Cardiff Park Advisors, LLC Incresed Positions in Q1 2025

Cardiff Park Advisors, LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
29
+ 0.7%
$88.6 - $105.85 $2.57K - $3.07K
4.18K $438K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
84
+ 0.9%
$126.11 - $135.06 $10.6K - $11.3K
9.39K $1.21M
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
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
VFH
Vanguard Financial ETF

ETFs
105
+ 74.47%
$114.07 - $127.34 $12K - $13.4K
246 $29K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
10
+ 0.43%
$49.06 - $56.82 $491 - $568
2.36K $129K
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 0.23%
$206.54 - $226.16 $620 - $678
1.3K $285K
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
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
86
+ 0.71%
$22.46 - $23.26 $1.93K - $2K
12.2K $282K
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
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
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
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
HYG
Ishares Tr

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

ETFs
175
+ 10.8%
$92.45 - $106.69 $16.2K - $18.7K
1.8K $166K
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
Dimensional ETF Trust
99
+ 0.36%
N/A
27.8K $0
DFSU
Dimensional ETF Tr Dimen Us Su
3
+ 0.24%
N/A
1.28K $0
DFSB
Dimensional ETF Tr Dimensional
4
+ 0.22%
N/A
1.85K $0
Fidelity Wise Origin Bitcoin
325
+ 6.5%
N/A
5.33K $0
DFSI
Dimensional ETF Tr Dimen Intl
11
+ 0.25%
N/A
4.42K $0
Ishares Bitcoin Trust ETF
4.69K
+ 69.6%
N/A
11.4K $0
Dimensional ETF Trust
18.3K
+ 107800.0%
N/A
18.3K $0
VUSB
Vanguard Bd Index Fds
24
+ 0.14%
N/A
16.9K $0
ALCC
Alt C Acquisition Corp.

Financial Services
34.1K
+ 10.82%
N/A
349K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
2
+ 0.15%
N/A
1.36K $0
SNA
Snap On Inc

Industrials
13
+ 0.59%
$324.09 - $358.62 $4.21K - $4.66K
2.2K $741K
MUB
Ishares National Muni Bond ETF

ETFs
8
+ 0.32%
$104.71 - $107.69 $838 - $862
2.51K $264K
CMF
Ishares California Muni Bond E

ETFs
14
+ 0.47%
$55.93 - $57.47 $783 - $805
2.99K $168K
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.3%
$122.59 - $135.24 $245 - $270
669 $84K
VOE
Vanguard Mid Cap Value Index F

ETFs
53
+ 0.56%
$156.61 - $168.02 $8.3K - $8.91K
9.44K $1.52M
VT
Vanguard Total World Stk Index

ETFs
9
+ 0.22%
$115.08 - $123.97 $1.04K - $1.12K
4.03K $467K
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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