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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
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
DFSIDimensional Etf Trust
Recent Activity
Increased 2.92%
0.36%
$2.253M
68,590 shares@ $32.86 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 113.66%
0.36%
$2.215M
5,256 shares@ $421.5 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.52%
0.32%
$1.995M
3,902 shares@ $511.24 avg price
EAORIshares Tr
Recent Activity
Increased 7.47%
0.27%
$1.643M
52,380 shares@ $31.37 avg price
SUSBIshares Tr
Recent Activity
Increased 9.61%
0.23%
$1.424M
57,633 shares@ $24.7 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
0.22%
$1.362M
2 shares@ $680920.0 avg price
CRBNIshares Tr
Recent Activity
Increased 3.47%
0.22%
$1.329M
6,865 shares@ $193.59 avg price