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CIK: 0001910000
Total reported value
$1.3B
$1.3B
336 檔
41.2%
During the Q3 2024 filing period, Cardiff Park Advisors, LLC (CIK: 0001910000) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 336 reported positions.
In Q3 2024, Cardiff Park Advisors, LLC displayed an active expansion posture, initiating 19 new positions and adding to 92 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 336 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 16.63% | -0.48% | -0.31% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.94% | +1.03% | +0.99% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.98% | +0.45% | +1.50% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.12% | +0.13% | +3.32% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.85% | +0.28% | -0.32% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.81% | +0.21% | +0.14% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.53% | +0.17% | +1.30% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.04% | +0.13% | +1.06% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 1.98% | +0.10% | +3.78% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 1.80% | +0.09% | +0.35% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.69% | +0.18% | -3.01% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.60% | +0.21% | +2.41% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.16% | -0.14% | -0.30% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.02% | -4.51% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.05% | +0.17% | +2.30% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.98% | +0.10% | +0.69% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.92% | -0.05% | +0.05% | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 0.91% | -0.03% | -2.36% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.90% | — | +8.65% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.87% | +0.08% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.21% | +25.76% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.05% | -0.82% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.07% | -4.48% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +1.24% | -3.71% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.02% | -8.16% | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.70% | +0.24% | +2.72% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.66% | +0.18% | -2.38% | |
| 28 | DISV | Dimensional International Sm | ETF-Other | 0.66% | +0.05% | +11.46% | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.65% | +0.06% | +0.01% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.16% | -3.67% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | +0.06% | -1.25% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | -0.08% | +0.40% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | +0.02% | +1.42% | |
| 34 | DFIC | Dimensional International Co | ETF-Other | 0.59% | +0.28% | +6.28% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | — | -1.29% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | +0.01% | — | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.50% | +0.06% | +0.65% | |
| 38 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.48% | +0.04% | -3.02% | |
| 39 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.45% | +0.04% | -0.01% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.42% | -0.04% | +0.85% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.38% | -0.03% | -2.03% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.37% | +0.01% | — | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.36% | -0.26% | +0.05% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.23% | -0.90% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.30% | +0.02% | — | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.29% | -0.02% | +0.16% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.29% | +0.02% | +0.08% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.28% | — | -2.44% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.02% | EXIT | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | +0.01% | -22.88% |
According to official SEC Form 13F filings, Cardiff Park Advisors, LLC reported a total U.S. public equity portfolio value of $1.3B across 336 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including META, DFAC, VTI) accounted for 41.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
DFSV
市值: $9.7M
Top Position Liquidated / Trimmed
AMAT
前期市值: $3.6M
During Q3 2024, Cardiff Park Advisors, LLC's top holdings by market value included META (16.6%)、DFAC (12.9%)、VTI (12.0%). The largest single position, META, represented 16.6% of total portfolio value.
In Q3 2024, Cardiff Park Advisors, LLC made 169 total portfolio adjustments, initiating 19 new buys, adding to 92 positions, trimming 45 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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