DDFG, Inc
Q1 2025 13F Holdings
- Locationthousand oaks, CA
- Num holdings
76
- Value ($000)
$360,817
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001967640
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $39.28M | 11 % | 332,532 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $33.60M | 9 % | 264,390 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $28.29M | 8 % | 260,318 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $24.06M | 7 % | 349,200 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $23.60M | 7 % | 255,742 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $22.21M | 6 % | 116,556 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $18.66M | 5 % | 811,843 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $17.21M | 5 % | 88,727 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $13.89M | 4 % | 113,880 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $13.23M | 4 % | 35,671 |
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