0001765380-23-000162.txt : 20230809 0001765380-23-000162.hdr.sgml : 20230809 20230809110915 ACCESSION NUMBER: 0001765380-23-000162 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230809 DATE AS OF CHANGE: 20230809 EFFECTIVENESS DATE: 20230809 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: 231154005 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 false false 0001967640 XXXXXXXX 06-30-2023 06-30-2023 DDFG, Inc

515 MARIN ST SUITE 406 THOUSAND OAKS CA 91360

13F HOLDINGS REPORT 028-23155 N Sarah Goldenberg 5134042204 Sarah Goldenberg Cincinnati OH 08-09-2023 0 72 271681638 false INFORMATION TABLE 2 13fhillcrestq22023.xml ADVANCED MICRO DEVICES INC COM 007903107 455640 4000 SH SOLE 0 0 0 4000 ALPHABET INC CAP STK CL C 02079K107 977438 8080 SH SOLE 0 0 0 8080 ALPS ETF TR ALERIAN MLP 00162Q452 446570 11389 SH SOLE 0 0 0 11389 AMAZON COM INC COM 023135106 481148 3691 SH SOLE 0 0 0 3691 AMGEN INC COM 031162100 986880 4445 SH SOLE 0 0 0 4445 APPLE INC COM 037833100 5281811 27230 SH SOLE 0 0 0 27230 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 525200 14728 SH SOLE 0 0 0 14728 BANK AMERICA CORP COM 060505104 223373 7786 SH SOLE 0 0 0 7786 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 643126 1886 SH SOLE 0 0 0 1886 COSTCO WHSL CORP NEW COM 22160K105 242809 451 SH SOLE 0 0 0 451 CURTISS WRIGHT CORP COM 231561101 525188 2860 SH SOLE 0 0 0 2860 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 9739694 415162 SH SOLE 0 0 0 415162 EDWARDS LIFESCIENCES CORP 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