0001801989-21-000003.txt : 20210727 0001801989-21-000003.hdr.sgml : 20210727 20210727140051 ACCESSION NUMBER: 0001801989-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210727 DATE AS OF CHANGE: 20210727 EFFECTIVENESS DATE: 20210727 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: 211117418 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 06-30-2021 06-30-2021 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 07-27-2021 0 65 190124 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 444 2242 SH SOLE 444 0 0 ABBOTT LABS COM 002824100 357 3079 SH SOLE 357 0 0 ABBVIE INC COM 00287Y109 478 4243 SH SOLE 478 0 0 AGENUS INC COM NEW 00847G705 1681 306123 SH SOLE 1681 0 0 ALPHABET INC CAP STK CL C 02079K107 692 276 SH SOLE 692 0 0 ALPHABET INC CAP STK CL A 02079K305 798 327 SH SOLE 798 0 0 AMAZON COM INC COM 023135106 599 174 SH SOLE 599 0 0 APPLE INC COM 037833100 3480 25425 SH SOLE 3480 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 738 3715 SH SOLE 738 0 0 AUTONATION INC COM 05329W102 1007 10623 SH SOLE 1007 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1282 4615 SH SOLE 1282 0 0 BLACKROCK INC COM 09247X101 444 508 SH SOLE 444 0 0 CHURCHILL DOWNS INC COM 171484108 844 4255 SH SOLE 844 0 0 CISCO SYS INC COM 17275R102 617 11639 SH SOLE 617 0 0 COLGATE PALMOLIVE CO COM 194162103 488 6002 SH SOLE 488 0 0 COSTCO WHSL CORP NEW COM 22160K105 774 1955 SH SOLE 774 0 0 CVS HEALTH CORP COM 126650100 303 3635 SH SOLE 303 0 0 DISNEY WALT CO COM 254687106 990 5646 SH SOLE 990 0 0 FACEBOOK INC CL A 30303M102 337 968 SH SOLE 337 0 0 HOME DEPOT INC COM 437076102 1213 3806 SH SOLE 1213 0 0 HONEYWELL INTL INC COM 438516106 900 4103 SH SOLE 900 0 0 ISHARES INC CORE MSCI EMKT 46434G103 12096 180547 SH SOLE 12096 0 0 ISHARES TR 10+ YR INVST GRD 464289511 1900 27065 SH SOLE 1900 0 0 ISHARES TR 20 YR TR BD ETF 464287432 1079 7474 SH SOLE 1079 0 0 ISHARES TR CORE MSCI EAFE 46432F842 14220 189922 SH SOLE 14220 0 0 ISHARES TR CORE S&P SCP ETF 464287804 7848 69467 SH SOLE 7848 0 0 ISHARES TR CORE S&P US GWT 464287671 4806 47597 SH SOLE 4806 0 0 ISHARES TR CORE S&P500 ETF 464287200 38168 88784 SH SOLE 38168 0 0 ISHARES TR CR 5 10 YR ETF 46435G417 5244 101977 SH SOLE 5244 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 8337 84669 SH SOLE 8337 0 0 ISHARES TR GLOBAL TECH ETF 464287291 1308 3876 SH SOLE 1308 0 0 ISHARES TR MSCI EAFE ETF 464287465 246 3120 SH SOLE 246 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 2369 31329 SH SOLE 2369 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 7995 108602 SH SOLE 7995 0 0 ISHARES TR MSCI USA MMENTM 46432F396 3107 17917 SH SOLE 3107 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 10033 75510 SH SOLE 10033 0 0 ISHARES TR MSCI USA VALUE 46432F388 5792 55136 SH SOLE 5792 0 0 ISHARES TR NATIONAL MUN ETF 464288414 17540 149656 SH SOLE 17540 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 656 2418 SH SOLE 656 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 309 1348 SH SOLE 309 0 0 ISHARES TR U.S. MED DVC ETF 464288810 2851 7896 SH SOLE 2851 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 7632 150413 SH SOLE 7632 0 0 JOHNSON & JOHNSON COM 478160104 1100 6683 SH SOLE 1100 0 0 JPMORGAN CHASE & CO COM 46625H100 955 6151 SH SOLE 955 0 0 LILLY ELI & CO COM 532457108 219 952 SH SOLE 219 0 0 LOWES COS INC COM 548661107 344 1773 SH SOLE 344 0 0 MASTERCARD INCORPORATED CL A 57636Q104 716 1961 SH SOLE 716 0 0 MERCK & CO INC COM 58933Y105 401 5151 SH SOLE 401 0 0 MICROSOFT CORP COM 594918104 3373 12445 SH SOLE 3373 0 0 PEPSICO INC COM 713448108 377 2547 SH SOLE 377 0 0 PFIZER INC COM 717081103 653 16688 SH SOLE 653 0 0 PNC FINL SVCS GROUP INC COM 693475105 1592 8345 SH SOLE 1592 0 0 PROCTER AND GAMBLE CO COM 742718109 980 7265 SH SOLE 980 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1836 34080 SH SOLE 1836 0 0 SHERWIN WILLIAMS CO COM 824348106 862 3165 SH SOLE 862 0 0 STARBUCKS CORP COM 855244109 307 2745 SH SOLE 307 0 0 STOCK YDS BANCORP INC COM 861025104 1246 24486 SH SOLE 1246 0 0 TRUIST FINL CORP COM 89832Q109 238 4291 SH SOLE 238 0 0 UNION PAC CORP COM 907818108 850 3868 SH SOLE 850 0 0 US BANCORP DEL COM NEW 902973304 301 5298 SH SOLE 301 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 733 3291 SH SOLE 733 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 287 5251 SH SOLE 287 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 203 2998 SH SOLE 203 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 290 1871 SH SOLE 290 0 0 WATERS CORP COM 941848103 259 750 SH SOLE 259 0 0