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CARDIFF PARK ADVISORS, LLC13F | |
CARDIFF PARK ADVISORS, LLC | |
Last update 2025-05-15 | 347 Stocks (17 new) |
Value $1.04 Bil | Turnover 3 % |
CARDIFF PARK ADVISORS, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 4,252,363 | 140,285.4 | +2.26% | 13.510 | +0.30% | 0.450 | -1.62% | -0.51% | 32,963.3 | ||
VTI | Vanguard Total Stock Market ETF | 498,059 | 136,886.5 | +2.69% | 13.190 | +0.35% | 0.030 | -0.30% | +0.78% | 451,601.7 | ||
META | Meta Platforms Inc | 193,905 | 111,759.3 | +7.05% | 10.760 | +0.71% | 0.010 | +0.50% | +14.69% | 1,686,975.3 | Interactive Media | |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 1,314,393 | 34,437.1 | +0.98% | 3.320 | +0.03% | 0.450 | +11.05% | +15.96% | 8,391.2 | ||
DFUV | Dimensional US Marketwide Value ETF | 745,500 | 30,722.1 | -0.81% | 2.960 | -0.02% | 0.270 | -4.43% | -0.43% | 11,063.3 | ||
SPY | SPDR S&P 500 ETF Trust | 54,181 | 30,308.5 | -2.75% | 2.920 | -0.09% | 0.010 | -0.08% | +1.30% | 606,056.3 | ||
AAPL | Apple Inc | 113,768 | 25,271.2 | -4.21% | 2.430 | -0.12% | 0.000 | -16.56% | -19.33% | 3,010,017.0 | Hardware | |
AVDE | Avantis International Equity ETF | 346,386 | 22,955.0 | +0.78% | 2.210 | +0.02% | 0.380 | +12.41% | +20.16% | 7,042.2 | ||
DFUS | Dimensional U.S. Equity Market ETF | 362,303 | 21,912.1 | -3.41% | 2.110 | -0.08% | 0.160 | -0.23% | +0.83% | 14,565.2 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 368,966 | 18,998.1 | +1.75% | 1.830 | +0.03% | 0.190 | -5.43% | -6.94% | 10,190.1 |
CARDIFF PARK ADVISORS, LLC's Historical Top Holdings Breakdowns
CARDIFF PARK ADVISORS, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 2025-03-31 | Add | +0.71% | 576.36 ($645.17) 736.67 | $669.80 | 3.82% | Add 7.05% | 193,905 | 12,767 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce | -0.35% | 369.1 ($404.54) 427.61 | $416.13 | 2.86% | Reduce -31.73% | 19,049 | -8,855 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add | +0.35% | 271.18 ($290.53) 303.12 | $291.10 | 0.20% | Add 2.69% | 498,059 | 13,057 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add | +0.30% | 32.42 ($34.71) 36.1 | $34.33 | -1.09% | Add 2.26% | 4,252,363 | 93,894 | |
TER | Teradyne Inc | 2025-03-31 | Sold Out | -0.18% | 82.6 ($111.86) 140 | $79.58 | -28.86% | Sold Out | 0 | -15,000 | |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 2025-03-31 | Add | +0.16% | 67.03 ($71.58) 74.61 | $71.78 | 0.28% | Add 314.21% | 31,550 | 23,933 | |
VGSH | Vanguard Short-Term Government Bond ETF | 2025-03-31 | Reduce | -0.15% | 58.07 ($58.36) 58.69 | $58.39 | 0.05% | Reduce -49.82% | 27,818 | -27,614 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce | -0.13% | 554.06 ($590.51) 615.85 | $595.59 | 0.86% | Reduce -14.69% | 13,116 | -2,258 | |
AAPL | Apple Inc | 2025-03-31 | Reduce | -0.12% | 209.68 ($231.67) 247.1 | $201.47 | -13.04% | Reduce -4.21% | 113,768 | -5,005 | |
DFAW | Dimensional World Equity ETF | 2025-03-31 | Add | +0.11% | 60.42 ($63.31) 65.39 | $64.70 | 2.20% | Add 107800% | 18,343 | 18,326 |
CARDIFF PARK ADVISORS, LLC Total Holding History ($B)
CARDIFF PARK ADVISORS, LLC's Asset Allocation
CARDIFF PARK ADVISORS, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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CARDIFF PARK ADVISORS, LLC's Hypothetical Growth since 2025-03-31
CARDIFF PARK ADVISORS, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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CARDIFF PARK ADVISORS, LLC's Holdings Heat Map
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CARDIFF PARK ADVISORS, LLC's Holdings Bubble Chart
CARDIFF PARK ADVISORS, LLC News
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