DDFG, Inc
87 holdingsFiling period: 2026-03-31Current AUM: $504.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IEI | ISHARES TR | 371.1K | $44.0M | $43.2M | 8.57% | +13.8K | 2026-03-31 |
| 2 | IUSG | ISHARES TR | 273.5K | $42.4M | $50.5M | 10.02% | +6.0K | 2026-03-31 |
| 3 | IDEV | ISHARES TR | 424.2K | $35.4M | $38.4M | 7.61% | +22.3K | 2026-03-31 |
| 4 | IUSV | ISHARES TR | 297.4K | $30.4M | $33.4M | 6.62% | +17.1K | 2026-03-31 |
| 5 | GOVT | ISHARES TR | 1.26M | $28.8M | $28.2M | 5.59% | +57.5K | 2026-03-31 |
| 6 | IVE | ISHARES TR | 122.7K | $25.9M | $28.4M | 5.64% | +2.1K | 2026-03-31 |
| 7 | LQD | ISHARES TR | 183.9K | $20.0M | $19.5M | 3.87% | +5.3K | 2026-03-31 |
| 8 | STIP | ISHARES TR | 192.0K | $19.9M | $19.5M | 3.86% | +5.7K | 2026-03-31 |
| 9 | VUG | VANGUARD INDEX FDS | 34.1K | $14.9M | $17.4M | 3.45% | -328 | 2026-03-31 |
| 10 | GLD | SPDR GOLD TR | 31.0K | $13.3M | $11.5M | 2.28% | -2,193 | 2026-03-31 |
| 11 | INTF | ISHARES TR | 322.9K | $12.6M | $13.5M | 2.69% | +38.7K | 2026-03-31 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | 58.0K | $12.5M | $13.9M | 2.75% | -2,566 | 2026-03-31 |
| 13 | LRGF | ISHARES TR | 173.4K | $11.4M | $13.2M | 2.62% | -191,538 | 2026-03-31 |
| 14 | CAM | AB ACTIVE ETFS INC | 446.3K | $11.1M | $11.1M | 2.20% | +9.9K | 2026-03-31 |
| 15 | DFAE | DIMENSIONAL ETF TRUST | 328.6K | $11.1M | $12.3M | 2.44% | -23,158 | 2026-03-31 |
| 16 | MLPX | GLOBAL X FDS | 136.6K | $10.1M | $10.3M | 2.03% | -- | 2026-03-31 |
| 17 | IJK | ISHARES TR | 100.0K | $10.1M | $11.2M | 2.22% | +24.0K | 2026-03-31 |
| 18 | IYR | ISHARES TR | 99.0K | $9.4M | $10.4M | 2.06% | +6.5K | 2026-03-31 |
| 19 | ITOT | ISHARES TR | 60.3K | $8.6M | $9.9M | 1.96% | -924 | 2026-03-31 |
| 20 | IJJ | ISHARES TR | 58.5K | $7.8M | $8.6M | 1.71% | +1.3K | 2026-03-31 |
| 21 | SMLF | ISHARES TR | 86.3K | $6.5M | $7.4M | 1.48% | +803 | 2026-03-31 |
| 22 | IMCG | ISHARES TR | 77.6K | $6.1M | $7.4M | 1.46% | +27.1K | 2026-03-31 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | 94.1K | $6.0M | $6.6M | 1.32% | -851 | 2026-03-31 |
| 24 | AAPL | APPLE INC | 23.4K | $5.9M | $7.2M | 1.43% | -302 | 2026-03-31 |
| 25 | DGRO | ISHARES TR | 74.9K | $5.3M | $5.8M | 1.16% | +4.6K | 2026-03-31 |
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