0001398344-24-007738.txt : 20240425 0001398344-24-007738.hdr.sgml : 20240425 20240425142926 ACCESSION NUMBER: 0001398344-24-007738 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240425 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cardinal Strategic Wealth Guidance CENTRAL INDEX KEY: 0001801989 ORGANIZATION NAME: 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: 24875242 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 X0202 13F-HR LIVE false false false 0001801989 XXXXXXXX 03-31-2024 03-31-2024 false Cardinal Strategic Wealth Guidance

9750 ORMSBY STATION RD SUITE 102 LOUISVILLE KY 40223

13F HOLDINGS REPORT 028-19750 000283226 801-107417 N Emily Saling 502-805-3000 /s/ Emily Saling Louisville KY 04-25-2024 0 57 266052487 INFORMATION TABLE 2 fp0087874-1_13fhr-table.xml ABBOTT LABS COM 002824100 308246 2712 SH SOLE 0 0 2712 ABBVIE INC COM 00287Y109 718021 3943 SH SOLE 0 0 3943 ADVANCED MICRO DEVICES INC COM 007903107 397439 2202 SH SOLE 0 0 2202 ALPHABET INC CAP STK CL C 02079K107 845805 5555 SH SOLE 0 0 5555 ALPHABET INC CAP STK CL A 02079K305 440414 2918 SH SOLE 0 0 2918 APPLE INC COM 037833100 2414610 14081 SH SOLE 0 0 14081 AUTOMATIC DATA PROCESSING IN COM 053015103 465516 1864 SH SOLE 0 0 1864 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1176195 2797 SH SOLE 0 0 2797 CHURCHILL DOWNS INC COM 171484108 989382 7995 SH SOLE 0 0 7995 CISCO SYS INC COM 17275R102 260780 5225 SH SOLE 0 0 5225 COLGATE PALMOLIVE CO COM 194162103 532916 5918 SH SOLE 0 0 5918 COSTCO WHSL CORP NEW COM 22160K105 1079897 1474 SH SOLE 0 0 1474 DISNEY WALT CO COM 254687106 268581 2195 SH SOLE 0 0 2195 ELI LILLY & CO COM 532457108 584248 751 SH SOLE 0 0 751 EXXON MOBIL CORP COM 30231G102 321637 2767 SH SOLE 0 0 2767 HOME DEPOT INC COM 437076102 1355259 3533 SH SOLE 0 0 3533 HONEYWELL INTL INC COM 438516106 602409 2935 SH SOLE 0 0 2935 ISHARES INC CORE MSCI EMKT 46434G103 579210 11225 SH SOLE 0 0 11225 ISHARES INC MSCI EMRG CHN 46434G764 9885806 171718 SH SOLE 0 0 171718 ISHARES TR S&P 100 ETF 464287101 5443020 22000 SH SOLE 0 0 22000 ISHARES TR CORE S&P500 ETF 464287200 67761894 128891 SH SOLE 0 0 128891 ISHARES TR GLOBAL TECH ETF 464287291 5795008 77463 SH SOLE 0 0 77463 ISHARES TR S&P 500 GRWT ETF 464287309 111968 1326 SH SOLE 0 0 1326 ISHARES TR GLOBAL ENERG ETF 464287341 3155838 73477 SH SOLE 0 0 73477 ISHARES TR S&P 500 VAL ETF 464287408 78461 420 SH SOLE 0 0 420 ISHARES TR 20 YR TR BD ETF 464287432 3010241 31814 SH SOLE 0 0 31814 ISHARES TR RUS 1000 GRW ETF 464287614 528495 1568 SH SOLE 0 0 1568 ISHARES TR RUS 2000 GRW ETF 464287648 40620 150 SH SOLE 0 0 150 ISHARES TR RUSSELL 2000 ETF 464287655 24606 117 SH SOLE 0 0 117 ISHARES TR CORE S&P US GWT 464287671 31786080 271189 SH SOLE 0 0 271189 ISHARES TR U.S. TECH ETF 464287721 4237238 31373 SH SOLE 0 0 31373 ISHARES TR CORE S&P SCP ETF 464287804 122125 1105 SH SOLE 0 0 1105 ISHARES TR JPMORGAN USD EMG 464288281 2311424 25777 SH SOLE 0 0 25777 ISHARES TR NATIONAL MUN ETF 464288414 21300281 197958 SH SOLE 0 0 197958 ISHARES TR EAFE VALUE ETF 464288877 17276516 317583 SH SOLE 0 0 317583 ISHARES TR EAFE GRWTH ETF 464288885 20481400 197335 SH SOLE 0 0 197335 ISHARES TR MSCI USA MIN VOL 46429B697 5052495 60451 SH SOLE 0 0 60451 ISHARES TR MSCI USA QLT FCT 46432F339 32385497 197052 SH SOLE 0 0 197052 ISHARES TR CORE MSCI EAFE 46432F842 964786 12999 SH SOLE 0 0 12999 ISHARES TR ESG AWARE MSCI 46435U663 3947 98 SH SOLE 0 0 98 ISHARES TR US INFRASTRUC 46435U713 1147349 26461 SH SOLE 0 0 26461 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 5638306 111760 SH SOLE 0 0 111760 JOHNSON & JOHNSON COM 478160104 606501 3834 SH SOLE 0 0 3834 JPMORGAN CHASE & CO COM 46625H100 822633 4107 SH SOLE 0 0 4107 MASTERCARD INCORPORATED CL A 57636Q104 387664 805 SH SOLE 0 0 805 MERCK & CO INC COM 58933Y105 346369 2625 SH SOLE 0 0 2625 MICROSOFT CORP COM 594918104 3815089 9068 SH SOLE 0 0 9068 NVIDIA CORPORATION COM 67066G104 301790 334 SH SOLE 0 0 334 PEPSICO INC COM 713448108 304868 1742 SH SOLE 0 0 1742 PROCTER AND GAMBLE CO COM 742718109 751218 4630 SH SOLE 0 0 4630 SHERWIN WILLIAMS CO COM 824348106 1003784 2890 SH SOLE 0 0 2890 SPDR SER TR PRTFLO S&P500 VL 78464A508 4579491 91407 SH SOLE 0 0 91407 UNION PAC CORP COM 907818108 546703 2223 SH SOLE 0 0 2223 VANGUARD INDEX FDS SML CP GRW ETF 922908595 59184 227 SH SOLE 0 0 227 VANGUARD INDEX FDS SM CP VAL ETF 922908611 40295 210 SH SOLE 0 0 210 VANGUARD INDEX FDS TOTAL STK MKT 922908769 364380 1402 SH SOLE 0 0 1402 WATERS CORP COM 941848103 238552 693 SH SOLE 0 0 693