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