUMBER: 0001085146-22-001664 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220502 DATE AS OF CHANGE: 20220502 EFFECTIVENESS DATE: 20220502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cardinal Point Wealth Management Partners, LLC CENTRAL INDEX KEY: 0001909054 IRS NUMBER: 871883666 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21751 FILM NUMBER: 22883138 BUSINESS ADDRESS: STREET 1: 19200 VON KARMAN AVENUE STREET 2: SUITE 600 CITY: IRVINE STATE: CA ZIP: 92612 BUSINESS PHONE: 866-213-2036 MAIL ADDRESS: STREET 1: 19200 VON KARMAN AVENUE STREET 2: SUITE 600 CITY: IRVINE STATE: CA ZIP: 92612 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001909054 XXXXXXXX 03-31-2022 03-31-2022 false Cardinal Point Wealth Management Partners, LLC

19200 VON KARMAN AVENUE SUITE 600 IRVINE CA 92612

13F HOLDINGS REPORT 028-21751 N Donald M. Zienty 602-374-3727 /s/Donald M. Zienty Irvine CA 05-02-2022 0 51 224305 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 218 67 SH SOLE 0 0 11325 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 929 15675 SH SOLE 0 0 16387 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 804 12850 SH SOLE 0 0 67 AMERICAN CENTY ETF TR US SML CP VALU 025072877 962 12050 SH SOLE 0 0 12725 APPLE INC COM 037833100 2861 16387 SH SOLE 0 0 44805 ARK ETF TR 3D PRINTING ETF 00214Q500 374 12725 SH SOLE 0 0 15675 ARK ETF TR INNOVATION ETF 00214Q104 2970 44805 SH SOLE 0 0 12850 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1058 2 SH SOLE 0 0 12050 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3402 9641 SH SOLE 0 0 2 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 21236 614826 SH SOLE 0 0 9641 COLGATE PALMOLIVE CO COM 194162103 345 4554 SH SOLE 0 0 614826 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1387 50297 SH SOLE 0 0 4554 ECOLAB INC COM 278865100 731 4138 SH SOLE 0 0 50297 EXCHANGE TRADED CONCEPTS TR ROBO GBL HLTCR 301505723 415 11390 SH SOLE 0 0 4138 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 932 18700 SH SOLE 0 0 18700 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 1015 20025 SH SOLE 0 0 20025 FIRSTSERVICE CORP NEW COM 33767E202 1976 13636 SH SOLE 0 0 13636 ISHARES GOLD TR ISHARES NEW 464285204 12399 336647 SH SOLE 0 0 13607 ISHARES TR CORE S&P500 ETF 464287200 236 521 SH SOLE 0 0 521 ISHARES TR CORE TOTAL USD 46434V613 1009 20325 SH SOLE 0 0 33925 ISHARES TR ESG AWARE GROWTH 46436E676 366 12270 SH SOLE 0 0 15300 ISHARES TR ESG AWARE MODRTE 46436E684 310 11325 SH SOLE 0 0 12270 ISHARES TR ESG AWR US AGRGT 46435U549 292 5650 SH SOLE 0 0 18525 ISHARES TR ESG AWRE 1 5 YR 46435G243 456 18525 SH SOLE 0 0 22525 ISHARES TR GL CLEAN ENE ETF 464288224 329 15300 SH SOLE 0 0 5650 ISHARES TR GLOBAL REIT ETF 46434V647 658 22525 SH SOLE 0 0 336647 ISHARES TR GRWT ALLOCAT ETF 464289867 734 13607 SH SOLE 0 0 2696 ISHARES TR SHORT TREAS BD 464288679 3740 33925 SH SOLE 0 0 4000 ISHARES TR SP SMCP600VL ETF 464287879 276 2696 SH SOLE 0 0 20325 PFIZER INC COM 717081103 207 4000 SH SOLE 0 0 329255 PIMCO ETF TR ACTIVE BD ETF 72201R775 33512 329255 SH SOLE 0 0 47040 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 298 2980 SH SOLE 0 0 2980 PROSPECT CAP CORP NOTE 6.375% 3/0 74348TAT9 92 47040 SH SOLE 0 0 11390 SPDR GOLD TR GOLD SHS 78463V107 899 4978 SH SOLE 0 0 223011 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 9984 223011 SH SOLE 0 0 4978 TESLA INC COM 88160R101 5580 5178 SH SOLE 0 0 5178 VANECK ETF TRUST RARE EARTH/STRTG 92189H805 207 1750 SH SOLE 0 0 1750 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5951 76393 SH SOLE 0 0 8188 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 335 6775 SH SOLE 0 0 2725 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1096 10113 SH SOLE 0 0 813 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1045 2517 SH SOLE 0 0 7972 VANGUARD INDEX FDS TOTAL STK MKT 922908769 67539 296651 SH SOLE 0 0 368133 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 21201 368133 SH SOLE 0 0 2517 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 368 7972 SH SOLE 0 0 10113 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 393 8188 SH SOLE 0 0 76393 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 276 2460 SH SOLE 0 0 296651 VANGUARD WORLD FD ESG US STK ETF 921910733 221 2725 SH SOLE 0 0 6775 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 207 813 SH SOLE 0 0 2460 WELLS FARGO CO NEW COM 949746101 211 4347 SH SOLE 0 0 4347 WISDOMTREE TR FUTRE STRAT FD 97717W125 1145 31850 SH SOLE 0 0 258926 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 11118 258926 SH SOLE 0 0 31850