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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
IHDGWisdomtree Tr
Recent Activity
Increased 11.17%
2.69%
$16.934M
388,586 shares@ $43.58 avg price
AAPLApple Inc
Recent Activity
Increased 22.06%
1.4%
$8.773M
35,031 shares@ $250.43 avg price
TFLOIshares Tr
Recent Activity
Increased 146.06%
1.33%
$8.315M
164,759 shares@ $50.48 avg price
FTLSFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 4.17%
1.31%
$8.238M
125,184 shares@ $65.81 avg price
DFSUDimensional Etf Trust
Recent Activity
Increased 3.71%
1.07%
$6.713M
177,130 shares@ $37.9 avg price
VGTVanguard World Fd
Recent Activity
Increased 448.1%
0.66%
$4.117M
6,621 shares@ $621.81 avg price
GOOGAlphabet Inc
Recent Activity
Increased 52.08%
0.45%
$2.811M
14,762 shares@ $190.44 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 88%
0.39%
$2.439M
11,116 shares@ $219.39 avg price
NVDANvidia Corporation
Recent Activity
Increased 153.99%
0.37%
$2.313M
17,220 shares@ $134.3 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.03%
0.37%
$2.275M
4,223 shares@ $538.82 avg price