Cardiff Park Advisors, LLC Incresed Positions in Q4 2024

Cardiff Park Advisors, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
12.3K
+ 2.6%
$280.04 - $302.45 $3.44M - $3.72M
485K $141M
VUG
Vanguard Growth ETF

ETFs
4.23K
+ 17.86%
$378.79 - $428.11 $1.6M - $1.81M
27.9K $11.5M
TSLA
Tesla, Inc.

Consumer Cyclical
74
+ 0.63%
$213.65 - $479.86 $15.8K - $35.5K
11.7K $4.74M
GOOG
Alphabet Inc.

Communication Services
162
+ 0.34%
$163.08 - $198.16 $26.4K - $32.1K
48.4K $9.21M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.24K
+ 2.25%
$61.52 - $66.5 $507K - $548K
375K $23.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
165
+ 0.3%
$567.81 - $607.81 $93.7K - $100K
55.7K $32.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
52.6K
+ 20.89%
$26.18 - $28.77 $1.38M - $1.51M
305K $8.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.78K
+ 12.91%
$442.29 - $483.08 $786K - $858K
15.5K $7.04M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.2K
+ 70.03%
$57.78 - $60.4 $649K - $678K
27.3K $1.58M
PLTR
Palantir Technologies Inc.

Technology
81
+ 0.53%
$36.46 - $82.38 $2.95K - $6.67K
15.5K $1.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.3K
+ 577.93%
$26.93 - $84.95 $547K - $1.73M
23.8K $651K
AVUS
American Centy ETF Tr Avantis

ETFs
209
+ 0.11%
$94.36 - $102.06 $19.7K - $21.3K
188K $18.2M
SJNK
Spdr Bloomberg Short Term High

ETFs
14.5K
+ 39.4%
$25.09 - $25.69 $363K - $372K
51.2K $1.29M
IVV
Ishares Core S&P 500 ETF

ETFs
28
+ 0.18%
$570.51 - $610.59 $16K - $17.1K
15.4K $9.05M
WFC
Wells Fargo & Company

Financial Services
14
+ 0.1%
$54.98 - $77.35 $770 - $1.08K
13.6K $952K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.07%
$205.18 - $250.29 $821 - $1K
5.54K $1.33M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
170K
+ 201.14%
$22.01 - $66.82 $3.73M - $11.3M
254K $5.77M
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.75K
+ 1.5%
$30.18 - $33.87 $143K - $161K
320K $9.86M
V
Visa Inc.

Financial Services
2
+ 0.06%
$273.87 - $320.91 $548 - $642
3.28K $1.04M
VGT
Vanguard Information Technolog

ETFs
58
+ 2.35%
$571.78 - $647.97 $33.2K - $37.6K
2.53K $1.57M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$370.24 - $418.94 $370 - $419
4.5K $1.81M
CB
Chubb LTD

Financial Services
506
+ 28.65%
$271.57 - $301.89 $137K - $153K
2.27K $627K
SNA
Snap On Inc

Industrials
13
+ 0.6%
$285.44 - $371.35 $3.71K - $4.83K
2.19K $742K
OKE
Oneok Inc

Energy
14
+ 0.12%
$92.28 - $117.05 $1.29K - $1.64K
11.9K $1.2M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.01%
$52.45 - $60.02 $105 - $120
17K $1M
AVLV
American Centy ETF Tr Avantis
269
+ 0.33%
$65.51 - $71.22 $17.6K - $19.2K
81.1K $5.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
697
+ 9.83%
$113.92 - $127.38 $79.4K - $88.8K
7.79K $897K
TLT
Ishares Barclays 20+ Year Trea

ETFs
756
+ 82.8%
$87.1 - $98.49 $65.8K - $74.5K
1.67K $145K
DFAT
Dimensional ETF Tr U S Target

ETFs
770
+ 0.21%
$54.54 - $61.04 $42K - $47K
363K $20.2M
INTC
Intel Corp

Technology
5.29K
+ 30.1%
$19.07 - $26.23 $101K - $139K
22.9K $458K
MA
Mastercard Inc

Financial Services
1
+ 0.08%
$491.3 - $536.15 $491 - $536
1.31K $689K
VOT
Vanguard Mid Cap Growth Index

ETFs
48
+ 1.68%
$241.48 - $274.89 $11.6K - $13.2K
2.9K $735K
VBK
Vanguard Small Cap Growth ETF

ETFs
74
+ 5.78%
$264.18 - $304.19 $19.5K - $22.5K
1.35K $379K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.21K
+ 7.24%
$57.53 - $60.83 $69.4K - $73.4K
17.9K $1.03M
VB
Vanguard Small Cap ETF

ETFs
35
+ 0.62%
$233.76 - $261.58 $8.18K - $9.16K
5.66K $1.36M
ABNB
Airbnb, Inc.

Consumer Cyclical
100
+ 3.83%
$125.36 - $147.37 $12.5K - $14.7K
2.71K $355K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.48K
+ 2.17%
$49.79 - $51.14 $273K - $280K
258K $12.9M
BAC
Bank Of America Corp

Financial Services
16
+ 0.29%
$39.22 - $47.77 $628 - $764
5.59K $245K
VIG
Vanguard Dividend Appreciation

ETFs
121
+ 0.36%
N/A
34.1K $6.2M
DFAU
Dimensional ETF Tr

ETFs
2
+ 0.01%
$39.27 - $42.38 $78.5 - $84.8
26.7K $1.08M
ILMN
Illumina, Inc.

Healthcare
71
+ 4.32%
$128.99 - $155.15 $9.16K - $11K
1.72K $229K
AVDV
American Centy ETF Tr Avantis

ETFs
6.35K
+ 8.86%
$63.85 - $70.4 $405K - $447K
78K $5.07M
KRE
Spdr S&P Regional Banking ETF

ETFs
22
+ 0.7%
$54.6 - $68.9 $1.2K - $1.52K
3.16K $190K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
26
+ 0.34%
$69.3 - $74.3 $1.8K - $1.93K
7.62K $544K
T
At&T Inc.

Communication Services
71
+ 0.53%
$21.22 - $23.88 $1.51K - $1.7K
13.6K $309K
ORCL
Oracle Corp

Technology
173
+ 3.78%
$165.41 - $192.43 $28.6K - $33.3K
4.75K $790K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5
+ 0.18%
$100.18 - $109.1 $501 - $546
2.77K $290K
IAT
Ishares Tr

ETFs
19
+ 0.81%
$46.07 - $56.9 $875 - $1.08K
2.37K $119K
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$220.26 - $241.44 $220 - $241
1.15K $268K
Activity Summary
Buys All Purchases 167 New Holdings 16 Increased Positions 151 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 2
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