Cardiff Park Advisors, LLC Purchases in Q1 2025

Cardiff Park Advisors, LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
33
+ 0.33%
$67.08 - $76.14 $2.21K - $2.51K
10.1K $740K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
70
+ 0.19%
$69.87 - $75.62 $4.89K - $5.29K
37.1K $2.69M
IGV
Ishares Expanded Tech Software

ETFs
1K
+ 28.57%
$88.3 - $107.83 $88.3K - $108K
4.5K $400K
AVSF
American Centy ETF Tr Avantis

ETFs
690
+ 2.77%
$45.96 - $46.74 $31.7K - $32.3K
25.6K $1.19M
MMM
3 M CO

Industrials
1
+ 0.04%
$129.7 - $155.12 $130 - $155
2.37K $348K
VIG
Vanguard Dividend Appreciation

ETFs
225
+ 0.66%
N/A
34.3K $6.25M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
143
+ 0.32%
$25.44 - $27.95 $3.64K - $4K
44.2K $1.2M
NET
Cloudflare, Inc.

Technology
235
+ 9.43%
$110.71 - $176.5 $26K - $41.5K
2.73K $307K
DIHP
Dimensional ETF Tr Dimensional

ETFs
10
+ 0.05%
$25.1 - $27.85 $251 - $279
21.1K $568K
COP
Conocophillips

Energy
29
+ 0.7%
$88.6 - $105.85 $2.57K - $3.07K
4.18K $438K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.05%
$182.82 - $196.21 $731 - $785
7.37K $1.39M
TLT
Ishares Barclays 20+ Year Trea

ETFs
186
+ 11.14%
$85.29 - $92.57 $15.9K - $17.2K
1.86K $168K
KMB
Kimberly Clark Corp

Consumer Defensive
13
+ 0.69%
$124.46 - $147.4 $1.62K - $1.92K
1.91K $270K
LQD
Ishares Iboxx $ Investment Gra

ETFs
180
+ 10.02%
$105.1 - $109.61 $18.9K - $19.7K
1.98K $214K
WFC
Wells Fargo & Company

Financial Services
14
+ 0.1%
$66.78 - $81.42 $935 - $1.14K
13.6K $974K
MGV
Vanguard Mega Cap Value

ETFs
12
+ 0.26%
$123.61 - $133.01 $1.48K - $1.6K
4.67K $601K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
276
New
$73.11 - $77.43 $20.2K - $21.4K
276 $20K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6
+ 0.11%
$100.59 - $103.47 $604 - $621
5.52K $570K
JEPI
J P Morgan Exchange Traded Fd

ETFs
417
+ 2.33%
$56.17 - $59.71 $23.4K - $24.9K
18.3K $1.04M
DHS
Wisdomtree Tr U.S

ETFs
7
+ 0.3%
$91.55 - $99.74 $641 - $698
2.31K $229K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
10
+ 0.43%
$49.06 - $56.82 $491 - $568
2.36K $129K
VFH
Vanguard Financial ETF

ETFs
105
+ 74.47%
$114.07 - $127.34 $12K - $13.4K
246 $29K
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 0.23%
$206.54 - $226.16 $620 - $678
1.3K $285K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
139
New
$82.81 - $96.53 $11.5K - $13.4K
139 $11K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13
+ 0.12%
$51.52 - $52.37 $670 - $681
11K $575K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
55
+ 16.77%
$128.74 - $138.67 $7.08K - $7.63K
383 $51K
SUB
Ishares Short Term National Mu

ETFs
38
+ 0.13%
$105.3 - $106.24 $4K - $4.04K
29.2K $3.09M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
26
+ 0.41%
$76.94 - $78.28 $2K - $2.04K
6.41K $501K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
86
+ 0.71%
$22.46 - $23.26 $1.93K - $2K
12.2K $282K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
68
+ 3.21%
$91.45 - $91.75 $6.22K - $6.24K
2.19K $200K
HSY
Hershey CO

Consumer Defensive
18
+ 0.72%
$144.74 - $186.36 $2.61K - $3.35K
2.51K $428K
DFAR
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.03%
$22.35 - $24.52 $89.4 - $98.1
12K $285K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4
+ 0.2%
$55.47 - $61.45 $222 - $246
2.04K $120K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
33
+ 0.95%
$100.32 - $100.76 $3.31K - $3.33K
3.52K $354K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9
+ 0.55%
$95.85 - $99.25 $863 - $893
1.64K $162K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17
+ 0.48%
$44.68 - $46.49 $760 - $790
3.59K $166K
IBB
Ishares Biotechnology ETF

ETFs
37
New
$127.9 - $140.56 $4.73K - $5.2K
37 $4K
SJNK
Spdr Bloomberg Short Term High

ETFs
348
+ 0.68%
$25.08 - $25.64 $8.73K - $8.92K
51.5K $1.3M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
24
+ 0.18%
$50.87 - $51.09 $1.22K - $1.23K
13.7K $698K
HYG
Ishares Tr

ETFs
31
+ 0.94%
$78.51 - $80.11 $2.43K - $2.48K
3.34K $263K
IVW
Ishares S&P 500 Growth ETF

ETFs
175
+ 10.8%
$92.45 - $106.69 $16.2K - $18.7K
1.8K $166K
DGRO
Ishares Core Dividend Growth E

ETFs
13
+ 0.52%
$60.46 - $64.42 $786 - $837
2.54K $156K
OXY
Occidental Petroleum Corp

Energy
54
+ 0.48%
$45.45 - $52.7 $2.45K - $2.85K
11.3K $559K
SCHA
Schwab Strategic Tr Us Small C

ETFs
265
+ 10.73%
$23.16 - $27.04 $6.14K - $7.17K
2.73K $64K
USFR
Wisdomtree Floating Rate Treas

ETFs
26
+ 0.67%
$50.29 - $50.5 $1.31K - $1.31K
3.89K $195K
DFSB
Dimensional ETF Tr Dimensional
4
+ 0.22%
N/A
1.85K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
2
+ 0.15%
N/A
1.36K $0
DFSI
Dimensional ETF Tr Dimen Intl
11
+ 0.25%
N/A
4.42K $0
DFSU
Dimensional ETF Tr Dimen Us Su
3
+ 0.24%
N/A
1.28K $0
Activity Summary
Buys All Purchases 151 New Holdings 17 Increased Positions 134 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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