Cardinal Strategic Wealth Guidance

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 22, 2024
Value $
$277M
Signature - Title
Emily Saling - Chief Compliance Officer
Location
9750 Ormsby Station Rd, Suite 102, Louisville, KY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 77 $277M +$15M -$11.5M +$3.44M IVV, IUSG, QUAL, EFG, MUB 13F-HR 7/22/2024, 12:27 PM
Q1 2024 57 $266M +$19.3M -$24.5M -$5.23M IVV, QUAL, IUSG, MUB, EFG 13F-HR 4/25/2024, 02:29 PM
Q4 2023 75 $252M +$35.3M -$20.7M +$14.6M IVV, IUSG, QUAL, MUB, EFG 13F-HR 1/30/2024, 01:25 PM
Q3 2023 85 $216M +$10.1M -$10.2M -$173K IVV, IUSG, EFG, QUAL, EFV 13F-HR 10/31/2023, 09:21 AM
Q2 2023 81 $225M +$5.16M -$7.01M -$1.85M IVV, EFG, QUAL, IUSG, MUB 13F-HR 7/20/2023, 04:01 PM
Q1 2023 85 $216M +$60.6M -$62.4M -$1.76M IVV, EFG, QUAL, IUSG, MUB 13F-HR 4/21/2023, 01:20 PM
Q4 2022 89 $208M +$64.3M -$58.8M +$5.42M IVV, SUB, QUAL, ACWV, IUSG 13F-HR 1/18/2023, 03:35 PM
Q3 2022 84 $188M +$19.5M -$15.1M +$4.4M IVV, IEFA, MUB, QUAL, ESGU 13F-HR 10/20/2022, 01:49 PM
Q2 2022 93 $196M +$22.1M -$14.7M +$7.42M IVV, IEFA, MUB, QUAL, ESGU 13F-HR 7/27/2022, 01:04 PM
Q1 2022 91 $218M +$32M -$16.1M +$15.9M IVV, IEFA, QUAL, JPST, MUB 13F-HR 4/26/2022, 05:00 PM
Q4 2021 68 $215M +$16M -$5.39M +$10.6M IVV, IEFA, QUAL, MUB, ESGU 13F-HR 1/26/2022, 02:14 PM
Q3 2021 67 $191M +$19.5M -$14.4M +$5.02M IVV, IEFA, MUB, QUAL, IEMG 13F-HR 11/5/2021, 02:09 PM
Q2 2021 65 $190M +$14.3M -$4.58M +$9.7M IVV, MUB, IEFA, IEMG, QUAL 13F-HR 7/27/2021, 02:00 PM
Q1 2021 62 $171M +$44.4M -$46.9M -$2.52M IVV, MUB, IEFA, IEMG, QUAL 13F-HR 4/29/2021, 05:17 PM
Q4 2020 53 $168M +$16.8M -$1.4M +$15.3M IVV, JPST, MUB, USMV, EFAV 13F-HR 1/29/2021, 09:08 AM
Q3 2020 51 $141M +$5.02M -$2.86M +$2.16M IVV, USMV, MUB, JPST, EFAV 13F-HR 10/21/2020, 03:38 PM
Q2 2020 51 $134M +$14.9M -$3.29M +$11.6M IVV, USMV, MUB, JPST, EFAV 13F-HR 8/12/2020, 01:34 PM
Q1 2020 47 $109M +$20M -$9.59M +$10.4M IVV, USMV, EFAV, JPST, IMTB 13F-HR 4/27/2020, 01:32 PM
Q4 2019 55 $116M $0 $0 IVV, EFAV, USMV, JPST, IMTB 13F-HR 2/5/2020, 09:10 AM