0001085146-22-000792.txt : 20220210 0001085146-22-000792.hdr.sgml : 20220210 20220210162521 ACCESSION NUMBER: 0001085146-22-000792 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cardinal Point Wealth Management Partners, LLC CENTRAL INDEX KEY: 0001909054 IRS NUMBER: 871883666 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21751 FILM NUMBER: 22614347 BUSINESS ADDRESS: STREET 1: 19200 VON KARMAN AVENUE STREET 2: SUITE 600 CITY: IRVINE STATE: CA ZIP: 92612 BUSINESS PHONE: 866-213-2036 MAIL ADDRESS: STREET 1: 19200 VON KARMAN AVENUE STREET 2: SUITE 600 CITY: IRVINE STATE: CA ZIP: 92612 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001909054 XXXXXXXX 12-31-2021 12-31-2021 false Cardinal Point Wealth Management Partners, LLC

19200 VON KARMAN AVENUE SUITE 600 IRVINE CA 92612

13F HOLDINGS REPORT 028-21751 N Donald M. Zienty 602-374-3727 /s/Donald M. Zienty Irvine CA 02-09-2022 0 49 230662 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 552 8725 SH SOLE 0 0 8725 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 541 8375 SH SOLE 0 0 8375 AMERICAN CENTY ETF TR US SML CP VALU 025072877 496 6225 SH SOLE 0 0 6225 APPLE INC COM 037833100 2692 15162 SH SOLE 0 0 15162 ARK ETF TR 3D PRINTING ETF 00214Q500 223 6500 SH SOLE 0 0 6500 ARK ETF TR INNOVATION ETF 00214Q104 6475 68455 SH SOLE 0 0 68455 BERKSHIRE HATHAWAY INC DEL CL A 084670108 901 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2853 9541 SH SOLE 0 0 9541 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 5487 146275 SH SOLE 0 0 146275 COLGATE PALMOLIVE CO COM 194162103 389 4554 SH SOLE 0 0 4554 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1457 50297 SH SOLE 0 0 50297 EXCHANGE TRADED CONCEPTS TR ROBO GBL HLTCR 301505723 9358 214772 SH SOLE 0 0 214772 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 880 16575 SH SOLE 0 0 16575 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 828 15875 SH SOLE 0 0 15875 FIRSTSERVICE CORP NEW COM 33767E202 2679 13636 SH SOLE 0 0 13636 ISHARES GOLD TR ISHARES NEW 464285204 11327 325398 SH SOLE 0 0 325398 ISHARES TR BARCLAYS 7 10 YR 464287440 419 3646 SH SOLE 0 0 3646 ISHARES TR CORE S&P500 ETF 464287200 474 994 SH SOLE 0 0 994 ISHARES TR CORE TOTAL USD 46434V613 951 17975 SH SOLE 0 0 17975 ISHARES TR ESG AWARE GROWTH 46436E676 403 12690 SH SOLE 0 0 12690 ISHARES TR ESG AWARE MODRTE 46436E684 330 11325 SH SOLE 0 0 11325 ISHARES TR ESG AWR US AGRGT 46435U549 312 5650 SH SOLE 0 0 5650 ISHARES TR ESG AWRE 1 5 YR 46435G243 475 18525 SH SOLE 0 0 18525 ISHARES TR GLOBAL REIT ETF 46434V647 547 17879 SH SOLE 0 0 17879 ISHARES TR GRWT ALLOCAT ETF 464289867 764 13382 SH SOLE 0 0 13382 ISHARES TR MSCI ACWI EX US 464288240 208 3732 SH SOLE 0 0 3732 ISHARES TR MSCI USA MIN VOL 46429B697 11934 147518 SH SOLE 0 0 147518 ISHARES TR SHORT TREAS BD 464288679 4809 43550 SH SOLE 0 0 43550 ISHARES TR SP SMCP600VL ETF 464287879 282 2696 SH SOLE 0 0 2696 ISHARES TR TIPS BD ETF 464287176 207 1600 SH SOLE 0 0 1600 PFIZER INC COM 717081103 236 4000 SH SOLE 0 0 4000 PIMCO ETF TR ACTIVE BD ETF 72201R775 38815 354231 SH SOLE 0 0 354231 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 303 2980 SH SOLE 0 0 2980 PROSPECT CAP CORP NOTE 6.375% 3/0 74348TAT9 95 47040 SH SOLE 0 0 47040 SPDR GOLD TR GOLD SHS 78463V107 834 4878 SH SOLE 0 0 4878 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 10739 226838 SH SOLE 0 0 226838 TESLA INC COM 88160R101 5469 5175 SH SOLE 0 0 5175 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6847 84706 SH SOLE 0 0 84706 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 346 6925 SH SOLE 0 0 6925 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1177 10143 SH SOLE 0 0 10143 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1057 2422 SH SOLE 0 0 2422 VANGUARD INDEX FDS TOTAL STK MKT 922908769 67199 278327 SH SOLE 0 0 278327 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 15493 252817 SH SOLE 0 0 252817 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 486 9515 SH SOLE 0 0 9515 VANGUARD WORLD FD ESG US STK ETF 921910733 240 2725 SH SOLE 0 0 2725 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 217 813 SH SOLE 0 0 813 WELLS FARGO CO NEW COM 949746101 209 4347 SH SOLE 0 0 4347 WISDOMTREE TR FUTRE STRAT FD 97717W125 478 13500 SH SOLE 0 0 13500 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 11169 244124 SH SOLE 0 0 244124