Filling information for DDFG, Inc as Treemap, investor disclosed 71 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 2735140 | 24942 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 392040 | 4000 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 840320 | 8080 | |
| 00162Q452 | 00162Q452 | ALPS ETF TR | ALERIAN MLP | 340893 | 8820 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 361920 | 3504 | |
| 031162100 | 031162100 | AMGEN INC | COM | 1070827 | 4429 | |
| 037833100 | 037833100 | APPLE INC | COM | 4539698 | 27530 | |
| 04280A100 | 04280A100 | ARROWHEAD PHARMACEUTICALS IN | COM | 374091 | 14728 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 222606 | 7783 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 582340 | 1886 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 224088 | 451 | |
| 231561101 | 231561101 | CURTISS WRIGHT CORP | COM | 504028 | 2860 | |
| 25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 9436732 | 409936 | |
| 28176E108 | 28176E108 | EDWARDS LIFESCIENCES CORP | COM | 284922 | 3444 | |
| 33734X200 | 33734X200 | FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 505994 | 22885 | |
| 33740F805 | 33740F805 | FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 274315 | 6088 | |
| 375558103 | 375558103 | GILEAD SCIENCES INC | COM | 348071 | 4195 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 410790 | 1280 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 807359 | 16548 | |
| 46428Q109 | 46428Q109 | ISHARES SILVER TR | ISHARES | 223965 | 10125 | |
| 46429B747 | 46429B747 | ISHARES TR | 0-5 YR TIPS ETF | 4848280 | 48859 | |
| 464288661 | 464288661 | ISHARES TR | 3 7 YR TREAS BD | 16637828 | 141418 | |
| 46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 8017504 | 160382 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 275940 | 4128 | |
| 46435G326 | 46435G326 | ISHARES TR | CORE MSCI INTL | 19470906 | 321993 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 292584 | 3026 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 10992255 | 121394 | |
| 464287671 | 464287671 | ISHARES TR | CORE S&P US GWT | 27660879 | 311602 | |
| 464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 15821824 | 214446 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 598484 | 1456 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 230470 | 3208 | |
| 46435G474 | 46435G474 | ISHARES TR | FALN ANGLS USD | 527555 | 20877 | |
| 464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 11474148 | 104682 | |
| 464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 14190369 | 280775 | |
| 464288307 | 464288307 | ISHARES TR | MRGSTR MD CP GRW | 1038891 | 18049 | |
| 464288406 | 464288406 | ISHARES TR | MRGSTR MD CP VAL | 375557 | 6069 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 390148 | 5455 | |
| 464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 225905 | 2897 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 19497943 | 128479 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 5886008 | 82310 | |
| 464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 4741115 | 46133 | |
| 46434V290 | 46434V290 | ISHARES TR | US SML CAP EQT | 3147912 | 61411 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 299571 | 1933 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 693028 | 1907 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 817871 | 2837 | |
| 666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 432170 | 936 | |
| 67092P201 | 67092P201 | NUSHARES ETF TR | NUVEEN ESG LRGCP | 353409 | 6340 | |
| 67092P300 | 67092P300 | NUSHARES ETF TR | NUVEEN ESG LRGVL | 377133 | 11069 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 285041 | 3068 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 223551 | 1503 | |
| 771049103 | 771049103 | ROBLOX CORP | CL A | 227824 | 5065 | |
| 83125X103 | 83125X103 | SLEEP NUMBER CORP | COM | 385842 | 12688 | |
| 83406F102 | 83406F102 | SOFI TECHNOLOGIES INC | COM | 120805 | 19902 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 12197551 | 66573 | |
| 78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 1619723 | 42884 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 255774 | 1544 | |
| 879360105 | 879360105 | TELEDYNE TECHNOLOGIES INC | COM | 671040 | 1500 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 206215 | 994 | |
| 88339J105 | 88339J105 | THE TRADE DESK INC | COM CL A | 375145 | 6159 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 598926 | 1267 | |
| 91823B109 | 91823B109 | UWM HOLDINGS CORPORATION | COM CL A | 83971 | 17102 | |
| 91851C201 | 91851C201 | VAALCO ENERGY INC | COM NEW | 137033 | 30250 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 11044807 | 44278 | |
| 922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 1846685 | 9476 | |
| 922908512 | 922908512 | VANGUARD INDEX FDS | MCAP VL IDXVIP | 1826245 | 13622 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4615335 | 114241 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 3167423 | 39484 | |
| 92206C706 | 92206C706 | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 3153895 | 52600 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 15363249 | 99755 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4712048 | 104318 | |
| 931142103 | 931142103 | WALMART INC | COM | 343860 | 2332 |