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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
VTIVanguard Index Fds
Recent Activity
Increased 5.46%
24.36%
$153.372M
529,217 shares@ $289.82 avg price
USFRWisdomtree Tr
Recent Activity
Increased 3.56%
11.28%
$71.014M
1.411M shares@ $50.32 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 3.22%
8.06%
$50.724M
874,547 shares@ $58.0 avg price
LRGFIshares Tr
Recent Activity
Increased 6.7%
6.47%
$40.746M
675,164 shares@ $60.35 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 6.78%
5.86%
$36.905M
642,829 shares@ $57.42 avg price
MUBIshares Tr
Recent Activity
Increased 9.85%
5.31%
$33.412M
313,585 shares@ $106.56 avg price
DFAXDimensional Etf Trust
Recent Activity
Increased 8.88%
4.87%
$30.641M
1.233M shares@ $24.87 avg price
DBMFLitman Gregory Fds Tr
Recent Activity
Increased 2.45%
4.42%
$27.815M
1.063M shares@ $26.17 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 6.32%
4.18%
$26.295M
760,192 shares@ $34.59 avg price
PYLDPimco Etf Tr
Recent Activity
Increased 3.88%
3.53%
$22.218M
852,885 shares@ $26.05 avg price