0001801989-22-000001.txt : 20220126 0001801989-22-000001.hdr.sgml : 20220126 20220126141408 ACCESSION NUMBER: 0001801989-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220126 DATE AS OF CHANGE: 20220126 EFFECTIVENESS DATE: 20220126 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: 22557284 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 12-31-2021 12-31-2021 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 01-26-2022 0 68 214505 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 398 2242 SH SOLE 2242 0 0 ABBOTT LABS COM 002824100 433 3079 SH SOLE 3079 0 0 ABBVIE INC COM 00287Y109 575 4243 SH SOLE 4243 0 0 AGENUS INC COM NEW 00847G705 1469 456123 SH SOLE 456123 0 0 ALPHABET INC CAP STK CL A 02079K305 924 319 SH SOLE 319 0 0 ALPHABET INC CAP STK CL C 02079K107 839 290 SH SOLE 290 0 0 AMAZON COM INC COM 023135106 554 166 SH SOLE 166 0 0 APPLE INC COM 037833100 4408 24812 SH SOLE 24812 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 916 3715 SH SOLE 3715 0 0 AUTONATION INC COM 05329W102 990 8469 SH SOLE 8469 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1337 4470 SH SOLE 4470 0 0 BLACKROCK INC COM 09247X101 452 494 SH SOLE 494 0 0 CHURCHILL DOWNS INC COM 171484108 1216 5046 SH SOLE 5046 0 0 CISCO SYS INC COM 17275R102 738 11636 SH SOLE 11636 0 0 COLGATE PALMOLIVE CO COM 194162103 505 5918 SH SOLE 5918 0 0 COSTCO WHSL CORP NEW COM 22160K105 1107 1950 SH SOLE 1950 0 0 CVS HEALTH CORP COM 126650100 376 3635 SH SOLE 3635 0 0 DISNEY WALT CO COM 254687106 866 5586 SH SOLE 5586 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 340 2512 SH SOLE 2512 0 0 HOME DEPOT INC COM 437076102 1578 3814 SH SOLE 3814 0 0 HONEYWELL INTL INC COM 438516106 854 4095 SH SOLE 4095 0 0 ISHARES INC CORE MSCI EMKT 46434G103 7009 117078 SH SOLE 117078 0 0 ISHARES TR MSCI USA MMENTM 46432F396 895 4921 SH SOLE 4921 0 0 ISHARES TR MSCI EAFE ETF 464287465 245 3120 SH SOLE 3120 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 1152 10019 SH SOLE 10019 0 0 ISHARES TR 20 YR TR BD ETF 464287432 1241 8375 SH SOLE 8375 0 0 ISHARES TR TIPS BD ETF 464287176 1371 10612 SH SOLE 10612 0 0 ISHARES TR GLOBAL TECH ETF 464287291 2134 33143 SH SOLE 33143 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 2172 28290 SH SOLE 28290 0 0 ISHARES TR CR 5 10 YR ETF 46435G417 3519 69836 SH SOLE 69836 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 727 2379 SH SOLE 2379 0 0 ISHARES TR CORE S&P US GWT 464287671 5680 49117 SH SOLE 49117 0 0 ISHARES TR MSCI USA VALUE 46432F388 6505 59423 SH SOLE 59423 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 2062 25750 SH SOLE 25750 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 8310 102713 SH SOLE 102713 0 0 ISHARES TR U.S. MED DVC ETF 464288810 1328 20164 SH SOLE 20164 0 0 ISHARES TR CORE S&P SCP ETF 464287804 8339 72825 SH SOLE 72825 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 10642 98622 SH SOLE 98622 0 0 ISHARES TR NATIONAL MUN ETF 464288414 14608 125622 SH SOLE 125622 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 14618 100416 SH SOLE 100416 0 0 ISHARES TR CORE MSCI EAFE 46432F842 26467 354588 SH SOLE 354588 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 273 1226 SH SOLE 1226 0 0 ISHARES TR CORE S&P500 ETF 464287200 47513 99599 SH SOLE 99599 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 6606 130858 SH SOLE 130858 0 0 JOHNSON & JOHNSON COM 478160104 1145 6685 SH SOLE 6685 0 0 JPMORGAN CHASE & CO COM 46625H100 952 6010 SH SOLE 6010 0 0 LILLY ELI & CO COM 532457108 263 952 SH SOLE 952 0 0 LOWES COS INC COM 548661107 458 1773 SH SOLE 1773 0 0 MASTERCARD INCORPORATED CL A 57636Q104 705 1961 SH SOLE 1961 0 0 MERCK & CO INC COM 58933Y105 376 4909 SH SOLE 4909 0 0 META PLATFORMS INC CL A 30303M102 341 1015 SH SOLE 1015 0 0 MICROSOFT CORP COM 594918104 4022 11939 SH SOLE 11939 0 0 PEPSICO INC COM 713448108 417 2398 SH SOLE 2398 0 0 PFIZER INC COM 717081103 949 16098 SH SOLE 16098 0 0 PNC FINL SVCS GROUP INC COM 693475105 1509 7525 SH SOLE 7525 0 0 PROCTER AND GAMBLE CO COM 742718109 1188 7266 SH SOLE 7266 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 219 3489 SH SOLE 3489 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1738 31311 SH SOLE 31311 0 0 SHERWIN WILLIAMS CO COM 824348106 1066 3026 SH SOLE 3026 0 0 STARBUCKS CORP COM 855244109 306 2613 SH SOLE 2613 0 0 STOCK YDS BANCORP INC COM 861025104 1469 23002 SH SOLE 23002 0 0 TRUIST FINL CORP COM 89832Q109 251 4291 SH SOLE 4291 0 0 UNION PAC CORP COM 907818108 963 3829 SH SOLE 3829 0 0 US BANCORP DEL COM NEW 902973304 258 4598 SH SOLE 4598 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 767 3178 SH SOLE 3178 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 260 5251 SH SOLE 5251 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 313 1821 SH SOLE 1821 0 0 WATERS CORP COM 941848103 279 750 SH SOLE 750 0 0