Ddfg, Inc Top Holdings and 13F Report (2025) About Ddfg, IncInvestment ActivityDdfg, Inc has $360.82 million in total holdings as of March 31, 2025.Ddfg, Inc owns shares of 76 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 11.84% of the portfolio was purchased this quarter.About 7.39% of the portfolio was sold this quarter.This quarter, Ddfg, Inc has purchased 78 new stocks and bought additional shares in 33 stocks.Ddfg, Inc sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares 3-7 Year Treasury Bond ETF $39,283,641iShares Core S&P U.S. Growth ETF $33,598,723iShares iBoxx $ Investment Grade Corporate Bond ETF $28,293,968iShares Core MSCI International Developed Markets ETF $24,056,399iShares Core S&P U.S. Value ETF $23,602,467 Largest New Holdings this Quarter 46429B267 - iShares U.S. Treasury Bond ETF $18,660,211 Holding Largest Purchases this Quarter iShares U.S. Treasury Bond ETF 811,843 shares (about $18.66M)iShares iBoxx $ Investment Grade Corporate Bond ETF 78,640 shares (about $8.55M)iShares U.S. Equity Factor ETF 60,223 shares (about $3.49M)iShares S&P Mid-Cap 400 Value ETF 16,999 shares (about $2.04M)iShares S&P Mid-Cap 400 Growth ETF 24,013 shares (about $2.00M) Largest Sales this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 133,551 shares (about $6.99M)iShares Core MSCI International Developed Markets ETF 62,290 shares (about $4.29M)Vanguard Intermediate-Term Treasury Index ETF 64,813 shares (about $3.85M)Dimensional Emerging Core Equity Market ETF 110,955 shares (about $2.87M)Vanguard FTSE Emerging Markets ETF 31,919 shares (about $1.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDdfg, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEIiShares 3-7 Year Treasury Bond ETF$39,283,641$1,443,491 ▼-3.5%332,53210.9%ETFIUSGiShares Core S&P U.S. Growth ETF$33,598,723$594,608 ▼-1.7%264,3909.3%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$28,293,968$8,547,383 ▲43.3%260,3187.8%FinanceIDEViShares Core MSCI International Developed Markets ETF$24,056,399$4,291,160 ▼-15.1%349,2006.7%ETFIUSViShares Core S&P U.S. Value ETF$23,602,467$1,337,100 ▲6.0%255,7426.5%ManufacturingIVEiShares S&P 500 Value ETF$22,213,223$191,342 ▲0.9%116,5566.2%ETFGOVTiShares U.S. Treasury Bond ETF$18,660,211$18,660,211 ▲New Holding811,8435.2%ETFVIGVanguard Dividend Appreciation ETF$17,212,067$322,992 ▼-1.8%88,7274.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$13,894,459$79,306 ▼-0.6%113,8803.9%ETFVUGVanguard Growth ETF$13,227,599$714,204 ▼-5.1%35,6713.7%ETFLRGFiShares U.S. Equity Factor ETF$12,388,035$3,485,701 ▲39.2%214,0303.4%ETFDGROiShares Core Dividend Growth ETF$11,990,800$1,023,199 ▲9.3%194,0893.3%ETFGLDSPDR Gold Shares$10,768,472$194,208 ▲1.8%37,3723.0%FinanceDFAEDimensional Emerging Core Equity Market ETF$9,509,253$2,872,628 ▼-23.2%367,2942.6%ETFINTFiShares International Equity Factor ETF$6,864,728$247,213 ▲3.7%222,5921.9%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$6,814,979$6,994,085 ▼-50.6%130,1311.9%ManufacturingAAPLApple$5,356,360$67,082 ▼-1.2%24,1141.5%Computer and TechnologySMLFiShares U.S. Small Cap Equity Factor ETF$5,088,938$214,826 ▲4.4%81,8681.4%ETFIJJiShares S&P Mid-Cap 400 Value ETF$4,925,840$2,035,302 ▲70.4%41,1411.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$4,877,030$1,999,797 ▲69.5%58,5621.4%ETFVEAVanguard FTSE Developed Markets ETF$4,860,353$381,631 ▼-7.3%95,6201.3%ETFVWOVanguard FTSE Emerging Markets ETF$4,460,423$1,444,655 ▼-24.5%98,5511.2%ETFXOMExxon Mobil$3,186,463$48,642 ▲1.6%26,7930.9%EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$2,867,041$218,839 ▲8.3%70,3400.8%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$2,519,182$1,530,952 ▲154.9%35,2680.7%ETFIMCViShares Morningstar Mid-Cap Value ETF$2,228,233$1,706,749 ▲327.3%30,0340.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,087,657$79,875 ▼-3.7%38,6820.6%ETFPMPhilip Morris International$1,512,856$3,333 ▼-0.2%9,5310.4%Consumer StaplesBRK.BBerkshire Hathaway$1,384,175$203,978 ▲17.3%2,5990.4%FinanceFALNiShares Fallen Angels USD Bond ETF$1,329,575$267,576 ▲25.2%49,6300.4%ManufacturingGOOGAlphabet$1,071,825$156 ▲0.0%6,8610.3%Computer and TechnologyMAMastercard$1,045,3490.0%1,9070.3%Business ServicesAMGNAmgen$1,020,717$163,265 ▲19.0%3,2760.3%MedicalVOEVanguard Mid-Cap Value ETF$965,309$2,408 ▼-0.2%6,0130.3%ETFMSFTMicrosoft$920,702$56,676 ▲6.6%2,4530.3%Computer and TechnologyAMLPAlerian MLP ETF$911,736$231,492 ▲34.0%17,5540.3%ETFCWCurtiss-Wright$907,2550.0%2,8600.3%AerospaceNVDANVIDIA$900,778$50,940 ▼-5.4%8,3110.2%Computer and TechnologyIVViShares Core S&P 500 ETF$887,813$54,505 ▲6.5%1,5800.2%ETFAMZNAmazon.com$771,109$57,077 ▲8.0%4,0530.2%Retail/WholesaleTDYTeledyne Technologies$746,5650.0%1,5000.2%AerospaceUNHUnitedHealth Group$664,2480.0%1,2680.2%MedicalFGDFirst Trust DJ Global Select Dividend Index Fund$582,477$16,650 ▼-2.8%24,0690.2%ETFSLViShares Silver Trust$572,8500.0%18,4850.2%ETFQQQInvesco QQQ$541,6520.0%1,1550.2%FinanceNULVNuveen ESG Large-Cap Value ETF$532,079$89,969 ▲20.3%13,1410.1%ETFVOTVanguard Mid-Cap Growth ETF$484,867$2,202 ▼-0.5%1,9820.1%ETFMOAltria Group$478,720$2,881 ▼-0.6%7,9760.1%Consumer StaplesNULGNuveen ESG Large-Cap Growth ETF$472,497$76,636 ▲19.4%6,0360.1%ETFEFAiShares MSCI EAFE ETF$448,876$150,388 ▼-25.1%5,4920.1%FinanceAMDAdvanced Micro Devices$410,9600.0%4,0000.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$407,113$26,097 ▼-6.0%5,3820.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$380,185$82 ▼0.0%4,6540.1%ManufacturingWMTWalmart$365,5790.0%4,1640.1%Retail/WholesaleCOSTCostco Wholesale$343,457$11,354 ▲3.4%3630.1%Retail/WholesaleBACBank of America$341,417$8,304 ▼-2.4%8,1820.1%FinanceVVisa$314,4530.0%8970.1%Business ServicesORCLOracle$305,940$140 ▲0.0%2,1880.1%Computer and TechnologyMDLZMondelez International$294,6050.0%4,3420.1%Consumer StaplesDISWalt Disney$283,913$395 ▲0.1%2,8770.1%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$277,252$12,365 ▲4.7%1,0090.1%ETFHWKNHawkins$269,538$530 ▲0.2%2,5450.1%Basic MaterialsCVXChevron$257,6870.0%1,5400.1%EnergyIJRiShares Core S&P Small-Cap ETF$250,273$523 ▲0.2%2,3930.1%ETFGILDGilead Sciences$247,932$87,723 ▼-26.1%2,2130.1%MedicalTTDTrade Desk$240,768$54,720 ▲29.4%4,4000.1%Computer and TechnologyEWEdwards Lifesciences$239,1840.0%3,3000.1%MedicalKMPRKemper$233,9080.0%3,4990.1%FinanceMETAMeta Platforms$227,090$5,764 ▲2.6%3940.1%Computer and TechnologyPSAPublic Storage$220,2770.0%7360.1%FinanceLLYEli Lilly and Company$218,0400.0%2640.1%MedicalVGITVanguard Intermediate-Term Treasury Index ETF$210,777$3,850,364 ▼-94.8%3,5480.1%ETFARWRArrowhead Pharmaceuticals$187,6350.0%14,7280.1%MedicalEGYVAALCO Energy$113,7400.0%30,2500.0%EnergyUWMCUWM$104,663$1,818 ▲1.8%19,1690.0%FinanceSNBRSleep Number$80,4420.0%12,6880.0%Consumer DiscretionaryVCITVanguard Intermediate-Term Corporate Bond ETF$0$2,704,500 ▼-100.0%00.0%ETFDSIiShares ESG MSCI KLD 400 ETF$0$272,428 ▼-100.0%00.0%ETFIYWiShares U.S. Technology ETF$0$201,314 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. 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