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Matthew Zienty

@Cardinal Point Capital Management Ulc

Latest period2024 - Q4ReportedManaged Assets$629.864MTotal holdings84
Assets growth rate4.99%Assets growth rate (2-Q avg)4.69%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Cardinal Point Capital Management Ulc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Cardinal Point Capital Management Ulc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 629.864M in assets, with a quarterly growth rate of 4.99% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by Matthew Zienty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IAUIshares Gold Tr
Recent Activity
Decreased -10.98%
3.21%
$20.204M
408,083 shares@ $49.51 avg price
TSLATesla Inc
Recent Activity
Decreased -0.58%
1%
$6.274M
15,536 shares@ $403.84 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.54%
0.97%
$6.049M
13,346 shares@ $453.29 avg price
PJULInnovator Etfs Trust
Recent Activity
Decreased -8%
0.2%
$1.25M
30,355 shares@ $41.17 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -30.48%
0.17%
$1.057M
11,640 shares@ $90.81 avg price
DGROIshares Tr
Recent Activity
Decreased -0.36%
0.12%
$716,379
11,679 shares@ $61.34 avg price
IAPRInnovator Etfs Trust
Recent Activity
Decreased -7.65%
0.12%
$708,832
26,550 shares@ $26.7 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -23.08%
0.11%
$669,961
1,446 shares@ $463.33 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -18.81%
0.08%
$496,888
5,578 shares@ $89.08 avg price
NOWServicenow Inc
Recent Activity
Decreased -8.1%
0.08%
$468,573
442 shares@ $1060.12 avg price