0001801989-20-000005.txt : 20201021 0001801989-20-000005.hdr.sgml : 20201021 20201021153800 ACCESSION NUMBER: 0001801989-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201021 DATE AS OF CHANGE: 20201021 EFFECTIVENESS DATE: 20201021 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: 201250522 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 09-30-2020 09-30-2020 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 10-21-2020 0 51 141378
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 383 2392 SH SOLE 2392 0 0 ABBOTT LABS COM 002824100 342 3138 SH SOLE 3138 0 0 ABBVIE INC COM 00287Y109 372 4261 SH SOLE 4261 0 0 AGENUS INC COM NEW 00847G705 1184 296003 SH SOLE 296003 0 0 ALPHABET INC CAP STK CL C 02079K107 411 280 SH SOLE 280 0 0 ALPHABET INC CAP STK CL A 02079K305 570 389 SH SOLE 389 0 0 AMAZON COM INC COM 023135106 627 199 SH SOLE 199 0 0 APPLE INC COM 037833100 3419 29578 SH SOLE 29578 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 570 4087 SH SOLE 4087 0 0 AUTONATION INC COM 05329W102 361 6815 SH SOLE 6815 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1152 5414 SH SOLE 5414 0 0 BLACKROCK INC COM 09247X101 314 558 SH SOLE 558 0 0 CHURCHILL DOWNS INC COM 171484108 741 4526 SH SOLE 4526 0 0 CISCO SYS INC COM 17275R102 662 16832 SH SOLE 16832 0 0 COLGATE PALMOLIVE CO COM 194162103 464 6017 SH SOLE 6017 0 0 COSTCO WHSL CORP NEW COM 22160K105 715 2014 SH SOLE 2014 0 0 CVS HEALTH CORP COM 126650100 211 3635 SH SOLE 3635 0 0 DISNEY WALT CO COM DISNEY 254687106 752 6051 SH SOLE 6051 0 0 FACEBOOK INC CL A 30303M102 309 1178 SH SOLE 1178 0 0 HOME DEPOT INC COM 437076102 1065 3856 SH SOLE 3856 0 0 HONEYWELL INTL INC COM 438516106 720 4371 SH SOLE 4371 0 0 ISHARES INC CORE MSCI EMKT 46434G103 5371 101722 SH SOLE 101722 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2200 31323 SH SOLE 31323 0 0 ISHARES TR NATIONAL MUN ETF 464288414 13928 120135 SH SOLE 120135 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 14268 223937 SH SOLE 223937 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 12482 183170 SH SOLE 183170 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 257 1722 SH SOLE 1722 0 0 ISHARES TR CR 5 10 YR ETF 46435G417 11606 221599 SH SOLE 221599 0 0 ISHARES TR CORE S&P US GWT 464287671 7372 92179 SH SOLE 92179 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 5470 52728 SH SOLE 52728 0 0 ISHARES TR CORE S&P500 ETF 464287200 25757 76670 SH SOLE 76670 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 853 3932 SH SOLE 3932 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 13055 257007 SH SOLE 257007 0 0 JOHNSON & JOHNSON COM 478160104 1206 8116 SH SOLE 8116 0 0 JPMORGAN CHASE & CO COM 46625H100 610 6356 SH SOLE 6356 0 0 LOWES COS INC COM 548661107 307 1852 SH SOLE 1852 0 0 MASTERCARD INCORPORATED CL A 57636Q104 685 2025 SH SOLE 2025 0 0 MERCK & CO. INC COM 58933Y105 556 6707 SH SOLE 6707 0 0 MICROSOFT CORP COM 594918104 2741 13070 SH SOLE 13070 0 0 PEPSICO INC COM 713448108 362 2614 SH SOLE 2614 0 0 PFIZER INC COM 717081103 733 20029 SH SOLE 20029 0 0 PNC FINL SVCS GROUP INC COM 693475105 1180 10735 SH SOLE 10735 0 0 PROCTER AND GAMBLE CO COM 742718109 1073 7734 SH SOLE 7734 0 0 SHERWIN WILLIAMS CO COM 824348106 740 1062 SH SOLE 1062 0 0 STARBUCKS CORP COM 855244109 284 3303 SH SOLE 3303 0 0 STOCK YDS BANCORP INC COM 861025104 1034 30369 SH SOLE 30369 0 0 TRUIST FINL CORP COM 89832Q109 201 5291 SH SOLE 5291 0 0 UNION PAC CORP COM 907818108 852 4328 SH SOLE 4328 0 0 US BANCORP DEL COM NEW 902973304 200 5625 SH SOLE 5625 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 407 2391 SH SOLE 2391 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 244 5737 SH SOLE 5737 0 0