The Analysis of DDFG, Inc's Holdings
Currently, DDFG, Inc holds 87 types of securities in its portfolio with a total value $456.8M. In the most recent quarter, they have increased their positions in N/A (+436.5K shares, valued at $11.0M), IEI (+9.3K shares, valued at $1.1M), IUSV (+9.2K shares, valued at $943.0K); decreased their positions in VUG (-2.6K shares, valued at $1.3M), ITOT (-2.5K shares, valued at $369.9K), VIG (-1.7K shares, valued at $363.1K); initiated new positions in N/A (+436.5K shares, valued at $11.0M), BMY (+4.4K shares, valued at $235.3K), N/A (+52.3K shares, valued at $206.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IUSG ISHARES TR267.5K shares1.40%2025-12-312026-01-08
IEI ISHARES TR357.3K shares2.67%2025-12-312026-01-08 IDEV ISHARES TR401.9K shares2.72%2025-12-312026-01-08 IUSV ISHARES TR280.3K shares3.39%2025-12-312026-01-08 GOVT ISHARES TR1.2M shares2.29%2025-12-312026-01-08 IVE ISHARES TR120.6K shares-0.79%2025-12-312026-01-08 LRGF ISHARES TR365.0K shares2.01%2025-12-312026-01-08 LQD ISHARES TR178.7K shares1.98%2025-12-312026-01-08 STIP ISHARES TR186.4K shares3.13%2025-12-312026-01-08 VUG VANGUARD INDEX FDS34.4K shares-7.05%2025-12-312026-01-08 VIG VANGUARD SPECIALIZED FUNDS60.6K shares-2.66%2025-12-312026-01-08 GLD SPDR GOLD TR33.2K shares-2.32%2025-12-312026-01-08 DFAE DIMENSIONAL ETF TRUST351.7K shares-0.61%2025-12-312026-01-08 INTF ISHARES TR284.2K shares1.82%2025-12-312026-01-08 ITOT ISHARES TR61.2K shares-3.90%2025-12-312026-01-08 IYR ISHARES TR92.5K shares2.30%2025-12-312026-01-08 IJJ ISHARES TR57.2K shares2.00%2025-12-312026-01-08 IJK ISHARES TR75.9K shares1.41%2025-12-312026-01-08 AAPL APPLE INC23.7K shares-1.30%2025-12-312026-01-08 SMLF ISHARES TR85.5K shares0.75%2025-12-312026-01-08 VEA VANGUARD TAX-MANAGED FDS94.9K shares-2.20%2025-12-312026-01-08 VWO VANGUARD INTL EQUITY INDEX F94.5K shares-0.74%2025-12-312026-01-08 DGRO ISHARES TR70.3K shares2.96%2025-12-312026-01-08 IMCG ISHARES TR50.5K shares4.33%2025-12-312026-01-08 IMCV ISHARES TR46.8K shares3.92%2025-12-312026-01-08 SPSM SPDR SERIES TRUST78.8K shares2.95%2025-12-312026-01-08 XOM EXXON MOBIL CORP30.5K shares12.20%2025-12-312026-01-08 IEMG ISHARES INC44.4K shares6.53%2025-12-312026-01-08 ALPHABET INC ALPHABET INC6.9K shares0.15%2025-12-312026-01-08 NVDA NVIDIA CORPORATION9.9K shares1.28%2025-12-312026-01-08 CW CURTISS WRIGHT CORP2.9K shares0.00%2025-12-312026-01-08 PM PHILIP MORRIS INTL INC9.4K shares-0.66%2025-12-312026-01-08 FALN ISHARES TR49.6K shares-0.62%2025-12-312026-01-08 SLV ISHARES SILVER TR18.6K shares-9.03%2025-12-312026-01-08 MA MASTERCARD INCORPORATED1.9K shares0.84%2025-12-312026-01-08 VOE VANGUARD INDEX FDS5.8K shares-1.02%2025-12-312026-01-08 IVV ISHARES TR1.5K shares0.13%2025-12-312026-01-08 MSFT MICROSOFT CORP2.1K shares2.43%2025-12-312026-01-08 AMZN AMAZON COM INC3.8K shares1.33%2025-12-312026-01-08 AMGN AMGEN INC2.7K shares-10.95%2025-12-312026-01-08 AMD ADVANCED MICRO DEVICES INC4.0K shares0.00%2025-12-312026-01-08 TDY TELEDYNE TECHNOLOGIES INC1.5K shares0.00%2025-12-312026-01-08 FGD FIRST TR EXCHANGE TRADED FD23.7K shares-0.40%2025-12-312026-01-08 ALPS ETF TR ALPS ETF TR13.6K shares-0.35%2025-12-312026-01-08 NULV NUSHARES ETF TR12.7K shares-0.86%2025-12-312026-01-08 NULG NUSHARES ETF TR5.8K shares-0.50%2025-12-312026-01-08 VOT VANGUARD INDEX FDS2.0K shares-0.46%2025-12-312026-01-08 EFA ISHARES TR5.6K shares-0.30%2025-12-312026-01-08 IEFA ISHARES TR5.6K shares1.44%2025-12-312026-01-08 ESGD ISHARES TR5.1K shares-0.83%2025-12-312026-01-08 BAC BANK AMERICA CORP8.6K shares0.04%2025-12-312026-01-08 MO ALTRIA GROUP INC8.0K shares-0.23%2025-12-312026-01-08 ORCL ORACLE CORP2.2K shares0.05%2025-12-312026-01-08 UNH UNITEDHEALTH GROUP INC1.2K shares-0.72%2025-12-312026-01-08 WMT WALMART INC3.6K shares0.00%2025-12-312026-01-08 META META PLATFORMS INC596 shares50.51%2025-12-312026-01-08 PLTR PALANTIR TECHNOLOGIES INC2.1K shares0.00%2025-12-312026-01-08 EEM ISHARES TR6.4K shares-3.86%2025-12-312026-01-08 VTI VANGUARD INDEX FDS996 shares0.50%2025-12-312026-01-08 DIS DISNEY WALT CO2.9K shares0.00%2025-12-312026-01-08 DSI ISHARES TR2.5K shares-0.76%2025-12-312026-01-08 COST COSTCO WHSL CORP NEW358 shares0.00%2025-12-312026-01-08 ALPHABET INC ALPHABET INC973 shares0.10%2025-12-312026-01-08 HWKN HAWKINS INC2.1K shares-16.23%2025-12-312026-01-08 TSLA TESLA INC640 shares0.95%2025-12-312026-01-08 ATI ATI INC2.5K shares0.00%2025-12-312026-01-08 LLY ELI LILLY & CO264 shares0.00%2025-12-312026-01-08 EW EDWARDS LIFESCIENCES CORP3.3K shares0.00%2025-12-312026-01-08 GILD GILEAD SCIENCES INC2.3K shares1.61%2025-12-312026-01-08 V VISA INC779 shares0.13%2025-12-312026-01-08 IJR ISHARES TR2.2K shares-8.65%2025-12-312026-01-08 IYW ISHARES TR1.3K shares0.00%2025-12-312026-01-08 CAT CATERPILLAR INC435 shares0.00%2025-12-312026-01-08 CVX CHEVRON CORP NEW1.6K shares6.90%2025-12-312026-01-08 BMY BRISTOL-MYERS SQUIBB CO4.4K sharesnew addition2025-12-312026-01-08 MDLZ MONDELEZ INTL INC4.3K shares0.00%2025-12-312026-01-08 TTD THE TRADE DESK INC5.5K shares0.00%2025-12-312026-01-08 MERCK & CO INC MERCK & CO INC1.9K sharesnew addition2025-12-312026-01-08 ESGE ISHARES INC4.5K shares-1.54%2025-12-312026-01-08 EGY VAALCO ENERGY INC30.3K shares0.00%2025-12-312026-01-08 SNBR SLEEP NUMBER CORP12.7K shares0.00%2025-12-312026-01-08 UWMC UWM HOLDINGS CORPORATION20.4K shares1.85%2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available