DI
| |
DDFG, Inc13F | |
| DDFG, Inc | |
| Last update 2025-05-13 | 76 Stocks (1 new) |
| Value $361.00 Mil | Turnover 12 % |
DDFG, Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEI | iShares 3-7 Year Treasury Bond ETF | 332,532 | 39,283.6 | -3.54% | 10.890 | -0.41% | 0.240 | +1.69% | +4.54% | 15,386.4 | ||
IUSG | ISHARES TRUST | 264,390 | 33,598.7 | -1.74% | 9.310 | -0.19% | 0.170 | +18.52% | +8.23% | 23,417.5 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 260,318 | 28,294.0 | +43.29% | 7.840 | +2.37% | 0.090 | +2.02% | +4.56% | 30,153.2 | ||
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 349,200 | 24,056.4 | -15.14% | 6.670 | -1.16% | 0.130 | +12.27% | +19.97% | 20,473.8 | ||
IUSV | ISHARES TRUST | 255,742 | 23,602.5 | +6.01% | 6.540 | +0.37% | 0.120 | +3.02% | +3.09% | 20,903.7 | ||
IVE | iShares S&P 500 Value ETF | 116,556 | 22,213.2 | +0.87% | 6.160 | +0.05% | 0.060 | +2.98% | +3.22% | 39,094.7 | ||
GOVT | iShares U.S. Treasury Bond ETF | 811,843 | 18,660.2 | New Holding | 5.170 | +5.17% | 0.070 | +0.85% | +1.46% | 27,564.9 | ||
VIG | Vanguard Dividend Appreciation FTF | 88,727 | 17,212.1 | -1.84% | 4.770 | -0.09% | 0.020 | +5.96% | +5.47% | 86,619.5 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 113,880 | 13,894.5 | -0.57% | 3.850 | -0.02% | 0.020 | +11.01% | +5.61% | 70,239.3 | ||
VUG | Vanguard Growth ETF | 35,671 | 13,227.6 | -5.12% | 3.670 | -0.23% | 0.010 | +18.36% | +7.08% | 151,197.7 |
DDFG, Inc's Historical Top Holdings Breakdowns
DDFG, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +5.17% | 22.25 ($22.67) 23 | $22.98 | 1.37% | New holding | 811,843 | 811,843 | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-03-31 | Add Add | +2.37% | 105.1 ($107.75) 109.61 | $109.61 | 1.73% | Add 43.29% | 260,318 | 78,640 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Reduce Reduce | -1.99% | 51.52 ($51.99) 52.37 | $52.76 | 1.48% | Reduce -50.65% | 130,131 | -133,551 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-03-31 | Reduce Reduce | -1.16% | 63.77 ($68.2) 71.36 | $76.04 | 11.50% | Reduce -15.14% | 349,200 | -62,290 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -1.08% | 57.44 ($58.5) 59.4 | $59.81 | 2.24% | Reduce -94.81% | 3,548 | -64,813 | |
LRGF | iShares U.S. Equity Factor ETF | 2025-03-31 | Add Add | +0.97% | 56.95 ($60.96) 63.95 | $64.13 | 5.20% | Add 39.15% | 214,030 | 60,223 | |
DFAE |
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
| 2025-03-31 | Reduce Reduce | -0.81% | 24.64 ($25.96) 26.86 | $28.95 | 11.52% | Reduce -23.2% | 367,294 | -110,955 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Sold Out Sold Out | -0.78% | 79.17 ($80.9) 82.04 | $82.92 | 2.50% | Sold Out | 0 | -33,693 | |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2025-03-31 | Add Add | +0.57% | 117.4 ($125.21) 131.02 | $123.58 | -1.30% | Add 70.41% | 41,141 | 16,999 | |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 2025-03-31 | Add Add | +0.55% | 81.62 ($90.08) 96.63 | $90.98 | 1.00% | Add 69.5% | 58,562 | 24,013 |
DDFG, Inc Total Holding History ($B)
DDFG, Inc's Asset Allocation
DDFG, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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DDFG, Inc's Hypothetical Growth since 2025-03-31
DDFG, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DDFG, Inc's Holdings Heat Map
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DDFG, Inc's Holdings Bubble Chart
DDFG, Inc News
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