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Home > Institutional Investor > Cardiff Park Advisors, Llc > Profile

Instuitional Investor - Cardiff Park Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cardiff Park Advisors, Llc
Portfolio Value $1,289,233,463
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 3,762,389 $166,899,592 12.95%
2.
Vanguard Index Fds
 443,581 $164,142,834 12.73%
3.
Meta Platforms Inc.
 META 180,186 $101,496,807 7.87%
4.
Dimensional Etf Trust
 DFAC 1,110,002 $40,892,489 3.17%
5.
Vanguard Tax-Managed Fds
 519,321 $37,001,593 2.87%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.