0001801989-20-000003.txt : 20200427
0001801989-20-000003.hdr.sgml : 20200427
20200427133213
ACCESSION NUMBER: 0001801989-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200427
DATE AS OF CHANGE: 20200427
EFFECTIVENESS DATE: 20200427
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: 20818716
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
03-31-2020
03-31-2020
false
Cardinal Strategic Wealth Guidance
9750 Ormsby Station Rd
Suite 102
Louisville
KY
40223
13F HOLDINGS REPORT
028-19750
N
Emily Saling
Chief Compliance Officer
502-805-3000
/s/ Emily Saling
Louisville
KY
04-27-2020
0
47
109128
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
380
2782
SH
SOLE
2782
0
0
ABBOTT LABS
COM
002824100
248
3138
SH
SOLE
3138
0
0
ABBVIE INC
COM
00287Y109
323
4258
SH
SOLE
4258
0
0
AGENUS INC
COM NEW
00847G705
832
339653
SH
SOLE
339653
0
0
ALPHABET INC
CAP STK CL C
02079K107
335
288
SH
SOLE
288
0
0
ALPHABET INC
CAP STK CL A
02079K305
562
484
SH
SOLE
484
0
0
AMAZON COM INC
COM
023135106
382
196
SH
SOLE
196
0
0
APPLE INC
COM
037833100
2391
9400
SH
SOLE
9400
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
574
4197
SH
SOLE
4197
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1201
6566
SH
SOLE
6566
0
0
BLACKROCK INC
COM
09247X101
434
987
SH
SOLE
987
0
0
CHURCHILL DOWNS INC
COM
171484108
469
4560
SH
SOLE
4560
0
0
CISCO SYS INC
COM
17275R102
671
17010
SH
SOLE
17010
0
0
COCA COLA CO
COM
191216100
269
6079
SH
SOLE
6079
0
0
COLGATE PALMOLIVE CO
COM
194162103
399
6017
SH
SOLE
6017
0
0
COSTCO WHSL CORP NEW
COM
22160K105
586
2054
SH
SOLE
2054
0
0
CVS HEALTH CORP
COM
126650100
216
3635
SH
SOLE
3635
0
0
DISNEY WALT CO
COM DISNEY
254687106
795
8197
SH
SOLE
8197
0
0
EXXON MOBIL CORP
COM
30231G102
237
6264
SH
SOLE
6264
0
0
HOME DEPOT INC
COM
437076102
734
3880
SH
SOLE
3880
0
0
HONEYWELL INTL INC
COM
438516106
696
5204
SH
SOLE
5204
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
784
5204
SH
SOLE
5204
0
0
ISHARES TR
CORE S&P US GWT
464287671
4917
86122
SH
SOLE
86122
0
0
ISHARES TR
CORE S&P500 ETF
464287200
19985
77312
SH
SOLE
77312
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
10360
91663
SH
SOLE
91663
0
0
ISHARES TR
CR 5 10 YR ETF
46435G417
10651
207825
SH
SOLE
207825
0
0
ISHARES TR
MIN VOL EAFE ETF
46429B689
11902
191713
SH
SOLE
191713
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
1725
30739
SH
SOLE
30739
0
0
ISHARES TR
MSCI MIN VOL ETF
46429B697
12431
229911
SH
SOLE
229911
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
352
3066
SH
SOLE
3066
0
0
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
11843
238442
SH
SOLE
238442
0
0
JOHNSON & JOHNSON
COM
478160104
1198
9112
SH
SOLE
9112
0
0
JPMORGAN CHASE & CO
COM
46625H100
566
6231
SH
SOLE
6231
0
0
MASTERCARD INC
CL A
57636Q104
551
2279
SH
SOLE
2279
0
0
MERCK & CO. INC
COM
58933Y105
775
10069
SH
SOLE
10069
0
0
MICROSOFT CORP
COM
594918104
2311
14612
SH
SOLE
14612
0
0
PEPSICO INC
COM
713448108
317
2642
SH
SOLE
2642
0
0
PFIZER INC
COM
717081103
726
22226
SH
SOLE
22226
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1023
10692
SH
SOLE
10692
0
0
PROCTER & GAMBLE CO
COM
742718109
900
8144
SH
SOLE
8144
0
0
SHERWIN WILLIAMS CO
COM
824348106
500
1088
SH
SOLE
1088
0
0
STARBUCKS CORP
COM
855244109
277
4218
SH
SOLE
4218
0
0
STOCK YDS BANCORP INC
COM
861025104
997
34478
SH
SOLE
34478
0
0
UNION PAC CORP
COM
907818108
665
4717
SH
SOLE
4717
0
0
UNIQUE FABRICATING INC
COM
90915J103
56
23810
SH
SOLE
23810
0
0
US BANCORP DEL
COM NEW
902973304
284
8153
SH
SOLE
8153
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
298
2308
SH
SOLE
2308
0
0