DDFG, Inc

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Thousand Oaks, CA
CIK
0001967640
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 80 349,995 IEI, IUSG, IDEV, IVE 13F-HR 11/8/2024 000176538024000415
Q2 2024 78 323,684 IUSG, IEI, IDEV, IGSB 13F-HR 8/6/2024 000176538024000287
Q1 2024 74 314,741 IUSG, IEI, IDEV, IGSB 13F-HR 5/2/2024 000176538024000175
Q4 2023 73 295,599 IUSG, IDEV, IEI, IGSB RESTATEMENT 2/13/2024 000176538024000086
Q3 2023 70 271,272 IUSG, IEI, IDEV, IGSB 13F-HR 11/2/2023 000176538023000196
Q2 2023 72 271,681 IUSG, IVE, IDEV, IUSV 13F-HR 8/9/2023 000176538023000162
Q1 2023 71 257,257 IUSG, IVE, IDEV, IEI 13F-HR 5/5/2023 000176538023000106
Q4 2022 71 241,690 IUSG, IVE, IDEV, VIG 13F-HR 3/1/2023 000176538023000067
Additional filings from DDFG, Inc that have since been restated