CP

CARDIFF PARK ADVISORS, LLC

13F
CARDIFF PARK ADVISORS, LLC
Last update 2025-05-15 347 Stocks (17 new)
Value $1.04 Bil Turnover 3 %
Countries:
CARDIFF PARK ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
META
Meta Platforms Inc2025-03-31Add
+0.71%
576.36 ($645.17) 736.67
$669.80
3.82%
Add 7.05%
193,905
12,767
VUG
Vanguard Growth ETF2025-03-31Reduce
-0.35%
369.1 ($404.54) 427.61
$416.13
2.86%
Reduce -31.73%
19,049
-8,855
VTI
Vanguard Total Stock Market ETF2025-03-31Add
+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 ETF2025-03-31Add
+0.30%
32.42 ($34.71) 36.1
$34.33
-1.09%
Add 2.26%
4,252,363
93,894
TER
Teradyne Inc2025-03-31Sold 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 ETF2025-03-31Add
+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 ETF2025-03-31Reduce
-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 ETF2025-03-31Reduce
-0.13%
554.06 ($590.51) 615.85
$595.59
0.86%
Reduce -14.69%
13,116
-2,258
AAPL
Apple Inc2025-03-31Reduce
-0.12%
209.68 ($231.67) 247.1
$201.47
-13.04%
Reduce -4.21%
113,768
-5,005
DFAW
Dimensional World Equity ETF2025-03-31Add
+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)

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CARDIFF PARK ADVISORS, LLC's Asset Allocation

To

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 %

CARDIFF PARK ADVISORS, LLC's Holdings Heat Map

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