DDFG, Inc
Q4 2025 13F Holdings
- Locationthousand oaks, CA
- Num holdings
87
- Value ($000)
$456,799
- Date Filed01/08/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P US GWT | 464287671 | $44.92M | 10 % | 267,464 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | $42.64M | 9 % | 357,253 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $33.15M | 7 % | 401,883 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | $28.74M | 6 % | 280,310 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $27.6M | 6 % | 1,198,701 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $25.58M | 6 % | 120,627 | ||
ISHARES TR | U S EQUITY FACTR | 46434V282 | $25.34M | 6 % | 364,955 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $19.69M | 4 % | 178,654 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $19.08M | 4 % | 186,354 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $16.78M | 4 % | 34,395 |
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