DeDora Capital as of March 31, 2025
Portfolio Holdings for DeDora Capital
DeDora Capital holds 113 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 7.8 | $27M | 209k | 128.96 | |
| Vanguard Index Fds Growth Etf (VUG) | 7.7 | $27M | 72k | 370.82 | |
| Ishares Tr Core S&p500 Etf (IVV) | 5.6 | $19M | 35k | 561.89 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.4 | $19M | 410k | 45.65 | |
| Vanguard Index Fds Small Cp Etf (VB) | 4.6 | $16M | 73k | 221.75 | |
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 4.3 | $15M | 609k | 24.48 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $13M | 25k | 513.91 | |
| Apple (AAPL) | 3.7 | $13M | 59k | 222.13 | |
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 3.6 | $13M | 456k | 27.30 | |
| Vanguard World Esg Us Corp Bd (VCEB) | 2.8 | $9.7M | 154k | 62.92 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.5 | $8.6M | 50k | 173.23 | |
| Microsoft Corporation (MSFT) | 2.1 | $7.3M | 20k | 375.40 | |
| Amazon (AMZN) | 2.1 | $7.1M | 38k | 190.26 | |
| NVIDIA Corporation (NVDA) | 1.7 | $6.1M | 56k | 108.38 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 1.7 | $5.9M | 76k | 78.28 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.5 | $5.0M | 132k | 38.34 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $5.0M | 20k | 245.30 | |
| Home Depot (HD) | 1.4 | $4.9M | 13k | 366.48 | |
| Tesla Motors (TSLA) | 1.4 | $4.8M | 19k | 259.16 | |
| UnitedHealth (UNH) | 1.3 | $4.6M | 8.9k | 523.75 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $4.6M | 9.8k | 468.91 | |
| Broadcom (AVGO) | 1.2 | $4.2M | 25k | 167.43 | |
| Costco Wholesale Corporation (COST) | 1.1 | $4.0M | 4.2k | 945.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $3.9M | 25k | 156.23 | |
| Meta Platforms Cl A (META) | 1.0 | $3.4M | 5.8k | 576.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.4M | 22k | 154.64 | |
| Abbvie (ABBV) | 1.0 | $3.3M | 16k | 209.52 | |
| Visa Com Cl A (V) | 0.9 | $3.2M | 9.2k | 350.45 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $3.0M | 23k | 132.46 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.8 | $2.9M | 49k | 58.98 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.8 | $2.7M | 74k | 36.41 | |
| Chevron Corporation (CVX) | 0.7 | $2.6M | 16k | 167.29 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.7 | $2.6M | 46k | 56.28 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $2.5M | 4.6k | 548.18 | |
| Applovin Corp Com Cl A (APP) | 0.7 | $2.5M | 9.3k | 264.97 | |
| Netflix (NFLX) | 0.7 | $2.4M | 2.6k | 932.53 | |
| Union Pacific Corporation (UNP) | 0.7 | $2.4M | 10k | 236.24 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $2.4M | 3.00 | 798441.67 | |
| Eli Lilly & Co. (LLY) | 0.7 | $2.3M | 2.8k | 826.06 | |
| Wal-Mart Stores (WMT) | 0.6 | $2.2M | 25k | 87.79 | |
| salesforce (CRM) | 0.6 | $2.2M | 8.1k | 268.35 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.2M | 8.4k | 258.63 | |
| Procter & Gamble Company (PG) | 0.6 | $2.1M | 13k | 170.42 | |
| Linde SHS (LIN) | 0.6 | $2.0M | 4.3k | 465.61 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.6 | $1.9M | 22k | 89.64 | |
| Amgen (AMGN) | 0.5 | $1.8M | 5.9k | 311.57 | |
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.5 | $1.7M | 67k | 25.81 | |
| Abbott Laboratories (ABT) | 0.5 | $1.7M | 13k | 132.65 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.5 | $1.6M | 28k | 57.30 | |
| Xcel Energy (XEL) | 0.4 | $1.5M | 21k | 70.79 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.4M | 4.9k | 288.14 | |
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.4 | $1.4M | 23k | 59.68 | |
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.4 | $1.4M | 18k | 73.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.2M | 2.3k | 532.58 | |
| Uber Technologies (UBER) | 0.3 | $1.2M | 16k | 72.86 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.1M | 19k | 58.69 | |
| Advanced Micro Devices (AMD) | 0.3 | $1.0M | 9.9k | 102.74 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.0M | 3.2k | 312.01 | |
| Merck & Co (MRK) | 0.3 | $1.0M | 11k | 89.76 | |
| Johnson & Johnson (JNJ) | 0.3 | $994k | 6.0k | 165.84 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $975k | 9.7k | 100.62 | |
| Ensign (ENSG) | 0.3 | $965k | 7.5k | 129.40 | |
| McDonald's Corporation (MCD) | 0.3 | $944k | 3.0k | 312.39 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $857k | 1.9k | 446.73 | |
| Oracle Corporation (ORCL) | 0.2 | $800k | 5.7k | 139.81 | |
| Nextera Energy (NEE) | 0.2 | $795k | 11k | 70.89 | |
| Automatic Data Processing (ADP) | 0.2 | $777k | 2.5k | 305.48 | |
| Walt Disney Company (DIS) | 0.2 | $775k | 7.9k | 98.71 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $749k | 12k | 63.00 | |
| Verizon Communications (VZ) | 0.2 | $723k | 16k | 45.36 | |
| United Parcel Service CL B (UPS) | 0.2 | $717k | 6.5k | 109.98 | |
| McKesson Corporation (MCK) | 0.2 | $697k | 1.0k | 672.99 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $678k | 15k | 46.81 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $645k | 11k | 57.14 | |
| Moody's Corporation (MCO) | 0.2 | $591k | 1.3k | 465.69 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $576k | 1.5k | 383.53 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $573k | 1.2k | 497.80 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $572k | 9.2k | 61.89 | |
| Paypal Holdings (PYPL) | 0.2 | $572k | 8.8k | 65.25 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $552k | 987.00 | 559.39 | |
| Ge Aerospace Com New (GE) | 0.2 | $547k | 2.7k | 200.18 | |
| Avantor (AVTR) | 0.2 | $539k | 33k | 16.21 | |
| W.W. Grainger (GWW) | 0.2 | $533k | 540.00 | 987.83 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $506k | 6.1k | 82.73 | |
| Nucor Corporation (NUE) | 0.1 | $434k | 3.6k | 120.34 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $407k | 5.6k | 72.70 | |
| Qualcomm (QCOM) | 0.1 | $406k | 2.6k | 153.61 | |
| Pepsi (PEP) | 0.1 | $396k | 2.6k | 149.93 | |
| Starbucks Corporation (SBUX) | 0.1 | $382k | 3.9k | 98.10 | |
| Danaher Corporation (DHR) | 0.1 | $354k | 1.7k | 205.00 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $353k | 5.2k | 67.85 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $349k | 2.0k | 176.53 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $344k | 9.3k | 36.90 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $342k | 971.00 | 352.58 | |
| Gilead Sciences (GILD) | 0.1 | $337k | 3.0k | 112.07 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $335k | 2.8k | 118.93 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $332k | 1.8k | 179.66 | |
| Caterpillar (CAT) | 0.1 | $327k | 991.00 | 329.71 | |
| Cme (CME) | 0.1 | $324k | 1.2k | 265.29 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $294k | 4.0k | 73.50 | |
| Coca-Cola Company (KO) | 0.1 | $294k | 4.1k | 71.62 | |
| Digital Realty Trust (DLR) | 0.1 | $291k | 2.0k | 143.31 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $282k | 2.0k | 141.32 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $277k | 4.3k | 65.17 | |
| United Rentals (URI) | 0.1 | $270k | 431.00 | 626.70 | |
| Lowe's Companies (LOW) | 0.1 | $264k | 1.1k | 233.23 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $259k | 1.5k | 172.23 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $249k | 14k | 17.59 | |
| American Express Company (AXP) | 0.1 | $234k | 868.00 | 269.05 | |
| Boeing Company (BA) | 0.1 | $219k | 1.3k | 170.52 | |
| General Mills (GIS) | 0.1 | $211k | 3.5k | 59.78 | |
| Nike CL B (NKE) | 0.1 | $209k | 3.3k | 63.48 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $136k | 26k | 5.27 |
