DDFG, Inc.
DDFG, Inc. is a general corporation located in Thousand Oaks, California. The firm was officially filed on December 21, 2017 and is recognized as a registered investment adviser according to filings associated with their SEC CIK. As an investment firm based in California, DDFG, Inc. provides financial advisory and investment management services to institutional and individual clients. With a focus on regulatory compliance, DDFG, Inc. serves a range of clients seeking professional guidance and portfolio management expertise.
Investment Strategy
DDFG, Inc. is an investment adviser that transacts business in states where it is properly registered, focusing on offering investment advisory services and portfolio management to clients. The firm emphasizes regulatory compliance, suitability, and risk assessment in its investment process. Investment solutions are tailored to meet clients' objectives and risk tolerance; however, specifics on asset class focus, sector, or philosophy are not publicly disclosed.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEI | ISHARES TR | 10.09% | $40.1M | 336,881 | $116.93 | $119.09 | +$835.6K |
I IUSG | ISHARES TR | 9.98% | $39.7M | 263,827 | $82.85 | $150.40 | +$6.1M |
I IDEV | ISHARES TR | 6.64% | $26.4M | 347,211 | $57.13 | $76.04 | +$2.3M |
I IUSV | ISHARES TR | 6.16% | $24.5M | 258,636 | $74.76 | $94.63 | +$872.2K |
I IVE | ISHARES TR | 5.91% | $23.5M | 120,319 | $147.02 | $195.42 | +$1.3M |