0001765380-24-000086.txt : 20240213 0001765380-24-000086.hdr.sgml : 20240213 20240213094338 ACCESSION NUMBER: 0001765380-24-000086 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DDFG, Inc CENTRAL INDEX KEY: 0001967640 ORGANIZATION NAME: IRS NUMBER: 823863005 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-23155 FILM NUMBER: 24623007 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0001967640 XXXXXXXX 12-31-2023 12-31-2023 true 1 RESTATEMENT DDFG, Inc

515 MARIN ST SUITE 406 THOUSAND OAKS CA 91360

13F HOLDINGS REPORT 028-23155 000317862 801-122983 N Johnathan Kasting 513-977-8234 Johnathan Kasting Cincinnati OH 02-13-2024 0 73 295599911 false INFORMATION TABLE 2 hfg2023q413f.xml ADVANCED MICRO DEVICES INC COM 007903107 589640 4000 SH SOLE 0 0 0 4000 ALPHABET INC CAP STK CL C 02079K107 1048519 7440 SH SOLE 0 0 0 7440 ALPS ETF TR ALERIAN MLP 00162Q452 579544 13630 SH SOLE 0 0 0 13630 AMAZON COM INC COM 023135106 548491 3610 SH SOLE 0 0 0 3610 AMGEN INC COM 031162100 1278163 4438 SH SOLE 0 0 0 4438 APPLE INC COM 037833100 5197934 26998 SH SOLE 0 0 0 26998 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 450677 14728 SH SOLE 0 0 0 14728 BANK AMERICA CORP COM 060505104 263007 7811 SH SOLE 0 0 0 7811 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 712963 1999 SH SOLE 0 0 0 1999 COSTCO WHSL CORP NEW COM 22160K105 297696 451 SH SOLE 0 0 0 451 CURTISS WRIGHT CORP COM 231561101 637083 2860 SH SOLE 0 0 0 2860 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 9837959 408045 SH SOLE 0 0 0 408045 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