DDFG, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DI DDFG, Inc | Institutional Filer | ▲ 1.58% | $464.0M | 86 |
Current Portfolio Holdings
Showing all 86 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IEI | ISHARES TR | — | 371K | $44.0M | 9.48% |
| 2 | IUSG | ISHARES TR | — | 273K | $42.4M | 9.14% |
| 3 | IDEV | ISHARES TR | — | 424K | $35.4M | 7.64% |
| 4 | IUSV | ISHARES TR | — | 297K | $30.4M | 6.55% |
| 5 | GOVT | ISHARES TR | — | 1.3M | $28.8M | 6.20% |
| 6 | IVE | ISHARES TR | — | 123K | $25.9M | 5.58% |
| 7 | LQD | ISHARES TR | — | 184K | $20.0M | 4.32% |
| 8 | STIP | ISHARES TR | — | 192K | $19.9M | 4.28% |
| 9 | VUG | VANGUARD INDEX FDS | — | 34K | $14.9M | 3.21% |
| 10 | GLD | SPDR GOLD TR | — | 31K | $13.3M | 2.87% |
| 11 | INTF | ISHARES TR | — | 323K | $12.6M | 2.71% |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | — | 58K | $12.5M | 2.69% |
| 13 | LRGF | ISHARES TR | — | 173K | $11.4M | 2.47% |
| 14 | CAM | AB ACTIVE ETFS INC | — | 446K | $11.1M | 2.40% |
| 15 | DFAE | DIMENSIONAL ETF TRUST | — | 329K | $11.1M | 2.40% |
Showing 1 to 15 of 86 holdings