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
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.58%
$130.37 - $146.09 $1.43K - $1.61K
1.89K $247K
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.13%
$174.22 - $187.62 $1.22K - $1.31K
5.33K $933K
COP
Conocophillips

Energy
34
+ 0.83%
$95.12 - $114.72 $3.23K - $3.9K
4.15K $411K
SHEL
Shell PLC

Energy
74
+ 0.89%
$60.63 - $70.23 $4.49K - $5.2K
8.42K $527K
EFV
Msci Eafe Value ETF

ETFs
36
+ 0.7%
$51.78 - $57.15 $1.86K - $2.06K
5.17K $271K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
12
+ 0.27%
$70.1 - $76.53 $841 - $918
4.46K $315K
DFAR
Dimensional ETF Tr Dimensional

ETFs
88
+ 0.74%
$22.72 - $25.76 $2K - $2.27K
12K $279K
XLE
Energy Sector Spdr

ETFs
17
+ 0.12%
$83.32 - $97.27 $1.42K - $1.65K
13.8K $1.18M
AVES
American Centy ETF Tr Avantis

ETFs
137
+ 2.18%
$46.2 - $53.09 $6.33K - $7.27K
6.42K $296K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.08%
$183.23 - $199.79 $1.1K - $1.2K
7.37K $1.36M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
76
+ 1.15%
$33.77 - $44.09 $2.57K - $3.35K
6.68K $226K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.02%
$88.59 - $94.57 $266 - $284
14.9K $1.32M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.01%
$161.05 - $179.7 $161 - $180
7.06K $1.18M
AVIV
American Centy ETF Tr Avantis
117
+ 1.06%
$51.24 - $55.81 $6K - $6.53K
11.2K $578K
DIHP
Dimensional ETF Tr Dimensional

ETFs
309
+ 1.49%
$25.15 - $27.57 $7.77K - $8.52K
21.1K $532K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15
+ 0.12%
$34.13 - $37.35 $512 - $560
12.9K $440K
CVX
Chevron Corp

Energy
29
+ 0.14%
$141.15 - $162.53 $4.09K - $4.71K
20.4K $2.95M
VOE
Vanguard Mid Cap Value Index F

ETFs
49
+ 0.52%
$160.89 - $176.18 $7.88K - $8.63K
9.39K $1.52M
DUHP
Dimensional ETF Tr Dimensional

ETFs
294
+ 0.14%
$33.62 - $35.69 $9.88K - $10.5K
213K $7.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
57
+ 0.57%
$67.29 - $73.38 $3.84K - $4.18K
10K $680K
HSY
Hershey CO

Consumer Defensive
17
+ 0.69%
$168.67 - $193.65 $2.87K - $3.29K
2.49K $421K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
340
+ 0.57%
$77.86 - $79.27 $26.5K - $27K
59.9K $4.67M
AOS
Smith A O Corp

Industrials
14
+ 0.46%
$68.02 - $88.94 $952 - $1.25K
3.03K $206K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
22
+ 0.18%
$55.45 - $61.08 $1.22K - $1.34K
12.1K $673K
KO
Coca Cola CO

Consumer Defensive
9
+ 0.11%
$61.74 - $71.71 $556 - $645
7.87K $489K
EEM
Ishares Msci Emerging Markets

ETFs
172
+ 0.79%
$41.82 - $47.36 $7.19K - $8.15K
21.9K $914K
CSL
Carlisle Companies Inc

Industrials
2
+ 0.19%
$368.67 - $480.91 $737 - $962
1.07K $393K
VHT
Vanguard Health Care ETF

ETFs
164
+ 3.59%
$250.81 - $283.3 $41.1K - $46.5K
4.73K $1.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
45
+ 0.17%
$80.13 - $83.77 $3.61K - $3.77K
26.3K $2.11M
IXUS
Ishares Tr

ETFs
1.05K
+ 3.7%
$65.95 - $72.56 $69.2K - $76.2K
29.4K $1.95M
CAT
Caterpillar Inc

Industrials
14
+ 0.33%
$360.37 - $416.88 $5.05K - $5.84K
4.25K $1.54M
DFAE
Dimensional ETF Tr

ETFs
122
+ 0.19%
$25.36 - $28.15 $3.09K - $3.43K
63.7K $1.61M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
32
+ 0.16%
$60.13 - $67.31 $1.92K - $2.15K
20.2K $1.23M
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.17%
$485.52 - $625.25 $1.94K - $2.5K
2.31K $1.17M
VTV
Vanguard Value ETF

ETFs
42
+ 0.11%
$168.32 - $181.87 $7.07K - $7.64K
39.5K $6.7M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
216
+ 0.59%
$70.63 - $78.23 $15.3K - $16.9K
37K $2.63M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.56K
+ 3.57%
$39.22 - $47.52 $61.3K - $74.3K
45.3K $1.79M
AMD
Advanced Micro Devices Inc

Technology
308
+ 4.11%
$118.88 - $172.8 $36.6K - $53.2K
7.81K $942K
AVRE
American Centy ETF Tr Avantis
251
+ 0.44%
$41.03 - $46.91 $10.3K - $11.8K
57.7K $2.42M
AVEM
American Centy ETF Tr Avantis

ETFs
12.4K
+ 6.83%
$58.59 - $66.14 $725K - $818K
193K $11.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
166
+ 0.36%
$63.27 - $70.31 $10.5K - $11.7K
45.8K $2.91M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.28K
+ 2.64%
$26.16 - $28.82 $190K - $210K
283K $7.42M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.27K
+ 3.73%
$58.88 - $64.8 $251K - $277K
119K $6.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.93K
+ 2.0%
$44.04 - $49.49 $129K - $145K
150K $6.59M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.17K
+ 0.5%
$25.61 - $28.0 $30K - $32.8K
237K $6.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
315
+ 0.42%
$75.1 - $82.99 $23.7K - $26.1K
75.9K $5.74M
DFIV
Dimensional ETF Tr

ETFs
2.21K
+ 0.83%
$34.86 - $37.97 $77K - $83.9K
269K $9.56M
VNQ
Vanguard Specialized Funds Van

ETFs
1.87K
+ 1.81%
$87.85 - $98.6 $164K - $184K
105K $9.36M
AVDE
American Centy ETF Tr Avantis

ETFs
14.5K
+ 4.39%
$60.9 - $66.69 $881K - $965K
344K $21.1M
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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