Ddfg, Inc Top Holdings and 13F Report (2025) About Ddfg, IncInvestment ActivityDdfg, Inc has $397.52 million in total holdings as of June 30, 2025.Ddfg, Inc owns shares of 80 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.12% of the portfolio was purchased this quarter.About 2.98% of the portfolio was sold this quarter.This quarter, Ddfg, Inc has purchased 76 new stocks and bought additional shares in 31 stocks.Ddfg, Inc sold shares of 23 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares 3-7 Year Treasury Bond ETF $40,119,207iShares Core S&P U.S. Growth ETF $39,679,522iShares Core MSCI International Developed Markets ETF $26,401,887iShares Core S&P U.S. Value ETF $24,474,711iShares S&P 500 Value ETF $23,512,663 Largest New Holdings this Quarter 46429B747 - iShares 0-5 Year TIPS Bond ETF $16,998,531 Holding464287234 - iShares MSCI Emerging Markets ETF $332,429 Holding69608A108 - PALANTIR TECHNOLOGIES INC $280,683 Holding464287721 - iShares U.S. Technology ETF $229,762 Holding01741R102 - ATI $215,677 Holding Largest Purchases this Quarter iShares 0-5 Year TIPS Bond ETF 165,179 shares (about $17.00M)Vanguard Growth ETF 2,001 shares (about $877.24K)Vanguard Dividend Appreciation ETF 4,147 shares (about $848.76K)iShares S&P 500 Value ETF 3,763 shares (about $735.36K)iShares U.S. Treasury Bond ETF 22,759 shares (about $523.00K) Largest Sales this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 94,798 shares (about $10.39M)Berkshire Hathaway 500 shares (about $242.88K)Microsoft 486 shares (about $241.72K)iShares Core MSCI International Developed Markets ETF 1,989 shares (about $151.24K)iShares Core S&P U.S. Growth ETF 563 shares (about $84.68K) 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$40,119,207$517,923 ▲1.3%336,88110.1%ETFIUSGiShares Core S&P U.S. Growth ETF$39,679,522$84,675 ▼-0.2%263,82710.0%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$26,401,887$151,243 ▼-0.6%347,2116.6%ETFIUSViShares Core S&P U.S. Value ETF$24,474,711$273,859 ▲1.1%258,6366.2%ManufacturingIVEiShares S&P 500 Value ETF$23,512,663$735,363 ▲3.2%120,3195.9%ETFGOVTiShares U.S. Treasury Bond ETF$19,179,149$523,002 ▲2.8%834,6024.8%ETFVIGVanguard Dividend Appreciation ETF$19,008,468$848,764 ▲4.7%92,8744.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$18,142,665$10,390,819 ▼-36.4%165,5204.6%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$16,998,531$16,998,531 ▲New Holding165,1794.3%ETFVUGVanguard Growth ETF$16,515,497$877,243 ▲5.6%37,6724.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$15,505,749$127,343 ▲0.8%114,8233.9%ETFLRGFiShares U.S. Equity Factor ETF$14,034,775$309,042 ▲2.3%218,8493.5%ETFDGROiShares Core Dividend Growth ETF$12,358,324$51,727 ▼-0.4%193,2803.1%ETFGLDSPDR Gold Shares$11,308,846$83,218 ▼-0.7%37,0992.8%FinanceDFAEDimensional Emerging Core Equity Market ETF$10,669,825$36,651 ▲0.3%368,5602.7%ETFINTFiShares International Equity Factor ETF$7,769,421$150,099 ▲2.0%226,9772.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,082,296$216,580 ▲3.2%134,2361.8%ManufacturingSMLFiShares U.S. Small Cap Equity Factor ETF$5,709,685$146,772 ▲2.6%84,0281.4%ETFVEAVanguard FTSE Developed Markets ETF$5,650,784$199,478 ▲3.7%99,1191.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$5,511,263$183,324 ▲3.4%60,5771.4%ETFIJJiShares S&P Mid-Cap 400 Value ETF$5,333,144$248,892 ▲4.9%43,1551.3%ETFAAPLApple$4,959,043$11,490 ▲0.2%24,1701.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$4,841,316$33,039 ▼-0.7%97,8831.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,122,271$125,797 ▲4.2%73,2930.8%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$3,023,414$193,837 ▲6.9%37,6840.8%ETFXOMExxon Mobil$2,878,419$9,918 ▼-0.3%26,7010.7%EnergyIMCViShares Morningstar Mid-Cap Value ETF$2,424,918$142,919 ▲6.3%31,9150.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,404,176$82,120 ▲3.5%40,0500.6%ETFPMPhilip Morris International$1,712,204$23,677 ▼-1.4%9,4010.4%Consumer StaplesNVDANVIDIA$1,542,218$229,097 ▲17.4%9,7610.4%Computer and TechnologyCWCurtiss-Wright$1,397,0420.0%2,8600.4%AerospaceFALNiShares Fallen Angels USD Bond ETF$1,333,182$13,787 ▼-1.0%49,1220.3%ManufacturingGOOGAlphabet$1,217,0200.0%6,8610.3%Computer and TechnologyMAMastercard$1,071,7150.0%1,9070.3%Business ServicesBRK.BBerkshire Hathaway$1,019,631$242,885 ▼-19.2%2,0990.3%FinanceVOEVanguard Mid-Cap Value ETF$987,687$1,151 ▼-0.1%6,0060.2%ETFIVViShares Core S&P 500 ETF$981,932$621 ▲0.1%1,5810.2%ETFMSFTMicrosoft$978,319$241,720 ▼-19.8%1,9670.2%Computer and TechnologyAMLPAlerian MLP ETF$865,904$8,209 ▲1.0%17,7220.2%ETFAMGNAmgen$831,999$82,642 ▼-9.0%2,9800.2%MedicalAMZNAmazon.com$818,088$71,081 ▼-8.0%3,7290.2%Retail/WholesaleTDYTeledyne Technologies$768,4650.0%1,5000.2%AerospaceSLViShares Silver Trust$672,113$65,620 ▲10.8%20,4850.2%ETFFGDFirst Trust Dow Jones Global Select Dividend Index Fund$654,720$8,152 ▼-1.2%23,7730.2%ETFQQQInvesco QQQ$637,2130.0%1,1550.2%FinanceAMDAdvanced Micro Devices$567,6000.0%4,0000.1%Computer and TechnologyNULGNuveen ESG Large-Cap Growth ETF$567,0820.0%6,0360.1%ETFVOTVanguard Mid-Cap Growth ETF$563,365$284 ▼-0.1%1,9810.1%ETFNULVNuveen ESG Large-Cap Value ETF$550,8050.0%13,1410.1%ETFEFAiShares MSCI EAFE ETF$488,454$2,503 ▼-0.5%5,4640.1%FinanceORCLOracle$478,951$656 ▲0.1%2,1910.1%Computer and TechnologyMOAltria Group$467,6330.0%7,9760.1%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$455,236$5,927 ▲1.3%5,4530.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$415,2300.0%4,6540.1%ManufacturingUNHUnitedHealth Group$398,555$3,119 ▲0.8%1,2780.1%MedicalBACBank of America$369,074$18,075 ▼-4.7%7,8000.1%FinanceHWKNHawkins$362,086$426 ▲0.1%2,5480.1%Basic MaterialsCOSTCostco Wholesale$359,5100.0%3630.1%Retail/WholesaleDISWalt Disney$356,7180.0%2,8770.1%Consumer DiscretionaryWMTWalmart$344,715$62,489 ▼-15.3%3,5250.1%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$332,429$332,429 ▲New Holding6,8910.1%FinanceTTDTrade Desk$316,7560.0%4,4000.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$300,773$5,772 ▼-1.9%9900.1%ETFMDLZMondelez International$292,8240.0%4,3420.1%Consumer StaplesMETAMeta Platforms$290,8190.0%3940.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$280,683$280,683 ▲New Holding2,0590.1%CL AVVisa$273,165$45,468 ▼-14.3%7690.1%Business ServicesIJRiShares Core S&P Small-Cap ETF$262,190$656 ▲0.3%2,3990.1%ETFEWEdwards Lifesciences$258,0930.0%3,3000.1%MedicalGILDGilead Sciences$246,834$1,442 ▲0.6%2,2260.1%MedicalARWRArrowhead Pharmaceuticals$232,7020.0%14,7280.1%MedicalIYWiShares U.S. Technology ETF$229,762$229,762 ▲New Holding1,3260.1%ManufacturingKMPRKemper$225,8250.0%3,4990.1%FinanceCVXChevron$215,770$4,725 ▼-2.1%1,5070.1%EnergyATIATI$215,677$215,677 ▲New Holding2,4980.1%Basic MaterialsPSAPublic Storage$213,610$2,347 ▼-1.1%7280.1%FinanceLLYEli Lilly and Company$205,7960.0%2640.1%MedicalEGYVaalco Energy$109,2030.0%30,2500.0%EnergySNBRSleep Number$85,7070.0%12,6880.0%Consumer DiscretionaryUWMCUWM$81,108$1,747 ▲2.2%19,5910.0%FinanceVGITVanguard Intermediate-Term Treasury ETF$0$210,777 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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