CARDINAL STRATEGIC WEALTH GUIDANCE Holdings

CARDINAL STRATEGIC WEALTH GUIDANCE is an investment fund managing more than 188.19M US dollars. The largest holdings include iShares Core S&P 500 ETF, ISHARES TR and iShares National Muni Bond ETF. In Q3 2022 the fund bought assets of total value of 13.02M US dollars and sold assets of total value of 20.7M US dollars.

$188.19M

portfolio value

-15.80%

quarter

-41.90%

1 year

CARDINAL STRATEGIC WEALTH GUIDANCE portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2020	11850000	17823000
Q2 2020	21487000	3109000
Q3 2020	3739000	2610000
Q4 2020	23052000	2929000
Q1 2021	47266000	45358000
Q2 2021	20483000	1791000
Q3 2021	17772000	16943000
Q4 2021	24266000	2308000
Q1 2022	26592000	23255000
Q2 2022	-606000	19729000
Q3 2022	13021000	20701000

CARDINAL STRATEGIC WEALTH GUIDANCE 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares Core S&P 500 ETF Portfolio share: 24.07% Portfolio value: 45.29M Avg. open price: $403.38 Current price: $405.11 P/L: +0.43% Sold -1.70% shares Q3 2022	share	24.07%	45.29M	$403.38	$405.11	+0.43%	Sold -1.70% shares Q3 2022
ISHARES TR Portfolio share: 11.72% Portfolio value: 22.06M Avg. open price: N/A Current price: N/A P/L: N/A Bought +16.86% shares Q3 2022	share	11.72%	22.06M	N/A	N/A	N/A	Bought +16.86% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 10.62% Portfolio value: 19.98M Avg. open price: $109.52 Current price: $106.32 P/L: -2.93% Bought +33.74% shares Q3 2022	share	10.62%	19.98M	$109.52	$106.32	-2.93%	Bought +33.74% shares Q3 2022
ISHARES TR Portfolio share: 7.08% Portfolio value: 13.31M Avg. open price: N/A Current price: N/A P/L: N/A Sold -3.58% shares Q3 2022	share	7.08%	13.31M	N/A	N/A	N/A	Sold -3.58% shares Q3 2022
iShares ESG Aware MSCI USA ETF Portfolio share: 5.89% Portfolio value: 11.08M Avg. open price: $98.75 Current price: $89.34 P/L: -9.53% Bought +4.01% shares Q3 2022	share	5.89%	11.08M	$98.75	$89.34	-9.53%	Bought +4.01% shares Q3 2022
iShares Core S&P U.S. Growth ETF Portfolio share: 5.02% Portfolio value: 9.44M Avg. open price: $86.57 Current price: $87.34 P/L: +0.89% Bought +35.39% shares Q3 2022	share	5.02%	9.44M	$86.57	$87.34	+0.89%	Bought +35.39% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 4.89% Portfolio value: 9.20M Avg. open price: $57.55 Current price: $48.37 P/L: -15.96% Bought +20.82% shares Q3 2022	share	4.89%	9.20M	$57.55	$48.37	-15.96%	Bought +20.82% shares Q3 2022
ISHARES TR Portfolio share: 4.16% Portfolio value: 7.82M Avg. open price: N/A Current price: N/A P/L: N/A Bought +48.32% shares Q3 2022	share	4.16%	7.82M	N/A	N/A	N/A	Bought +48.32% shares Q3 2022
J P MORGAN EXCHANGE TRADED F Portfolio share: 3.49% Portfolio value: 6.56M Avg. open price: N/A Current price: N/A P/L: N/A Sold -27.11% shares Q3 2022	share	3.49%	6.56M	N/A	N/A	N/A	Sold -27.11% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 1.71% Portfolio value: 3.21M Avg. open price: $91.7 Current price: $100.08 P/L: +9.13% Sold -28.28% shares Q3 2022	share	1.71%	3.21M	$91.7	$100.08	+9.13%	Sold -28.28% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 1.63% Portfolio value: 3.06M Avg. open price: $136.56 Current price: $147.83 P/L: +8.25% Sold -1.51% shares Q3 2022	share	1.63%	3.06M	$136.56	$147.83	+8.25%	Sold -1.51% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.44% Portfolio value: 2.71M Avg. open price: $256.83 Current price: $252.75 P/L: -1.59% Bought +3.19% shares Q3 2022	share	1.44%	2.71M	$256.83	$252.75	-1.59%	Bought +3.19% shares Q3 2022
ISHARES TR Portfolio share: 1.13% Portfolio value: 2.12M Avg. open price: N/A Current price: N/A P/L: N/A Sold -67.05% shares Q3 2022	share	1.13%	2.12M	N/A	N/A	N/A	Sold -67.05% shares Q3 2022
Health Care Select Sector SPDR Fund Portfolio share: 1.11% Portfolio value: 2.08M Avg. open price: $128.24 Current price: $139.08 P/L: +8.45% Bought +16422.12% shares Q3 2022	share	1.11%	2.08M	$128.24	$139.08	+8.45%	Bought +16422.12% shares Q3 2022
iShares 20+ Year Treasury Bond ETF Portfolio share: 1.02% Portfolio value: 1.91M Avg. open price: $127.12 Current price: $105.77 P/L: -16.79% Bought +54.35% shares Q3 2022	share	1.02%	1.91M	$127.12	$105.77	-16.79%	Bought +54.35% shares Q3 2022
iShares Global Tech ETF Portfolio share: 0.97% Portfolio value: 1.83M Avg. open price: $59.09 Current price: $48.6 P/L: -17.75% Sold -19.38% shares Q3 2022	share	0.97%	1.83M	$59.09	$48.6	-17.75%	Sold -19.38% shares Q3 2022
Banks—Regional Stock Yards Bancorp, Inc. Portfolio share: 0.80% Portfolio value: 1.51M Avg. open price: N/A Current price: $71.55 P/L: N/A Sold -0.80% shares Q2 2022	share	0.80%	1.51M	N/A	$71.55	N/A	Sold -0.80% shares Q2 2022
Energy Select Sector SPDR Fund Portfolio share: 0.72% Portfolio value: 1.36M Avg. open price: $59.03 Current price: $89.47 P/L: +51.57% Bought +7.62% shares Q3 2022	share	0.72%	1.36M	$59.03	$89.47	+51.57%	Bought +7.62% shares Q3 2022
ISHARES TR Portfolio share: 0.71% Portfolio value: 1.33M Avg. open price: N/A Current price: N/A P/L: N/A Sold -21.99% shares Q3 2022	share	0.71%	1.33M	N/A	N/A	N/A	Sold -21.99% shares Q3 2022
Biotechnology AGENUS INC Portfolio share: 0.66% Portfolio value: 1.25M Avg. open price: $4.44 Current price: $2.78 P/L: -37.54% Bought +10.70% shares Q2 2022	share	0.66%	1.25M	$4.44	$2.78	-37.54%	Bought +10.70% shares Q2 2022
Banks—Regional The PNC Financial Services Group, Inc. Portfolio share: 0.60% Portfolio value: 1.12M Avg. open price: $100.28 Current price: $155.5 P/L: +55.07% Sold -0.40% shares Q1 2022	share	0.60%	1.12M	$100.28	$155.5	+55.07%	Sold -0.40% shares Q1 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.55% Portfolio value: 1.04M Avg. open price: N/A Current price: N/A P/L: N/A Sold -6.57% shares Q3 2022	share	0.55%	1.04M	N/A	N/A	N/A	Sold -6.57% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.53% Portfolio value: 1.00M Avg. open price: $162.68 Current price: $179.25 P/L: +10.18% Sold -4.14% shares Q3 2022	share	0.53%	1.00M	$162.68	$179.25	+10.18%	Sold -4.14% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.53% Portfolio value: 1.00M Avg. open price: $315.97 Current price: $322.24 P/L: +1.98% Sold -1.09% shares Q3 2022	share	0.53%	1.00M	$315.97	$322.24	+1.98%	Sold -1.09% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.45% Portfolio value: 854K Avg. open price: $133.25 Current price: $149.45 P/L: +12.16% Sold -3.86% shares Q3 2022	share	0.45%	854K	$133.25	$149.45	+12.16%	Sold -3.86% shares Q3 2022
Gambling Churchill Downs Incorporated Portfolio share: 0.42% Portfolio value: 792K Avg. open price: $197.69 Current price: $219.52 P/L: +11.04% Sold -2.71% shares Q3 2022	share	0.42%	792K	$197.69	$219.52	+11.04%	Sold -2.71% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.41% Portfolio value: 775K Avg. open price: N/A Current price: $487.41 P/L: N/A Sold -2.09% shares Q3 2022	share	0.41%	775K	N/A	$487.41	N/A	Sold -2.09% shares Q3 2022
Staffing & Employment Services Automatic Data Processing, Inc. Portfolio share: 0.41% Portfolio value: 772K Avg. open price: N/A Current price: $266.46 P/L: N/A Sold -8.08% shares Q1 2022	share	0.41%	772K	N/A	$266.46	N/A	Sold -8.08% shares Q1 2022
iShares U.S. Infrastructure ETF Portfolio share: 0.40% Portfolio value: 758K Avg. open price: N/A Current price: $37.87 P/L: N/A Sold -30.71% shares Q3 2022	share	0.40%	758K	N/A	$37.87	N/A	Sold -30.71% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 0.37% Portfolio value: 697K Avg. open price: $196.01 Current price: $211.48 P/L: +7.89% Sold -3.39% shares Q3 2022	share	0.37%	697K	$196.01	$211.48	+7.89%	Sold -3.39% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.37% Portfolio value: 690K Avg. open price: N/A Current price: $50.68 P/L: N/A Sold -1.10% shares Q2 2022	share	0.37%	690K	N/A	$50.68	N/A	Sold -1.10% shares Q2 2022
iShares TIPS Bond ETF Portfolio share: 0.35% Portfolio value: 660K Avg. open price: $124.83 Current price: $109.27 P/L: -12.47% Sold -21.85% shares Q3 2022	share	0.35%	660K	$124.83	$109.27	-12.47%	Sold -21.85% shares Q3 2022
Specialty Chemicals The Sherwin-Williams Company Portfolio share: 0.33% Portfolio value: 615K Avg. open price: N/A Current price: $256.39 P/L: N/A Sold -0.66% shares Q1 2022	share	0.33%	615K	N/A	$256.39	N/A	Sold -0.66% shares Q1 2022
Conglomerates Honeywell International Inc. Portfolio share: 0.32% Portfolio value: 604K Avg. open price: N/A Current price: $217.25 P/L: N/A Sold -2.37% shares Q3 2022	share	0.32%	604K	N/A	$217.25	N/A	Sold -2.37% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.31% Portfolio value: 575K Avg. open price: $2,203.6 Current price: $101.43 P/L: -95.40% Bought +7.94% shares Q3 2022	share	0.31%	575K	$2,203.6	$101.43	-95.40%	Bought +7.94% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.30% Portfolio value: 570K Avg. open price: $69.88 Current price: $164.16 P/L: +134.91% Sold -1.81% shares Q2 2022	share	0.30%	570K	$69.88	$164.16	+134.91%	Sold -1.81% shares Q2 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.29% Portfolio value: 553K Avg. open price: $184.91 Current price: $201.86 P/L: +9.17% Sold -17.20% shares Q3 2022	share	0.29%	553K	$184.91	$201.86	+9.17%	Sold -17.20% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.29% Portfolio value: 538K Avg. open price: $85.3 Current price: $132.31 P/L: +55.12% Sold -8.27% shares Q3 2022	share	0.29%	538K	$85.3	$132.31	+55.12%	Sold -8.27% shares Q3 2022
Credit Services Mastercard Incorporated Portfolio share: 0.27% Portfolio value: 511K Avg. open price: N/A Current price: $358.52 P/L: N/A Sold -3.59% shares Q3 2022	share	0.27%	511K	N/A	$358.52	N/A	Sold -3.59% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.26% Portfolio value: 487K Avg. open price: N/A Current price: $100.96 P/L: N/A Sold -7.38% shares Q3 2022	share	0.26%	487K	N/A	$100.96	N/A	Sold -7.38% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.25% Portfolio value: 466K Avg. open price: $116.12 Current price: $92.96 P/L: -19.94% Bought +24.10% shares Q3 2022	share	0.25%	466K	$116.12	$92.96	-19.94%	Bought +24.10% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.22% Portfolio value: 422K Avg. open price: N/A Current price: $97.92 P/L: N/A Sold -3.82% shares Q3 2022	share	0.22%	422K	N/A	$97.92	N/A	Sold -3.82% shares Q3 2022
Household & Personal Products Colgate-Palmolive Company Portfolio share: 0.22% Portfolio value: 416K Avg. open price: N/A Current price: $77.66 P/L: N/A Sold -1.40% shares Q4 2021	share	0.22%	416K	N/A	$77.66	N/A	Sold -1.40% shares Q4 2021
iShares Russell 1000 Growth ETF Portfolio share: 0.21% Portfolio value: 400K Avg. open price: N/A Current price: $230.35 P/L: N/A Sold -3.45% shares Q3 2022	share	0.21%	400K	N/A	$230.35	N/A	Sold -3.45% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.21% Portfolio value: 391K Avg. open price: $50.59 Current price: $49.5 P/L: -2.17% Sold -1.57% shares Q3 2022	share	0.21%	391K	$50.59	$49.5	-2.17%	Sold -1.57% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.19% Portfolio value: 361K Avg. open price: $126.69 Current price: $183.53 P/L: +44.86% Sold -3.66% shares Q3 2022	share	0.19%	361K	$126.69	$183.53	+44.86%	Sold -3.66% shares Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 0.18% Portfolio value: 348K Avg. open price: N/A Current price: $102.52 P/L: N/A Sold -9.91% shares Q1 2020	share	0.18%	348K	N/A	$102.52	N/A	Sold -9.91% shares Q1 2020
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.17% Portfolio value: 325K Avg. open price: $81.64 Current price: $109.66 P/L: +34.32% Sold -14.53% shares Q3 2022	share	0.17%	325K	$81.64	$109.66	+34.32%	Sold -14.53% shares Q3 2022
SPDR Portfolio Short Term Treasury ETF Portfolio share: 0.15% Portfolio value: 290K Avg. open price: $29.45 Current price: $28.99 P/L: -1.56% Bought +1.03% shares Q3 2022	share	0.15%	290K	$29.45	$28.99	-1.56%	Bought +1.03% shares Q3 2022
Medical Devices Abbott Laboratories Portfolio share: 0.15% Portfolio value: 287K Avg. open price: N/A Current price: $106.19 P/L: N/A Sold -3.67% shares Q2 2022	share	0.15%	287K	N/A	$106.19	N/A	Sold -3.67% shares Q2 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.15% Portfolio value: 276K Avg. open price: N/A Current price: $373.7 P/L: N/A Sold -1.38% shares Q3 2022	share	0.15%	276K	N/A	$373.7	N/A	Sold -1.38% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.14% Portfolio value: 263K Avg. open price: N/A Current price: $208.35 P/L: N/A Sold -5.80% shares Q3 2022	share	0.14%	263K	N/A	$208.35	N/A	Sold -5.80% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.14% Portfolio value: 256K Avg. open price: $84.12 Current price: $108.72 P/L: +29.25% Bought +0.03% shares Q3 2022	share	0.14%	256K	$84.12	$108.72	+29.25%	Bought +0.03% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.13% Portfolio value: 246K Avg. open price: $139.42 Current price: $157.04 P/L: +12.64% Sold -2.67% shares Q3 2021	share	0.13%	246K	$139.42	$157.04	+12.64%	Sold -2.67% shares Q3 2021
Conglomerates 3M Company Portfolio share: 0.13% Portfolio value: 240K Avg. open price: N/A Current price: $124.97 P/L: N/A Sold -2.31% shares Q2 2022	share	0.13%	240K	N/A	$124.97	N/A	Sold -2.31% shares Q2 2022
Asset Management BlackRock, Inc. Portfolio share: 0.11% Portfolio value: 215K Avg. open price: $871.13 Current price: $709.9 P/L: -18.51% Sold -18.37% shares Q3 2022	share	0.11%	215K	$871.13	$709.9	-18.51%	Sold -18.37% shares Q3 2022
Vanguard Total World Stock Index Fund Portfolio share: 0.10% Portfolio value: 183K Avg. open price: N/A Current price: $90.08 P/L: N/A N/A Q3 2022	share	0.10%	183K	N/A	$90.08	N/A	N/A Q3 2022
Vanguard Intermediate-Term Treasury Index Fund Portfolio share: 0.09% Portfolio value: 173K Avg. open price: N/A Current price: $59.17 P/L: N/A N/A Q1 2022	share	0.09%	173K	N/A	$59.17	N/A	N/A Q1 2022
iShares Russell 2000 ETF Portfolio share: 0.08% Portfolio value: 152K Avg. open price: N/A Current price: $184.68 P/L: N/A Sold -3.16% shares Q3 2022	share	0.08%	152K	N/A	$184.68	N/A	Sold -3.16% shares Q3 2022
ISHARES TR Portfolio share: 0.06% Portfolio value: 115K Avg. open price: N/A Current price: N/A P/L: N/A Sold -26.84% shares Q3 2022	share	0.06%	115K	N/A	N/A	N/A	Sold -26.84% shares Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 0.05% Portfolio value: 95K Avg. open price: N/A Current price: $62.75 P/L: N/A N/A Q1 2022	share	0.05%	95K	N/A	$62.75	N/A	N/A Q1 2022
Vanguard Small Cap Growth Index Fund Portfolio share: 0.05% Portfolio value: 94K Avg. open price: N/A Current price: $212.81 P/L: N/A N/A Q1 2022	share	0.05%	94K	N/A	$212.81	N/A	N/A Q1 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 0.03% Portfolio value: 58K Avg. open price: $38.39 Current price: $40.47 P/L: +5.41% N/A Q3 2022	share	0.03%	58K	$38.39	$40.47	+5.41%	N/A Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.03% Portfolio value: 58K Avg. open price: $73.6 Current price: $67.33 P/L: -8.52% Sold -67.43% shares Q3 2022	share	0.03%	58K	$73.6	$67.33	-8.52%	Sold -67.43% shares Q3 2022
iShares Core 5-10 Year USD Bond ETF Portfolio share: 0.03% Portfolio value: 50K Avg. open price: $48.83 Current price: $43.55 P/L: -10.82% Sold -98.32% shares Q1 2022	share	0.03%	50K	$48.83	$43.55	-10.82%	Sold -98.32% shares Q1 2022
Vanguard Long-Term Treasury Index Fund Portfolio share: 0.02% Portfolio value: 44K Avg. open price: N/A Current price: $64.79 P/L: N/A N/A Q1 2022	share	0.02%	44K	N/A	$64.79	N/A	N/A Q1 2022
iShares Russell 2000 Growth ETF Portfolio share: 0.02% Portfolio value: 43K Avg. open price: N/A Current price: $227.03 P/L: N/A N/A Q1 2022	share	0.02%	43K	N/A	$227.03	N/A	N/A Q1 2022
Technology Select Sector SPDR Fund Portfolio share: 0.02% Portfolio value: 30K Avg. open price: N/A Current price: $134.33 P/L: N/A N/A Q1 2022	share	0.02%	30K	N/A	$134.33	N/A	N/A Q1 2022
Vanguard Small Cap Value Index Fund Portfolio share: 0.02% Portfolio value: 30K Avg. open price: N/A Current price: $166.21 P/L: N/A N/A Q1 2022	share	0.02%	30K	N/A	$166.21	N/A	N/A Q1 2022
iShares U.S. Medical Devices ETF Portfolio share: 0.01% Portfolio value: 16K Avg. open price: $62.8 Current price: $52.91 P/L: -15.75% Sold -99.07% shares Q3 2022	share	0.01%	16K	$62.8	$52.91	-15.75%	Sold -99.07% shares Q3 2022
iShares 0-5 Year TIPS Bond ETF Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $97.87 P/L: N/A Sold -39.22% shares Q2 2022	share	0.00%	9K	N/A	$97.87	N/A	Sold -39.22% shares Q2 2022
iShares 7-10 Year Treasury Bond ETF Portfolio share: 0.00% Portfolio value: 8K Avg. open price: $114.94 Current price: $97.99 P/L: -14.75% Bought +6.25% shares Q3 2022	share	0.00%	8K	$114.94	$97.99	-14.75%	Bought +6.25% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: N/A P/L: N/A Sold -87.44% shares Q3 2022	share	0.00%	7K	N/A	N/A	N/A	Sold -87.44% shares Q3 2022
iShares Global Financials ETF Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $73.14 P/L: N/A Sold -26.47% shares Q2 2022	share	0.00%	3K	N/A	$73.14	N/A	Sold -26.47% shares Q2 2022
iShares ESG Aware MSCI USA Small-Cap ETF Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $34.79 P/L: N/A Sold -61.75% shares Q3 2022	share	0.00%	2K	N/A	$34.79	N/A	Sold -61.75% shares Q3 2022
Vanguard Small Cap Index Fund Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $193.2 P/L: N/A N/A Q1 2022	share	0.00%	2K	N/A	$193.2	N/A	N/A Q1 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 0.00% Portfolio value: 2K Avg. open price: $93.02 Current price: $89.47 P/L: -3.82% Bought +31.58% shares Q3 2022	share	0.00%	2K	$93.02	$89.47	-3.82%	Bought +31.58% shares Q3 2022
JPMorgan BetaBuilders Europe ETF Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $49.97 P/L: N/A Sold -50.00% shares Q3 2022	share	0.00%	2K	N/A	$49.97	N/A	Sold -50.00% shares Q3 2022
iShares 1-3 Year Treasury Bond ETF Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $81.28 P/L: N/A N/A Q3 2022	share	0.00%	1K	N/A	$81.28	N/A	N/A Q3 2022
iShares MSCI Japan ETF Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $55.16 P/L: N/A Sold -75.95% shares Q3 2022	share	0.00%	1K	N/A	$55.16	N/A	Sold -75.95% shares Q3 2022
iShares ESG Aware MSCI EM ETF Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $31.2 P/L: N/A N/A Q1 2022	share	0.00%	1K	N/A	$31.2	N/A	N/A Q1 2022
JPMorgan BetaBuilders Developed Asia ex-Japan ETF Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $50.04 P/L: N/A Sold -58.18% shares Q3 2022	share	0.00%	1K	N/A	$50.04	N/A	Sold -58.18% shares Q3 2022
iShares Short Treasury Bond ETF Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $109.87 P/L: N/A Sold -66.67% shares Q3 2022	share	0.00%	1K	N/A	$109.87	N/A	Sold -66.67% shares Q3 2022
Vanguard Mid-Cap Growth Index Fund Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: $190.25 P/L: N/A N/A Q1 2022	share	0.00%	1K	N/A	$190.25	N/A	N/A Q1 2022
iShares MSCI EAFE Small-Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $57.3 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$57.3	N/A	Sold -100.00% shares Q3 2022
Diagnostics & Research Waters Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $341 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$341	N/A	Sold -100.00% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Banks—Regional Truist Financial Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $43.23 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$43.23	N/A	Sold -100.00% shares Q3 2022
Fidelity MSCI Real Estate Index ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $25.9 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$25.9	N/A	Sold -100.00% shares Q3 2022
Fidelity MSCI Information Technology Index ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $101.68 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$101.68	N/A	Sold -100.00% shares Q3 2022
JPMorgan BetaBuilders Canada ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $60.85 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$60.85	N/A	Sold -100.00% shares Q3 2022
Vanguard Short-Term Corporate Bond Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $75.45 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$75.45	N/A	Sold -100.00% shares Q3 2022
iShares Core Dividend Growth ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $51.63 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$51.63	N/A	Sold -100.00% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $370.73 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$370.73	N/A	Sold -100.00% shares Q3 2022
iShares ESG Aware MSCI EAFE ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $67.55 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$67.55	N/A	Sold -100.00% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022

Showing TOP 96 CARDINAL STRATEGIC WEALTH GUIDANCE's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of CARDINAL STRATEGIC WEALTH GUIDANCE?

The biggest position of the CARDINAL STRATEGIC WEALTH GUIDANCE is iShares Core S&P 500 ETF (IVV) with 24.07% portfolio share worth of 45.29M US dollars.

Top 5 CARDINAL STRATEGIC WEALTH GUIDANCE's holdings represent 59.38% of the portfolio:

iShares Core S&P 500 ETF (IVV) – 24.07%
ISHARES TR () – 11.72%
iShares National Muni Bond ETF (MUB) – 10.62%
ISHARES TR () – 7.08%
iShares ESG Aware MSCI USA ETF (ESGU) – 5.89%

Who is the portfolio manager of CARDINAL STRATEGIC WEALTH GUIDANCE?

The portfolio manager of the CARDINAL STRATEGIC WEALTH GUIDANCE is .

What is the total asset value of the CARDINAL STRATEGIC WEALTH GUIDANCE portfolio?

CARDINAL STRATEGIC WEALTH GUIDANCE total asset value (portfolio value) is 188.19M US dollars.

Who is ?

is the portfolio manager of the CARDINAL STRATEGIC WEALTH GUIDANCE.

What is (CARDINAL STRATEGIC WEALTH GUIDANCE) fund performance?

CARDINAL STRATEGIC WEALTH GUIDANCE's quarterly performance is -15.80%, annualy -41.90%.

What is the CARDINAL STRATEGIC WEALTH GUIDANCE CIK?

CARDINAL STRATEGIC WEALTH GUIDANCE's Central Index Key is 0001801989 .