StockDriftsStockDriftsTop 50 Cardinal Point Capital Management ULC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 12.04% | 612.0K | $196.3M | +5.18%(+30.15K) | $219.35(+66.27%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 4.55% | 1.47M | $74.2M | +2.61%(+37.55K) | $50.29(+0.26%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.17% | 904.9K | $68.0M | +11.08%(+90.29K) | $55.26(+50.13%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.16% | 1.14M | $67.9M | +4.82%(+52.40K) | $58.53(+0.78%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.06% | 1.95M | $66.2M | +5.79%(+106.70K) | $26.59(+41.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.65% | 234.6K | $59.6M | -14.42%(-39.52K) | $210.33(+42.09%) | 2026-03-31 | |
| LRGF | ISHARES TR | 2.96% | 731.9K | $48.3M | -1.25%(-9.30K) | $43.07(+71.93%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.45% | 1.03M | $39.9M | +5.99%(+58.12K) | $32.54(+32.81%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.34% | 359.3K | $38.1M | +0.81%(+2.87K) | $106.83(-0.18%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 2.28% | 1.23M | $37.2M | +5.98%(+69.68K) | $27.50(+13.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.26% | +37.72% |
| Top 20 Holdings Unweighted | +13.16% | +44.92% |
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