Fund HoldingsDDFG, Inc

Total Portfolio Value
$360.82M
Total Bought
$45.27M
Total Sold
$29.90M
Net Transaction
+$15.36M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR
US TREAS BD ETF
0811,843+811,843018,6605.17%+18,660
ISHARES TR181,678260,318+78,64019,41028,2947.84%+8,884
ISHARES TR
U S EQUITY FACTR
153,807214,030+60,2239,28212,3883.43%+3,106
ISHARES TR24,14241,141+16,9993,0174,9261.37%+1,909
SPDR GOLD TR(GLD)36,69837,372+6748,88610,7682.98%+1,883
ISHARES TR34,54958,562+24,0133,1424,8771.35%+1,736
ISHARES TR7,02930,034+23,0055222,2280.62%+1,706
ISHARES TR13,83535,268+21,4331,0452,5190.70%+1,474
ISHARES TR241,254255,742+14,48822,33823,6026.54%+1,265
ISHARES TR
CORE DIV GRWTH
177,527194,089+16,56210,88911,9913.32%+1,101
ISHARES TR
INTL EQTY FACTOR
214,576222,592+8,0166,1636,8651.90%+702
BERKSHIRE HATHAWAY INC DEL2,2162,599+3831,0041,3840.38%+380
PHILIP MORRIS INTL INC(PM)9,5529,531-211,1501,5130.42%+363
EXXON MOBIL CORP26,38426,793+4092,8383,1860.88%+348
AMGEN INC(AMGN)2,7523,276+5247171,0210.28%+303
ALPS ETF TR
ALERIAN MLP
13,09717,554+4,4576319120.25%+281
ISHARES TR
FALN ANGLS USD
39,64249,630+9,9881,0591,3300.37%+271
ISHARES TR115,552116,556+1,00422,05722,2136.16%+157
NUSHARES ETF TR
NUVEEN ESG LRGVL
10,91913,141+2,2224305320.15%+102
ISHARES SILVER TR(SLV)18,48518,48504875730.16%+86
ALTRIA GROUP INC(MO)8,0247,976-484204790.13%+59
TELEDYNE TECHNOLOGIES INC(TDY)1,5001,50006967470.21%+50
MASTERCARD INCORPORATED(MA)1,9071,90701,0041,0450.29%+41
NUSHARES ETF TR
NUVEEN ESG LRGCP
5,0576,036+9794344720.13%+38
MONDELEZ INTL INC(MDLZ)4,3424,34202592950.08%+35
CHEVRON CORP NEW(CVX)1,5401,54002232580.07%+35
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
24,75724,069-6885515820.16%+32
VISA INC(V)89789702843140.09%+31
ISHARES TR
ESG AW MSCI EAFE
4,6554,654-13543800.11%+26
UNITEDHEALTH GROUP INC(UNH)1,2681,26806416640.18%+23
COSTCO WHSL CORP NEW(COST)351363+123223430.10%+22
ISHARES TR1,4831,580+978738880.25%+15
ELI LILLY & CO(LLY)26426402042180.06%+14
ISHARES TR
CORE MSCI EAFE
5,7275,382-3454024070.11%+5
META PLATFORMS INC(META)384394+102252270.06%+2
KEMPER CORP(KMPB)3,4993,49902322340.06%+1
PUBLIC STORAGE OPER CO(PSA)73673602202200.06%-0
VANGUARD INDEX FDS9641,009+452792770.08%-2
EDWARDS LIFESCIENCES CORP3,3003,30002442390.07%-5
UWM HOLDINGS CORPORATION(UWMC)18,83619,169+3331111050.03%-6
ISHARES INC
CORE MSCI EMKT
40,16238,682-1,4802,0972,0880.58%-10
VANGUARD INDEX FDS6,0286,013-159759650.27%-10
WALMART INC(WMT)4,1644,16403763660.10%-11
VAALCO ENERGY INC30,25030,25001321140.03%-18
VANGUARD INDEX FDS1,9911,982-95054850.13%-20
ISHARES TR2,3882,393+52752500.07%-25
BANK AMERICA CORP8,3818,182-1993683410.09%-27
GILEAD SCIENCES INC(GILD)2,9962,213-7832772480.07%-29
DISNEY WALT CO(DIS)2,8732,877+43202840.08%-36
HAWKINS INC(HWKN)2,5402,545+53122700.07%-42
INVESCO QQQ TR1,1551,15505915420.15%-49
MICROSOFT CORP(MSFT)2,3022,453+1519709210.26%-50
SPDR SER TR
ST STR SP600 SML
64,97170,340+5,3692,9182,8670.79%-51
AMAZON COM INC(AMZN)3,7534,053+3008237710.21%-52
ORACLE CORP(ORCL)2,1872,188+13643060.08%-58
VANGUARD TAX-MANAGED FDS103,12895,620-7,5084,9324,8601.35%-71
ADVANCED MICRO DEVICES INC(AMD)4,0004,00004834110.11%-72
ARROWHEAD PHARMACEUTICALS IN(ARWR)14,72814,72802771880.05%-89
ISHARES TR7,3325,492-1,8405544490.12%-106
CURTISS WRIGHT CORP(CW)2,8602,86001,0159070.25%-108
SLEEP NUMBER CORP12,68812,6880193800.02%-113
THE TRADE DESK INC(TTD)3,4004,400+1,0004002410.07%-159
ISHARES TR1,2620-1,2622010-201
ISHARES TR
US SML CAP EQT
78,41281,868+3,4565,2935,0891.41%-204
ALPHABET INC(GOOG)6,8606,861+11,3061,0720.30%-235
ISHARES TR2,4710-2,4712720-272
NVIDIA CORPORATION(NVDA)8,7818,311-4701,1799010.25%-278
VANGUARD SPECIALIZED FUNDS90,39288,727-1,66517,70117,2124.77%-489
ISHARES TR344,751332,532-12,21939,83639,28410.89%-552
APPLE INC(AAPL)24,41624,114-3026,1145,3561.48%-758
ISHARES TR114,530113,880-65014,73113,8943.85%-836
VANGUARD INTL EQUITY INDEX F130,47098,551-31,9195,7464,4601.24%-1,285
VANGUARD INDEX FDS37,59735,671-1,92615,43113,2283.67%-2,204
ISHARES TR
CORE MSCI INTL
411,490349,200-62,29026,52924,0566.67%-2,472
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
478,249367,294-110,95512,1339,5092.64%-2,624
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
33,6930-33,6932,7050-2,704
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
68,3613,548-64,8133,9652110.06%-3,754
ISHARES TR269,069264,390-4,67937,49533,5999.31%-3,896
ISHARES TR263,682130,131-133,55113,6326,8151.89%-6,817
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