0001085146-23-000728.txt : 20230208 0001085146-23-000728.hdr.sgml : 20230208 20230207200510 ACCESSION NUMBER: 0001085146-23-000728 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230208 DATE AS OF CHANGE: 20230207 EFFECTIVENESS DATE: 20230208 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: 23596683 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 X0202 13F-HR LIVE false false false 0001909054 XXXXXXXX 12-31-2022 12-31-2022 false Cardinal Point Wealth Management Partners, LLC

19200 VON KARMAN AVENUE SUITE 600 IRVINE CA 92612

13F HOLDINGS REPORT 028-21751 000140619 N Donald M. Zienty 602-374-3727 /s/Donald M. Zienty Irvine CA 02-07-2023 0 69 289621710 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 390412 4400 SH SOLE 0 0 4400 AMAZON COM INC COM 023135106 BBG001S5PQL7 307607 3661 SH SOLE 0 0 3661 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 509293 10095 SH SOLE 0 0 10095 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 411527 7435 SH SOLE 0 0 7435 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 690335 9265 SH SOLE 0 0 9265 APPLE INC COM 037833100 BBG001S5N8V8 3606660 27760 SH SOLE 0 0 27760 ARK ETF TR 3D PRINTING ETF 00214Q500 BBG00D3D1DF3 260735 12725 SH SOLE 0 0 12725 ARK ETF TR INNOVATION ETF 00214Q104 BBG007FJMV49 206467 6609 SH SOLE 0 0 6609 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 937422 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3008995 9741 SH SOLE 0 0 9741 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 BBG00NNWBWQ2 1736425 58975 SH SOLE 0 0 58975 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 332323 1852 SH SOLE 0 0 1852 CHIMERA INVT CORP COM NEW 16934Q208 BBG001SR1G28 72861 12225 SH SOLE 0 0 12225 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 402617 5110 SH SOLE 0 0 5110 DEXCOM INC COM 252131107 BBG001SKZG99 362368 3200 SH SOLE 0 0 3200 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 1083422 44622 SH SOLE 0 0 44622 ECOLAB INC COM 278865100 BBG001S5QRB5 604679 4138 SH SOLE 0 0 4138 EDGEWELL PERS CARE CO COM 28035Q102 BBG001SF1XY2 478866 12377 SH SOLE 0 0 12377 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 266485 2416 SH SOLE 0 0 2416 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 1026308 22720 SH SOLE 0 0 22720 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 BBG00735B1V0 3931836 80455 SH SOLE 0 0 80455 FIRSTSERVICE CORP NEW COM 33767E202 BBG0093LLBP5 1671092 13636 SH SOLE 0 0 13636 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 BBG00LNDTJL3 1052574 34865 SH SOLE 0 0 34865 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 BBG00MYXKL20 502269 15940 SH SOLE 0 0 15940 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 BBG00QPZ1F93 932267 30880 SH SOLE 0 0 30880 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2459628 9237 SH SOLE 0 0 9237 IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 393654 7800 SH SOLE 0 0 7800 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 14378855 415694 SH SOLE 0 0 415694 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 574846 11497 SH SOLE 0 0 11497 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1538164 15859 SH SOLE 0 0 15859 ISHARES TR ESG AWARE AGGRSV 46436E668 BBG00VFL1TJ3 869600 31340 SH SOLE 0 0 31340 ISHARES TR ESG AWARE GROWTH 46436E676 BBG00VFL1N33 707269 27290 SH SOLE 0 0 27290 ISHARES TR ESG AWARE MODRTE 46436E684 BBG00VFL1JY8 270732 11200 SH SOLE 0 0 11200 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 297896 3515 SH SOLE 0 0 3515 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 781025 16710 SH SOLE 0 0 16710 ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 1656246 69678 SH SOLE 0 0 69678 ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 811071 40860 SH SOLE 0 0 40860 ISHARES TR GLOBAL REIT ETF 46434V647 BBG006S5D3J3 814721 35875 SH SOLE 0 0 35875 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 991586 21026 SH SOLE 0 0 21026 ISHARES TR MSCI LW CRB TG 46434V464 BBG007PGJH85 832322 6025 SH SOLE 0 0 6025 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 206099 979 SH SOLE 0 0 979 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 3658138 33280 SH SOLE 0 0 33280 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 235215 2576 SH SOLE 0 0 2576 ISHARES TR U S EQUITY FACTR 46434V282 BBG008LNYFB5 20435857 523862 SH SOLE 0 0 523862 ISHARES TR USD GRN BOND ETF 46435U440 BBG00MK1NQ85 617607 13435 SH SOLE 0 0 13435 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 236181 1337 SH SOLE 0 0 1337 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 329985 878 SH SOLE 0 0 878 MICROSOFT CORP COM 594918104 BBG001S5TD05 651155 2714 SH SOLE 0 0 2714 PIMCO ETF TR ACTIVE BD ETF 72201R775 BBG002N12C17 13292999 146449 SH SOLE 0 0 146449 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 705193 4157 SH SOLE 0 0 4157 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 200319 2190 SH SOLE 0 0 2190 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 BBG0084H8485 638638 15950 SH SOLE 0 0 15950 TESLA INC COM 88160R101 BBG001SQKGD7 1912370 15525 SH SOLE 0 0 15525 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 273573 516 SH SOLE 0 0 516 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 12021061 159685 SH SOLE 0 0 159685 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 384650 7850 SH SOLE 0 0 7850 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 908930 11020 SH SOLE 0 0 11020 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1135531 3232 SH SOLE 0 0 3232 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 85705526 448274 SH SOLE 0 0 448274 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 25690656 512378 SH SOLE 0 0 512378 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 339594 8712 SH SOLE 0 0 8712 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1351812 32209 SH SOLE 0 0 32209 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 266197 2460 SH SOLE 0 0 2460 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 201665 813 SH SOLE 0 0 813 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 277887 870 SH SOLE 0 0 870 VISA INC COM CL A 92826C839 BBG001SRCFY3 272624 1312 SH SOLE 0 0 1312 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 51270800 1019908 SH SOLE 0 0 1019908 WISDOMTREE TR FUTRE STRAT FD 97717W125 BBG001V038F5 4021722 127532 SH SOLE 0 0 127532 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 BBG006G0J5J6 10216266 286732 SH SOLE 0 0 286732