Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DDFG INC | 05-02-2024 | 03-31-2024 | 74 | 314,741,270 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P US GWT | 1 | $31,017,336 | 264,630 | 0.01 | 0.01 | -7,731 | -2.84 | 03-31-2024 |
| ISHARES TR | 3 7 YR TREAS BD | 2 | $28,784,596 | 248,550 | 0.01 | 0.01 | 41,229 | 19.89 | 03-31-2024 |
| ISHARES TR | CORE MSCI INTL | 3 | $26,680,616 | 397,447 | 0.01 | 0.01 | 9,597 | 2.47 | 03-31-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 4 | $22,878,128 | 446,141 | 0.01 | 0.01 | 8,028 | 1.83 | 03-31-2024 |
