Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARDIFF PARK ADVISORS LLC | 05-14-2024 | 03-31-2024 | 349 | 1,055,633,949 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | CONSUM STP ETF | 251 | $263,820 | 1,292 | 0.00 | 0.00 | 1 | 0.08 | 03-31-2024 |
| ARCHER DANIELS MIDLAND CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 0.06 | 12-31-2023 |
| EATON VANCE SR FLTNG RTE TR | COM | 253 | $259,075 | 19,883 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| 3M CO | COM | 254 | $257,962 | 2,432 | 0.00 | 0.00 | -813 | -25.05 | 03-31-2024 |
