$792 Million is the total value of CARDIFF PARK ADVISORS, LLC's 307 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRM | New | SALESFORCE INC | $1,459,813 | – | 7,199 | +100.0% | 0.18% | – |
| MSTR | New | MICROSTRATEGY INCcl a new | $832,190 | – | 2,535 | +100.0% | 0.10% | – |
| DOV | New | DOVER CORP | $288,088 | – | 2,065 | +100.0% | 0.04% | – |
| AMGN | New | AMGEN INC | $215,277 | – | 801 | +100.0% | 0.03% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $206,354 | – | 2,379 | +100.0% | 0.03% | – |
| AFL | New | AFLAC INC | $205,844 | – | 2,682 | +100.0% | 0.03% | – |
| New | HALEON PLCspon ads | $124,625 | – | 14,961 | +100.0% | 0.02% | – | |
| DJD | New | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $43,611 | – | 1,055 | +100.0% | 0.01% | – |
| MBB | New | ISHARES TRmbs etf | $44,384 | – | 500 | +100.0% | 0.01% | – |
| EBND | New | SPDR SER TRbloomberg emergi | $27,684 | – | 1,396 | +100.0% | 0.00% | – |
| DFJ | New | WISDOMTREE TRjp smallcp div | $11,723 | – | 170 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 15.7% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 12.9% |
| META PLATFORMS INC | 8 | Q3 2023 | 13.7% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.8% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 3.5% |
| APPLE INC | 8 | Q3 2023 | 3.0% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 2.3% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.1% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 1.9% |
View CARDIFF PARK ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
View CARDIFF PARK ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.