DDFG, Inc
Q2 2026 13F Holdings
- Locationthousand oaks, CA
- Num holdings
92
- Value ($000)
$503,632
- Date Filed 07/28/2026
- Form type13F-HR
- CIK 0001967640
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P US GWT | 464287671 | $47.53M | 9 % | 252,703 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $35.99M | 7 % | 404,354 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | $33.09M | 7 % | 300,399 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | $27.78M | 6 % | 236,514 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $27.4M | 5 % | 268,165 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $27.32M | 5 % | 120,323 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $23.99M | 5 % | 1,053,127 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | $20.78M | 4 % | 406,989 | ||
ISHARES TR | U.S. REAL ES ETF | 464287739 | $18.18M | 4 % | 177,778 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $17.96M | 4 % | 48,753 |
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