0001801989-20-000004.txt : 20200812 0001801989-20-000004.hdr.sgml : 20200812 20200812133457 ACCESSION NUMBER: 0001801989-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200812 DATE AS OF CHANGE: 20200812 EFFECTIVENESS DATE: 20200812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cardinal Strategic Wealth Guidance CENTRAL INDEX KEY: 0001801989 IRS NUMBER: 811421751 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19750 FILM NUMBER: 201095021 BUSINESS ADDRESS: STREET 1: 9750 ORMSBY STATION RD STREET 2: SUITE 102 CITY: LOUISVILLE STATE: KY ZIP: 40223 BUSINESS PHONE: 5028053000 MAIL ADDRESS: STREET 1: 9750 ORMSBY STATION RD STREET 2: SUITE 102 CITY: LOUISVILLE STATE: KY ZIP: 40223 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801989 XXXXXXXX 06-30-2020 06-30-2020 false Cardinal Strategic Wealth Guidance

9750 Ormsby Station Rd Suite 102 Louisville KY 40223

13F HOLDINGS REPORT 028-19750 N Emily Saling 502-805-3000 /s/ Emily Saling Louisville KY 08-12-2020 0 51 134449 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 385 2472 SH SOLE 2472 0 0 ABBOTT LABS COM 002824100 287 3138 SH SOLE 3138 0 0 ABBVIE INC COM 00287Y109 416 4261 SH SOLE 4261 0 0 AGENUS INC COM NEW 00847G705 1301 331003 SH SOLE 331003 0 0 ALPHABET INC CAP STK CL A 02079K305 610 430 SH SOLE 430 0 0 ALPHABET INC CAP STK CL C 02079K107 404 286 SH SOLE 286 0 0 AMAZON COM INC COM 023135106 541 196 SH SOLE 196 0 0 APPLE INC COM 037833100 3046 8357 SH SOLE 8357 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 609 4087 SH SOLE 4087 0 0 AUTONATION INC COM 05329W102 256 6815 SH SOLE 6815 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1037 5811 SH SOLE 5811 0 0 BLACKROCK INC COM 09247X101 451 829 SH SOLE 829 0 0 CHURCHILL DOWNS INC COM 171484108 607 4560 SH SOLE 4560 0 0 CISCO SYS INC COM 17275R102 792 17015 SH SOLE 17015 0 0 COLGATE PALMOLIVE CO COM 194162103 441 6017 SH SOLE 6017 0 0 COSTCO WHSL CORP NEW COM 22160K105 611 2014 SH SOLE 2014 0 0 CVS HEALTH CORP COM 126650100 236 3635 SH SOLE 3635 0 0 DISNEY WALT CO COM DISNEY 254687106 752 6747 SH SOLE 6747 0 0 EXXON MOBIL CORP COM 30231G102 247 5526 SH SOLE 5526 0 0 FACEBOOK INC CL A 30303M102 262 1155 SH SOLE 1155 0 0 HOME DEPOT INC COM 437076102 962 3856 SH SOLE 3856 0 0 HONEYWELL INTL INC COM 438516106 694 4798 SH SOLE 4798 0 0 ISHARES INC CORE MSCI EMKT 46434G103 4884 102614 SH SOLE 102614 0 0 ISHARES TR NATIONAL MUN ETF 464288414 12794 110863 SH SOLE 110863 0 0 ISHARES TR CORE S&P US GWT 464287671 6892 95885 SH SOLE 95885 0 0 ISHARES TR CORE S&P500 ETF 464287200 24396 78801 SH SOLE 78801 0 0 ISHARES TR USA QUALITY FCTR 46432F339 4862 50692 SH SOLE 50692 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2113 30948 SH SOLE 30948 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 12002 181674 SH SOLE 181674 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 261 1840 SH SOLE 1840 0 0 ISHARES TR CR 5 10 YR ETF 46435G417 11203 214453 SH SOLE 214453 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 13727 226528 SH SOLE 226528 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 863 4494 SH SOLE 4494 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 12510 246591 SH SOLE 246591 0 0 JOHNSON & JOHNSON COM 478160104 1180 8406 SH SOLE 8406 0 0 JPMORGAN CHASE & CO COM 46625H100 622 6631 SH SOLE 6631 0 0 LOWES COS INC COM 548661107 250 1852 SH SOLE 1852 0 0 MASTERCARD INCORPORATED CL A 57636Q104 639 2160 SH SOLE 2160 0 0 MERCK & CO. INC COM 58933Y105 583 7533 SH SOLE 7533 0 0 MICROSOFT CORP COM 594918104 2772 13685 SH SOLE 13685 0 0 PEPSICO INC COM 713448108 346 2613 SH SOLE 2613 0 0 PFIZER INC COM 717081103 689 21064 SH SOLE 21064 0 0 PNC FINL SVCS GROUP INC COM 693475105 1125 10692 SH SOLE 10692 0 0 PROCTER AND GAMBLE CO COM 742718109 933 7815 SH SOLE 7815 0 0 SHERWIN WILLIAMS CO COM 824348106 614 1062 SH SOLE 1062 0 0 STARBUCKS CORP COM 855244109 301 4084 SH SOLE 4084 0 0 STOCK YDS BANCORP INC COM 861025104 1386 34478 SH SOLE 34478 0 0 UNION PAC CORP COM 907818108 764 4531 SH SOLE 4531 0 0 US BANCORP DEL COM NEW 902973304 217 5939 SH SOLE 5939 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 365 2331 SH SOLE 2331 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 209 5250 SH SOLE 5250 0 0