0001765380-23-000196.txt : 20231102 0001765380-23-000196.hdr.sgml : 20231102 20231102141002 ACCESSION NUMBER: 0001765380-23-000196 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231102 DATE AS OF CHANGE: 20231102 EFFECTIVENESS DATE: 20231102 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: 231371357 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 09-30-2023 09-30-2023 DDFG, Inc

515 MARIN ST SUITE 406 THOUSAND OAKS CA 91360

13F HOLDINGS REPORT 028-23155 N Stephanie Bush 2164783693 Stephanie Bush Cincinnati OH 11-02-2023 0 70 271272886 false INFORMATION TABLE 2 13fhillcrestq32023.xml ADVANCED MICRO DEVICES INC COM 007903107 411280 4000 SH SOLE 0 0 0 4000 ALPHABET INC CAP STK CL C 02079K107 1091718 8280 SH SOLE 0 0 0 8280 ALPS ETF TR ALERIAN MLP 00162Q452 541505 12832 SH SOLE 0 0 0 12832 AMAZON COM INC COM 023135106 458893 3610 SH SOLE 0 0 0 3610 AMGEN INC COM 031162100 1198633 4460 SH SOLE 0 0 0 4460 APPLE INC COM 037833100 4628578 27035 SH SOLE 0 0 0 27035 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 395741 14728 SH SOLE 0 0 0 14728 BANK AMERICA CORP COM 060505104 208750 7624 SH SOLE 0 0 0 7624 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 700250 1999 SH SOLE 0 0 0 1999 COSTCO WHSL CORP NEW COM 22160K105 254797 451 SH SOLE 0 0 0 451 CURTISS WRIGHT CORP COM 231561101 559417 2860 SH SOLE 0 0 0 2860 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 9443073 418390 SH SOLE 0 0 0 418390 EDWARDS LIFESCIENCES CORP 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