0001765380-23-000067.txt : 20230301 0001765380-23-000067.hdr.sgml : 20230301 20230301161934 ACCESSION NUMBER: 0001765380-23-000067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230301 DATE AS OF CHANGE: 20230301 EFFECTIVENESS DATE: 20230301 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DDFG, Inc CENTRAL INDEX KEY: 0001967640 IRS NUMBER: 823863005 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23155 FILM NUMBER: 23693805 BUSINESS ADDRESS: STREET 1: 515 MARIN ST STREET 2: SUITE 406 CITY: THOUSAND OAKS STATE: CA ZIP: 91360 BUSINESS PHONE: 8053738686 MAIL ADDRESS: STREET 1: 515 MARIN ST STREET 2: SUITE 406 CITY: THOUSAND OAKS STATE: CA ZIP: 91360 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001967640 XXXXXXXX 12-31-2022 12-31-2022 DDFG, Inc

515 MARIN ST SUITE 406 THOUSAND OAKS CA 91360

13F HOLDINGS REPORT 028-23155 N Stephanie Bush 216-478-3693 Stephanie Bush Cleveland OH 03-01-2023 0 71 241690617 false INFORMATION TABLE 2 HillcrestFinancialGroup_13f.xml ADVANCED MICRO DEVICES INC COM 007903107 453390 7000 SH SOLE 0 0 0 7000 ALPHABET INC CAP STK CL C 02079K107 716938 8080 SH SOLE 0 0 0 8080 ALPS ETF TR ALERIAN MLP 00162Q452 377159 9907 SH SOLE 0 0 0 9907 AMAZON COM INC COM 023135106 272909 3249 SH SOLE 0 0 0 3249 AMGEN INC COM 031162100 1222094 4653 SH SOLE 0 0 0 4653 APPLE INC COM 037833100 3314854 25513 SH SOLE 0 0 0 25513 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 597368 14728 SH SOLE 0 0 0 14728 BANK AMERICA CORP COM 060505104 257712 7781 SH SOLE 0 0 0 7781 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 582585 1886 SH SOLE 0 0 0 1886 COSTCO WHSL CORP NEW COM 22160K105 205882 451 SH SOLE 0 0 0 451 CURTISS WRIGHT CORP COM 231561101 477519 2860 SH SOLE 0 0 0 2860 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 8907450 405806 SH SOLE 0 0 0 405806 EDWARDS LIFESCIENCES 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SPDR SER TR BLOOMBERG INVT 78468R200 4135970 136096 SH SOLE 0 0 0 136096 TARGET CORP COM 87612E106 201605 1353 SH SOLE 0 0 0 1353 TELEDYNE TECHNOLOGIES INC COM 879360105 599865 1500 SH SOLE 0 0 0 1500 THE TRADE DESK INC COM CL A 88339J105 200838 4480 SH SOLE 0 0 0 4480 UNITEDHEALTH GROUP INC COM 91324P102 676099 1275 SH SOLE 0 0 0 1275 VAALCO ENERGY INC COM NEW 91851C201 137940 30250 SH SOLE 0 0 0 30250 VANGUARD INDEX FDS GROWTH ETF 922908736 9580805 44957 SH SOLE 0 0 0 44957 VANGUARD INDEX FDS MID CAP ETF 922908629 210793 1034 SH SOLE 0 0 0 1034 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1884189 13932 SH SOLE 0 0 0 13932 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1748493 9727 SH SOLE 0 0 0 9727 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4478242 114886 SH SOLE 0 0 0 114886 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3068540 39589 SH SOLE 0 0 0 39589 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 2869694 49071 SH SOLE 0 0 0 49071 VANGUARD SPECIALIZED FUNDS DIV APP 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