Cardiff Park Advisors, LLC Reduced Holdings in Q2 2025

Cardiff Park Advisors, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-41.5K
- 11.24%
$44.8 - $53.97 $1.86M - $2.24M
327K $17.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-551
- 3.54%
$483.48 - $539.8 $266K - $297K
15K $7.29M
AVEM
American Centy ETF Tr Avantis

ETFs
-36.4K
- 18.62%
$53.08 - $68.54 $1.93M - $2.5M
159K $10.9M
CVX
Chevron Corp

Energy
-2.19K
- 10.11%
$133.73 - $168.51 $293K - $369K
19.5K $2.79M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-22.5K
- 13.17%
$52.31 - $63.72 $1.18M - $1.43M
148K $9.45M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.96K
- 35.83%
$221.86 - $362.89 $879K - $1.44M
7.09K $2.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-19.8K
- 51.01%
$24.32 - $27.87 $481K - $551K
19K $502K
VNQ
Vanguard Specialized Funds Van

ETFs
-4.35K
- 4.01%
$79.79 - $91.42 $347K - $398K
104K $9.28M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.9K
- 14.52%
$498.8 - $620.9 $950K - $1.18M
11.2K $6.96M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.34K
- 98.89%
$180.84 - $240.32 $241K - $321K
15 $3K
SBUX
Starbucks Corp

Consumer Cyclical
-1.83K
- 29.48%
$79.69 - $99.41 $146K - $182K
4.38K $401K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.04K
- 0.4%
$48.13 - $49.85 $50.2K - $51.9K
257K $12.6M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1K
- 30.33%
$99.37 - $134.05 $99.4K - $134K
2.3K $260K
OXY
Occidental Petroleum Corp

Energy
-1.66K
- 14.61%
$36.11 - $49.33 $59.8K - $81.6K
9.68K $406K
MCD
Mcdonalds Corp

Consumer Cyclical
-84
- 2.27%
$285.55 - $321.23 $24K - $27K
3.62K $1.06M
PG
Procter & Gamble CO

Consumer Defensive
-33
- 0.47%
$157.66 - $172.39 $5.2K - $5.69K
6.97K $1.11M
SUB
Ishares Short Term National Mu

ETFs
-978
- 3.35%
$104.77 - $106.34 $102K - $104K
28.2K $3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-724
- 13.13%
$102.02 - $103.5 $73.9K - $74.9K
4.79K $493K
MRK
Merck & Co., Inc.

Healthcare
-20
- 0.44%
$73.47 - $87.12 $1.47K - $1.74K
4.5K $356K
VT
Vanguard Total World Stk Index

ETFs
-696
- 17.26%
$103.16 - $128.52 $71.8K - $89.4K
3.34K $428K
VIG
Vanguard Dividend Appreciation

ETFs
-156
- 0.46%
N/A
34.1K $6.22M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-519
- 3.8%
$50.1 - $51.02 $26K - $26.5K
13.2K $671K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-175
- 8.85%
$105.23 - $109.61 $18.4K - $19.2K
1.8K $197K
IWV
Ishares Russell 3000 ETF

ETFs
-54
- 49.54%
$281.67 - $351.0 $15.2K - $19K
55 $19K
CSCO
Cisco Systems, Inc.

Technology
-2.28K
- 11.82%
$53.19 - $69.38 $121K - $158K
17K $1.18M
MMM
3 M CO

Industrials
-151
- 6.36%
$126.09 - $154.15 $19K - $23.3K
2.22K $338K
VCIT
Vanguard Intermediate Term Cor

ETFs
-453
- 1.74%
$79.56 - $82.92 $36K - $37.6K
25.6K $2.12M
GNMA
Ishares Gnma Bond ETF

ETFs
-208
- 0.61%
$42.91 - $44.21 $8.93K - $9.2K
33.8K $1.49M
ALCC
Alt C Acquisition Corp.

Financial Services
-26K
- 7.44%
N/A
323K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-125
- 4.63%
N/A
2.57K $0
TWLO
Twilio Inc

Communication Services
-45
- 1.99%
$81.34 - $124.36 $3.66K - $5.6K
2.22K $275K
IWM
Ishares Russell 2000 ETF

ETFs
-143
- 2.63%
$174.82 - $215.79 $25K - $30.9K
5.3K $1.14M
MSTR
Microstrategy Inc

Technology
-46
- 6.48%
$237.95 - $421.61 $10.9K - $19.4K
664 $268K
WMT
Walmart Inc.

Consumer Defensive
-127
- 1.07%
$81.79 - $99.98 $10.4K - $12.7K
11.8K $1.15M
EFG
Msci Eafe Growth ETF

ETFs
-10
- 0.09%
$89.8 - $112.0 $898 - $1.12K
11.2K $1.25M
IBM
International Business Machines Corp

Technology
-17
- 0.52%
$221.03 - $294.78 $3.76K - $5.01K
3.28K $967K
NET
Cloudflare, Inc.

Technology
-220
- 8.07%
$97.08 - $195.83 $21.4K - $43.1K
2.51K $490K
AVLV
American Centy ETF Tr Avantis
-542
- 0.67%
$56.85 - $68.21 $30.8K - $37K
80.8K $5.51M
GOOG
Alphabet Inc.

Communication Services
-4.55K
- 9.44%
$146.58 - $180.01 $667K - $819K
43.6K $7.74M
ORCL
Oracle Corp

Technology
-136
- 2.69%
$122.82 - $218.63 $16.7K - $29.7K
4.91K $1.07M
AVUS
American Centy ETF Tr Avantis

ETFs
-9.94K
- 5.25%
$81.38 - $100.82 $809K - $1M
180K $18.1M
AVDE
American Centy ETF Tr Avantis

ETFs
-21.8K
- 6.3%
$59.32 - $74.36 $1.3M - $1.62M
325K $24M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.04K
- 5.62%
$496.48 - $617.85 $1.51M - $1.88M
51.1K $31.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-15.4K
- 4.24%
$53.65 - $67.02 $824K - $1.03M
347K $23.3M
MSFT
Microsoft Corp

Technology
-726
- 2.87%
$354.56 - $497.45 $257K - $361K
24.6K $12.2M
NVDA
Nvidia Corp

Technology
-1.89K
- 2.85%
$94.31 - $157.99 $178K - $298K
64.3K $10.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.35K
- 0.06%
$29.12 - $35.84 $68.4K - $84.2K
4.25M $152M
META
Meta Platforms, Inc.

Communication Services
-16.8K
- 8.66%
$484.66 - $738.09 $8.14M - $12.4M
177K $131M
Activity Summary
Buys All Purchases 170 New Holdings 16 Increased Positions 154 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 1
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