StockDriftsStockDriftsTop 50 Cardiff Park Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12.96% | 3.97M | $157.0M | -3.46%(-142.31K) | $27.58(+50.17%) | 2025-12-31 | |
| VTI | VANGUARD INDEX FDS | 12.86% | 464.5K | $155.7M | +0.32%(+1.46K) | $228.78(+50.91%) | 2025-12-31 | |
| META | META PLATFORMS INC | 9.91% | 182.0K | $120.1M | -1.73%(-3.20K) | $373.97(+79.58%) | 2025-12-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.15% | 1.17M | $38.2M | -4.72%(-57.86K) | $25.80(+41.00%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 2.81% | 50.0K | $34.1M | -1.53%(-778) | $450.95(+55.21%) | 2025-12-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.62% | 680.6K | $31.7M | -8.30%(-61.63K) | $1.22(+4030.08%) | 2025-12-31 | |
| AAPL | APPLE INC | 2.55% | 113.4K | $30.8M | -4.83%(-5.76K) | $162.96(+63.49%) | 2025-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.28% | 442.9K | $27.7M | +1.86%(+8.07K) | $50.97(+34.78%) | 2025-12-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.2% | 324.3K | $26.7M | -0.74%(-2.41K) | $53.28(+69.44%) | 2025-12-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.77% | 288.9K | $21.4M | -15.99%(-54.97K) | $48.91(+55.89%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.28% | +91.95% |
| Top 20 Holdings Unweighted | +18.79% | +67.62% |
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