DDFG, Inc
Q3 2025 13F Holdings
- Locationthousand oaks, CA
- Num holdings
85
- Value ($000)
$432,961
- Date Filed11/05/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $43.40 M | 10 % | 263,764 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $41.58 M | 10 % | 347,955 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $31.37 M | 7 % | 391,258 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $27.10 M | 6 % | 271,114 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $27.09 M | 6 % | 1,171,830 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $25.11 M | 6 % | 121,590 | ||
LRGF ISHARES TR | U S EQUITY FACTR | 46434V282 | $24.72 M | 6 % | 357,774 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $19.53 M | 5 % | 175,190 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $18.68 M | 4 % | 180,698 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $17.75 M | 4 % | 37,003 |
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