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Portfolio (Quarterly) Guide ↗

DDFG, Inc

· CIK 0001967640
13F Portfolio $457M AUM 87 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 87 New
Page 1 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IUSG ISHARES TR 267,464.0 $44.9M 9.83% NEW $167.94 +9.3%
2 IEI ISHARES TR 357,253.0 $42.6M 9.33% NEW $119.35 -2.2%
3 IDEV ISHARES TR 401,883.0 $33.1M 7.26% NEW $82.48 +6.7%
4 IUSV ISHARES TR 280,310.0 $28.7M 6.29% NEW $102.54 +5.8%
5 GOVT ISHARES TR 1,198,701.0 $27.6M 6.04% NEW $23.02 -2.3%
6 IVE ISHARES TR 120,627.0 $25.6M 5.60% NEW $212.07 +5.8%
7 LRGF ISHARES TR 364,955.0 $25.3M 5.55% NEW $69.43 +5.8%
8 LQD ISHARES TR 178,654.0 $19.7M 4.31% NEW $110.19 -2.8%
9 STIP ISHARES TR 186,354.0 $19.1M 4.18% NEW $102.39 +1.0%
10 VUG VANGUARD INDEX FDS 34,395.0 $16.8M 3.67% NEW $487.86 -82.3%
11 VIG VANGUARD SPECIALIZED FUNDS 60,559.0 $13.3M 2.91% NEW $219.78 +4.4%
12 GLD SPDR GOLD TR Financial Services 33,153.0 $13.1M 2.88% NEW $396.31 +5.6%
13 DFAE DIMENSIONAL ETF TRUST 351,719.0 $11.5M 2.51% NEW $32.57 +16.8%
14 CAM AB ACTIVE ETFS INC 436,458.0 $11.0M 2.40% NEW $25.10 +163.0%
15 INTF ISHARES TR 284,235.0 $10.7M 2.35% NEW $37.75 +7.8%
16 ITOT ISHARES TR 61,235.0 $9.1M 1.99% NEW $148.69 +7.5%
17 IYR ISHARES TR 92,521.0 $8.7M 1.90% NEW $93.89 +7.8%
18 IJJ ISHARES TR 57,203.0 $7.5M 1.65% NEW $131.59 +4.4%
19 IJK ISHARES TR 75,948.0 $7.4M 1.61% NEW $96.88 +12.1%
20 AAPL APPLE INC Technology 23,708.0 $6.4M 1.41% NEW $271.86 +10.0%
Page 1 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.5%
Technology 25.7%
Energy 8.7%
Healthcare 8.1%
Communication Services 6.8%
Consumer Defensive 6.2%
Industrials 4.5%
Consumer Cyclical 2.7%
Basic Materials 0.7%