DI

DDFG, Inc

13F
DDFG, Inc
Last update 2024-08-06 78 Stocks (6 new)
Value $324.00 Mil Turnover 2 %
Countries:
Top Holdings: IUSG(10.42%)IEI(9.03%)IDEV(8.19%)IGSB(7.22%)IVE(6.61%)
Portfolio Report
Summary Stock Picks Current Portfolio
DDFG, Inc Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IUSG 		ISHARES TRUST
264,603
33731.600
-0.01%
10.420
0%
-
+8.24%
+29.15%
20100.999
 
IEI 		iShares 3-7 Year Treasury Bond ETF
253,063
29221.210
+1.82%
9.030
+0.16%
-
+0.07%
-0.16%
14511.977
 
IDEV 		iShares Core MSCI International Developed Markets ETF
403,996
26518.330
+1.65%
8.190
+0.13%
-
+2.23%
+7.40%
14625.185
 
IGSB 		iShares 1-3 Year Credit Bond ETF
455,888
23359.680
+2.18%
7.220
+0.15%
-
+0.74%
+1.52%
20910.526
 
IVE 		iShares S&P 500 Value ETF
117,632
21410.140
-1.89%
6.610
-0.13%
-
+4.18%
+13.47%
35634.144
 
IUSV 		ISHARES TRUST
220,927
19470.290
+2.65%
6.020
+0.16%
-
+4.08%
+13.33%
19391.246
 
VIG 		Vanguard Dividend Appreciation FTF
92,614
16906.720
-2.91%
5.220
-0.16%
-
+4.94%
+16.02%
82433.570
 
GLD 		SPDR Gold Shares ETF
72,494
15587.010
+0.45%
4.820
+0.02%
-
+14.82%
+32.52%
78431.197
 
VUG 		Vanguard Growth ETF
38,605
14438.830
-1.37%
4.460
-0.06%
-
+8.68%
+26.45%
132709.299
 
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
134,270
14383.040
+1.46%
4.440
+0.06%
-
+0.56%
-1.30%
28079.842
 

DDFG, Inc's Historical Top Holdings Breakdowns

DDFG, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PM 		Philip Morris International Inc2024-06-30New Buy
+0.26%
●
88.6 ($97.77) 104.24
$130.50
33.48%
New holding
8,283
8,283
DGRO 		iShares Core Dividend Growth ETF2024-06-30Add
+0.19%
●
55.23 ($57.12) 58.55
$62.82
9.98%
Add 6.11%
185,798
10,704
IEI 		iShares 3-7 Year Treasury Bond ETF2024-06-30Add
+0.16%
●
113.43 ($114.63) 115.88
$116.94
2.02%
Add 1.82%
253,063
4,513
IUSV 		ISHARES TRUST2024-06-30Add
+0.16%
●
85.39 ($88.14) 90.42
$95.57
8.43%
Add 2.65%
220,927
5,703
VIG 		Vanguard Dividend Appreciation FTF2024-06-30Reduce
-0.16%
●
173.33 ($179.98) 185.29
$197.70
9.85%
Reduce -2.91%
92,614
-2,771
IGSB 		iShares 1-3 Year Credit Bond ETF2024-06-30Add
+0.15%
●
50.64 ($51.01) 51.3
$52.06
2.06%
Add 2.18%
455,888
9,747
IDEV 		iShares Core MSCI International Developed Markets ETF2024-06-30Add
+0.13%
●
64.09 ($66.52) 68.74
$68.37
2.78%
Add 1.65%
403,996
6,549
IVE 		iShares S&P 500 Value ETF2024-06-30Reduce
-0.13%
●
176.58 ($182.13) 186.7
$197.31
8.33%
Reduce -1.89%
117,632
-2,263
MO 		Altria Group Inc2024-06-30New Buy
+0.11%
●
40.75 ($44.37) 46.83
$50.25
13.25%
New holding
8,129
8,129
MDLZ 		Mondelez International Inc2024-06-30New Buy
+0.08%
●
65.44 ($68.61) 71.94
$69.54
1.36%
New holding
4,075
4,075

DDFG, Inc Total Holding History ($B)

To

DDFG, Inc's Asset Allocation

To

DDFG, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DDFG, Inc's Hypothetical Growth since 2024-06-30

DDFG, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

DDFG, Inc's Holdings Heat Map

Size field:

DDFG, Inc's Holdings Bubble Chart

DDFG, Inc News

  • 1

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