Cardiff-Park-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "DJP",
  "GDX",
  null,
  null,
  "MCHI",
  null,
  "FNDF",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "GOOGL",
  "VDE",
  null,
  null,
  "AIG",
  null,
  "T",
  null,
  "CAT",
  null,
  "AVDE",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "ARCC",
  null,
  null,
  null,
  "CMI",
  null,
  null,
  null,
  "PL",
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "UNP",
  "QCOM",
  null,
  "EMXC",
  "AMAT",
  "INVZ",
  "EMR",
  "BKNG",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "VVR",
  "HEFA",
  "NXTC",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ICF",
  "IWS",
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "MA",
  "MSFT",
  "OXY",
  null,
  null,
  null,
  "HSY",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "VGIT",
  null,
  "VHT",
  "IRT",
  null,
  null,
  "EEM",
  "IWF",
  "PEP",
  "PNC",
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "HLN",
  "NVDA",
  "INTC",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  null,
  "AMGN",
  "MSTR",
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  "SHOP",
  "SLB",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  "IBM",
  null,
  "SBUX",
  "TXN",
  "TJX",
  "TWLO",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  null,
  null,
  "VWO",
  "VSS",
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  "EFR",
  null,
  "VIG",
  null,
  null,
  null,
  "IWO",
  "IWN",
  "IEF",
  "TSM",
  null,
  null,
  "VYM",
  "AON",
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "IWR",
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "CEF",
  "PDD",
  null,
  "VEU",
  "VPL",
  "VGT",
  "ESGV",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "VNQI",
  null,
  "VYMI",
  null,
  null,
  "VXUS",
  "VOOG",
  "VTWO",
  null,
  "VBK",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VUSB",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "YUM",
  null,
  null,
  null,
  null,
  "SCHD",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  null,
  "CRM",
  null,
  "RDDT",
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "DGRO",
  null,
  "SPYV",
  null,
  "AME",
  "KMB",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  null,
  "BLDR",
  "CAMT",
  "CSL",
  "CVX",
  "LNG",
  "CB",
  "CSCO",
  "NET",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "DHR",
  "DE",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "USMV",
  "NEE",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 343
Total Value: 911222191
Accession Number: 0001398344-25-009603
Form Type: 13F-HR
CIK: cardiff-park-advisors
Manager Name: Cardiff-Park-Advisors

Data Enrichment

60% identified

206 identified137 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

343 positions • $911.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:44.0K

Value:$8.4M

% of Portfolio:0.9% ($8.4M/$911.2M)

25434V732

Shares:315.6K

Value:$8.4M

% of Portfolio:0.9% ($8.4M/$911.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:15.6K

Value:$8.3M

% of Portfolio:0.9% ($8.3M/$911.2M)

921909768

VXUS|921909768

Shares:123.7K

Value:$7.7M

% of Portfolio:0.8% ($7.7M/$911.2M)

02156V109

Shares:349.2K

Value:$7.6M

% of Portfolio:0.8% ($7.6M/$911.2M)

464287200

IVV|464287200

Shares:13.1K

Value:$7.4M

% of Portfolio:0.8% ($7.4M/$911.2M)

NVIDIA CORP

NVDA|67066G104

Shares:66.2K

Value:$7.2M

% of Portfolio:0.8% ($7.2M/$911.2M)

922908736

VUG|922908736

Shares:19.0K

Value:$7.1M

% of Portfolio:0.8% ($7.1M/$911.2M)

25434V831

Shares:213.0K

Value:$7.1M

% of Portfolio:0.8% ($7.1M/$911.2M)

922042858

VWO|922042858

Shares:155.5K

Value:$7.0M

% of Portfolio:0.8% ($7.0M/$911.2M)

922908744

VTV|922908744

Shares:40.2K

Value:$6.9M

% of Portfolio:0.8% ($6.9M/$911.2M)

25434V799

Shares:242.7K

Value:$6.7M

% of Portfolio:0.7% ($6.7M/$911.2M)

921908844

VIG|921908844

Shares:34.3K

Value:$6.7M

% of Portfolio:0.7% ($6.7M/$911.2M)

464287465

EFA|464287465

Shares:75.3K

Value:$6.2M

% of Portfolio:0.7% ($6.2M/$911.2M)

808524102

SCHB|808524102

Shares:257.5K

Value:$5.5M

% of Portfolio:0.6% ($5.5M/$911.2M)

025072802

Shares:77.5K

Value:$5.4M

% of Portfolio:0.6% ($5.4M/$911.2M)

025072349

Shares:81.3K

Value:$5.3M

% of Portfolio:0.6% ($5.3M/$911.2M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:6

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$911.2M)

92206C409

Shares:53.2K

Value:$4.2M

% of Portfolio:0.5% ($4.2M/$911.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:35.0K

Value:$4.2M

% of Portfolio:0.5% ($4.2M/$911.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	44.0K	QoQ -1.71% (-766) YoY -9.90% (-4.8K)	All Managers (Combined)	$8.4M	0.9% ($8.4M/$911.2M)	QoQ -14.76% (-$1.4M) YoY -4.97% (-$438.0K)
(cusip25434V732)✕	315.6K	QoQ +11.33% (+32.1K) YoY +19.17% (+50.8K)	All Managers (Combined)	$8.4M	0.9% ($8.4M/$911.2M)	QoQ +12.48% (+$927.1K) YoY +23.70% (+$1.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	15.6K	QoQ +0.16% (+26) YoY +11.66% (+1.6K)	All Managers (Combined)	$8.3M	0.9% ($8.3M/$911.2M)	QoQ +17.69% (+$1.2M) YoY +41.42% (+$2.4M)
(VXUScusip921909768)	123.7K	QoQ +4.36% (+5.2K) YoY +12.03% (+13.3K)	All Managers (Combined)	$7.7M	0.8% ($7.7M/$911.2M)	QoQ +9.98% (+$697.5K) YoY +15.37% (+$1.0M)
(cusip02156V109)✕	349.2K	QoQ +10.82% (+34.1K) YoY NEW(+349.2K)	All Managers (Combined)	$7.6M	0.8% ($7.6M/$911.2M)	QoQ +12.91% (+$863.8K) YoY NEW(+$7.6M)
(IVVcusip464287200)	13.1K	QoQ -14.68% (-2.3K) YoY -14.98% (-2.3K)	All Managers (Combined)	$7.4M	0.8% ($7.4M/$911.2M)	QoQ -18.56% (-$1.7M) YoY -9.13% (-$740.5K)
NVIDIA CORP(NVDAcusip67066G104)	66.2K	QoQ +3.11% (-2.0K) YoY +854.22% (+59.2K)	All Managers (Combined)	$7.2M	0.8% ($7.2M/$911.2M)	QoQ -16.77% (-$1.4M) YoY +14.45% (+$905.8K)
(VUGcusip922908736)	19.0K	QoQ -31.73% (-8.9K) YoY +0.07% (+15)	All Managers (Combined)	$7.1M	0.8% ($7.1M/$911.2M)	QoQ -38.32% (-$4.4M) YoY +7.82% (+$512.4K)
(cusip25434V831)✕	213.0K	QoQ 0.00% (-15) YoY +0.16% (+345)	All Managers (Combined)	$7.1M	0.8% ($7.1M/$911.2M)	QoQ -1.91% (-$138.0K) YoY +5.01% (+$336.9K)
(VWOcusip922042858)	155.5K	QoQ +3.85% (+5.8K) YoY +9.07% (+12.9K)	All Managers (Combined)	$7.0M	0.8% ($7.0M/$911.2M)	QoQ +6.73% (+$444.1K) YoY +18.18% (+$1.1M)
(VTVcusip922908744)	40.2K	QoQ +1.59% (+630) YoY +0.85% (+339)	All Managers (Combined)	$6.9M	0.8% ($6.9M/$911.2M)	QoQ +3.65% (+$244.9K) YoY +6.96% (+$452.2K)
(cusip25434V799)✕	242.7K	QoQ +2.31% (+5.5K) YoY +11.17% (+24.4K)	All Managers (Combined)	$6.7M	0.7% ($6.7M/$911.2M)	QoQ +9.93% (+$609.2K) YoY +15.40% (+$899.7K)
(VIGcusip921908844)	34.3K	QoQ +0.66% (-225) YoY +2.45% (+822)	All Managers (Combined)	$6.7M	0.7% ($6.7M/$911.2M)	QoQ -0.28% (-$19.0K) YoY +8.83% (+$540.2K)
(EFAcusip464287465)	75.3K	QoQ -0.79% (-607) YoY +0.21% (+165)	All Managers (Combined)	$6.2M	0.7% ($6.2M/$911.2M)	QoQ +7.22% (-$414.8K) YoY +2.56% (+$153.9K)
(SCHBcusip808524102)	257.5K	QoQ +1.36% (-3.5K) YoY +208.28% (+173.9K)	All Managers (Combined)	$5.5M	0.6% ($5.5M/$911.2M)	QoQ -3.85% (-$222.4K) YoY +8.71% (+$444.6K)
(cusip025072802)✕	77.5K	QoQ -0.62% (-487) YoY +9.28% (+6.6K)	All Managers (Combined)	$5.4M	0.6% ($5.4M/$911.2M)	QoQ +6.49% (-$329.3K) YoY +15.72% (+$734.2K)
(cusip025072349)✕	81.3K	QoQ +0.29% (-240) YoY -2.12% (-1.8K)	All Managers (Combined)	$5.3M	0.6% ($5.3M/$911.2M)	QoQ -2.04% (-$110.8K) YoY -0.67% (-$36.0K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	6	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$911.2M)	QoQ +17.25% (+$705.1K) YoY +25.84% (+$984.0K)
(cusip92206C409)✕	53.2K	QoQ -11.12% (-6.7K) YoY -9.57% (-5.6K)	All Managers (Combined)	$4.2M	0.5% ($4.2M/$911.2M)	QoQ -10.06% (-$470.2K) YoY -7.66% (-$348.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	35.0K	QoQ +5.84% (+1.9K) YoY +37.65% (+9.6K)	All Managers (Combined)	$4.2M	0.5% ($4.2M/$911.2M)	QoQ +17.02% (+$606.3K) YoY +40.84% (+$1.2M)