0001801989-21-000002.txt : 20210429 0001801989-21-000002.hdr.sgml : 20210429 20210429171748 ACCESSION NUMBER: 0001801989-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210429 DATE AS OF CHANGE: 20210429 EFFECTIVENESS DATE: 20210429 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: 21872128 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 03-31-2021 03-31-2021 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 04-29-2021 0 62 170604 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 442 2292 SH SOLE 2292 0 0 ABBOTT LABS COM 002824100 369 3079 SH SOLE 3079 0 0 ABBVIE INC COM 00287Y109 458 4246 SH SOLE 4246 0 0 AGENUS INC COM NEW 00847G705 832 306003 SH SOLE 306003 0 0 ALPHABET INC CAP STK CL C 02079K107 571 276 SH SOLE 276 0 0 ALPHABET INC CAP STK CL A 02079K305 674 327 SH SOLE 327 0 0 AMAZON COM INC COM 023135106 538 174 SH SOLE 174 0 0 APPLE INC COM 037833100 3170 26021 SH SOLE 26021 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 712 3778 SH SOLE 3778 0 0 AUTONATION INC COM 05329W102 990 10623 SH SOLE 10623 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1182 4620 SH SOLE 4620 0 0 BLACKROCK INC COM 09247X101 383 508 SH SOLE 508 0 0 CHURCHILL DOWNS INC COM 171484108 1029 4526 SH SOLE 4526 0 0 CISCO SYS INC COM 17275R102 607 11734 SH SOLE 11734 0 0 COLGATE PALMOLIVE CO COM 194162103 473 6002 SH SOLE 6002 0 0 COSTCO WHSL CORP NEW COM 22160K105 689 1955 SH SOLE 1955 0 0 CVS HEALTH CORP COM 126650100 274 3635 SH SOLE 3635 0 0 DISNEY WALT CO COM 254687106 1053 5698 SH SOLE 5698 0 0 FACEBOOK INC CL A 30303M102 292 991 SH SOLE 991 0 0 HOME DEPOT INC COM 437076102 1161 3806 SH SOLE 3806 0 0 HONEYWELL INTL INC COM 438516106 891 4103 SH SOLE 4103 0 0 ISHARES INC CORE MSCI EMKT 46434G103 9833 152789 SH SOLE 152789 0 0 ISHARES TR 10+ YR INVST GRD 464289511 2752 41281 SH SOLE 41281 0 0 ISHARES TR 20 YR TR BD ETF 464287432 980 7236 SH SOLE 7236 0 0 ISHARES TR CORE MSCI EAFE 46432F842 10644 147721 SH SOLE 147721 0 0 ISHARES TR CORE S&P SCP ETF 464287804 7187 66222 SH SOLE 66222 0 0 ISHARES TR CORE S&P US GWT 464287671 4390 48359 SH SOLE 48359 0 0 ISHARES TR CORE S&P500 ETF 464287200 33352 83855 SH SOLE 83855 0 0 ISHARES TR CR 5 10 YR ETF 46435G417 5190 101786 SH SOLE 101786 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 6791 74731 SH SOLE 74731 0 0 ISHARES TR GLOBAL TECH ETF 464287291 1154 3749 SH SOLE 3749 0 0 ISHARES TR MSCI EAFE ETF 464287465 237 3120 SH SOLE 3120 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 2667 36501 SH SOLE 36501 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 7867 113698 SH SOLE 113698 0 0 ISHARES TR MSCI USA MMENTM 46432F396 4601 28601 SH SOLE 28601 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 9141 75070 SH SOLE 75070 0 0 ISHARES TR MSCI USA VALUE 46432F388 3410 33276 SH SOLE 33276 0 0 ISHARES TR NATIONAL MUN ETF 464288414 16969 146219 SH SOLE 146219 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 592 2436 SH SOLE 2436 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 325 1482 SH SOLE 1482 0 0 ISHARES TR U.S. MED DVC ETF 464288810 2579 7807 SH SOLE 7807 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 7542 148600 SH SOLE 148600 0 0 JOHNSON & JOHNSON COM 478160104 1222 7428 SH SOLE 7428 0 0 JPMORGAN CHASE & CO COM 46625H100 965 6316 SH SOLE 6316 0 0 LOWES COS INC COM 548661107 337 1773 SH SOLE 1773 0 0 MASTERCARD INCORPORATED CL A 57636Q104 707 1986 SH SOLE 1986 0 0 MERCK & CO. INC COM 58933Y105 403 5232 SH SOLE 5232 0 0 MICROSOFT CORP COM 594918104 2977 12669 SH SOLE 12669 0 0 PEPSICO INC COM 713448108 361 2550 SH SOLE 2550 0 0 PFIZER INC COM 717081103 630 17388 SH SOLE 17388 0 0 PNC FINL SVCS GROUP INC COM 693475105 1623 9255 SH SOLE 9255 0 0 PROCTER AND GAMBLE CO COM 742718109 1022 7546 SH SOLE 7546 0 0 SHERWIN WILLIAMS CO COM 824348106 779 1055 SH SOLE 1055 0 0 STARBUCKS CORP COM 855244109 300 2745 SH SOLE 2745 0 0 STOCK YDS BANCORP INC COM 861025104 1250 24486 SH SOLE 24486 0 0 TRUIST FINL CORP COM 89832Q109 250 4291 SH SOLE 4291 0 0 UNION PAC CORP COM 907818108 885 4012 SH SOLE 4012 0 0 US BANCORP DEL COM NEW 902973304 303 5454 SH SOLE 5454 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 837 4049 SH SOLE 4049 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 272 5251 SH SOLE 5251 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 275 1871 SH SOLE 1871 0 0 WATERS CORP COM 941848103 213 750 SH SOLE 750 0 0