0001085146-22-002465.txt : 20220719 0001085146-22-002465.hdr.sgml : 20220719 20220718211952 ACCESSION NUMBER: 0001085146-22-002465 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220719 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220719 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: 221090220 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 06-30-2022 06-30-2022 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 07-17-2022 0 50 208533 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 721 13850 SH SOLE 0 0 13850 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 624 11825 SH SOLE 0 0 11825 AMERICAN CENTY ETF TR US SML CP VALU 025072877 824 12050 SH SOLE 0 0 12050 APPLE INC COM 037833100 2250 16455 SH SOLE 0 0 16455 ARK ETF TR 3D PRINTING ETF 00214Q500 270 12725 SH SOLE 0 0 12725 ARK ETF TR INNOVATION ETF 00214Q104 1498 37554 SH SOLE 0 0 37554 BERKSHIRE HATHAWAY INC DEL CL A 084670108 818 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2632 9641 SH SOLE 0 0 9641 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 17726 607063 SH SOLE 0 0 607063 CHIMERA INVT CORP COM NEW 16934Q208 112 12225 SH SOLE 0 0 12225 COLGATE PALMOLIVE CO COM 194162103 410 5110 SH SOLE 0 0 5110 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1040 44622 SH SOLE 0 0 44622 ECOLAB INC COM 278865100 638 4138 SH SOLE 0 0 4138 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 681 14600 SH SOLE 0 0 14600 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 1029 21150 SH SOLE 0 0 21150 FIRSTSERVICE CORP NEW COM 33767E202 1653 13636 SH SOLE 0 0 13636 INVESCO QQQ TR UNIT SER 1 46090E103 2286 8142 SH SOLE 0 0 8142 ISHARES GOLD TR ISHARES NEW 464285204 11270 328473 SH SOLE 0 0 328473 ISHARES TR CORE DIV GRWTH 46434V621 547 11484 SH SOLE 0 0 11484 ISHARES TR ESG AWARE GROWTH 46436E676 392 14870 SH SOLE 0 0 14870 ISHARES TR ESG AWARE MODRTE 46436E684 282 11325 SH SOLE 0 0 11325 ISHARES TR ESG AWR MSCI USA 46435G425 287 3425 SH SOLE 0 0 3425 ISHARES TR ESG AWR US AGRGT 46435U549 257 5250 SH SOLE 0 0 5250 ISHARES TR ESG AWRE 1 5 YR 46435G243 679 28175 SH SOLE 0 0 28175 ISHARES TR GL CLEAN ENE ETF 464288224 407 21375 SH SOLE 0 0 21375 ISHARES TR GLOBAL REIT ETF 46434V647 496 20525 SH SOLE 0 0 20525 ISHARES TR GRWT ALLOCAT ETF 464289867 854 17782 SH SOLE 0 0 17782 ISHARES TR MSCI LW CRB TG 46434V464 252 1845 SH SOLE 0 0 1845 ISHARES TR NATIONAL MUN ETF 464288414 638 5999 SH SOLE 0 0 5999 ISHARES TR RUS 1000 ETF 464287622 203 979 SH SOLE 0 0 979 ISHARES TR RUS 1000 GRW ETF 464287614 202 923 SH SOLE 0 0 923 ISHARES TR SHORT TREAS BD 464288679 3498 31775 SH SOLE 0 0 31775 ISHARES TR SP SMCP600VL ETF 464287879 240 2696 SH SOLE 0 0 2696 ISHARES TR USD GRN BOND ETF 46435U440 350 7325 SH SOLE 0 0 7325 PFIZER INC COM 717081103 210 4000 SH SOLE 0 0 4000 PIMCO ETF TR ACTIVE BD ETF 72201R775 9299 97626 SH SOLE 0 0 97626 SPDR GOLD TR GOLD SHS 78463V107 839 4978 SH SOLE 0 0 4978 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 9089 215486 SH SOLE 0 0 215486 TESLA INC COM 88160R101 3485 5175 SH SOLE 0 0 5175 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5642 73478 SH SOLE 0 0 73478 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 333 6775 SH SOLE 0 0 6775 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 971 10662 SH SOLE 0 0 10662 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 877 2517 SH SOLE 0 0 2517 VANGUARD INDEX FDS TOTAL STK MKT 922908769 63002 334018 SH SOLE 0 0 334018 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 18531 370923 SH SOLE 0 0 370923 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1123 27513 SH SOLE 0 0 27513 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 250 2460 SH SOLE 0 0 2460 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 28204 560375 SH SOLE 0 0 560375 WISDOMTREE TR FUTRE STRAT FD 97717W125 1184 33725 SH SOLE 0 0 33725 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 9428 251957 SH SOLE 0 0 251957