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The Analysis of Cardinal Point Capital Management ULC's Holdings & P&L

Currently, Cardinal Point Capital Management ULC holds 286 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in VBIL (+273.1K shares, valued at $20.7M), NVDA (+115.0K shares, valued at $20.1M), N/A (+353.0K shares, valued at $11.1M); decreased their positions in AAPL (-39.5K shares, valued at $10.0M), CVE (-209.9K shares, valued at $5.6M), FIX (-1.3K shares, valued at $1.7M); initiated new positions in VBIL (+273.1K shares, valued at $20.7M), N/A (+353.0K shares, valued at $11.1M), VTEB (+220.2K shares, valued at $11.0M).

1M P&L

+52.6M+3.31%

3M P&L

+14.8M+0.91%

HY P&L

+111.8M+7.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A856.4M

56.8%

2Banks - Diversified120.8M

8.0%

3Consumer Electronics59.6M

3.9%

Top Industries by Stock Count

1N/A105 stocks

41.0%

2Gold14 stocks

5.5%

3Banks - Diversified8 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS612.0K shares5.18%2026-03-312026-04-20

USFR WISDOMTREE TR1.5M shares2.61%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F904.9K shares11.08%2026-03-312026-04-20

VGIT VANGUARD SCOTTSDALE FDS1.1M shares4.82%2026-03-312026-04-20

DFAX DIMENSIONAL ETF TRUST1.9M shares5.79%2026-03-312026-04-20

AAPL APPLE INC234.6K shares-14.42%2026-03-312026-04-20

LRGF ISHARES TR731.9K shares-1.25%2026-03-312026-04-20

DFAC DIMENSIONAL ETF TRUST1.0M shares5.99%2026-03-312026-04-20

Sponsored

MUB ISHARES TR359.3K shares0.81%2026-03-312026-04-20

DBMF LITMAN GREGORY FDS TR1.2M shares5.98%2026-03-312026-04-20

RY ROYAL BK CDA196.5K shares-0.77%2026-03-312026-04-20

PYLD PIMCO ETF TR1.2M shares10.14%2026-03-312026-04-20

ALPHABET INC ALPHABET INC101.2K shares-1.31%2026-03-312026-04-20

TD TORONTO DOMINION BK ONT293.0K shares-1.31%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR303.4K shares1.67%2026-03-312026-04-20

NVDA NVIDIA CORPORATION153.1K shares301.97%2026-03-312026-04-20

Sponsored

MINO PIMCO ETF TR585.8K shares5.46%2026-03-312026-04-20

TFLO ISHARES TR514.6K shares32.33%2026-03-312026-04-20

SU SUNCOR ENERGY INC NEW378.5K shares-4.26%2026-03-312026-04-20

BMO BANK MONTREAL MEDIUM176.7K shares-1.02%2026-03-312026-04-20

VBIL VANGUARD INSTL INDEX FD273.1K sharesnew addition2026-03-312026-04-20

WMT WALMART INC164.4K shares-3.57%2026-03-312026-04-20

CSCO CISCO SYS INC237.6K shares-2.69%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON74.0K shares-3.07%2026-03-312026-04-20

Sponsored

JPM JPMORGAN CHASE & CO60.9K shares1.22%2026-03-312026-04-20

ENB ENBRIDGE INC328.2K shares0.10%2026-03-312026-04-20

MSFT MICROSOFT CORP47.1K shares65.34%2026-03-312026-04-20

MFC MANULIFE FINL CORP471.4K shares1.44%2026-03-312026-04-20

TRP TC ENERGY CORP252.7K shares-0.54%2026-03-312026-04-20

NEM NEWMONT CORP142.6K shares1.48%2026-03-312026-04-20

BNS BANK NOVA SCOTIA B C215.5K shares-2.02%2026-03-312026-04-20

AEM AGNICO EAGLE MINES LTD69.1K shares-0.41%2026-03-312026-04-20

Sponsored

CNI CANADIAN NATL RY CO135.1K shares1.99%2026-03-312026-04-20

GDX VANECK ETF TRUST149.8K shares-1.86%2026-03-312026-04-20

RCI ROGERS COMMUNICATIONS INC333.1K shares1.53%2026-03-312026-04-20

SUNOCOCORP LLC SUNOCOCORP LLC203.5K shares-0.31%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC73.2K shares-4.15%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.5K shares-7.11%2026-03-312026-04-20

CNQ CANADIAN NAT RES LTD MED TER230.2K shares0.86%2026-03-312026-04-20

BROOKFIELD BUSINESS CORP BROOKFIELD BUSINESS CORP353.0K sharesnew addition2026-03-312026-04-20

Sponsored

PEP PEPSICO INC71.5K shares0.44%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS220.2K sharesnew addition2026-03-312026-04-20

FTLS FIRST TR EXCH TRADED FD III147.4K shares8.73%2026-03-312026-04-20

ORCL ORACLE CORP69.8K shares0.38%2026-03-312026-04-20

FDX FEDEX CORP28.7K shares-0.47%2026-03-312026-04-20

OTEX OPEN TEXT CORP446.9K shares74.24%2026-03-312026-04-20

ALPHABET INC ALPHABET INC33.0K shares-3.39%2026-03-312026-04-20

PFE PFIZER INC329.1K shares1.68%2026-03-312026-04-20

Sponsored

IBM INTERNATIONAL BUSINESS MACHS37.3K shares0.85%2026-03-312026-04-20

CVS CVS HEALTH CORP122.7K shares0.15%2026-03-312026-04-20

GIB CGI INC120.0K shares7.02%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION8.0K shares1.90%2026-03-312026-04-20

AMZN AMAZON COM INC37.1K shares13.62%2026-03-312026-04-20

TSLA TESLA INC20.7K shares19.62%2026-03-312026-04-20

DFSU DIMENSIONAL ETF TRUST182.8K shares-3.93%2026-03-312026-04-20

V VISA INC22.1K shares-2.31%2026-03-312026-04-20

Sponsored

CMCSA COMCAST CORP NEW177.9K shares2.62%2026-03-312026-04-20

VGT VANGUARD WORLD FD6.9K shares12.16%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS8.0K shares89.05%2026-03-312026-04-20

VTRS VIATRIS INC328.7K shares0.31%2026-03-312026-04-20

KVUE KENVUE INC257.1K shares-15.33%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T6.7K shares27.98%2026-03-312026-04-20

FIX COMFORT SYS USA INC3.1K shares-28.47%2026-03-312026-04-20

MCD MCDONALDS CORP12.4K shares-0.80%2026-03-312026-04-20

Sponsored

DIS DISNEY WALT CO38.3K shares-5.73%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR6.1K shares13.88%2026-03-312026-04-20

GLW CORNING INC22.9K shares-12.76%2026-03-312026-04-20

DFSI DIMENSIONAL ETF TRUST73.3K shares-2.06%2026-03-312026-04-20

VTV VANGUARD INDEX FDS13.6K shares575.69%2026-03-312026-04-20

CM CANADIAN IMPERIAL BANK OF CO28.2K shares-4.07%2026-03-312026-04-20

AGI ALAMOS GOLD INC60.0K shares-0.15%2026-03-312026-04-20

BOYD GROUP SERVICES INC BOYD GROUP SERVICES INC20.1K shares8.04%2026-03-312026-04-20

Sponsored

META META PLATFORMS INC4.3K shares34.24%2026-03-312026-04-20

TAC TRANSALTA CORP182.7K shares8.46%2026-03-312026-04-20

SUSB ISHARES TR90.7K shares13.01%2026-03-312026-04-20

TU TELUS CORPORATION174.5K shares0.07%2026-03-312026-04-20

NKE NIKE INC41.3K shares18.36%2026-03-312026-04-20

EAOR ISHARES TR61.6K shares-0.15%2026-03-312026-04-20

NFLX NETFLIX INC.22.2K shares17.75%2026-03-312026-04-20

VUG VANGUARD INDEX FDS4.9K sharesnew addition2026-03-312026-04-20

Sponsored

SLF SUN LIFE FINANCIAL INC.33.7K shares1.47%2026-03-312026-04-20

BN BROOKFIELD CORP52.1K shares0.00%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR15.0K shares29.41%2026-03-312026-04-20

PWRD TCW ETF TRUST20.2K sharesnew addition2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC16.7K shares1.82%2026-03-312026-04-20

BAC BANK AMERICA CORP38.1K shares-2.01%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC36.4K shares-3.00%2026-03-312026-04-20

ITA ISHARES TR8.3K shares-9.81%2026-03-312026-04-20

Sponsored

XOM EXXON MOBIL CORP10.3K shares-10.20%2026-03-312026-04-20

ABBV ABBVIE INC8.0K shares15.84%2026-03-312026-04-20

EL LAUDER ESTEE COS INC22.9K shares24.11%2026-03-312026-04-20

VBR VANGUARD INDEX FDS7.5K sharesnew addition2026-03-312026-04-20

BCE BCE INC63.7K shares6.78%2026-03-312026-04-20

GEV GE VERNOVA INC1.8K shares-6.70%2026-03-312026-04-20

CRBN ISHARES TR6.9K shares-1.86%2026-03-312026-04-20

YETI YETI HLDGS INC41.5K shares-0.84%2026-03-312026-04-20

Sponsored

CL COLGATE PALMOLIVE CO17.7K shares-1.62%2026-03-312026-04-20

EQX EQUINOX GOLD CORP100.9K shares-36.56%2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-20

CAE CAE INC55.3K shares138.34%2026-03-312026-04-20

GILD GILEAD SCIENCES INC10.0K shares-2.66%2026-03-312026-04-20

GLD SPDR GOLD TR3.2K shares0.00%2026-03-312026-04-20

EAOA ISHARES TR33.5K shares0.16%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC5.0K shares4.07%2026-03-312026-04-20

Sponsored

UBER UBER TECHNOLOGIES INC18.2K shares53.10%2026-03-312026-04-20

IWF ISHARES TR3.0K shares71.90%2026-03-312026-04-20

EAGG ISHARES TR27.1K shares13.74%2026-03-312026-04-20

BIP BROOKFIELD INFRASTRUCTURE PA34.8K shares-1.21%2026-03-312026-04-20

ABFL ABACUS FCF ETF TR17.1K sharesnew addition2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC1.4K shares18.13%2026-03-312026-04-20

VXUS VANGUARD STAR FDS15.2K sharesnew addition2026-03-312026-04-20

MGNI MAGNITE INC95.0K shares38.56%2026-03-312026-04-20

Sponsored

IJH ISHARES TR16.6K shares314.21%2026-03-312026-04-20

PBA PEMBINA PIPELINE CORP24.5K shares2.68%2026-03-312026-04-20

EWC ISHARES INC19.4K shares1.04%2026-03-312026-04-20

HD HOME DEPOT INC3.2K shares-22.63%2026-03-312026-04-20

PPTA PERPETUA RESOURCES CORP37.5K shares150.00%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR20.9K sharesnew addition2026-03-312026-04-20

QUAL ISHARES TR5.2K shares185.88%2026-03-312026-04-20

IVV ISHARES TR1.5K shares-28.02%2026-03-312026-04-20

Sponsored

BAI BLACKROCK ETF TRUST29.7K sharesnew addition2026-03-312026-04-20

MA MASTERCARD INCORPORATED1.9K shares-0.26%2026-03-312026-04-20

PG PROCTER & GAMBLE CO6.6K shares0.00%2026-03-312026-04-20

TJX TJX COS INC NEW5.8K shares0.00%2026-03-312026-04-20

IGV ISHARES TR11.3K sharesnew addition2026-03-312026-04-20

ICLN ISHARES TR49.2K shares-1.76%2026-03-312026-04-20

CVE CENOVUS ENERGY INC33.8K shares-86.12%2026-03-312026-04-20

LUV SOUTHWEST AIRLS CO23.6K shares66.17%2026-03-312026-04-20

Sponsored

BEP BROOKFIELD RENEWABLE ENERGY27.1K shares5.87%2026-03-312026-04-20

IYW ISHARES TR4.8K sharesnew addition2026-03-312026-04-20

LLY ELI LILLY & CO941 shares43.45%2026-03-312026-04-20

DFSE DIMENSIONAL ETF TRUST20.0K shares-0.94%2026-03-312026-04-20

PJUL INNOVATOR ETFS TRUST18.4K shares-5.49%2026-03-312026-04-20

IAPR INNOVATOR ETFS TRUST26.6K shares0.00%2026-03-312026-04-20

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY10.6K shares7.64%2026-03-312026-04-20

CDNS CADENCE DESIGN SYSTEM INC3.0K shares-46.58%2026-03-312026-04-20

Sponsored

SKEENA RES LTD NEW SKEENA RES LTD NEW27.0K shares80.00%2026-03-312026-04-20

EFA ISHARES TR8.2K shares244.12%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC6.3K shares-1.56%2026-03-312026-04-20

DGRO ISHARES TR10.5K shares-1.37%2026-03-312026-04-20

CVX CHEVRON CORPORATION3.5K shares0.00%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.8K sharesnew addition2026-03-312026-04-20

MU MICRON TECHNOLOGY INC2.1K shares12.82%2026-03-312026-04-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II9.9K sharesnew addition2026-03-312026-04-20

Sponsored

NTR NUTRIEN LTD9.4K shares4.47%2026-03-312026-04-20

FIVN FIVE9 INC46.0K shares57.55%2026-03-312026-04-20

VNQ VANGUARD INDEX FDS7.8K shares4.89%2026-03-312026-04-20

VXF VANGUARD INDEX FDS3.3K sharesnew addition2026-03-312026-04-20

WPM WHEATON PRECIOUS METALS CORP5.1K shares-1.92%2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR6.0K shares5.18%2026-03-312026-04-20

MCK MCKESSON CORP763 shares23.86%2026-03-312026-04-20

BGRN ISHARES TR13.8K shares2.99%2026-03-312026-04-20

Sponsored

BMY BRISTOL-MYERS SQUIBB CO10.8K shares-21.80%2026-03-312026-04-20

REMX VANECK ETF TRUST7.4K shares0.00%2026-03-312026-04-20

ODV OSISKO DEVELOPMENT CORP198.0K shares195.52%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR20.7K sharesnew addition2026-03-312026-04-20

BROADCOM INC BROADCOM INC2.0K sharesnew addition2026-03-312026-04-20

SOBO SOUTH BOW CORP18.9K shares0.00%2026-03-312026-04-20

ARMN ARIS MINING CORPORATION33.3K shares-27.40%2026-03-312026-04-20

WM WASTE MGMT INC DEL2.7K shares6.11%2026-03-312026-04-20

Sponsored

DFAU DIMENSIONAL ETF TRUST13.5K shares0.25%2026-03-312026-04-20

IRM IRON MTN INC DEL5.9K shares-22.40%2026-03-312026-04-20

WFC WELLS FARGO & CO7.4K shares59.25%2026-03-312026-04-20

DBC INVESCO DB COMMDY INDX TRCK20.4K shares0.00%2026-03-312026-04-20

FTS FORTIS INC10.6K shares0.13%2026-03-312026-04-20

IWM ISHARES TR2.4K shares0.00%2026-03-312026-04-20

PUBM PUBMATIC INC71.5K shares58.89%2026-03-312026-04-20

TFII TRANSFORCE INC5.3K shares-0.94%2026-03-312026-04-20

Sponsored

BARRICK MNG CORP BARRICK MNG CORP13.9K shares-29.33%2026-03-312026-04-20

PAAS PAN AMERN SILVER CORP10.4K shares-57.49%2026-03-312026-04-20

JIRE J P MORGAN EXCHANGE TRADED F7.1K sharesnew addition2026-03-312026-04-20

CMI CUMMINS INC1.0K shares-58.54%2026-03-312026-04-20

BOXX EA SERIES TRUST4.6K shares14.09%2026-03-312026-04-20

PJUN INNOVATOR ETFS TRUST12.8K shares0.00%2026-03-312026-04-20

BTG B2GOLD CORP112.3K shares-6.03%2026-03-312026-04-20

TXT TEXTRON INC5.6K shares1.66%2026-03-312026-04-20

Sponsored

IEFA ISHARES TR5.4K shares21.21%2026-03-312026-04-20

ETFS GOLD TR ETFS GOLD TR10.9K shares-7.24%2026-03-312026-04-20

IWB ISHARES TR1.4K shares37.90%2026-03-312026-04-20

AAUC ALLIED GOLD CORP15.5K shares0.00%2026-03-312026-04-20

SLSR SOLARIS RES INC54.5K shares1.87%2026-03-312026-04-20

QXO QXO INC23.6K shares72.49%2026-03-312026-04-20

MS MORGAN STANLEY2.8K shares9.68%2026-03-312026-04-20

MOS MOSAIC CO17.3K sharesnew addition2026-03-312026-04-20

Sponsored

SGOV ISHARES TR4.3K sharesnew addition2026-03-312026-04-20

AVUS AMERICAN CENTY ETF TR3.8K sharesnew addition2026-03-312026-04-20

AIOT POWERFLEET INC135.8K shares124.46%2026-03-312026-04-20

AIRR FIRST TR EXCHANGE TRADED FD3.8K sharesnew addition2026-03-312026-04-20

ABT ABBOTT LABORATORIES4.0K shares-1.84%2026-03-312026-04-20

TECK TECK RESOURCES LTD7.9K shares0.00%2026-03-312026-04-20

KMB KIMBERLY-CLARK CORP4.2K sharesnew addition2026-03-312026-04-20

CRWV COREWEAVE INC5.2K sharesnew addition2026-03-312026-04-20

Sponsored

SBUX STARBUCKS CORP4.5K shares-14.60%2026-03-312026-04-20

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST21.2K sharesnew addition2026-03-312026-04-20

SHLD GLOBAL X FDS5.5K sharesnew addition2026-03-312026-04-20

BA BOEING CO2.0K shares0.00%2026-03-312026-04-20

XOP SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-04-20

ETSY ETSY INC7.7K shares65.99%2026-03-312026-04-20

IBIT ISHARES BITCOIN TRUST ETF10.0K shares51.63%2026-03-312026-04-20

GDXJ VANECK ETF TRUST3.1K shares-11.97%2026-03-312026-04-20

Sponsored

HRI HERC HLDGS INC3.8K sharesnew addition2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR6.0K shares-42.86%2026-03-312026-04-20

AOR ISHARES TR5.7K shares0.53%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST9.4K shares0.27%2026-03-312026-04-20

ADM ARCHER DANIELS MIDLAND CO5.0K shares-8.68%2026-03-312026-04-20

IAG IAMGOLD CORP19.3K shares-38.83%2026-03-312026-04-20

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD8.1K shares-0.87%2026-03-312026-04-20

ECL ECOLAB INC1.3K shares2.21%2026-03-312026-04-20

Sponsored

SCHX SCHWAB STRATEGIC TR13.9K shares-3.81%2026-03-312026-04-20

VB VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-04-20

AOA ISHARES TR4.0K shares11.10%2026-03-312026-04-20

AG FIRST MAJESTIC SILVER CORP15.7K shares-29.91%2026-03-312026-04-20

BF.B BROWN FORMAN CORP12.7K shares12.95%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS6.9K sharesnew addition2026-03-312026-04-20

GIL GILDAN ACTIVEWEAR INC6.0K shares0.00%2026-03-312026-04-20

ESGV VANGUARD WORLD FD3.0K shares0.00%2026-03-312026-04-20

Sponsored

LOW LOWES COS INC1.4K shares-72.80%2026-03-312026-04-20

KGC KINROSS GOLD CORP10.8K shares-23.49%2026-03-312026-04-20

FNV FRANCO NEV CORP1.3K shares-24.72%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS2.2K shares-4.42%2026-03-312026-04-20

MSI MOTOROLA SOLUTIONS INC727 shares-19.04%2026-03-312026-04-20

IWD ISHARES TR1.5K shares0.00%2026-03-312026-04-20

ASA ASA GOLD AND PRECIOUS MTLS L5.0K shares-23.95%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS4.8K shares-16.40%2026-03-312026-04-20

Sponsored

IHDG WISDOMTREE TR6.3K shares-31.25%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE1.1K shares-41.00%2026-03-312026-04-20

HRL HORMEL FOODS CORP13.1K shares29.70%2026-03-312026-04-20

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC4.2K shares-13.02%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC70 sharesnew addition2026-03-312026-04-20

SHEL SHELL PLC3.1K sharesnew addition2026-03-312026-04-20

HEI HEICO CORP NEW1.1K shares46.53%2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC2.9K shares0.00%2026-03-312026-04-20

Sponsored

AZO AUTOZONE INC85 sharesnew addition2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F5.2K shares16.72%2026-03-312026-04-20

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP7.1K shares0.00%2026-03-312026-04-20

FSLR FIRST SOLAR INC1.4K shares16.60%2026-03-312026-04-20

PNOV INNOVATOR ETFS TRUST6.8K shares0.00%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC770 shares10.79%2026-03-312026-04-20

AON PLC AON PLC836 sharesnew addition2026-03-312026-04-20

EEM ISHARES TR4.8K shares-4.04%2026-03-312026-04-20

Sponsored

PAUG INNOVATOR ETFS TRUST6.3K shares0.00%2026-03-312026-04-20

KAPR INNOVATOR ETFS TRUST7.4K shares0.00%2026-03-312026-04-20

CRM SALESFORCE INC1.4K shares0.00%2026-03-312026-04-20

IXN ISHARES TR2.6K shares0.00%2026-03-312026-04-20

EZU ISHARES INC4.1K shares0.00%2026-03-312026-04-20

T AT&T INC8.9K shares-16.86%2026-03-312026-04-20

TGT TARGET CORP2.1K shares0.00%2026-03-312026-04-20

FBND FIDELITY MERRIMACK STR TR5.5K shares-6.41%2026-03-312026-04-20

Sponsored

BLACKSTONE INC BLACKSTONE INC2.2K sharesnew addition2026-03-312026-04-20

IYJ ISHARES TR1.7K shares0.00%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS3.1K shares-24.93%2026-03-312026-04-20

PSEP INNOVATOR ETFS TRUST5.7K shares0.00%2026-03-312026-04-20

IJR ISHARES TR2.0K shares0.05%2026-03-312026-04-20

MPC MARATHON PETE CORP1.0K shares-80.80%2026-03-312026-04-20

IYM ISHARES TR1.4K shares0.00%2026-03-312026-04-20

BAX BAXTER INTL INC14.3K shares39.02%2026-03-312026-04-20

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-04-20

IEMG ISHARES INC3.4K sharesnew addition2026-03-312026-04-20

TAP MOLSON COORS BEVERAGE CO5.5K sharesnew addition2026-03-312026-04-20

DIA STATE STR SPDR DOW JONES IND510 shares0.00%2026-03-312026-04-20

QSR RESTAURANT BRANDS INTL INC3.2K shares-11.12%2026-03-312026-04-20

AMAT APPLIED MATLS INC681 sharesnew addition2026-03-312026-04-20

APD AIR PRODUCTS AND CHEMICALS I800 sharesnew addition2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC496 sharesnew addition2026-03-312026-04-20

Sponsored

VO VANGUARD INDEX FDS794 shares-16.95%2026-03-312026-04-20

DG DOLLAR GEN CORP1.9K shares0.00%2026-03-312026-04-20

COF CAPITAL ONE FINL CORP1.2K shares31.91%2026-03-312026-04-20

FSM FORTUNA MNG CORP22.6K shares-21.22%2026-03-312026-04-20

ASML ASML HLDG NV169 sharesnew addition2026-03-312026-04-20

IJAN INNOVATOR ETFS TRUST6.1K shares0.00%2026-03-312026-04-20

TCBI TEXAS CAP BANCSHARES INC2.3K shares0.00%2026-03-312026-04-20

BTI BRITISH AMERN TOB PLC3.7K sharesnew addition2026-03-312026-04-20

Sponsored

AOM ISHARES TR4.6K shares0.00%2026-03-312026-04-20

SNPS SYNOPSYS INC547 shares-78.18%2026-03-312026-04-20

WHR WHIRLPOOL CORP4.0K sharesnew addition2026-03-312026-04-20

VRT VERTIV HOLDINGS CO860 sharesnew addition2026-03-312026-04-20

TOTALENERGIES SE TOTALENERGIES SE2.3K sharesnew addition2026-03-312026-04-20

DELL DELL TECHNOLOGIES INC1.3K shares-23.53%2026-03-312026-04-20

BOND PIMCO ETF TR2.3K shares-28.69%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR8.5K shares0.00%2026-03-312026-04-20

Sponsored

RTX RTX CORPORATION1.1K shares0.00%2026-03-312026-04-20

VLO VALERO ENERGY CORP834 sharesnew addition2026-03-312026-04-20

INTEGRA RES CORP INTEGRA RES CORP70.0K sharesnew addition2026-03-312026-04-20

VMD VIEMED HEALTHCARE INC12.5K shares0.00%2026-03-312026-04-20

VIZSLA SILVER CORP VIZSLA SILVER CORP33.0K sharesnew addition2026-03-312026-04-20

HDSN HUDSON TECHNOLOGIES INC12.8K shares0.00%2026-03-312026-04-20

VTI

VANGUARD INDEX FDS

5.18%

Shares612.0K

Event2026-03-31

Filed2026-04-20

USFR

WISDOMTREE TR

2.61%

Shares1.5M

Event2026-03-31

Filed2026-04-20

VEU

VANGUARD INTL EQUITY INDEX F

11.08%

Shares904.9K

Event2026-03-31

Filed2026-04-20

VGIT

VANGUARD SCOTTSDALE FDS

4.82%

Shares1.1M

Event2026-03-31

Filed2026-04-20

DFAX

DIMENSIONAL ETF TRUST

5.79%

Shares1.9M

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-14.42%

Shares234.6K

Event2026-03-31

Filed2026-04-20

LRGF

ISHARES TR

-1.25%

Shares731.9K

Event2026-03-31

Filed2026-04-20

DFAC

DIMENSIONAL ETF TRUST

5.99%

Shares1.0M

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

0.81%

Shares359.3K

Event2026-03-31

Filed2026-04-20

DBMF

LITMAN GREGORY FDS TR

5.98%

Shares1.2M

Event2026-03-31

Filed2026-04-20

ROYAL BK CDA

-0.77%

Shares196.5K

Event2026-03-31

Filed2026-04-20

PYLD

PIMCO ETF TR

10.14%

Shares1.2M

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-1.31%

Shares101.2K

Event2026-03-31

Filed2026-04-20

TORONTO DOMINION BK ONT

-1.31%

Shares293.0K

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TR

1.67%

Shares303.4K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

301.97%

Shares153.1K

Event2026-03-31

Filed2026-04-20

MINO

PIMCO ETF TR

5.46%

Shares585.8K

Event2026-03-31

Filed2026-04-20

TFLO

ISHARES TR

32.33%

Shares514.6K

Event2026-03-31

Filed2026-04-20

SUNCOR ENERGY INC NEW

-4.26%

Shares378.5K

Event2026-03-31

Filed2026-04-20

BMO

BANK MONTREAL MEDIUM

-1.02%

Shares176.7K

Event2026-03-31

Filed2026-04-20

VBIL

VANGUARD INSTL INDEX FD

New

Shares273.1K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

-3.57%

Shares164.4K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

-2.69%

Shares237.6K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-3.07%

Shares74.0K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

1.22%

Shares60.9K

Event2026-03-31

Filed2026-04-20

ENB

ENBRIDGE INC

0.10%

Shares328.2K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

65.34%

Shares47.1K

Event2026-03-31

Filed2026-04-20

MFC

MANULIFE FINL CORP

1.44%

Shares471.4K

Event2026-03-31

Filed2026-04-20

TRP

TC ENERGY CORP

-0.54%

Shares252.7K

Event2026-03-31

Filed2026-04-20

NEM

NEWMONT CORP

1.48%

Shares142.6K

Event2026-03-31

Filed2026-04-20

BNS

BANK NOVA SCOTIA B C

-2.02%

Shares215.5K

Event2026-03-31

Filed2026-04-20

AEM

AGNICO EAGLE MINES LTD

-0.41%

Shares69.1K

Event2026-03-31

Filed2026-04-20

CNI

CANADIAN NATL RY CO

1.99%

Shares135.1K

Event2026-03-31

Filed2026-04-20

GDX

VANECK ETF TRUST

-1.86%

Shares149.8K

Event2026-03-31

Filed2026-04-20

RCI

ROGERS COMMUNICATIONS INC

1.53%

Shares333.1K

Event2026-03-31

Filed2026-04-20

SUNOCOCORP LLC

-0.31%

Shares203.5K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

-4.15%

Shares73.2K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

-7.11%

Shares24.5K

Event2026-03-31

Filed2026-04-20

CNQ

CANADIAN NAT RES LTD MED TER

0.86%

Shares230.2K

Event2026-03-31

Filed2026-04-20

BROOKFIELD BUSINESS CORP

New

Shares353.0K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

0.44%

Shares71.5K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

New

Shares220.2K

Event2026-03-31

Filed2026-04-20

FTLS

FIRST TR EXCH TRADED FD III

8.73%

Shares147.4K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

0.38%

Shares69.8K

Event2026-03-31

Filed2026-04-20

FDX

FEDEX CORP

-0.47%

Shares28.7K

Event2026-03-31

Filed2026-04-20

OTEX

OPEN TEXT CORP

74.24%

Shares446.9K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-3.39%

Shares33.0K

Event2026-03-31

Filed2026-04-20

PFE

PFIZER INC

1.68%

Shares329.1K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

0.85%

Shares37.3K

Event2026-03-31

Filed2026-04-20

CVS

CVS HEALTH CORP

0.15%

Shares122.7K

Event2026-03-31

Filed2026-04-20

GIB

CGI INC

7.02%

Shares120.0K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

1.90%

Shares8.0K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

13.62%

Shares37.1K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

19.62%

Shares20.7K

Event2026-03-31

Filed2026-04-20

DFSU

DIMENSIONAL ETF TRUST

-3.93%

Shares182.8K

Event2026-03-31

Filed2026-04-20

VISA INC

-2.31%

Shares22.1K

Event2026-03-31

Filed2026-04-20

CMCSA

COMCAST CORP NEW

2.62%

Shares177.9K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

12.16%

Shares6.9K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

89.05%

Shares8.0K

Event2026-03-31

Filed2026-04-20

VTRS

VIATRIS INC

0.31%

Shares328.7K

Event2026-03-31

Filed2026-04-20

KVUE

KENVUE INC

-15.33%

Shares257.1K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

27.98%

Shares6.7K

Event2026-03-31

Filed2026-04-20

FIX

COMFORT SYS USA INC

-28.47%

Shares3.1K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

-0.80%

Shares12.4K

Event2026-03-31

Filed2026-04-20

DIS

DISNEY WALT CO

-5.73%

Shares38.3K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

13.88%

Shares6.1K

Event2026-03-31

Filed2026-04-20

GLW

CORNING INC

-12.76%

Shares22.9K

Event2026-03-31

Filed2026-04-20

DFSI

DIMENSIONAL ETF TRUST

-2.06%

Shares73.3K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

575.69%

Shares13.6K

Event2026-03-31

Filed2026-04-20

CANADIAN IMPERIAL BANK OF CO

-4.07%

Shares28.2K

Event2026-03-31

Filed2026-04-20

AGI

ALAMOS GOLD INC

-0.15%

Shares60.0K

Event2026-03-31

Filed2026-04-20

BOYD GROUP SERVICES INC

8.04%

Shares20.1K

Event2026-03-31

Filed2026-04-20