Cardiff Park Advisors

Latest statistics and disclosures from Cardiff Park Advisors's latest quarterly 13F-HR filing:

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Positions held by Cardiff Park Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cardiff Park Advisors

Cardiff Park Advisors holds 329 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Cl A (META) 15.7 $164M +4% 326k 504.22
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.9 $135M 4.2M 32.24
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Vanguard Index Fds Total Stk Mkt (VTI) 11.9 $125M 466k 267.51
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Dimensional Etf Trust World Ex Us Core (DFAX) 3.0 $32M 1.2M 25.42
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $30M 56k 544.22
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Dimensional Etf Trust Us Mktwide Value (DFUV) 2.8 $30M 752k 39.27
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Apple (AAPL) 2.4 $25M 120k 210.62
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Dimensional Etf Trust Us Equity Etf (DFUS) 2.0 $21M +6% 363k 58.85
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American Centy Etf Tr Intl Eqt Etf (AVDE) 1.9 $20M +4% 317k 62.26
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.8 $19M +5% 361k 51.87
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $18M +2% 368k 49.42
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American Centy Etf Tr Us Eqt Etf (AVUS) 1.6 $17M 183k 90.19
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Microsoft Corporation (MSFT) 1.3 $14M 31k 446.95
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $13M 254k 50.11
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $11M +2% 177k 61.09
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $10M +4% 167k 60.08
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Dimensional Etf Trust Internatnal Val (DFIV) 0.9 $9.8M +3% 274k 35.94
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.9 $9.6M 333k 28.79
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Alphabet Cap Stk Cl C (GOOG) 0.9 $9.6M +4% 52k 183.42
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Amazon (AMZN) 0.9 $9.6M 49k 193.25
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $9.4M 51k 182.52
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NVIDIA Corporation (NVDA) 0.8 $8.7M +913% 70k 123.54
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $8.5M 16k 547.21
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $8.0M 44k 182.15
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Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $8.0M -9% 95k 83.76
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $7.2M 269k 26.73
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $7.1M +5% 117k 60.30
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Vanguard Index Fds Growth Etf (VUG) 0.7 $7.0M 19k 374.01
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Dimensional Etf Trust Us High Profitab (DUHP) 0.7 $6.8M 213k 31.99
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $6.5M +4% 149k 43.76
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Vanguard Index Fds Value Etf (VTV) 0.6 $6.3M 39k 160.41
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Vanguard Specialized Funds Div App Etf (VIG) 0.6 $6.1M 34k 182.55
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.6 $6.1M 226k 26.91
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $5.9M 76k 78.33
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.6 $5.8M 222k 26.29
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $5.7M 14k 406.80
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $5.3M 84k 62.87
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.5 $5.2M 83k 62.84
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $4.7M 72k 64.95
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $4.6M 59k 77.28
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $4.3M +2% 88k 48.54
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Exxon Mobil Corporation (XOM) 0.4 $4.0M +35% 34k 115.12
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $3.8M -4% 32k 117.49
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $3.7M +8250% 501.00 7332.23
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Applied Materials (AMAT) 0.3 $3.6M 15k 235.99
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $3.2M 31k 104.55
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Chevron Corporation (CVX) 0.3 $3.2M 20k 156.42
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Ishares Tr Core Msci Total (IXUS) 0.3 $3.1M +64% 46k 67.56
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $3.0M 46k 66.77
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Tesla Motors (TSLA) 0.3 $3.0M +3% 15k 197.88
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $3.0M -14% 33k 89.72
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Netflix (NFLX) 0.3 $2.9M 4.3k 674.88
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $2.9M 75k 38.41
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.3 $2.7M -2% 37k 74.18
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $2.7M -4% 28k 97.27
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $2.7M -23% 11k 249.61
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Oklo Com Cl A (OKLO) 0.3 $2.7M NEW 315k 8.47
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $2.6M -14% 45k 57.99
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Qualcomm (QCOM) 0.2 $2.5M 13k 199.18
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salesforce (CRM) 0.2 $2.5M 9.7k 257.10
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $2.4M -19% 79k 29.67
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American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $2.4M 57k 41.22
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Teradyne (TER) 0.2 $2.2M NEW 15k 148.29
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $2.0M +4% 25k 79.93
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Ares Capital Corporation (ARCC) 0.2 $2.0M +4% 97k 20.84
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.0M 17k 118.78
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.9M +17% 26k 72.05
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Ishares Tr Gnma Bond Etf (GNMA) 0.2 $1.8M +22% 42k 43.07
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.8M -5% 31k 58.64
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $1.8M 44k 40.57
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Microstrategy Cl A New (MSTR) 0.2 $1.8M -49% 1.3k 1377.48
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.6M 4.5k 364.53
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $1.6M -20% 63k 25.87
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Johnson & Johnson (JNJ) 0.1 $1.5M 10k 146.16
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Caterpillar (CAT) 0.1 $1.4M 4.2k 333.11
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Vanguard World Inf Tech Etf (VGT) 0.1 $1.4M +16% 2.4k 576.56
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.4M 23k 61.64
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.4M 9.2k 150.43
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Philip Morris International (PM) 0.1 $1.4M 14k 101.33
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Costco Wholesale Corporation (COST) 0.1 $1.3M 1.6k 849.78
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Advanced Micro Devices (AMD) 0.1 $1.3M 8.1k 162.21
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.3M 7.4k 174.46
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American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.1 $1.3M 28k 46.17
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Select Sector Spdr Tr Energy (XLE) 0.1 $1.3M 14k 91.15
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.2M 15k 83.96
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Kulicke and Soffa Industries (KLIC) 0.1 $1.2M NEW 25k 49.19
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.2M 5.6k 218.04
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Vanguard World Health Car Etf (VHT) 0.1 $1.2M 4.6k 266.02
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UnitedHealth (UNH) 0.1 $1.2M 2.4k 509.28
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.2M +18% 12k 102.30
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Procter & Gamble Company (PG) 0.1 $1.2M -2% 7.1k 164.92
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JPMorgan Chase & Co. (JPM) 0.1 $1.1M 5.6k 202.27
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.1M 9.4k 118.60
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Pepsi (PEP) 0.1 $1.1M 6.5k 164.92
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.1M 5.3k 202.90
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Oneok (OKE) 0.1 $1.0M 13k 81.55
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.0M 9.0k 113.46
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $995k 27k 37.49
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $984k 36k 27.50
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McDonald's Corporation (MCD) 0.1 $971k -2% 3.8k 254.84
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United Rentals (URI) 0.1 $970k 1.5k 646.73
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Wal-Mart Stores (WMT) 0.1 $968k 14k 67.71
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $936k 17k 56.68
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $930k 16k 58.23
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $925k 22k 42.59
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $910k 37k 24.97
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Visa Com Cl A (V) 0.1 $880k 3.4k 262.47
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $873k +29% 5.3k 164.29
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Ishares Tr Tips Bd Etf (TIP) 0.1 $861k -5% 8.1k 106.78
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $831k 26k 32.56
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Intuit (INTU) 0.1 $818k 1.2k 657.21
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Abbvie (ABBV) 0.1 $814k +2% 4.7k 171.53
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Cisco Systems (CSCO) 0.1 $814k 17k 47.51
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Lowe's Companies (LOW) 0.1 $813k 3.7k 220.45
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Ishares Gold Tr Ishares New (IAU) 0.1 $808k 18k 43.93
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Wells Fargo & Company (WFC) 0.1 $804k 14k 59.39
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $768k 35k 22.05
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Eli Lilly & Co. (LLY) 0.1 $763k 843.00 905.38
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Invesco Van Kampen Senior Income Trust (VVR) 0.1 $754k 175k 4.31
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $754k 7.1k 106.65
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $746k -16% 18k 40.78
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $732k 4.8k 152.31
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Ishares Msci Emrg Chn (EMXC) 0.1 $718k 12k 59.20
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Shopify Cl A (SHOP) 0.1 $695k 11k 66.05
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $692k 14k 51.09
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $690k 14k 49.52
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $689k 12k 58.52
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $682k +4% 18k 38.42
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $680k 9.9k 68.53
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $653k 2.8k 229.56
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Occidental Petroleum Corporation (OXY) 0.1 $642k 10k 63.03
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Oracle Corporation (ORCL) 0.1 $635k 4.5k 141.21
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $625k 20k 31.55
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $623k -31% 25k 24.63
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Anthem (ELV) 0.1 $611k 1.1k 541.86
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Pdd Holdings Sponsored Ads (PDD) 0.1 $606k 4.6k 132.95
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Merck & Co (MRK) 0.1 $606k 4.9k 123.79
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Shell Spon Ads (SHEL) 0.1 $598k -3% 8.3k 72.18
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Mastercard Incorporated Cl A (MA) 0.1 $588k +4% 1.3k 441.12
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American Centy Etf Tr International Lr (AVIV) 0.1 $579k 11k 52.44
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Deere & Company (DE) 0.1 $572k 1.5k 373.63
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $571k 5.7k 99.49
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Snap-on Incorporated (SNA) 0.1 $564k 2.2k 261.43
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Ametek (AME) 0.1 $563k NEW 3.4k 166.71
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Northrop Grumman Corporation (NOC) 0.1 $562k 1.3k 435.95
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Home Depot (HD) 0.1 $561k 1.6k 344.24
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $560k 11k 51.24
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Dover Corporation (DOV) 0.1 $557k 3.1k 180.47
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Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $547k 21k 26.32
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $541k 3.0k 182.01
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Lockheed Martin Corporation (LMT) 0.1 $538k 1.2k 467.05
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Intel Corporation (INTC) 0.1 $533k 17k 30.97
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Starbucks Corporation (SBUX) 0.1 $526k 6.8k 77.86
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ConocoPhillips (COP) 0.0 $508k 4.4k 114.39
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $502k NEW 7.6k 66.35
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Coca-Cola Company (KO) 0.0 $500k 7.9k 63.65
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Adobe Systems Incorporated (ADBE) 0.0 $489k 880.00 555.54
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $483k +2% 6.3k 76.70
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Ishares Tr Intl Devppty Etf (WPS) 0.0 $478k +60% 18k 26.12
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Nextera Energy (NEE) 0.0 $473k 6.7k 70.81
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Abbott Laboratories (ABT) 0.0 $469k 4.5k 103.91
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $455k 850.00 534.99
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Hershey Company (HSY) 0.0 $451k 2.5k 183.87
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $450k 4.0k 112.64
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Chubb (CB) 0.0 $449k 1.8k 255.05
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $435k 12k 35.08
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Genuine Parts Company (GPC) 0.0 $435k 3.1k 138.30
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Carlisle Companies (CSL) 0.0 $430k 1.1k 405.39
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Nextcure (NXTC) 0.0 $417k 262k 1.59
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $415k 2.7k 152.57
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $412k NEW 12k 35.55
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Honeywell International (HON) 0.0 $404k 1.9k 213.58
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Marathon Petroleum Corp (MPC) 0.0 $401k 2.3k 173.48
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Airbnb Com Cl A (ABNB) 0.0 $396k -2% 2.6k 151.63
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Ishares Tr U.s. Insrnce Etf (IAK) 0.0 $395k 3.5k 112.92
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Spdr Ser Tr Bloomberg Intl T (BWX) 0.0 $395k 18k 21.43
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American Centy Etf Tr Avantis Intl Sml (AVDS) 0.0 $393k 7.6k 51.80
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Raytheon Technologies Corp (RTX) 0.0 $391k 3.9k 100.39
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Union Pacific Corporation (UNP) 0.0 $391k 1.7k 226.26
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Vanguard World Mega Cap Val Etf (MGV) 0.0 $378k 3.2k 118.52
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Global X Fds Global X Uranium (URA) 0.0 $367k -11% 13k 28.95
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Micron Technology (MU) 0.0 $355k +35% 2.7k 131.53
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $351k 1.3k 262.53
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $344k 3.4k 100.64
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American Centy Etf Tr Avantis Emerging (AVEE) 0.0 $332k 6.0k 55.43
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Palantir Technologies Cl A (PLTR) 0.0 $329k -2% 13k 25.33
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Ishares Tr Select Divid Etf (DVY) 0.0 $323k 2.7k 120.96
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Danaher Corporation (DHR) 0.0 $323k 1.3k 249.87
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PNC Financial Services (PNC) 0.0 $321k 2.1k 155.48
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $319k 1.3k 250.09
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $308k +12% 4.4k 69.36
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Cummins (CMI) 0.0 $308k 1.1k 276.93
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Enterprise Products Partners (EPD) 0.0 $306k 11k 28.98
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Vanguard World Utilities Etf (VPU) 0.0 $299k 2.0k 147.92
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.0 $293k 5.5k 53.24
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $291k NEW 3.8k 77.14
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $288k 4.0k 72.06
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Ishares Tr Micro-cap Etf (IWC) 0.0 $287k 2.5k 114.00
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Ishares Tr National Mun Etf (MUB) 0.0 $280k +6% 2.6k 106.54
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Ishares Silver Tr Ishares (SLV) 0.0 $279k 11k 26.57
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $279k 3.0k 92.70
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Ishares Tr Eafe Value Etf (EFV) 0.0 $275k 5.2k 53.04
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Yum! Brands (YUM) 0.0 $271k 2.0k 132.46
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $270k 5.9k 45.58
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Block Cl A (SQ) 0.0 $267k -10% 4.1k 64.49
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $267k 2.8k 96.62
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $266k +3% 1.5k 173.81
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.0 $265k 5.4k 48.75
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Vanguard World Consum Stp Etf (VDC) 0.0 $262k 1.3k 203.08
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Select Sector Spdr Tr Technology (XLK) 0.0 $261k +15% 1.2k 226.24
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Eaton Vance Senior Floating Rate Fund (EFR) 0.0 $260k 20k 13.08
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Walt Disney Company (DIS) 0.0 $260k 2.6k 99.28
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Kimberly-Clark Corporation (KMB) 0.0 $258k 1.9k 138.23
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Texas Instruments Incorporated (TXN) 0.0 $257k 1.3k 194.55
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Pfizer (PFE) 0.0 $254k 9.1k 27.98
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Amgen (AMGN) 0.0 $250k 801.00 312.45
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A. O. Smith Corporation (AOS) 0.0 $246k NEW 3.0k 81.79
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Emerson Electric (EMR) 0.0 $245k 2.2k 110.14
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $245k 3.0k 81.65
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Thermo Fisher Scientific (TMO) 0.0 $244k 442.00 553.00
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3M Company (MMM) 0.0 $242k -2% 2.4k 102.19
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AFLAC Incorporated (AFL) 0.0 $240k 2.7k 89.31
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Independence Realty Trust In (IRT) 0.0 $237k 13k 18.74
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Microchip Technology (MCHP) 0.0 $235k 2.6k 91.50
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $233k 4.4k 52.34
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Cheniere Energy Com New (LNG) 0.0 $232k 1.3k 174.83
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Ishares Bitcoin Tr SHS (IBIT) 0.0 $232k +22% 6.8k 34.14
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Comcast Corp Cl A (CMCSA) 0.0 $231k 5.9k 39.16
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Novo-nordisk A S Adr (NVO) 0.0 $229k 1.6k 142.74
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $227k +8% 4.7k 48.67
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Ferguson SHS 0.0 $225k 1.2k 193.63
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $224k 6.6k 33.93
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CVS Caremark Corporation (CVS) 0.0 $224k 3.8k 59.06
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Bank of America Corporation (BAC) 0.0 $221k 5.6k 39.77
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $217k 9.8k 22.10
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Devon Energy Corporation (DVN) 0.0 $212k 4.5k 47.40
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $209k NEW 3.1k 68.14
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.0 $208k 6.5k 32.06
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Cloudflare Cl A Com (NET) 0.0 $206k +2% 2.5k 82.83
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At&t (T) 0.0 $203k 11k 19.11
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Target Corporation (TGT) 0.0 $201k -14% 1.4k 148.05
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $195k 3.4k 57.29
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Wisdomtree Tr Us High Dividend (DHS) 0.0 $194k 2.3k 84.57
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $193k 1.8k 107.10
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Wisdomtree Tr Us Efficient Cor (NTSX) 0.0 $178k 4.0k 43.91
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Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $166k 2.9k 56.88
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $163k -3% 3.9k 41.54
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $160k 1.5k 103.76
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $160k 3.5k 45.40
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $156k 1.6k 97.09
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $153k 3.1k 49.10
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $150k 1.6k 92.54
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Dimensional Etf Trust International (DFSI) 0.0 $144k 4.4k 32.94
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Ishares Tr Core Div Grwth (DGRO) 0.0 $144k 2.5k 57.61
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $139k 1.5k 93.65
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Ishares Tr Core Msci Euro (IEUR) 0.0 $135k 2.4k 56.95
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $132k 1.0k 132.05
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $129k +3% 531.00 241.95
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Haleon Spon Ads (HLN) 0.0 $123k 15k 8.26
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $118k 2.3k 50.72
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $116k 2.0k 57.27
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Pimco Etf Tr 0-5 High Yield (HYS) 0.0 $114k 1.2k 92.70
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Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $111k 2.7k 41.16
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Ishares Tr Dow Jones Us Etf (IYY) 0.0 $106k 800.00 132.31
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $106k 1.2k 88.11
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Wisdomtree Tr Internationl Efi (NTSI) 0.0 $104k 2.9k 36.40
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American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $104k 2.1k 49.91
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Ishares Core Msci Emkt (IEMG) 0.0 $103k 1.9k 53.52
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Vanguard World Materials Etf (VAW) 0.0 $98k 511.00 192.63
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Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $97k 2.3k 41.46
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Vanguard World Energy Etf (VDE) 0.0 $95k 743.00 127.57
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $93k +34% 1.2k 77.75
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Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $91k 1.8k 51.09
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $84k 3.2k 26.56
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $83k NEW 905.00 91.73
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $82k 712.00 115.47
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $80k 661.00 120.68
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Ishares Tr Core Msci Pac (IPAC) 0.0 $79k 1.3k 61.22
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Ishares Tr Msci China Etf (MCHI) 0.0 $71k 1.7k 42.17
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $70k 480.00 145.75
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $70k 1.2k 57.92
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $69k 540.00 128.43
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Southwestern Energy Company 0.0 $67k 10k 6.73
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $66k 1.6k 41.53
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $64k 1.0k 62.89
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $58k 1.2k 47.46
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Wisdomtree Tr Emerging Markets (NTSE) 0.0 $55k +3% 1.9k 29.46
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $51k 790.00 64.00
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Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $45k 1.3k 33.47
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $44k 1.3k 34.85
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $42k 540.00 78.31
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $42k 1.2k 35.03
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $42k 328.00 127.15
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $40k 1.1k 35.58
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Schwab Strategic Tr Long Term Us (SCHQ) 0.0 $37k 1.1k 32.81
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Planet Labs Pbc Com Cl A (PL) 0.0 $35k 19k 1.86
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $33k 108.00 308.81
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $32k 192.00 168.79
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $32k 1.2k 25.44
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $31k 380.00 81.08
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $29k 570.00 51.26
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $26k NEW 99.00 260.70
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Evgo Cl A Com (EVGO) 0.0 $25k 10k 2.45
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Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $24k 1.2k 19.89
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Ishares Tr Msci India Etf (INDA) 0.0 $21k 370.00 55.78
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $18k 700.00 25.42
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $17k NEW 67.00 246.94
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $16k 328.00 48.74
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Ishares Tr Short Treas Bd (SHV) 0.0 $15k 137.00 110.50
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Innoviz Technologies SHS (INVZ) 0.0 $14k 15k 0.93
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Ishares Tr Cre U S Reit Etf (USRT) 0.0 $13k +21% 247.00 53.56
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $13k 200.00 64.91
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Wisdomtree Tr Jp Smallcp Div (DFJ) 0.0 $13k 170.00 75.12
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Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.0 $12k 200.00 61.30
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.0 $11k 200.00 55.85
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Cybin Ord (CYBN) 0.0 $9.5k 35k 0.27
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Ishares Tr China Lg-cap Etf (FXI) 0.0 $9.1k 349.00 25.99
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Vanguard World Financials Etf (VFH) 0.0 $8.6k 86.00 99.88
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Spdr Ser Tr Bloomberg Short (BWZ) 0.0 $8.3k 325.00 25.64
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $7.3k 83.00 88.08
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Ishares Tr S&p 100 Etf (OEF) 0.0 $6.3k NEW 24.00 264.29
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $6.3k 67.00 93.79
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Vaneck Etf Trust Biotech Etf (BBH) 0.0 $5.9k 35.00 168.40
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $5.7k NEW 19.00 297.53
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $5.6k 108.00 52.01
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $4.9k 68.00 72.65
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Global X Fds Renewable Energy (RNRG) 0.0 $2.4k 240.00 9.95
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $1.2k 39.00 31.74
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $1.2k 40.00 30.85
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Past Filings by Cardiff Park Advisors

SEC 13F filings are viewable for Cardiff Park Advisors going back to 2021