Ddfg

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ARWR",
  null,
  null,
  "GILD",
  "META",
  null,
  "EGY",
  "UWMC",
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "IJR",
  "ORCL",
  "VGIT",
  null,
  "IEMG",
  "IJK",
  "IVV",
  null,
  "UNH",
  "AAPL",
  null,
  "NVDA",
  "AMGN",
  "IEFA",
  "GLD",
  null,
  "SNBR",
  "VOE",
  "VWO",
  null,
  null,
  "VIG",
  "EW",
  "AMD",
  "HWKN",
  null,
  null,
  "KMPR",
  "AMZN",
  "IVE",
  null,
  "ESGD",
  "VUG",
  "VEA",
  "VOT",
  "V",
  "WMT",
  "IUSG",
  "TTD",
  "TDY",
  null,
  null,
  "IUSV",
  "DGRO",
  "PSA",
  "BAC",
  "BRK-B",
  "CVX",
  "COST",
  "CW",
  "IJJ",
  "EFA",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "PM",
  "MO",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 76
Total Value: 360817402
Accession Number: 0001765380-25-000225
Form Type: 13F-HR
CIK: ddfg
Manager Name: Ddfg

Data Enrichment

76% identified

58 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

76 positions • $360.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

921943858

VEA|921943858

Shares:95.6K

Value:$4.9M

% of Portfolio:1.3% ($4.9M/$360.8M)

922042858

VWO|922042858

Shares:98.6K

Value:$4.5M

% of Portfolio:1.2% ($4.5M/$360.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:26.8K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$360.8M)

78468R853

Shares:70.3K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$360.8M)

464288307

Shares:35.3K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$360.8M)

464288406

Shares:30.0K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$360.8M)

46434G103

IEMG|46434G103

Shares:38.7K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$360.8M)

Philip Morris International Inc.

PM|718172109

Shares:9.5K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$360.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$360.8M)

46435G474

Shares:49.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$360.8M)

Alphabet Inc.

GOOG|02079K107

Shares:6.9K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$360.8M)

Mastercard Inc

MA|57636Q104

Shares:1.9K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$360.8M)

AMGEN INC

AMGN|031162100

Shares:3.3K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$360.8M)

922908512

VOE|922908512

Shares:6.0K

Value:$965.3K

% of Portfolio:0.3% ($965.3K/$360.8M)

MICROSOFT CORP

MSFT|594918104

Shares:2.5K

Value:$920.7K

% of Portfolio:0.3% ($920.7K/$360.8M)

00162Q452

Shares:17.6K

Value:$911.7K

% of Portfolio:0.3% ($911.7K/$360.8M)

CURTISS WRIGHT CORP

CW|231561101

Shares:2.9K

Value:$907.3K

% of Portfolio:0.3% ($907.3K/$360.8M)

NVIDIA CORP

NVDA|67066G104

Shares:8.3K

Value:$900.8K

% of Portfolio:0.2% ($900.8K/$360.8M)

464287200

IVV|464287200

Shares:1.6K

Value:$887.8K

% of Portfolio:0.2% ($887.8K/$360.8M)

AMAZON COM INC

AMZN|023135106

Shares:4.1K

Value:$771.1K

% of Portfolio:0.2% ($771.1K/$360.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEAcusip921943858)	95.6K	QoQ -7.28% (-7.5K) YoY -11.44% (-12.4K)	All Managers (Combined)	$4.9M	1.3% ($4.9M/$360.8M)	QoQ -1.44% (-$71.2K) YoY -10.27% (-$556.7K)
(VWOcusip922042858)	98.6K	QoQ -24.46% (-31.9K) YoY +9.05% (+8.2K)	All Managers (Combined)	$4.5M	1.2% ($4.5M/$360.8M)	QoQ -22.37% (-$1.3M) YoY +18.16% (+$685.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	26.8K	QoQ +1.55% (+409) YoY +4.04% (+1.0K)	All Managers (Combined)	$3.2M	0.9% ($3.2M/$360.8M)	QoQ +12.27% (+$348.3K) YoY +6.45% (+$193.1K)
(cusip78468R853)✕	70.3K	QoQ +8.26% (-5.4K) YoY +142.21% (+41.3K)	All Managers (Combined)	$2.9M	0.8% ($2.9M/$360.8M)	QoQ -1.76% (-$51.5K) YoY +129.38% (+$1.6M)
(cusip464288307)✕	35.3K	QoQ +154.91% (+21.4K) YoY +206.78% (+23.8K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$360.8M)	QoQ +141.07% (+$1.5M) YoY +210.04% (+$1.7M)
(cusip464288406)✕	30.0K	QoQ +327.28% (+23.0K) YoY +526.49% (+25.2K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$360.8M)	QoQ +326.88% (+$1.7M) YoY +540.69% (+$1.9M)
(IEMGcusip46434G103)	38.7K	QoQ -3.68% (-1.5K) YoY +77.75% (+16.9K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$360.8M)	QoQ -0.45% (-$9.6K) YoY +85.91% (+$964.8K)
Philip Morris International Inc.(PMcusip718172109)	9.5K	QoQ -0.21% (-21) YoY NEW(+9.5K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$360.8M)	QoQ +31.60% (-$363.3K) YoY NEW(+$1.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.6K	QoQ +17.28% (+383) YoY +23.82% (+500)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$360.8M)	QoQ +37.80% (+$379.7K) YoY +56.81% (+$501.5K)
(cusip46435G474)✕	49.6K	QoQ +25.19% (+10.0K) YoY +0.83% (+411)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$360.8M)	QoQ +25.56% (+$270.7K) YoY +0.57% (+$7.5K)
Alphabet Inc.(GOOGcusip02079K107)	6.9K	QoQ +0.01% (-1) YoY -5.23% (-379)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$360.8M)	QoQ -17.96% (-$234.7K) YoY -2.77% (-$30.5K)
Mastercard Inc(MAcusip57636Q104)	1.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$360.8M)	QoQ +4.09% (+$41.1K) YoY +13.82% (+$127.0K)
AMGEN INC(AMGNcusip031162100)	3.3K	QoQ +19.04% (+524) YoY -23.95% (-1.0K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$360.8M)	QoQ +42.31% (+$303.5K) YoY -16.66% (-$204.1K)
(VOEcusip922908512)	6.0K	QoQ -0.24% (-15) YoY -1.44% (-88)	All Managers (Combined)	$965.3K	0.3% ($965.3K/$360.8M)	QoQ -1.00% (-$9.8K) YoY +1.48% (-$14.1K)
MICROSOFT CORP(MSFTcusip594918104)	2.5K	QoQ +6.55% (-151) YoY -17.32% (-514)	All Managers (Combined)	$920.7K	0.3% ($920.7K/$360.8M)	QoQ -5.12% (-$49.7K) YoY -26.24% (-$327.7K)
(cusip00162Q452)✕	17.6K	QoQ +34.03% (+4.5K) YoY +17.51% (+2.6K)	All Managers (Combined)	$911.7K	0.3% ($911.7K/$360.8M)	QoQ +44.54% (+$281.0K) YoY +28.59% (+$202.8K)
CURTISS WRIGHT CORP(CWcusip231561101)	2.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$907.3K	0.3% ($907.3K/$360.8M)	QoQ -10.59% (-$107.5K) YoY +23.96% (+$175.4K)
NVIDIA CORP(NVDAcusip67066G104)	8.3K	QoQ -5.35% (-470) YoY +1797.48% (+7.9K)	All Managers (Combined)	$900.8K	0.2% ($900.8K/$360.8M)	QoQ -23.61% (-$278.5K) YoY +127.45% (+$504.8K)
(IVVcusip464287200)	1.6K	QoQ +6.54% (+97) YoY +10.72% (+153)	All Managers (Combined)	$887.8K	0.2% ($887.8K/$360.8M)	QoQ +1.70% (+$14.9K) YoY +18.36% (+$137.8K)
AMAZON COM INC(AMZNcusip023135106)	4.1K	QoQ +7.99% (-300) YoY +15.80% (+553)	All Managers (Combined)	$771.1K	0.2% ($771.1K/$360.8M)	QoQ -6.34% (-$52.2K) YoY +22.14% (+$139.8K)