DeDora Capital
Latest statistics and disclosures from DeDora Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VYM, IVV, FBND, VB, and represent 31.04% of DeDora Capital's stock portfolio.
- Added to shares of these 10 stocks: CGMS, LRCX, Arista Networks, BA, HELO, VB, CGXU, VCEB, FBND, NULG.
- Started 3 new stock positions in Arista Networks, BA, LRCX.
- Reduced shares in these 10 stocks: Lam Research Corporation, VUG, AAPL, NVDA, BRK.B, ANET, VOO, VYM, TSLA, AMZN.
- Sold out of its positions in ANET, Lam Research Corporation.
- DeDora Capital was a net seller of stock by $-1.1M.
- DeDora Capital has $365M in assets under management (AUM), dropping by 2.00%.
- Central Index Key (CIK): 0001717658
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Portfolio Holdings for DeDora Capital
DeDora Capital holds 109 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 8.3 | $30M | 74k | 410.44 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 7.4 | $27M | 212k | 127.59 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.6 | $21M | 35k | 588.68 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.0 | $18M | 406k | 44.87 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.7 | $17M | 72k | 240.28 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 4.1 | $15M | 606k | 24.67 |
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| Apple (AAPL) | 4.1 | $15M | -2% | 60k | 250.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.9 | $14M | 27k | 538.81 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 3.3 | $12M | +3% | 442k | 27.28 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 2.9 | $11M | 173k | 61.99 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.4 | $8.9M | 51k | 175.23 |
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| Amazon (AMZN) | 2.3 | $8.4M | 38k | 219.39 |
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| Microsoft Corporation (MSFT) | 2.3 | $8.3M | 20k | 421.51 |
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| NVIDIA Corporation (NVDA) | 2.2 | $8.2M | -3% | 61k | 134.29 |
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| Tesla Motors (TSLA) | 2.1 | $7.8M | -2% | 19k | 403.84 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 2.0 | $7.5M | 87k | 85.84 |
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| Broadcom (AVGO) | 1.8 | $6.6M | 28k | 231.84 |
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| Home Depot (HD) | 1.4 | $5.2M | 13k | 389.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $5.0M | 9.8k | 511.22 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $4.9M | 21k | 239.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $4.7M | 25k | 190.44 |
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| UnitedHealth (UNH) | 1.2 | $4.6M | 9.0k | 505.87 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $4.1M | 22k | 189.30 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.1 | $3.9M | 94k | 41.88 |
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| Costco Wholesale Corporation (COST) | 1.0 | $3.8M | 4.1k | 916.33 |
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| Meta Platforms Cl A (META) | 0.9 | $3.4M | 5.8k | 585.53 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.9 | $3.3M | 59k | 56.70 |
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| Applovin Corp Com Cl A (APP) | 0.8 | $3.0M | 9.3k | 323.83 |
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| Visa Com Cl A (V) | 0.8 | $2.9M | 9.2k | 316.03 |
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| Abbvie (ABBV) | 0.8 | $2.9M | 16k | 177.70 |
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| salesforce (CRM) | 0.7 | $2.7M | 8.1k | 334.35 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $2.7M | 23k | 115.72 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $2.5M | 74k | 34.13 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $2.4M | 4.6k | 526.52 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.6 | $2.3M | -5% | 30k | 79.13 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.6 | $2.3M | 41k | 57.28 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.3M | 26k | 90.35 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.3M | +2% | 10k | 228.04 |
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| Chevron Corporation (CVX) | 0.6 | $2.3M | 16k | 144.84 |
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| Netflix (NFLX) | 0.6 | $2.2M | -3% | 2.5k | 891.32 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.2M | +2% | 8.3k | 264.12 |
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| Procter & Gamble Company (PG) | 0.6 | $2.1M | 12k | 167.65 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.6 | $2.1M | -6% | 24k | 87.82 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.9M | 2.5k | 772.05 |
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| Linde SHS (LIN) | 0.5 | $1.8M | 4.3k | 418.63 |
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.4 | $1.6M | 18k | 88.64 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.4 | $1.6M | 61k | 25.64 |
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| Amgen (AMGN) | 0.4 | $1.5M | +3% | 5.6k | 260.66 |
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| Abbott Laboratories (ABT) | 0.4 | $1.4M | 13k | 113.11 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.4M | 3.9k | 351.76 |
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| Xcel Energy (XEL) | 0.4 | $1.4M | +2% | 20k | 67.52 |
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| Merck & Co (MRK) | 0.3 | $1.2M | 12k | 99.48 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.2M | 9.7k | 120.80 |
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| Walt Disney Company (DIS) | 0.3 | $1.2M | -2% | 10k | 111.35 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.2M | 4.8k | 242.13 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.3 | $1.2M | +21% | 19k | 62.04 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.1M | 19k | 58.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.1M | -20% | 2.4k | 453.28 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $997k | 9.9k | 100.34 |
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| Verizon Communications (VZ) | 0.3 | $967k | 24k | 39.99 |
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| Ensign (ENSG) | 0.3 | $955k | 7.2k | 132.86 |
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| Oracle Corporation (ORCL) | 0.3 | $954k | 5.7k | 166.63 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $947k | 1.9k | 485.94 |
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| Uber Technologies (UBER) | 0.3 | $913k | 15k | 60.32 |
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| McDonald's Corporation (MCD) | 0.2 | $879k | 3.0k | 289.85 |
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| Johnson & Johnson (JNJ) | 0.2 | $878k | 6.1k | 144.61 |
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| Nextera Energy (NEE) | 0.2 | $811k | 11k | 71.69 |
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| United Parcel Service CL B (UPS) | 0.2 | $795k | +4% | 6.3k | 126.10 |
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| Paypal Holdings (PYPL) | 0.2 | $793k | -3% | 9.3k | 85.35 |
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| Automatic Data Processing (ADP) | 0.2 | $741k | 2.5k | 292.68 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $740k | 12k | 63.45 |
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| Danaher Corporation (DHR) | 0.2 | $726k | 3.2k | 229.55 |
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| Avantor (AVTR) | 0.2 | $700k | 33k | 21.07 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $627k | +4% | 12k | 53.05 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $608k | 1.2k | 520.44 |
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| Moody's Corporation (MCO) | 0.2 | $606k | 1.3k | 473.37 |
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| McKesson Corporation (MCK) | 0.2 | $601k | 1.1k | 569.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $579k | +15% | 987.00 | 586.08 |
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| W.W. Grainger (GWW) | 0.2 | $571k | 542.00 | 1054.05 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $529k | -16% | 6.5k | 81.98 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $525k | +15% | 9.1k | 57.53 |
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| Pepsi (PEP) | 0.1 | $462k | 3.0k | 152.07 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $456k | 7.6k | 59.73 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $418k | -3% | 11k | 37.53 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $408k | +5% | 7.8k | 51.99 |
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| Qualcomm (QCOM) | 0.1 | $407k | 2.6k | 153.62 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $391k | NEW | 5.4k | 72.23 |
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| General Mills (GIS) | 0.1 | $381k | -2% | 6.0k | 63.77 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $379k | 852.00 | 444.68 |
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| Starbucks Corporation (SBUX) | 0.1 | $376k | 4.1k | 91.26 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $362k | -5% | 1.5k | 248.30 |
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| Digital Realty Trust (DLR) | 0.1 | $360k | 2.0k | 177.35 |
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| Nucor Corporation (NUE) | 0.1 | $358k | 3.1k | 116.71 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $346k | 1.8k | 187.54 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $332k | 971.00 | 342.16 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $324k | -6% | 4.4k | 74.02 |
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| Coca-Cola Company (KO) | 0.1 | $306k | 4.9k | 62.26 |
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| United Rentals (URI) | 0.1 | $302k | 428.00 | 704.44 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $295k | 2.7k | 107.58 |
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| Gilead Sciences (GILD) | 0.1 | $294k | 3.2k | 92.38 |
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| Arista Networks Com Shs | 0.1 | $279k | NEW | 2.5k | 110.53 |
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| Lowe's Companies (LOW) | 0.1 | $279k | 1.1k | 246.80 |
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| American Express Company (AXP) | 0.1 | $258k | 868.00 | 296.79 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $250k | +10% | 14k | 17.70 |
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| Nike CL B (NKE) | 0.1 | $250k | 3.3k | 75.68 |
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| Ptc (PTC) | 0.1 | $243k | 1.3k | 183.87 |
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| Boeing Company (BA) | 0.1 | $228k | NEW | 1.3k | 176.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $200k | 3.2k | 62.31 |
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $114k | 26k | 4.43 |
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Past Filings by DeDora Capital
SEC 13F filings are viewable for DeDora Capital going back to 2017
- DeDora Capital 2024 Q4 filed Jan. 30, 2025
- DeDora Capital 2024 Q3 filed Oct. 21, 2024
- DeDora Capital 2024 Q2 filed July 17, 2024
- DeDora Capital 2024 Q1 restated filed April 23, 2024
- DeDora Capital 2024 Q1 filed April 16, 2024
- DeDora Capital 2023 Q4 filed Jan. 18, 2024
- DeDora Capital 2023 Q3 filed Oct. 18, 2023
- DeDora Capital 2023 Q2 filed July 24, 2023
- DeDora Capital 2023 Q1 filed May 11, 2023
- DeDora Capital 2022 Q4 filed Jan. 19, 2023
- DeDora Capital 2022 Q3 filed Oct. 14, 2022
- DeDora Capital 2022 Q2 filed July 27, 2022
- DeDora Capital 2022 Q1 filed April 14, 2022
- DeDora Capital 2021 Q4 filed Jan. 18, 2022
- DeDora Capital 2021 Q3 filed Oct. 18, 2021
- DeDora Capital 2021 Q2 filed Aug. 3, 2021