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Disclosed positions
DDFG, Inc: source evidence dated 2026-07-29T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IUSG
- Class
- CORE S&P US GWT
- Reported value
- $47,530,936
- Reported amount
- 252,703
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001967640-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IUSG | CORE S&P US GWT | $47,530,936 | 252,703 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $35,991,518 | 404,354 | SH | None |
| ISHARES TR | IUSV | CORE S&P US VLU | $33,088,923 | 300,399 | SH | None |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $27,778,554 | 236,514 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $27,395,773 | 268,165 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $27,320,462 | 120,323 | SH | None |
| ISHARES TR | GOVT | US TREAS BD ETF | $23,990,229 | 1,053,127 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $20,776,788 | 406,989 | SH | None |
| ISHARES TR | IYR | U.S. REAL ES ETF | $18,177,769 | 177,778 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $17,959,457 | 48,753 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $17,377,419 | 201,735 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $17,043,589 | 156,263 | SH | None |
| ISHARES TR | INTF | INTL EQTY FACTOR | $13,645,589 | 333,144 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $13,566,931 | 57,336 | SH | None |
| ISHARES TR | LRGF | U S EQUITY FACTR | $12,815,808 | 169,454 | SH | None |
| ISHARES TR | IJK | S&P MC 400GR ETF | $12,063,959 | 102,672 | SH | None |
| AB ACTIVE ETFS INC | CAM | CALIF INTER ETF | $11,111,282 | 441,625 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $9,841,550 | 59,911 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $8,776,657 | 218,271 | SH | None |
| ISHARES TR | IJJ | S&P MC 400VL ETF | $8,590,359 | 58,149 | SH | None |
| ISHARES TR | IMCG | MRGSTR MD CP GRW | $7,834,725 | 79,702 | SH | None |
| ISHARES TR | SMLF | US SML CAP EQT | $7,693,632 | 86,310 | SH | None |
| APPLE INC | AAPL | COM | $6,710,087 | 23,189 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $6,510,525 | 91,376 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $6,208,596 | 81,918 | SH | None |
| SPDR SERIES TRUST | SPSM | ST STR SP600 SML | $5,147,297 | 89,254 | SH | None |
| ISHARES TR | IMCV | MRGSTR MD CP VAL | $4,685,089 | 51,272 | SH | None |
| GLOBAL X FDS | MLPX | GLB X MLP ENRG I | $4,309,658 | 58,507 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $4,040,778 | 29,555 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $4,038,494 | 67,658 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $2,770,774 | 33,447 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,427,746 | 6,871 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $2,323,640 | 4,000 | SH | None |
| CURTISS WRIGHT CORP | CW | COM | $2,166,867 | 2,860 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,959,474 | 9,793 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $1,683,548 | 9,306 | SH | None |
| ISHARES TR | FALN | FALN ANGLS USD | $1,440,724 | 52,890 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,186,425 | 2,371 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $1,109,439 | 5,615 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,099,240 | 1,468 | SH | None |
| TELEDYNE TECHNOLOGIES INC | TDY | COM | $1,000,350 | 1,500 | SH | None |
| AMGEN INC | AMGN | COM | $994,385 | 2,746 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $985,523 | 1,919 | SH | None |
| ISHARES SILVER TR | SLV | ISHARES | $889,955 | 16,644 | SH | None |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | COM | $874,439 | 10,728 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $846,917 | 1,150 | SH | None |
| AMAZON COM INC | AMZN | COM | $846,643 | 3,552 | SH | None |
| TURN THERAPEUTICS INC | TTRX | COM | $787,154 | 107,829 | SH | None |
| MICROSOFT CORP | MSFT | COM | $779,703 | 2,090 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FGD | DJ GLBL DIVID | $721,608 | 22,557 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 1 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.