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CIK: 0001910000
Total reported value
$1.3B
$1.3B
335 檔
35.5%
The Q4 2024 SEC filing reveals that Cardiff Park Advisors, LLC held a total portfolio value of $1.3B, covering 335 public equity positions.
In Q4 2024, Cardiff Park Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 335 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.65% | +1.03% | -1.38% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.34% | +0.45% | +2.60% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.29% | -0.48% | -42.96% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.10% | +0.28% | +0.30% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.07% | +0.13% | +0.95% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.92% | +0.21% | -0.24% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.82% | +0.17% | -1.95% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.27% | +0.13% | +2.25% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 2.00% | +0.10% | +4.39% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 1.92% | +0.09% | +0.21% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.73% | +0.21% | +0.11% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.60% | +0.18% | -1.14% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.23% | -0.14% | +2.17% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.02% | -6.16% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.09% | +0.21% | +17.86% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.08% | +0.17% | +6.83% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.03% | +0.10% | -0.50% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.94% | +0.08% | +1.50% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.07% | -5.25% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +1.24% | +0.32% | |
| 21 | DFIV | Dimensional International Va | ETF-Other | 0.91% | -0.03% | +0.83% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.90% | -0.05% | -6.50% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.89% | — | +1.81% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.05% | +0.18% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.02% | -0.55% | |
| 26 | DISV | Dimensional International Sm | ETF-Other | 0.77% | +0.05% | +20.89% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.16% | -6.69% | |
| 28 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.70% | +0.24% | +2.64% | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.68% | +0.06% | +0.14% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | — | +12.91% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.66% | +0.18% | +3.73% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | -0.08% | +0.11% | |
| 33 | OKLO | Oklo Inc | Stock-Utilities | 0.63% | +0.02% | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | +0.02% | +0.36% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | +0.06% | +2.00% | |
| 36 | DFIC | Dimensional International Co | ETF-Other | 0.58% | +0.28% | +0.50% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.55% | +0.06% | +201.14% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | +0.01% | +0.42% | |
| 39 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.51% | +0.04% | +0.33% | |
| 40 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.48% | +0.04% | +8.86% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.01% | +0.63% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.04% | +0.57% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.42% | -0.02% | EXIT | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.39% | -0.03% | -0.36% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | +0.01% | -98.80% | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.35% | -0.26% | -1.11% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.23% | -2.85% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.31% | +0.01% | +22.96% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | -0.07% | -17.73% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.29% | -0.02% | -5.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.4% | +2.60% | Add |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.7% | -1.38% | Trim |
| 3 | OKLO | Oklo Inc | +0.4% | — | Unchanged |
| 4 | AAPL | Apple Inc | +0.3% | -1.95% | Trim |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +17.86% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +0.30% | Add |
| 7 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 8 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +2.25% | Add |
| 9 | TER | Teradyne Inc | +0.2% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.2% | +0.63% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +0.32% | Add |
| 12 | CRM | Salesforce Inc | +0.1% | +17.80% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | -5.25% | Trim |
| 14 | AVUS | Avantis U.s. Equity ETF | +0.1% | +0.11% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | -0.55% | Trim |
| 16 | DFAT | Dimensional US Target Value | +0.1% | +0.21% | Add |
| 17 | KLIC | Kulicke & Soffa Industries | +0.1% | NEW | New buy |
| 18 | DISV | Dimensional International Sm | +0.1% | +20.89% | Add |
| 19 | DFUV | Dimensional US Marketwide Va | +0.1% | -0.24% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +12.91% | Add |
| 21 | VTES | Vanguard Sh Term Tax-ex Bond | +0.1% | +110.29% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.69% | Trim |
| 23 | VGSH | Vanguard Short-term Treasury | +0.1% | +22.96% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.18% | Add |
| 25 | DFSV | Dimensional US Small Cap Val | +0.1% | +1.50% | Add |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +2.17% | Add |
| 27 | VGIT | Vanguard Intermediate-term T | +0.1% | +70.03% | Add |
| 28 | AME | Ametek Inc | +0.1% | NEW | New buy |
| 29 | PLTR | Palantir Technologies Inc-a | +0.1% | +0.53% | Add |
| 30 | SCHB | Schwab US Broad Market ETF | +0.1% | +201.14% | Add |
| 31 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +39.40% | Add |
| 32 | SCHD | Schwab US Dvd Equity ETF | 0% | +577.93% | Add |
| 33 | IGV | Ishares Expanded Tech-softwa | 0% | NEW | New buy |
| 34 | AVEM | Avantis Emerging Markets Eq | 0% | +6.83% | Add |
| 35 | QQQM | Invesco Nasdaq 100 ETF | 0% | NEW | New buy |
| 36 | MTUM | Ishares Msci USA Momentum Fa | 0% | NEW | New buy |
| 37 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +0.07% | Add |
| 39 | NFLX | Netflix Inc | 0% | -17.73% | Trim |
| 40 | AVLV | Avantis US Large Cap Value | 0% | +0.33% | Add |
| 41 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.36% | Add |
| 42 | DUHP | Dimensional US High Profi Et | 0% | +0.14% | Add |
| 43 | AVDE | Avantis International Equity | 0% | +4.39% | Add |
| 44 | TWLO | Twilio Inc - A | 0% | NEW | New buy |
| 45 | BKNG | Booking Holdings Inc | 0% | NEW | New buy |
| 46 | FISV | Fiserv Inc | 0% | NEW | New buy |
| 47 | DJP | Ipath Bloomberg Commodity In | 0% | NEW | New buy |
| 48 | TJX | Tjx Companies Inc | 0% | NEW | New buy |
| 49 | VTV | Vanguard Value ETF | 0% | +0.11% | Add |
| 50 | USFR | Wisdomtree Floating Rate Tre | 0% | NEW | New buy |
According to official SEC Form 13F filings, Cardiff Park Advisors, LLC reported a total U.S. public equity portfolio value of $1.3B across 335 disclosed positions in Q4 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 DFAC, VTI, META) accounted for 35.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
AMAT
市值: $2.5M
Top Position Liquidated / Trimmed
ITA
前期市值: $299.3K
During Q4 2024, Cardiff Park Advisors, LLC's top holdings by market value included DFAC (13.7%)、VTI (13.3%)、META (10.3%). The largest single position, DFAC, represented 13.7% of total portfolio value.
In Q4 2024, Cardiff Park Advisors, LLC made 166 total portfolio adjustments, initiating 15 new buys, adding to 94 positions, trimming 42 holdings, and fully liquidating 15 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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