Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARDIFF PARK ADVISORS LLC | 02-14-2024 | 12-31-2023 | 332 | 903,660,152 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $121,243,980 | 4,147,930 | 0.01 | 0.01 | -30,901 | -0.74 | 12-31-2023 |
| META PLATFORMS INC | CL A | 2 | $111,957,902 | 316,301 | 0.01 | 0.01 | 37,378 | 13.40 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $109,620,023 | 462,103 | 0.01 | 0.01 | 7,633 | 1.68 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 4 | $31,436,030 | 1,287,307 | 0.00 | 0.00 | -6,512 | -0.50 | 12-31-2023 |
