DDFG, Inc
- SEC CIK
- 0001967640
- 最新申報
- 2026/7/28
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/3/1 申報。只含多頭部位。
- 持股檔數
- 71
- 2022 年第 3 季沒有申報
- 總值
- $2.42 億
- 2022 年第 3 季沒有申報
DDFG, Inc 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 306,266 | $2,497 萬 | 10.3% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 129,707 | $1,882 萬 | 7.8% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 319,942 | $1,791 萬 | 7.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 100,438 | $1,525 萬 | 6.3% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 204,539 | $1,445 萬 | 6.0% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 265,344 | $1,322 萬 | 5.5% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 122,547 | $1,039 萬 | 4.3% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 98,419 | $1,038 萬 | 4.3% | – | – | – |
| GLDSPDR Gold Trust | ETF | 60,830 | $1,032 萬 | 4.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 44,957 | $958.1 萬 | 4.0% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 216,288 | $949.9 萬 | 3.9% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 405,806 | $890.7 萬 | 3.7% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 152,892 | $764.5 萬 | 3.2% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 83,572 | $570.8 萬 | 2.4% | – | – | – |
| iShares Tr46434V290 | US SML CAP EQT | 114,247 | $567.3 萬 | 2.3% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 47,193 | $475.7 萬 | 2.0% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 46,390 | $449.8 萬 | 1.9% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 114,886 | $447.8 萬 | 1.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 99,798 | $418.9 萬 | 1.7% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 136,096 | $413.6 萬 | 1.7% | – | – | – |
| AAPLApple Inc. | Stock | 25,513 | $331.5 萬 | 1.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 84,047 | $310.7 萬 | 1.3% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 39,589 | $306.9 萬 | 1.3% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 49,071 | $287.0 萬 | 1.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 24,942 | $275.1 萬 | 1.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,932 | $188.4 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 9,727 | $174.8 萬 | 0.7% | – | – | – |
| AMGNAmgen Inc | Stock | 4,653 | $122.2 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 15,140 | $81.6 萬 | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,160 | $75.5 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 8,080 | $71.7 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,858 | $68.5 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,275 | $67.6 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,907 | $66.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 26,013 | $64.0 萬 | 0.3% | – | – | – |
| TDYTeledyne Technologies Inc | COM | 1,500 | $60.0 萬 | 0.2% | – | – | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 14,728 | $59.7 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,886 | $58.3 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,454 | $55.8 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 25,069 | $55.1 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,669 | $53.6 萬 | 0.2% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 936 | $51.1 萬 | 0.2% | – | – | 歷史 |
| CWCurtiss Wright Corp | Stock | 2,860 | $47.8 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,000 | $45.3 萬 | 0.2% | – | – | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 9,907 | $37.7 萬 | 0.2% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 10,803 | $37.0 萬 | 0.2% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 4,156 | $35.7 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,421 | $35.6 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,994 | $35.2 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,280 | $34.1 萬 | 0.1% | – | – | – |
| SNBRQSleep Number Corp | COM | 12,688 | $33.0 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,297 | $32.6 萬 | 0.1% | – | – | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 6,439 | $31.5 萬 | 0.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,557 | $28.1 萬 | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,249 | $27.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,915 | $26.2 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 7,781 | $25.8 萬 | 0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,444 | $25.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 11,169 | $25.4 萬 | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 3,065 | $25.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288406 | MRGSTR MD CP VAL | 3,916 | $24.3 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,511 | $22.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,401 | $22.4 萬 | 0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 10,125 | $22.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,988 | $21.4 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,034 | $21.1 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 451 | $20.6 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 1,353 | $20.2 萬 | 0.1% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 4,480 | $20.1 萬 | 0.1% | – | – | 歷史 |
| EGYVaalco Energy Inc | COM NEW | 30,250 | $13.8 萬 | 0.1% | – | – | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 18,838 | $8.68 萬 | <0.1% | – | – | 歷史 |