Cardiff Park Advisors, LLC Q1 2024 13F Top Portfolio Holdings

Cardiff Park Advisors, LLC reported 349 holdings with total value $1.06 B as of Q1 2024. Top holdings included META, DFAC, VTI, DFAX, and DFUV. CARDIFF PARK ADVISORS, LLC …

CouponFollow Extension

$1.06
OFF

Cardiff Park Advisors, LLC Q1 2024 13F Top Portfolio Holdings

1 week from now

Cardiff Park Advisors, LLC reported 349 holdings with total value $1.06 B as of Q1 2024. Top holdings included META, DFAC, VTI, DFAX, and DFUV. CARDIFF PARK ADVISORS, LLC …

13f.info

$30297732
OFF

CARDIFF PARK ADVISORS, LLC Top 13F Holdings

1 week from now

Cardiff Park Advisors is based out of Carlsbad. Cardiff Park Advisors is a large advisory firm with 375 clients and discretionary assets under management (AUM) of $30,297,732 (Form ADV …

whalewisdom.com

$1.04
OFF

CARDIFF PARK ADVISORS, LLC - 13F

1 week from now

Cardiff Park Advisors, LLC reported 331 holdings with total value $1.04 B as of Q2 2024. Top holdings included META, DFAC, VTI, DFAX, and SPY ... CARDIFF PARK ADVISORS, LLC …

13f.info

$1.04
OFF

Cardiff Park Advisors, LLC Q2 2024 13F Top Portfolio Holdings

1 week from now

Aug 14, 2024 · Cardiff Park Advisors, LLC reported 331 holdings with total value $1.04 B as of Q2 2024. Top holdings included META, DFAC, VTI, DFAX, and SPY. CARDIFF PARK …

13f.info

14%
OFF

Cardiff Park Advisors Llc 13F Portfolio - HedgeFollow

1 week from now

Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; Cardiff Park Advisors Llc: Cardiff Park Advisors Llc: 2.14%: $1340405000

hedgefollow.com

$626
OFF

Cardiff Park Advisors 13F Annual Report (2024) - Wallmine

1 week from now

In the most recent 13F filing, Cardiff Park Advisors revealed that it had opened a new position in Palo Alto Networks Inc and bought 2,450 shares worth $626 million . This means they …

wallmine.com

04%
OFF

Cardiff Park Advisors, Llc 13F Holdings SEC Filings

1 week from now

Aug 14, 2024 · 13F-HR Manager Holdings August 2024. PDF. Word Excel CSV. ... Portfolio Holdings. Portfolio Value: $1.04B Previous Value: $1.06B Value Change: 1.04%. Filter By: ...

last10k.com

42%
OFF

CARDIFF PARK ADVISORS, LLC - GuruFocus

1 week from now

Past Performances and the history of Asset Under Management CARDIFF PARK ADVISORS, LLC. ... (35 new) Top holdings: DFAC(13.42%) VTI(12.13%) META(11.86%) DFAX(3.48%) …

gurufocus.com

$100
OFF

Cardiff Park Advisors, Llc - 13F-HR Filing - 2024-06-30 - Fintel

1 week from now

Jun 30, 2024 · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the fili

fintel.io

$000
OFF

Cardiff Park Advisors, LLC Q4 2023 13F Top Portfolio Holdings

1 week from now

Cardiff Park Advisors, LLC top investments as of Q4 2023 based on public SEC filings. ... Q4 2023 13F Holdings Location Carlsbad, CA Holdings as of 12/31/2023 Value ($000) $903,660 …

13f.info

$2
OFF

Cardiff Park Advisors LLC | AUM 13F

1 week from now

Cardiff Park Advisors LLC CRD # 126752: SEC # 801-66660: CIK # 0001910000: AUM: $2.2 BB (2023-03-22) Employees

aum13f.com

FAQs about Cardiff Park Advisors, LLC Q1 2024 13F Top Portfolio Holdings Coupon?

Who is Cardiff Park Advisors?

Cardiff Park Advisors is a fee-only investment advisor specializing in passive and index portfolio management. We help our clients reach their long-term financial objectives with goal-based portfolios, unbiased advice, a fiduciary approach, and a proven investment strategy rooted in Nobel prize-winning research. ...

Does Cardiff Park accept custody of client funds or securities?

Cardiff Park does not accept custody of client funds or securities. Securities are held by brokerage firms that carry SIPC and other private insurance, including TDAmeritrade, Schwab, and Fidelity. To learn about our strategy and thinking, please read our informative website ( About Us ). ...

Is Cardiff Park a fiduciary?

Cardiff Park is a fiduciary, meaning we’re pledged to serve our clients’ best interests. Our advice is independent, objective, and untarnished by conflicts of interest. We do not accept fees or commissions of any kind on financial products. ...

Who are Dimensional Fund Advisors (DFA)?

Cardiff Park is among a select group of advisors qualified to provide access to Dimensional Fund Advisors (DFA), a leader in passive investment research and fund offerings ( Read why DFA is our preferred fund partner ). ...

Where can I find a vetted financial advisor?

WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals. ...

How many vetted fiduciary advisors are there in Newark?

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. Newark has 22 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. ...