DDFG, Inc
Q2 2025 13F Holdings
- Locationthousand oaks, CA
- Num holdings
80
- Value ($000)
$397,524
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $40.12M | 10 % | 336,881 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $39.68M | 10 % | 263,827 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $26.40M | 7 % | 347,211 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $24.47M | 6 % | 258,636 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $23.51M | 6 % | 120,319 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $19.18M | 5 % | 834,602 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $19.01M | 5 % | 92,874 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $18.14M | 5 % | 165,520 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $17.00M | 4 % | 165,179 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $16.52M | 4 % | 37,672 |
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