478 is the total number of securities CARDIFF PARK ADVISORS, LLC has owned. The longest CARDIFF PARK ADVISORS, LLC has owned a single stock is 11 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DFAC | DIMENSIONAL ETF TRUST | 11 | 11 | 12.54% | 14.25% | 15.65% | Q4 2021 | Q2 2024 | 11 |
VTI | VANGUARD INDEX FDS | 11 | 11 | 11.08% | 11.96% | 12.86% | Q4 2021 | Q2 2024 | 11 |
FB | META PLATFORMS INC | 11 | 11 | 4.71% | 9.96% | 15.06% | Q4 2021 | Q2 2024 | 11 |
DIMENSIONAL ETF TRUST | 11 | 11 | 3.02% | 4.02% | 4.84% | Q4 2021 | Q2 2024 | 11 | |
SPY | SPDR S&P 500 ETF TR | 11 | 11 | 2.76% | 3.05% | 3.47% | Q4 2021 | Q2 2024 | 11 |
AAPL | APPLE INC | 11 | 11 | 1.95% | 2.53% | 2.97% | Q4 2021 | Q2 2024 | 11 |
VEA | VANGUARD TAX-MANAGED I... | 11 | 11 | 1.70% | 1.98% | 2.27% | Q4 2021 | Q2 2024 | 11 |
DFAT | DIMENSIONAL ETF TRUST | 11 | 11 | 1.76% | 1.90% | 2.14% | Q4 2021 | Q2 2024 | 11 |
DFUS | DIMENSIONAL ETF TRUST | 11 | 11 | 1.41% | 1.85% | 2.04% | Q4 2021 | Q2 2024 | 11 |
AVUS | AMERICAN CENTY ETF TR | 11 | 11 | 0.93% | 1.47% | 1.70% | Q4 2021 | Q2 2024 | 11 |
AVDE | AMERICAN CENTY ETF TR | 11 | 11 | 0.21% | 1.36% | 2.07% | Q4 2021 | Q2 2024 | 11 |
VNQ | VANGUARD INDEX FDS | 11 | 11 | 0.76% | 1.35% | 1.89% | Q4 2021 | Q2 2024 | 11 |
VTEB | VANGUARD MUN BD FDS | 11 | 11 | 0.05% | 1.25% | 1.86% | Q4 2021 | Q2 2024 | 11 |
MSFT | MICROSOFT CORP | 11 | 11 | 1.02% | 1.20% | 1.37% | Q4 2021 | Q2 2024 | 11 |
DFAS | DIMENSIONAL ETF TRUST | 11 | 11 | 0.94% | 1.09% | 1.26% | Q4 2021 | Q2 2024 | 11 |
DIMENSIONAL ETF TRUST | 11 | 11 | 0.92% | 1.08% | 1.24% | Q4 2021 | Q2 2024 | 11 | |
VBR | VANGUARD INDEX FDS | 11 | 11 | 0.90% | 1.06% | 1.18% | Q4 2021 | Q2 2024 | 11 |
VWO | VANGUARD INTL EQUITY I... | 11 | 11 | 0.56% | 0.97% | 1.53% | Q4 2021 | Q2 2024 | 11 |
IVV | ISHARES TR | 11 | 11 | 0.77% | 0.86% | 1.04% | Q4 2021 | Q2 2024 | 11 |
AMZN | AMAZON COM INC | 11 | 11 | 0.55% | 0.82% | 1.09% | Q4 2021 | Q2 2024 | 11 |
VXUS | VANGUARD STAR FDS | 11 | 11 | 0.58% | 0.78% | 0.92% | Q4 2021 | Q2 2024 | 11 |
EFA | ISHARES TR | 11 | 11 | 0.57% | 0.77% | 1.00% | Q4 2021 | Q2 2024 | 11 |
AVEM | AMERICAN CENTY ETF TR | 11 | 11 | 0.13% | 0.72% | 1.08% | Q4 2021 | Q2 2024 | 11 |
SCHB | SCHWAB STRATEGIC TR | 11 | 11 | 0.48% | 0.63% | 1.13% | Q4 2021 | Q2 2024 | 11 |
GOOG | ALPHABET INC | 11 | 11 | 0.41% | 0.62% | 0.92% | Q4 2021 | Q2 2024 | 11 |
VTIP | VANGUARD MALVERN FDS | 11 | 11 | 0.39% | 0.62% | 0.75% | Q4 2021 | Q2 2024 | 11 |
VTV | VANGUARD INDEX FDS | 11 | 11 | 0.50% | 0.60% | 0.69% | Q4 2021 | Q2 2024 | 11 |
VUG | VANGUARD INDEX FDS | 11 | 11 | 0.48% | 0.59% | 0.68% | Q4 2021 | Q2 2024 | 11 |
GOOGL | ALPHABET INC | 11 | 11 | 0.39% | 0.57% | 0.77% | Q4 2021 | Q2 2024 | 11 |
VIG | VANGUARD SPECIALIZED F... | 11 | 11 | 0.40% | 0.56% | 0.69% | Q4 2021 | Q2 2024 | 11 |
VSS | VANGUARD INTL EQUITY I... | 11 | 11 | 0.36% | 0.52% | 0.90% | Q4 2021 | Q2 2024 | 11 |
AMERICAN CENTY ETF TR | 11 | 11 | 0.31% | 0.51% | 0.61% | Q4 2021 | Q2 2024 | 11 | |
BRKB | BERKSHIRE HATHAWAY INC... | 11 | 11 | 0.34% | 0.50% | 0.58% | Q4 2021 | Q2 2024 | 11 |
AVUV | AMERICAN CENTY ETF TR | 11 | 11 | 0.28% | 0.48% | 0.98% | Q4 2021 | Q2 2024 | 11 |
AVDV | AMERICAN CENTY ETF TR | 11 | 11 | 0.24% | 0.46% | 0.67% | Q4 2021 | Q2 2024 | 11 |
VCSH | VANGUARD SCOTTSDALE FDS | 11 | 11 | 0.34% | 0.41% | 0.48% | Q4 2021 | Q2 2024 | 11 |
TSLA | TESLA INC | 11 | 11 | 0.23% | 0.40% | 0.58% | Q4 2021 | Q2 2024 | 11 |
CVX | CHEVRON CORP NEW | 11 | 11 | 0.27% | 0.38% | 0.50% | Q4 2021 | Q2 2024 | 11 |
IJS | ISHARES TR | 11 | 11 | 0.26% | 0.37% | 0.48% | Q4 2021 | Q2 2024 | 11 |
BND | VANGUARD BD INDEX FDS | 11 | 11 | 0.15% | 0.36% | 0.69% | Q4 2021 | Q2 2024 | 11 |
XOM | EXXON MOBIL CORP | 11 | 11 | 0.20% | 0.34% | 0.42% | Q4 2021 | Q2 2024 | 11 |
FB | META PLATFORMS INC | 11 | 11 | 0.14% | 0.33% | 0.65% | Q4 2021 | Q2 2024 | 11 |
NVDA | NVIDIA CORPORATION | 11 | 11 | 0.08% | 0.29% | 0.83% | Q4 2021 | Q2 2024 | 11 |
DFAI | DIMENSIONAL ETF TRUST | 11 | 11 | 0.06% | 0.26% | 0.36% | Q4 2021 | Q2 2024 | 11 |
BRKA | BERKSHIRE HATHAWAY INC... | 11 | 11 | 0.18% | 0.26% | 0.40% | Q4 2021 | Q2 2024 | 11 |
VGK | VANGUARD INTL EQUITY I... | 11 | 11 | 0.08% | 0.26% | 0.36% | Q4 2021 | Q2 2024 | 11 |
VNQI | VANGUARD INTL EQUITY I... | 11 | 11 | 0.17% | 0.25% | 0.36% | Q4 2021 | Q2 2024 | 11 |
VGSH | VANGUARD SCOTTSDALE FDS | 11 | 11 | 0.04% | 0.25% | 0.44% | Q4 2021 | Q2 2024 | 11 |
GNMA | ISHARES TR | 11 | 11 | 0.14% | 0.25% | 0.34% | Q4 2021 | Q2 2024 | 11 |
VPL | VANGUARD INTL EQUITY I... | 11 | 11 | 0.08% | 0.24% | 0.33% | Q4 2021 | Q2 2024 | 11 |
VCIT | VANGUARD SCOTTSDALE FDS | 11 | 11 | 0.18% | 0.24% | 0.27% | Q4 2021 | Q2 2024 | 11 |
AMERICAN CENTY ETF TR | 11 | 11 | 0.04% | 0.23% | 0.30% | Q4 2021 | Q2 2024 | 11 | |
JNJ | JOHNSON & JOHNSON | 11 | 11 | 0.14% | 0.22% | 0.29% | Q4 2021 | Q2 2024 | 11 |
VV | VANGUARD INDEX FDS | 11 | 11 | 0.10% | 0.21% | 0.32% | Q4 2021 | Q2 2024 | 11 |
IXUS | ISHARES TR | 11 | 11 | 0.18% | 0.20% | 0.30% | Q4 2021 | Q2 2024 | 11 |
SCHF | SCHWAB STRATEGIC TR | 11 | 11 | 0.06% | 0.20% | 0.45% | Q4 2021 | Q2 2024 | 11 |
QCOM | QUALCOMM INC | 11 | 11 | 0.15% | 0.20% | 0.25% | Q4 2021 | Q2 2024 | 11 |
ARCC | ARES CAPITAL CORP | 11 | 11 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q2 2024 | 11 |
XLE | SELECT SECTOR SPDR TR | 11 | 11 | 0.12% | 0.18% | 0.49% | Q4 2021 | Q2 2024 | 11 |
NFLX | NETFLIX INC | 11 | 11 | 0.04% | 0.18% | 0.28% | Q4 2021 | Q2 2024 | 11 |
VEU | VANGUARD INTL EQUITY I... | 11 | 11 | 0.11% | 0.17% | 0.28% | Q4 2021 | Q2 2024 | 11 |
EEM | ISHARES TR | 11 | 11 | 0.08% | 0.17% | 0.24% | Q4 2021 | Q2 2024 | 11 |
IWF | ISHARES TR | 11 | 11 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q2 2024 | 11 |
VOE | VANGUARD INDEX FDS | 11 | 11 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q2 2024 | 11 |
VB | VANGUARD INDEX FDS | 11 | 11 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q2 2024 | 11 |
IWD | ISHARES TR | 11 | 11 | 0.12% | 0.15% | 0.17% | Q4 2021 | Q2 2024 | 11 |
PM | PHILIP MORRIS INTL INC | 11 | 11 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q2 2024 | 11 |
PEP | PEPSICO INC | 11 | 11 | 0.10% | 0.14% | 0.20% | Q4 2021 | Q2 2024 | 11 |
USMV | ISHARES TR | 11 | 11 | 0.12% | 0.14% | 0.18% | Q4 2021 | Q2 2024 | 11 |
SCZ | ISHARES TR | 11 | 11 | 0.09% | 0.14% | 0.18% | Q4 2021 | Q2 2024 | 11 |
VYM | VANGUARD WHITEHALL FDS | 11 | 11 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q2 2024 | 11 |
VHT | VANGUARD WORLD FDS | 11 | 11 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q2 2024 | 11 |
UNH | UNITEDHEALTH GROUP INC | 11 | 11 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q2 2024 | 11 |
PG | PROCTER AND GAMBLE CO | 11 | 11 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q2 2024 | 11 |
IJJ | ISHARES TR | 11 | 11 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q2 2024 | 11 |
JPM | JPMORGAN CHASE & CO. | 11 | 11 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q2 2024 | 11 |
MCD | MCDONALDS CORP | 11 | 11 | 0.09% | 0.13% | 0.14% | Q4 2021 | Q2 2024 | 11 |
IWM | ISHARES TR | 11 | 11 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q2 2024 | 11 |
EFG | ISHARES TR | 11 | 11 | 0.10% | 0.12% | 0.18% | Q4 2021 | Q2 2024 | 11 |
DFAE | DIMENSIONAL ETF TRUST | 11 | 11 | 0.02% | 0.12% | 0.18% | Q4 2021 | Q2 2024 | 11 |
AVSF | AMERICAN CENTY ETF TR | 11 | 11 | 0.03% | 0.11% | 0.17% | Q4 2021 | Q2 2024 | 11 |
ABBV | ABBVIE INC | 11 | 11 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q2 2024 | 11 |
TIP | ISHARES TR | 11 | 11 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q2 2024 | 11 |
CSCO | CISCO SYS INC | 11 | 11 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q2 2024 | 11 |
CAT | CATERPILLAR INC | 11 | 11 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q2 2024 | 11 |
V | VISA INC | 11 | 11 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q2 2024 | 11 |
VGIT | VANGUARD SCOTTSDALE FDS | 11 | 11 | 0.01% | 0.11% | 0.20% | Q4 2021 | Q2 2024 | 11 |
SJNK | SPDR SER TR | 11 | 11 | 0.05% | 0.10% | 0.16% | Q4 2021 | Q2 2024 | 11 |
OKE | ONEOK INC NEW | 11 | 11 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q2 2024 | 11 |
VGT | VANGUARD WORLD FDS | 11 | 11 | 0.09% | 0.10% | 0.13% | Q4 2021 | Q2 2024 | 11 |
LOW | LOWES COS INC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q2 2024 | 11 |
IJR | ISHARES TR | 11 | 11 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q2 2024 | 11 |
FLOT | ISHARES TR | 11 | 11 | 0.05% | 0.10% | 0.17% | Q4 2021 | Q2 2024 | 11 |
AMD | ADVANCED MICRO DEVICES... | 11 | 11 | 0.05% | 0.09% | 0.14% | Q4 2021 | Q2 2024 | 11 |
IAU | ISHARES GOLD TR | 11 | 11 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q2 2024 | 11 |
VVR | INVESCO SR INCOME TR | 11 | 11 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q2 2024 | 11 |
IWN | ISHARES TR | 11 | 11 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q2 2024 | 11 |
MINT | PIMCO ETF TR | 11 | 11 | 0.03% | 0.09% | 0.13% | Q4 2021 | Q2 2024 | 11 |
CEF | SPROTT PHYSICAL GOLD &... | 11 | 11 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q2 2024 | 11 |
COST | COSTCO WHSL CORP NEW | 11 | 11 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q2 2024 | 11 |
ABT | ABBOTT LABS | 11 | 11 | 0.04% | 0.09% | 0.13% | Q4 2021 | Q2 2024 | 11 |
WMT | WALMART INC | 11 | 11 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q2 2024 | 11 |
STIP | ISHARES TR | 11 | 11 | 0.05% | 0.08% | 0.18% | Q4 2021 | Q2 2024 | 11 |
INTC | INTEL CORP | 11 | 11 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q2 2024 | 11 |
SBUX | STARBUCKS CORP | 11 | 11 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q2 2024 | 11 |
AVIG | AMERICAN CENTY ETF TR | 11 | 11 | 0.03% | 0.08% | 0.14% | Q4 2021 | Q2 2024 | 11 |
PFF | ISHARES TR | 11 | 11 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q2 2024 | 11 |
URI | UNITED RENTALS INC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q2 2024 | 11 |
RSP | INVESCO EXCHANGE TRADE... | 11 | 11 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q2 2024 | 11 |
WFC | WELLS FARGO CO NEW | 11 | 11 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q2 2024 | 11 |
HD | HOME DEPOT INC | 11 | 11 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q2 2024 | 11 |
NOC | NORTHROP GRUMMAN CORP | 11 | 11 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q2 2024 | 11 |
NEE | NEXTERA ENERGY INC | 11 | 11 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q2 2024 | 11 |
VT | VANGUARD INTL EQUITY I... | 11 | 11 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q2 2024 | 11 |
ANTM | ELEVANCE HEALTH INC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2024 | 11 |
IJH | ISHARES TR | 11 | 11 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2024 | 11 |
BSV | VANGUARD BD INDEX FDS | 11 | 11 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q2 2024 | 11 |
VOT | VANGUARD INDEX FDS | 11 | 11 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q2 2024 | 11 |
MMM | 3M CO | 11 | 11 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q2 2024 | 11 |
MCHI | ISHARES TR | 11 | 11 | 0.01% | 0.06% | 0.20% | Q4 2021 | Q2 2024 | 11 |
MRK | MERCK & CO INC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q2 2024 | 11 |
T | AT&T INC | 11 | 11 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q2 2024 | 11 |
SNA | SNAP ON INC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2024 | 11 |
IVE | ISHARES TR | 11 | 11 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q2 2024 | 11 |
AMERICAN CENTY ETF TR | 11 | 11 | 0.02% | 0.06% | 0.14% | Q4 2021 | Q2 2024 | 11 | |
MA | MASTERCARD INCORPORATED | 11 | 11 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2024 | 11 |
AMERICAN CENTY ETF TR | 11 | 11 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2024 | 11 | |
PFE | PFIZER INC | 11 | 11 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q2 2024 | 11 |
LMT | LOCKHEED MARTIN CORP | 11 | 11 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q2 2024 | 11 |
KO | COCA COLA CO | 11 | 11 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q2 2024 | 11 |
ORCL | ORACLE CORP | 11 | 11 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2024 | 11 |
BWX | SPDR SER TR | 11 | 11 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q2 2024 | 11 |
UNP | UNION PAC CORP | 11 | 11 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q2 2024 | 11 |
EFAV | ISHARES TR | 11 | 11 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q2 2024 | 11 |
WPS | ISHARES TR | 11 | 11 | 0.03% | 0.05% | 0.11% | Q4 2021 | Q2 2024 | 11 |
ADBE | ADOBE SYSTEMS INCORPOR... | 11 | 11 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q2 2024 | 11 |
EFR | EATON VANCE SR FLTNG R... | 11 | 11 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q2 2024 | 11 |
MDY | SPDR S&P MIDCAP 400 ET... | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2024 | 11 |
IGSB | ISHARES TR | 11 | 11 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q2 2024 | 11 |
DIS | DISNEY WALT CO | 11 | 11 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q2 2024 | 11 |
URA | GLOBAL X FDS | 11 | 11 | 0.04% | 0.05% | 0.11% | Q4 2021 | Q2 2024 | 11 |
SPDW | SPDR INDEX SHS FDS | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2024 | 11 |
HON | HONEYWELL INTL INC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2024 | 11 |
VYMI | VANGUARD WHITEHALL FDS | 11 | 11 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q2 2024 | 11 |
ABNB | AIRBNB INC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2024 | 11 |
LGLV | SPDR SER TR | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2024 | 11 |
DHR | DANAHER CORPORATION | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 11 |
TXN | TEXAS INSTRS INC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q2 2024 | 11 |
PNC | PNC FINL SVCS GROUP INC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 11 |
IWO | ISHARES TR | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 11 |
MUB | ISHARES TR | 11 | 11 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q2 2024 | 11 |
MGV | VANGUARD WORLD FD | 11 | 11 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2024 | 11 |
DVY | ISHARES TR | 11 | 11 | 0.01% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 11 |
VBK | VANGUARD INDEX FDS | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 11 |
CSL | CARLISLE COS INC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 11 |
IWC | ISHARES TR | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 11 |
CVS | CVS HEALTH CORP | 11 | 11 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 11 |
CWB | SPDR SER TR | 11 | 11 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2024 | 11 |
AGG | ISHARES TR | 11 | 11 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q2 2024 | 11 |
SCHZ | SCHWAB STRATEGIC TR | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 11 |
CMI | CUMMINS INC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 11 |
BNDX | VANGUARD CHARLOTTE FDS | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 11 |
LQD | ISHARES TR | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 11 |
KMB | KIMBERLY-CLARK CORP | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 11 |
IRT | INDEPENDENCE RLTY TR INC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2024 | 11 |
FNDF | SCHWAB STRATEGIC TR | 11 | 11 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q2 2024 | 11 |
VPU | VANGUARD WORLD FDS | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 11 |
SLV | ISHARES SILVER TR | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2024 | 11 |
XBI | SPDR SER TR | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 11 |
ESGV | VANGUARD WORLD FD | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2024 | 11 |
VO | VANGUARD INDEX FDS | 11 | 11 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q2 2024 | 11 |
SCHE | SCHWAB STRATEGIC TR | 11 | 11 | 0.01% | 0.03% | 0.11% | Q4 2021 | Q2 2024 | 11 |
ICF | ISHARES TR | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2024 | 11 |
XLK | SELECT SECTOR SPDR TR | 11 | 11 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q2 2024 | 11 |
EFV | ISHARES TR | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
SCHK | SCHWAB STRATEGIC TR | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
VDC | VANGUARD WORLD FDS | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
SCHA | SCHWAB STRATEGIC TR | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
PLTR | PALANTIR TECHNOLOGIES INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
CMF | ISHARES TR | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2024 | 11 |
IEUR | ISHARES TR | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
VMBS | VANGUARD SCOTTSDALE FDS | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2024 | 11 |
IEF | ISHARES TR | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
VXF | VANGUARD INDEX FDS | 11 | 11 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q2 2024 | 11 |
IVW | ISHARES TR | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
VSGX | VANGUARD WORLD FD | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
HYS | PIMCO ETF TR | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2024 | 11 |
DGRO | ISHARES TR | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
IJK | ISHARES TR | 11 | 11 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q2 2024 | 11 |
VWOB | VANGUARD WHITEHALL FDS | 11 | 11 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q2 2024 | 11 |
KRE | SPDR SER TR | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
IWR | ISHARES TR | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2024 | 11 |
VDE | VANGUARD WORLD FDS | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
SCHC | SCHWAB STRATEGIC TR | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
VAW | VANGUARD WORLD FDS | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
IYY | ISHARES TR | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
SHV | ISHARES TR | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
IEI | ISHARES TR | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
IPAC | ISHARES TR | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
IWS | ISHARES TR | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
XLV | SELECT SECTOR SPDR TR | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
IJT | ISHARES TR | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
IEFA | ISHARES TR | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
SPLG | SPDR SER TR | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
IYR | ISHARES TR | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
HYMB | SPDR SER TR | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
SLYV | SPDR SER TR | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
INDA | ISHARES TR | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
SDY | SPDR SER TR | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
IGIB | ISHARES TR | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
SCHD | SCHWAB STRATEGIC TR | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
FXI | ISHARES TR | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
PHO | INVESCO EXCHANGE TRADE... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
BWZ | SPDR SER TR | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
VFH | VANGUARD WORLD FDS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
IGM | ISHARES TR | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
ITOT | ISHARES TR | 10 | 10 | 0.00% | 0.24% | 0.50% | Q1 2022 | Q2 2024 | 10 |
PXD | PIONEER NAT RES CO | 10 | 10 | 0.03% | 0.09% | 0.12% | Q4 2021 | Q1 2024 | 10 |
DFAU | DIMENSIONAL ETF TRUST | 10 | 10 | 0.00% | 0.07% | 0.10% | Q1 2022 | Q2 2024 | 10 |
OXY | OCCIDENTAL PETE CORP | 10 | 10 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2024 | 10 |
COP | CONOCOPHILLIPS | 10 | 10 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2024 | 10 |
MPC | MARATHON PETE CORP | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2024 | 10 |
IEMG | ISHARES INC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2024 | 10 |
OXYWS | OCCIDENTAL PETE CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 10 |
PLANET LABS PBC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 10 | |
DIMENSIONAL ETF TRUST | 9 | 9 | 2.83% | 3.25% | 3.57% | Q2 2022 | Q2 2024 | 9 | |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.49% | 0.70% | 0.85% | Q2 2022 | Q2 2024 | 9 | |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.18% | 0.67% | 1.09% | Q2 2022 | Q2 2024 | 9 | |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.55% | 0.63% | 0.72% | Q2 2022 | Q2 2024 | 9 | |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.40% | 0.53% | 0.73% | Q2 2022 | Q2 2024 | 9 | |
SUB | ISHARES TR | 9 | 9 | 0.30% | 0.49% | 0.83% | Q2 2022 | Q2 2024 | 9 |
ILMN | ILLUMINA INC | 7 | 2 | 0.02% | 0.22% | 0.43% | Q4 2021 | Q1 2024 | 9 |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.09% | 0.17% | 0.32% | Q2 2022 | Q2 2024 | 9 | |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.06% | 0.13% | 0.29% | Q2 2022 | Q2 2024 | 9 | |
VUSB | VANGUARD BD INDEX FDS | 9 | 9 | 0.06% | 0.11% | 0.15% | Q2 2022 | Q2 2024 | 9 |
MO | ALTRIA GROUP INC | 9 | 9 | 0.02% | 0.08% | 0.17% | Q4 2021 | Q4 2023 | 9 |
EMXC | ISHARES INC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q2 2024 | 9 |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q2 2024 | 9 | |
SHELL PLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q2 2024 | 9 | |
IAK | ISHARES TR | 9 | 9 | 0.04% | 0.05% | 0.09% | Q2 2022 | Q2 2024 | 9 |
PDD | PINDUODUO INC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q2 2024 | 9 |
HDV | ISHARES TR | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2023 | 9 |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q2 2024 | 9 | |
XSVM | INVESCO EXCHANGE TRADE... | 9 | 9 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q4 2023 | 9 |
YUM | YUM BRANDS INC | 8 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 9 |
CMCSA | COMCAST CORP NEW | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 9 |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q2 2024 | 9 | |
AMERICAN CENTY ETF TR | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 | |
RWO | SPDR INDEX SHS FDS | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2024 | 9 |
IDV | ISHARES TR | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
IXC | ISHARES TR | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
CLXPF | CYBIN INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
ESGE | ISHARES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
BOND | PIMCO ETF TR | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
RNRG | GLOBAL X FDS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
HRL | HORMEL FOODS CORP | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
DE | DEERE & CO | 8 | 8 | 0.06% | 0.08% | 0.11% | Q3 2022 | Q2 2024 | 8 |
LLY | LILLY ELI & CO | 8 | 8 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q2 2024 | 8 |
RTX | RTX CORPORATION | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 8 |
GPC | GENUINE PARTS CO | 8 | 8 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q2 2024 | 8 |
SCHP | SCHWAB STRATEGIC TR | 5 | 3 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q2 2024 | 8 |
SHY | ISHARES TR | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q2 2024 | 8 |
DVN | DEVON ENERGY CORP NEW | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q2 2024 | 8 |
DOL | WISDOMTREE TR | 6 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2024 | 8 |
INVZ | INNOVIZ TECHNOLOGIES LTD | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
GBF | ISHARES TR | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DIMENSIONAL ETF TRUST | 7 | 7 | 0.01% | 0.72% | 1.06% | Q1 2022 | Q3 2023 | 7 | |
DIMENSIONAL ETF TRUST | 7 | 7 | 0.01% | 0.46% | 1.06% | Q4 2022 | Q2 2024 | 7 | |
AMAT | APPLIED MATLS INC | 5 | 2 | 0.20% | 0.27% | 0.35% | Q4 2021 | Q2 2024 | 7 |
CRM | SALESFORCE INC | 4 | 3 | 0.04% | 0.14% | 0.22% | Q4 2021 | Q2 2024 | 7 |
SPIB | SPDR SER TR | 7 | 7 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q2 2024 | 7 |
MATTERPORT INC | 7 | 7 | 0.04% | 0.09% | 0.21% | Q1 2022 | Q3 2023 | 7 | |
FNDA | SCHWAB STRATEGIC TR | 7 | 7 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 7 |
INTU | INTUIT | 7 | 7 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q2 2024 | 7 |
FNDC | SCHWAB STRATEGIC TR | 7 | 7 | 0.06% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 7 |
FNDX | SCHWAB STRATEGIC TR | 7 | 7 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
ABC | AMERISOURCEBERGEN CORP | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
VZ | VERIZON COMMUNICATIONS... | 7 | 7 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q2 2023 | 7 |
GDX | VANECK ETF TRUST | 4 | 3 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q2 2024 | 7 |
SCHX | SCHWAB STRATEGIC TR | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 7 |
TGT | TARGET CORP | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 7 |
MCHP | MICROCHIP TECHNOLOGY INC. | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2024 | 7 |
LNG | CHENIERE ENERGY INC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2024 | 7 |
DHS | WISDOMTREE TR | 6 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2024 | 7 |
DIMENSIONAL ETF TRUST | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2024 | 7 | |
SCHH | SCHWAB STRATEGIC TR | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
GNR | SPDR INDEX SHS FDS | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 7 |
DIMENSIONAL ETF TRUST | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 | |
PRFZ | INVESCO EXCHANGE TRADE... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
DIMENSIONAL ETF TRUST | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 | |
IWV | ISHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
FNDE | SCHWAB STRATEGIC TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
TER | TERADYNE INC | 5 | 1 | 0.18% | 0.22% | 0.32% | Q4 2021 | Q2 2024 | 6 |
KLIC | KULICKE & SOFFA INDS INC | 5 | 1 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q2 2024 | 6 |
JEPI | J P MORGAN EXCHANGE TR... | 6 | 6 | 0.04% | 0.09% | 0.11% | Q1 2023 | Q2 2024 | 6 |
AME | AMETEK INC | 5 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2024 | 6 |
APD | AIR PRODS & CHEMS INC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BAC | BK OF AMERICA CORP | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 6 |
EMR | EMERSON ELEC CO | 5 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2024 | 6 |
EFO | PROSHARES TR | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2024 | 6 |
ITA | ISHARES TR | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2024 | 6 |
EET | PROSHARES TR | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2024 | 6 |
IAT | ISHARES TR | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
VBIV | VBI VACCINES INC CDA | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 | |
SWN | SOUTHWESTERN ENERGY CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
EVGO | EVGO INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2024 | 6 |
YTRA | YATRA ONLINE INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
DRIV | GLOBAL X FDS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
COHU | COHU INC | 5 | 5 | 1.50% | 1.62% | 1.84% | Q4 2021 | Q4 2022 | 5 |
BTI | BRITISH AMERN TOB PLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 5 |
DIMENSIONAL ETF TRUST | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 | |
SCHO | SCHWAB STRATEGIC TR | 5 | 5 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q4 2022 | 5 |
SQ | BLOCK INC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 5 |
ADM | ARCHER DANIELS MIDLAND CO | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 5 |
NKE | NIKE INC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2023 | 5 |
UMPQ | UMPQUA HLDGS CORP | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
ICSH | ISHARES TR | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
HALEON PLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 5 | |
EWX | SPDR INDEX SHS FDS | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
UPRO | PROSHARES TR | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 5 |
VTWO | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SPYV | SPDR SER TR | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 5 |
RYF | INVESCO EXCHANGE TRADE... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
MSTR | MICROSTRATEGY INC | 4 | 4 | 0.10% | 0.22% | 0.41% | Q3 2023 | Q2 2024 | 4 |
GS | GOLDMAN SACHS GROUP INC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2022 | 4 |
GSK | GSK PLC | 4 | 4 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 4 |
SHOP | SHOPIFY INC | 3 | 1 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q2 2024 | 4 |
NXTC | NEXTCURE INC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2024 | 4 |
TWLO | TWILIO INC | 3 | 1 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q2 2023 | 4 |
SCHW | SCHWAB CHARLES CORP | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
DOV | DOVER CORP | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2023 | Q2 2024 | 4 |
IBM | INTERNATIONAL BUSINESS... | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
MDLZ | MONDELEZ INTL INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
KLAC | KLA CORP | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
BA | BOEING CO | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q4 2023 | 4 |
BABA | ALIBABA GROUP HLDG LTD | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
MPW | MEDICAL PPTYS TRUST INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
AMGN | AMGEN INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2023 | Q2 2024 | 4 |
AFL | AFLAC INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2023 | Q2 2024 | 4 |
IWP | ISHARES TR | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
SSO | PROSHARES TR | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q1 2024 | 4 |
SAA | PROSHARES TR | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q1 2024 | 4 |
DTH | WISDOMTREE TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
SOXX | ISHARES TR | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 4 |
EBND | SPDR SER TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
SCHM | SCHWAB STRATEGIC TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BBH | VANECK ETF TRUST | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 4 |
DFJ | WISDOMTREE TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
GLOBAL X FDS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 | |
XLRE | SELECT SECTOR SPDR TR | 3 | 3 | 0.27% | 0.29% | 0.33% | Q4 2023 | Q2 2024 | 3 |
HYG | ISHARES TR | 2 | 1 | 0.03% | 0.16% | 0.31% | Q4 2021 | Q2 2024 | 3 |
PANW | PALO ALTO NETWORKS INC | 1 | 1 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q4 2023 | 3 |
TSLA | TESLA INC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 3 |
CRM | SALESFORCE INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2023 | Q2 2024 | 3 |
HSY | HERSHEY CO | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2023 | Q2 2024 | 3 |
EPI | WISDOMTREE TR | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
CB | CHUBB LIMITED | 3 | 3 | 0.02% | 0.04% | 0.04% | Q4 2023 | Q2 2024 | 3 |
AMERICAN CENTY ETF TR | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2023 | Q2 2024 | 3 | |
AMT | AMERICAN TOWER CORP NEW | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
PYPL | PAYPAL HLDGS INC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q1 2024 | 3 |
AMERICAN CENTY ETF TR | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q2 2024 | 3 | |
ZTS | ZOETIS INC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2023 | 3 |
SCHG | SCHWAB STRATEGIC TR | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
NKG | NUVEEN GEORGIA QLTY MU... | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
TMO | THERMO FISHER SCIENTIF... | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
DXCM | DEXCOM INC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q1 2024 | 3 |
FERG | FERGUSON PLC NEW | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
TMF | DIREXION SHS ETF TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NTSX | WISDOMTREE TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
GVI | ISHARES TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
NTSI | WISDOMTREE TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
NTSE | WISDOMTREE TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
DJD | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q1 2024 | 3 |
IBB | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
SCHQ | SCHWAB STRATEGIC TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
XAR | SPDR SER TR | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
IYF | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MTUM | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
TNA | DIREXION SHS ETF TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SPIP | SPDR SER TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
PLTR | PALANTIR TECHNOLOGIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
USRT | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
XLP | SELECT SECTOR SPDR TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
GWX | SPDR INDEX SHS FDS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
BOTZ | GLOBAL X FDS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
GOVT | ISHARES TR | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q3 2022 | 2 |
ASH | ASHLAND GLOBAL HLDGS INC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
VVV | VALVOLINE INC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
DIREXION SHS ETF TR | 2 | 2 | 0.03% | 0.08% | 0.12% | Q4 2023 | Q1 2024 | 2 | |
SPYG | SPDR SER TR | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
TLT | ISHARES TR | 1 | 1 | 0.01% | 0.06% | 0.10% | Q2 2022 | Q2 2024 | 2 |
AVGO | BROADCOM INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q1 2024 | 2 |
VTHR | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q2 2022 | 2 |
TMUS | T-MOBILE US INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
GRAYSCALE BITCOIN TR BTC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 | |
BLK | BLACKROCK INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
EPD | ENTERPRISE PRODS PARTN... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
MU | MICRON TECHNOLOGY INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
XLF | SELECT SECTOR SPDR TR | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
DFS | DISCOVER FINL SVCS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q1 2024 | 2 |
WIP | SPDR SER TR | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
TSM | TAIWAN SEMICONDUCTOR M... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 | |
ISHARES BITCOIN TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 | |
NET | CLOUDFLARE INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
NVO | NOVO-NORDISK A S | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
DJP | BARCLAYS BANK PLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
ARKK | ARK ETF TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
XRT | SPDR SER TR | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CPUH | COMPUTE HEALTH ACQUISI... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SLYG | SPDR SER TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
AKTS | AKOUSTIS TECHNOLOGIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ARKW | ARK ETF TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
AAXJ | ISHARES TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ARKG | ARK ETF TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
IMCG | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DLS | WISDOMTREE TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
USIG | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ARKF | ARK ETF TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
VGLT | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
VOO | VANGUARD INDEX FDS | 1 | 1 | 2.90% | 2.90% | 2.90% | Q1 2024 | Q1 2024 | 1 |
QQQ | INVESCO QQQ TR | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2024 | Q1 2024 | 1 |
GLD | SPDR GOLD TR | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2024 | Q1 2024 | 1 |
NYF | ISHARES TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
ALCC | OKLO INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2024 | Q2 2024 | 1 |
TBT | PROSHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
ODFL | OLD DOMINION FREIGHT L... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
TBF | PROSHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
STZ | CONSTELLATION BRANDS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
SHM | SPDR SER TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2024 | Q1 2024 | 1 |
SPLV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2024 | Q1 2024 | 1 |
GSK PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2024 | Q1 2024 | 1 | |
TWTR | TWITTER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
CUT | INVESCO EXCH TRADED FD... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2024 | Q1 2024 | 1 |
MRNA | MODERNA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
BX | BLACKSTONE INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
SPTM | SPDR SER TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
HEFA | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
OMC | OMNICOM GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
C | CITIGROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
RYAN SPECIALTY GROUP H... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 | |
JD | JD.COM INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
TJX | TJX COS INC NEW | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
HASI | HANNON ARMSTRONG SUST ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
JNK | SPDR SER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q1 2024 | 1 |
F | FORD MTR CO DEL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PWB | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q1 2024 | 1 |
WY | WEYERHAEUSER CO MTN BE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
COIN | COINBASE GLOBAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q1 2024 | 1 |
AOS | SMITH A O CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
ETN | EATON CORP PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
XLU | SELECT SECTOR SPDR TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
IRM | IRON MTN INC DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
PSX | PHILLIPS 66 | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
WORLD GOLD TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 | |
XOP | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
AIG | AMERICAN INTL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
ACWI | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
MBB | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PKW | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
ICLN | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DEM | WISDOMTREE TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SMH | VANECK ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
PEY | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
EWS | ISHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OEF | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
HERO | GLOBAL X FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LIT | GLOBAL X FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IWB | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
EMB | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TFI | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
IUSB | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
IUSV | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, VANGUARD INDEX FDS, and META PLATFORMS INC, are the highest-conviction holdings of CARDIFF PARK ADVISORS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by CARDIFF PARK ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that CARDIFF PARK ADVISORS, LLC owns currently or has owned in the past.