DDFG, Inc
Q4 2024 13F Holdings
- Locationthousand oaks, CA
- Num holdings
78
- Value ($000)
$346,475
- Date Filed02/06/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $39.84M | 12 % | 344,751 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $37.49M | 11 % | 269,069 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $26.53M | 8 % | 411,490 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $22.34M | 6 % | 241,254 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $22.06M | 6 % | 115,552 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $19.41M | 6 % | 181,678 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $17.70M | 5 % | 90,392 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $15.43M | 5 % | 37,597 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $14.73M | 4 % | 114,530 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $13.63M | 4 % | 263,682 |
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