$271 Million is the total value of DDFG, Inc's 70 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HWM | New | HOWMET AEROSPACE INC | $238,465 | – | 5,156 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 11.3% |
| ISHARES TR | 4 | Q3 2023 | 8.2% |
| ISHARES TR | 4 | Q3 2023 | 7.8% |
| ISHARES TR | 4 | Q3 2023 | 6.4% |
| ISHARES TR | 4 | Q3 2023 | 8.1% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 6.3% |
| SPDR GOLD TR | 4 | Q3 2023 | 4.7% |
| ISHARES TR | 4 | Q3 2023 | 4.8% |
| ISHARES TR | 4 | Q3 2023 | 4.4% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 4.6% |
View DDFG, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-03-01 |
View DDFG, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.