Cardiff Park Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cardiff Park Advisors

Cardiff Park Advisors holds 347 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 12.9 $167M 3.8M 44.36
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 12.7 $164M -7% 444k 370.04
 View chart
Meta Platforms Cl A (META) 7.9 $102M 180k 563.29
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 3.2 $41M 1.1M 36.84
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $37M 519k 71.25
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.9 $37M 49k 746.77
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.7 $35M 632k 55.01
 View chart
Apple (AAPL) 2.4 $31M -2% 106k 289.36
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.3 $30M +2% 331k 89.20
 View chart
Alphabet Cap Stk Cl C (GOOG) 2.3 $29M +83% 83k 353.33
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 2.0 $25M 197k 128.08
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.7 $22M -2% 308k 69.90
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.6 $21M +4% 240k 85.49
 View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 1.5 $20M -2% 239k 81.94
 View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.4 $18M +5% 448k 40.64
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 1.2 $15M +27% 410k 37.26
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $15M 157k 96.49
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV) 1.2 $15M 386k 38.79
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $15M +6% 369k 40.13
 View chart
Vanguard Index Fds Growth Etf (VUG) 1.0 $13M +563% 150k 86.14
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 1.0 $13M -2% 232k 54.02
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $12M 203k 59.69
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $12M -4% 123k 96.43
 View chart
Oklo Com Cl A (OKLO) 0.9 $12M 223k 52.33
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.9 $12M 33k 357.37
 View chart
Amazon (AMZN) 0.8 $10M 43k 238.34
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $10M -12% 42k 242.99
 View chart
NVIDIA Corporation (NVDA) 0.7 $9.3M -7% 46k 200.09
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $9.2M -14% 182k 50.58
 View chart
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.7 $9.2M 221k 41.73
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $9.0M +4% 110k 82.34
 View chart
Microsoft Corporation (MSFT) 0.7 $8.9M 24k 373.02
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.6 $8.0M 11k 748.91
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $7.7M 266k 28.96
 View chart
Vanguard Index Fds Value Etf (VTV) 0.6 $7.3M -19% 34k 217.93
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.6 $7.3M -2% 70k 103.88
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $7.2M -2% 14k 500.39
 View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $6.5M +7% 63k 103.05
 View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.5 $5.9M 65k 91.21
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $5.8M -4% 117k 50.23
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $5.5M 62k 88.54
 View chart
Advanced Micro Devices (AMD) 0.4 $5.5M -9% 9.4k 580.91
 View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC) 0.4 $5.4M +15% 74k 73.34
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $5.1M 21k 236.62
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $5.0M +6% 85k 58.20
 View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.4 $4.8M 41k 115.69
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $4.7M -6% 59k 79.03
 View chart
Micron Technology (MU) 0.4 $4.6M +24% 4.0k 1154.18
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $4.5M 6.00 748850.00
 View chart
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.3 $4.3M 48k 90.79
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $4.0M +2% 54k 73.41
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $3.7M 89k 41.25
 View chart
Transcat (TRNS) 0.3 $3.6M 39k 92.77
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.3 $3.6M 10k 343.92
 View chart
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.3 $3.3M 76k 44.03
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $3.3M -4% 31k 106.47
 View chart
Exxon Mobil Corporation (XOM) 0.3 $3.3M -32% 24k 136.72
 View chart
Chevron Corporation (CVX) 0.2 $3.1M -7% 19k 165.76
 View chart
Intel Corporation (INTC) 0.2 $3.1M 22k 139.63
 View chart
Tesla Motors (TSLA) 0.2 $3.0M -5% 7.2k 420.60
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $2.9M -6% 23k 124.76
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $2.9M -11% 21k 136.68
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.8M 33k 83.75
 View chart
Ishares Tr Core Msci Total (IXUS) 0.2 $2.8M 29k 95.44
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.8M 17k 164.27
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $2.7M 68k 40.21
 View chart
Johnson & Johnson (JNJ) 0.2 $2.7M 11k 253.97
 View chart
Vanguard World Inf Tech Etf (VGT) 0.2 $2.5M +661% 21k 119.52
 View chart
Netflix (NFLX) 0.2 $2.5M 35k 71.40
 View chart
Ishares Gold Tr Ishares New (IAU) 0.2 $2.4M 32k 75.51
 View chart
Spdr Series Trust St Str P500etf (SPYM) 0.2 $2.2M +86% 26k 87.88
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.2M +300% 18k 124.17
 View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.2 $2.2M +2% 52k 42.67
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $2.2M +103% 66k 33.29
 View chart
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $2.2M -7% 46k 47.38
 View chart
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $2.1M 26k 82.79
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.0M 13k 158.03
 View chart
Qualcomm (QCOM) 0.2 $2.0M 11k 184.80
 View chart
Philip Morris International (PM) 0.2 $2.0M -4% 11k 180.92
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $2.0M 38k 51.69
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.9M 23k 82.65
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.9M 9.6k 197.60
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.8M 7.4k 242.43
 View chart
Caterpillar (CAT) 0.1 $1.8M -8% 1.7k 1064.61
 View chart
United Rentals (URI) 0.1 $1.7M 1.5k 1132.89
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.7M +2% 3.5k 477.57
 View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $1.7M -2% 37k 44.85
 View chart
Cisco Systems (CSCO) 0.1 $1.7M -4% 14k 117.46
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.6M 5.3k 300.47
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.6M 19k 82.27
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $1.6M 4.8k 327.34
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $1.6M +20% 13k 116.67
 View chart
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $1.5M 28k 53.11
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.4M 6.7k 212.78
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.4M 11k 124.42
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.4M 8.8k 156.95
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.4M 13k 102.16
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.3M 4.4k 303.11
 View chart
Ishares Msci Emrg Chn (EMXC) 0.1 $1.3M +5% 13k 102.30
 View chart
Spdr Series Trust St Term High Etf (SJNK) 0.1 $1.3M -2% 52k 25.03
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.3M 8.8k 147.73
 View chart
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $1.3M -7% 13k 101.31
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.2M 43k 27.70
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.2M -21% 17k 68.41
 View chart
Vanguard World Health Car Etf (VHT) 0.1 $1.2M -4% 4.0k 299.04
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.2M +39% 1.8k 655.99
 View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $1.1M 23k 49.78
 View chart
Procter & Gamble Company (PG) 0.1 $1.1M 7.5k 146.64
 View chart
Illumina (ILMN) 0.1 $1.1M 6.1k 175.83
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.1M 18k 58.98
 View chart
Costco Wholesale Corporation (COST) 0.1 $1.0M -6% 1.1k 935.49
 View chart
Eli Lilly & Co. (LLY) 0.1 $1.0M +2% 856.00 1199.43
 View chart
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $1.0M 11k 96.46
 View chart
Abbvie (ABBV) 0.1 $1.0M 4.0k 251.61
 View chart
McDonald's Corporation (MCD) 0.1 $1.0M 3.7k 270.32
 View chart
Vanguard World Mega Cap Val Etf (MGV) 0.1 $997k 6.1k 163.45
 View chart
Wal-Mart Stores (WMT) 0.1 $973k -16% 8.6k 113.26
 View chart
Snap-on Incorporated (SNA) 0.1 $960k 2.4k 402.44
 View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $950k -78% 6.2k 154.29
 View chart
Deere & Company (DE) 0.1 $939k 1.5k 634.33
 View chart
Visa Com Cl A (V) 0.1 $939k 2.7k 343.10
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $936k 17k 56.48
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $931k -13% 6.3k 148.32
 View chart
International Business Machines (IBM) 0.1 $921k 3.3k 281.17
 View chart
W.W. Grainger (GWW) 0.1 $918k 675.00 1359.82
 View chart
Sprott Asset Management Physical Gold An (CEF) 0.1 $910k -31% 23k 40.23
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $907k 4.1k 221.18
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $886k 12k 77.11
 View chart
Spdr Series Trust St Inter Bd Etf (SPIB) 0.1 $885k 26k 33.46
 View chart
UnitedHealth (UNH) 0.1 $866k -7% 2.1k 415.61
 View chart
American Centy Etf Tr International Lr (AVIV) 0.1 $865k 11k 77.42
 View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.1 $857k -6% 18k 46.57
 View chart
Progressive Corporation (PGR) 0.1 $848k 3.9k 218.42
 View chart
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $821k -16% 7.2k 114.18
 View chart
Lowe's Companies (LOW) 0.1 $805k 3.7k 220.47
 View chart
Cummins (CMI) 0.1 $774k 1.1k 713.21
 View chart
Ishares Silver Tr Ishares (SLV) 0.1 $774k 15k 53.47
 View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.1 $763k 16k 47.75
 View chart
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $746k +11% 22k 34.12
 View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR) 0.1 $741k +28% 28k 26.16
 View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $733k +526% 8.9k 82.62
 View chart
Oracle Corporation (ORCL) 0.1 $720k 4.9k 146.55
 View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $715k +6% 14k 50.39
 View chart
Chubb (CB) 0.1 $711k 2.1k 340.80
 View chart
Dover Corporation (DOV) 0.1 $707k 3.2k 224.30
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $697k 14k 51.05
 View chart
Raytheon Technologies Corp (RTX) 0.1 $690k 3.6k 189.73
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $675k 3.0k 227.06
 View chart
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $670k -5% 19k 35.03
 View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.1 $657k -38% 17k 39.54
 View chart
Northrop Grumman Corporation (NOC) 0.1 $653k 1.3k 509.31
 View chart
Coca-Cola Company (KO) 0.0 $642k 7.9k 81.27
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $635k -2% 1.2k 513.78
 View chart
A. O. Smith Corporation (AOS) 0.0 $627k +13% 10k 62.72
 View chart
Planet Labs Pbc Com Cl A (PL) 0.0 $616k 19k 33.13
 View chart
Strategy Cl A New (MSTR) 0.0 $600k +113% 6.9k 86.93
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $591k 19k 30.49
 View chart
Marathon Petroleum Corp (MPC) 0.0 $591k 2.3k 255.67
 View chart
Merck & Co (MRK) 0.0 $584k 4.5k 128.51
 View chart
Home Depot (HD) 0.0 $566k 1.6k 352.68
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $558k +11% 7.2k 77.91
 View chart
Ishares Tr Broad Usd High (USHY) 0.0 $557k 15k 37.02
 View chart
Pepsi (PEP) 0.0 $551k 4.1k 135.38
 View chart
Ishares Tr Gnma Bond Etf (GNMA) 0.0 $550k 12k 44.23
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $544k 12k 46.92
 View chart
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.0 $536k 7.1k 75.26
 View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $534k 759.00 703.77
 View chart
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $525k 175k 3.00
 View chart
Ishares Tr Micro-cap Etf (IWC) 0.0 $524k -5% 2.6k 200.04
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $523k 1.7k 306.28
 View chart
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.0 $515k 5.6k 91.65
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $514k 1.3k 393.96
 View chart
PNC Financial Services (PNC) 0.0 $508k 2.1k 246.22
 View chart
Nextera Energy (NEE) 0.0 $507k 5.8k 87.77
 View chart
Wells Fargo & Company (WFC) 0.0 $501k 6.1k 82.64
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $500k 6.6k 75.45
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $499k 1.4k 365.80
 View chart
Ishares Tr U.s. Insrnce Etf (IAK) 0.0 $492k 3.5k 140.56
 View chart
Ciena Corp Com New (CIEN) 0.0 $491k NEW 1.0k 490.56
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $487k -14% 10k 48.12
 View chart
Spdr Series Trust St Str R1k Lowv (LGLV) 0.0 $484k 2.7k 181.46
 View chart
Global X Fds Global X Uranium (URA) 0.0 $464k -2% 11k 43.70
 View chart
Twilio Cl A (TWLO) 0.0 $449k 2.2k 206.33
 View chart
Union Pacific Corporation (UNP) 0.0 $444k 1.6k 272.00
 View chart
Anthem (ELV) 0.0 $432k 1.1k 386.73
 View chart
Spdr Series Trust St Str Conv Etf (CWB) 0.0 $431k 4.0k 107.82
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $423k 4.3k 98.20
 View chart
Cloudflare Cl A Com (NET) 0.0 $423k 1.7k 245.28
 View chart
Aon Shs Cl A (AON) 0.0 $420k 1.3k 331.69
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $417k 2.7k 156.28
 View chart
Ares Capital Corporation (ARCC) 0.0 $412k -9% 22k 18.53
 View chart
Abbott Laboratories (ABT) 0.0 $411k 4.5k 90.75
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.0 $408k 5.3k 76.54
 View chart
Spdr Series Trust St Intl Bbg Etf (BWX) 0.0 $400k 18k 21.68
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $396k -7% 3.9k 100.82
 View chart
Carlisle Companies (CSL) 0.0 $394k 1.1k 362.59
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $391k 4.5k 87.71
 View chart
Starbucks Corporation (SBUX) 0.0 $389k -4% 3.8k 102.20
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $384k 600.00 640.65
 View chart
Ishares Ethereum Tr SHS (ETHA) 0.0 $365k +186% 31k 11.89
 View chart
Kla Corp Com New (KLAC) 0.0 $365k NEW 1.2k 301.71
 View chart
American Centy Etf Tr Ava Mar Sma Etf (AVEE) 0.0 $362k 5.2k 69.33
 View chart
3M Company (MMM) 0.0 $360k 2.2k 161.91
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $355k +14% 4.1k 86.41
 View chart
Emerson Electric (EMR) 0.0 $351k 2.5k 143.13
 View chart
Pdd Holdings Sponsored Ads (PDD) 0.0 $348k 4.6k 76.28
 View chart
Dimensional Etf Trust International (DFSI) 0.0 $341k +4% 7.6k 45.10
 View chart
Enova Intl (ENVA) 0.0 $332k NEW 1.4k 240.73
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.0 $329k -30% 3.0k 109.41
 View chart
Yum! Brands (YUM) 0.0 $327k 2.0k 159.86
 View chart
Texas Instruments Incorporated (TXN) 0.0 $325k 1.1k 298.14
 View chart
ConocoPhillips (COP) 0.0 $324k NEW 3.1k 103.96
 View chart
Intuit (INTU) 0.0 $322k 1.2k 261.00
 View chart
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $322k 4.8k 67.01
 View chart
Bank of America Corporation (BAC) 0.0 $321k 5.6k 56.98
 View chart
Enterprise Products Partners (EPD) 0.0 $317k 8.6k 36.76
 View chart
Cheniere Energy Com New (LNG) 0.0 $317k 1.3k 239.01
 View chart
AFLAC Incorporated (AFL) 0.0 $315k 2.7k 117.26
 View chart
Western Digital (WDC) 0.0 $313k NEW 490.00 638.72
 View chart
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.0 $309k 7.1k 43.71
 View chart
Spdr Series Trust Sst Spdr Bloombe (EBND) 0.0 $302k 14k 20.92
 View chart
Block Cl A (XYZ) 0.0 $301k 4.0k 76.00
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $297k 13k 23.13
 View chart
Ab Active Etfs New Yo Inter Etf (NYM) 0.0 $293k 12k 25.13
 View chart
Coinbase Global Com Cl A (COIN) 0.0 $293k NEW 2.0k 146.19
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $288k 3.6k 79.98
 View chart
Corning Incorporated (GLW) 0.0 $283k NEW 1.1k 255.44
 View chart
Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $278k 6.1k 45.34
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $277k 2.6k 107.62
 View chart
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $269k 4.0k 66.44
 View chart
Wisdomtree Tr Us High Dividend (DHS) 0.0 $269k 2.4k 113.69
 View chart
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $268k -18% 2.0k 132.21
 View chart
At&t (T) 0.0 $268k -5% 13k 20.70
 View chart
TJX Companies (TJX) 0.0 $255k 1.7k 151.50
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $254k -6% 838.00 303.14
 View chart
Oneok (OKE) 0.0 $251k 2.9k 86.93
 View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.0 $250k 3.3k 75.69
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $247k NEW 5.1k 48.43
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $247k 1.8k 137.55
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $246k 3.0k 82.11
 View chart
Spdr Series Trust St Str Sp Regbnk (KRE) 0.0 $245k 3.3k 74.85
 View chart
SLB Com Stk (SLB) 0.0 $243k 5.2k 46.49
 View chart
Honeywell International 0.0 $241k -49% 1.1k 223.93
 View chart
Honeywell Aerospace (HONA) 0.0 $239k NEW 1.1k 221.08
 View chart
Phillips 66 (PSX) 0.0 $235k 1.4k 169.02
 View chart
Amgen (AMGN) 0.0 $234k 646.00 362.12
 View chart
Ishares Tr Select Us Reit (ICF) 0.0 $230k 3.4k 67.63
 View chart
Servicenow (NOW) 0.0 $228k NEW 2.3k 99.28
 View chart
Altria (MO) 0.0 $225k -16% 3.1k 71.94
 View chart
Danaher Corporation (DHR) 0.0 $224k 1.2k 190.50
 View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.0 $223k NEW 1.4k 159.60
 View chart
Lockheed Martin Corporation (LMT) 0.0 $221k 433.00 509.46
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $221k 2.3k 95.98
 View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.0 $218k 2.9k 76.63
 View chart
Kinder Morgan (KMI) 0.0 $218k 6.8k 31.97
 View chart
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $217k NEW 1.3k 170.86
 View chart
Occidental Petroleum Corporation (OXY) 0.0 $217k -9% 4.5k 48.57
 View chart
Microchip Technology (MCHP) 0.0 $216k NEW 2.4k 91.20
 View chart
Morgan Stanley Com New (MS) 0.0 $216k NEW 1.0k 209.04
 View chart
General Motors Company (GM) 0.0 $215k 2.8k 77.07
 View chart
Walt Disney Company (DIS) 0.0 $215k -2% 2.2k 96.25
 View chart
Charles Schwab Corporation (SCHW) 0.0 $214k 2.3k 92.27
 View chart
General Dynamics Corporation (GD) 0.0 $213k -2% 600.00 354.24
 View chart
Independence Realty Trust In (IRT) 0.0 $211k 13k 16.69
 View chart
Eaton Vance Senior Floating Rate Fund (EFR) 0.0 $211k 20k 10.60
 View chart
Automatic Data Processing (ADP) 0.0 $208k NEW 929.00 223.95
 View chart
Vanguard World Consum Stp Etf (VDC) 0.0 $206k 912.00 225.61
 View chart
Ishares Staked Ethereum Tr E Shs Fr Undiv Ben (ETHB) 0.0 $203k NEW 10k 20.30
 View chart
Spdr Series Trust St Str P400mid (SPMD) 0.0 $202k NEW 3.0k 67.56
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $195k 1.8k 109.06
 View chart
American Centy Etf Tr Avantis Core Fi (AVIG) 0.0 $190k 4.6k 41.41
 View chart
Wisdomtree Tr True Dev Intl Fd (DOL) 0.0 $183k 2.5k 74.35
 View chart
American Centy Etf Tr Emerging Mkt Val (AVES) 0.0 $180k 2.7k 65.61
 View chart
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $179k 3.1k 57.64
 View chart
Ishares Core Msci Emkt (IEMG) 0.0 $176k +4% 2.1k 82.84
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $170k +43% 5.8k 29.43
 View chart
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $167k 2.0k 82.34
 View chart
Ishares Tr Core Msci Euro (IEUR) 0.0 $165k 2.2k 75.17
 View chart
Blackberry (BB) 0.0 $155k NEW 12k 12.65
 View chart
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $154k 2.5k 62.20
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.0 $152k 2.0k 75.80
 View chart
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $146k 800.00 182.28
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $141k 1.2k 117.50
 View chart
Ishares Tr Msci China Etf (MCHI) 0.0 $140k +62% 2.7k 51.03
 View chart
Haleon Spon Ads (HLN) 0.0 $137k 15k 9.33
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $137k 2.9k 46.82
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $135k -42% 2.6k 52.41
 View chart
Golub Capital BDC (GBDC) 0.0 $129k 10k 12.88
 View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV) 0.0 $125k 1.8k 69.99
 View chart
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $124k 651.00 190.65
 View chart
Vanguard World Materials Etf (VAW) 0.0 $117k 511.00 228.79
 View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.0 $116k +5% 2.4k 48.88
 View chart
Pimco Etf Tr 0-5 High Yield (HYS) 0.0 $115k 1.2k 93.52
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $115k 3.2k 36.26
 View chart
Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $113k 2.2k 52.11
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $112k 682.00 164.50
 View chart
Vanguard World Energy Etf (VDE) 0.0 $112k 743.00 150.13
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $108k -34% 3.4k 31.71
 View chart
Ishares Tr Core Msci Pac (IPAC) 0.0 $106k 1.3k 81.93
 View chart
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $105k 2.0k 53.60
 View chart
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $99k +30% 2.1k 46.62
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $96k 540.00 178.60
 View chart
Vanguard World Utilities Etf (VPU) 0.0 $89k 457.00 195.73
 View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX) 0.0 $89k 1.2k 74.31
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $89k +53% 1.1k 80.58
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $84k 712.00 117.45
 View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO) 0.0 $79k 1.6k 49.71
 View chart
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $76k 480.00 158.66
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $72k -57% 730.00 98.99
 View chart
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $63k 1.2k 52.76
 View chart
Vanguard World Financials Etf (VFH) 0.0 $61k 466.00 131.53
 View chart
Vanguard World Industrial Etf (VIS) 0.0 $60k 167.00 359.31
 View chart
Spdr Series Trust ST STR SP600SM C (SLYV) 0.0 $59k 540.00 109.11
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.0 $55k +400% 631.00 87.87
 View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX) 0.0 $53k +2982% 1.2k 43.76
 View chart
Spdr Series Trust St Str Sp Div (SDY) 0.0 $43k 283.00 152.15
 View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $42k 625.00 67.24
 View chart
Dimensional Etf Trust Emerging Mrktets (DEXC) 0.0 $41k 500.00 82.61
 View chart
Schwab Strategic Tr Long Term Us (SCHQ) 0.0 $36k 1.1k 31.30
 View chart
Nextcure Com New (NXTC) 0.0 $35k 22k 1.60
 View chart
Spdr Series Trust St Nuve High Etf (HYMB) 0.0 $32k 1.2k 25.44
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $30k 570.00 53.17
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $29k 800.00 36.13
 View chart
Spdr Series Trust St Str Sp Aero (XAR) 0.0 $28k 100.00 283.97
 View chart
Spdr Series Trust St Shor Corp Etf (SPSB) 0.0 $25k NEW 836.00 30.01
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.0 $23k 55.00 425.67
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $23k 242.00 94.57
 View chart
Spdr Series Trust St Str P500val (SPYV) 0.0 $20k 328.00 60.79
 View chart
Ishares Tr Msci India Etf (INDA) 0.0 $18k 370.00 49.39
 View chart
Spdr Series Trust St Str Tips Etf (SPIP) 0.0 $18k 700.00 25.68
 View chart
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $15k 134.00 110.35
 View chart
Global X Fds Global X Copper (COPX) 0.0 $15k 188.00 76.97
 View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $14k 200.00 69.08
 View chart
Spdr Index Shs Fds St Str Nat Etf (GNR) 0.0 $14k 200.00 67.31
 View chart
Innoviz Technologies SHS (INVZ) 0.0 $11k 15k 0.76
 View chart
Ishares Tr China Lg-cap Etf (FXI) 0.0 $11k 349.00 31.59
 View chart
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $11k 67.00 162.67
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $10k 200.00 50.62
 View chart
Spdr Series Trust Sst Spdr Bloombe (BWZ) 0.0 $8.7k 325.00 26.75
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $7.1k 37.00 190.84
 View chart
American Centy Etf Tr Avantis Us Larg (AVLC) 0.0 $5.8k NEW 64.00 89.95
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $5.7k 216.00 26.50
 View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $4.6k 55.00 83.07
 View chart
Ishares Tr Mbs Etf (MBB) 0.0 $3.9k 41.00 94.51
 View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.0 $3.3k 78.00 42.21
 View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $2.2k 83.00 26.63
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.3k 55.00 22.78
 View chart

Past Filings by Cardiff Park Advisors

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

View all past filings