CARDIFF PARK ADVISORS, LLC
CARDIFF PARK ADVISORS, LLC runs CARDIFF PARK ADVISORS, LLC and currently holds 354 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.29B. Their top holdings are DFAC, VTI, META, DFAX, VEA. The top five represent 39.6% of reported portfolio weight. CARDIFF PARK ADVISORS, LLC ranks #641 out of 1000 investors tracked by Alpha Score. They added to 45 existing positions. They trimmed 51 positions. Their current best-performing preview position is MU with returns of +241.65%.
354 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | 12.95% | $28.64 | $45.61 | +59.25% | Trimmed -1.92% |
VTI VANGUARD INDEX FDS | 12.73% | $238.09 | $378.25 | +58.87% | Trimmed -7.33% |
META META PLATFORMS INC | 7.87% | $375.05 | $549.90 | +46.62% | Trimmed -1.21% |
DFAX DIMENSIONAL ETF TRUST | 3.17% | $25.80 | $38.13 | +47.79% | Trimmed -0.95% |
VEA VANGUARD TAX-MANAGED FDS | 2.87% | $53.29 | $73.43 | +37.79% | Trimmed -1.11% |
SPY STATE STR SPDR S&P 500 ETF T | 2.86% | $473.29 | $765.62 | +61.77% | Trimmed -0.51% |
DFUV DIMENSIONAL ETF TRUST | 2.70% | $31.59 | $57.42 | +81.77% | Trimmed -1.44% |
AAPL APPLE INC | 2.37% | $178.52 | $309.35 | +73.29% | Trimmed -2.57% |
AVDE AMERICAN CENTY ETF TR | 2.29% | $56.83 | $94.24 | +65.82% | Added +2.58% |
GOOG ALPHABET INC | 2.28% | $241.97 | $341.75 | +41.24% | Added +83.35% |
Showing 1-10 of 354