Cardiff Park Advisors, LLC Purchases in Q4 2024

Cardiff Park Advisors, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
51
+ 0.81%
$77.02 - $78.58 $3.93K - $4.01K
6.38K $493K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17
+ 1.05%
$96.64 - $101.23 $1.64K - $1.72K
1.63K $158K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.1K
+ 4.18%
$71.75 - $75.11 $78.9K - $82.5K
27.4K $1.97M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
32
+ 0.9%
$45.17 - $47.23 $1.45K - $1.51K
3.57K $162K
VT
Vanguard Total World Stk Index

ETFs
21
+ 0.52%
$117.09 - $123.07 $2.46K - $2.58K
4.02K $472K
VDC
Vanguard Consumer Staples ETF

ETFs
5
+ 0.39%
$210.96 - $223.62 $1.05K - $1.12K
1.3K $274K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
25
+ 0.23%
$51.54 - $52.55 $1.29K - $1.31K
11K $567K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.13K
+ 102.63%
$22.63 - $47.53 $139K - $291K
12.1K $274K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
16
+ 0.69%
$49.25 - $53.57 $788 - $857
2.35K $116K
OXY
Occidental Petroleum Corp

Energy
260
+ 2.36%
$45.36 - $55.91 $11.8K - $14.5K
11.3K $557K
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.1%
$162.69 - $181.35 $813 - $907
4.81K $790K
DOV
Dover Corp

Industrials
7
+ 0.23%
$184.72 - $206.51 $1.29K - $1.45K
3.1K $581K
MGV
Vanguard Mega Cap Value

ETFs
12
+ 0.26%
$124.06 - $133.48 $1.49K - $1.6K
4.65K $581K
PFE
Pfizer Inc

Healthcare
5
+ 0.06%
$24.8 - $30.19 $124 - $151
7.77K $206K
PFF
Ishares Trust Ishares Pfd And

ETFs
364
+ 2.08%
$31.23 - $33.51 $11.4K - $12.2K
17.8K $561K
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
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.3K
+ 111.73%
$18.41 - $40.87 $374K - $830K
38.5K $712K
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
CAT
Caterpillar Inc

Industrials
14
+ 0.33%
$360.37 - $416.88 $5.05K - $5.84K
4.25K $1.54M
IXUS
Ishares Tr

ETFs
1.05K
+ 3.7%
$65.95 - $72.56 $69.2K - $76.2K
29.4K $1.95M
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
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
Track This Portfolio

Track Cardiff Park Advisors, LLC Portfolio

Follow Cardiff Park Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardiff Park Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardiff Park Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email