CARDIFF PARK ADVISORS, LLC 13F Portfolio
CARDIFF PARK ADVISORS, LLC runs CARDIFF PARK ADVISORS, LLC and currently holds 354 stock positions, which is more than the average of 231 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 #643 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%.
Portfolio Value
$1.29B
Alpha Score
48.6
#643 of 1000
Holdings
354
CARDIFF PARK ADVISORS, LLC Current 13F Holdings
Reported holdings from CARDIFF PARK ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
354 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | 12.95% | $28.64 | $45.31 | +58.19% | Trimmed -1.92% |
VTI VANGUARD INDEX FDS | 12.73% | $238.09 | $381.92 | +60.41% | Trimmed -7.33% |
META META PLATFORMS INC | 7.87% | $375.05 | $718.67 | +91.62% | Trimmed -1.21% |
DFAX DIMENSIONAL ETF TRUST | 3.17% | $25.80 | $37.06 | +43.64% | Trimmed -0.95% |
VEA VANGUARD TAX-MANAGED FDS | 2.87% | $53.29 | $70.36 | +32.02% | Trimmed -1.11% |
SPY STATE STR SPDR S&P 500 ETF T | 2.86% | $473.29 | $778.54 | +64.50% | Trimmed -0.51% |
DFUV DIMENSIONAL ETF TRUST | 2.70% | $31.59 | $55.80 | +76.64% | Trimmed -1.44% |
AAPL APPLE INC | 2.37% | $178.52 | $336.68 | +88.60% | Trimmed -2.57% |
AVDE AMERICAN CENTY ETF TR | 2.29% | $56.83 | $89.80 | +58.01% | Added +2.58% |
GOOG ALPHABET INC | 2.28% | $241.97 | $347.86 | +43.76% | Added +83.35% |
Showing 1-10 of 354