DeDora Capital as of Dec. 31, 2025
Portfolio Holdings for DeDora Capital
DeDora Capital holds 115 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 7.7 | $33M | 67k | 487.86 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 7.3 | $31M | 214k | 143.52 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.3 | $27M | 581k | 46.04 | |
| Ishares Tr Core S&p500 Etf (IVV) | 5.8 | $24M | 36k | 684.95 | |
| Vanguard Index Fds Small Cp Etf (VB) | 4.8 | $20M | 79k | 257.95 | |
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 4.2 | $18M | 601k | 29.55 | |
| Apple (AAPL) | 3.6 | $15M | 56k | 271.86 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.6 | $15M | 24k | 627.14 | |
| Vanguard World Esg Us Corp Bd (VCEB) | 2.4 | $10M | 162k | 63.63 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.2 | $9.1M | 48k | 191.56 | |
| Microsoft Corporation (MSFT) | 2.2 | $9.1M | 19k | 483.63 | |
| NVIDIA Corporation (NVDA) | 2.2 | $9.1M | 49k | 186.50 | |
| Amazon (AMZN) | 2.0 | $8.5M | 37k | 230.82 | |
| Tesla Motors (TSLA) | 2.0 | $8.3M | 18k | 449.72 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.8 | $7.8M | 136k | 57.24 | |
| Broadcom (AVGO) | 1.8 | $7.5M | 22k | 346.10 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $7.5M | 24k | 313.81 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 1.7 | $7.2M | 74k | 97.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $6.5M | 21k | 313.00 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $6.1M | 19k | 322.22 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $6.0M | 9.8k | 614.31 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.4 | $5.9M | 133k | 44.65 | |
| Applovin Corp Com Cl A (APP) | 1.3 | $5.4M | 8.1k | 673.82 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 1.1 | $4.7M | 55k | 85.37 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.1 | $4.7M | 105k | 44.41 | |
| Home Depot (HD) | 1.1 | $4.6M | 14k | 344.09 | |
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.1 | $4.6M | 69k | 66.43 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $4.0M | 22k | 183.40 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.9 | $3.8M | 53k | 71.62 | |
| Eli Lilly & Co. (LLY) | 0.9 | $3.7M | 3.4k | 1074.54 | |
| Costco Wholesale Corporation (COST) | 0.9 | $3.7M | 4.2k | 862.26 | |
| Meta Platforms Cl A (META) | 0.8 | $3.6M | 5.4k | 660.10 | |
| Abbvie (ABBV) | 0.8 | $3.4M | 15k | 228.49 | |
| Visa Com Cl A (V) | 0.8 | $3.2M | 9.2k | 350.69 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $3.0M | 4.00 | 754800.00 | |
| Wal-Mart Stores (WMT) | 0.7 | $2.9M | 26k | 111.41 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.7 | $2.8M | 49k | 57.46 | |
| Chevron Corporation (CVX) | 0.6 | $2.6M | 17k | 152.41 | |
| UnitedHealth (UNH) | 0.6 | $2.6M | 7.8k | 330.13 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $2.6M | 4.5k | 570.91 | |
| Union Pacific Corporation (UNP) | 0.6 | $2.5M | 11k | 231.31 | |
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.6 | $2.4M | 93k | 26.01 | |
| Amgen (AMGN) | 0.6 | $2.4M | 7.4k | 327.33 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.6 | $2.4M | 46k | 52.72 | |
| Netflix (NFLX) | 0.6 | $2.4M | 25k | 93.76 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.4M | 8.1k | 290.23 | |
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.5 | $2.1M | 18k | 115.76 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $2.0M | 4.9k | 396.31 | |
| salesforce (CRM) | 0.5 | $1.9M | 7.3k | 264.92 | |
| Linde SHS (LIN) | 0.4 | $1.8M | 4.3k | 426.40 | |
| Advanced Micro Devices (AMD) | 0.4 | $1.8M | 8.5k | 214.17 | |
| Procter & Gamble Company (PG) | 0.4 | $1.8M | 12k | 143.31 | |
| Uber Technologies (UBER) | 0.4 | $1.6M | 19k | 81.71 | |
| Abbott Laboratories (ABT) | 0.4 | $1.5M | 12k | 125.30 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.5M | 20k | 75.44 | |
| Ensign (ENSG) | 0.3 | $1.4M | 8.0k | 174.20 | |
| Xcel Energy (XEL) | 0.3 | $1.3M | 17k | 73.86 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.3M | 6.1k | 206.96 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $1.2M | 13k | 92.51 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.2M | 2.3k | 502.65 | |
| Oracle Corporation (ORCL) | 0.3 | $1.1M | 5.5k | 194.92 | |
| Merck & Co (MRK) | 0.3 | $1.1M | 10k | 105.26 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $947k | 9.4k | 100.34 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $920k | 1.9k | 483.57 | |
| McDonald's Corporation (MCD) | 0.2 | $911k | 3.0k | 305.66 | |
| Ge Aerospace Com New (GE) | 0.2 | $909k | 2.9k | 308.08 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $905k | 18k | 49.65 | |
| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.2 | $806k | 20k | 41.32 | |
| McKesson Corporation (MCK) | 0.2 | $779k | 950.00 | 820.29 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $776k | 4.5k | 171.18 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $731k | 10k | 71.45 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $722k | 2.7k | 268.26 | |
| Automatic Data Processing (ADP) | 0.2 | $688k | 2.7k | 257.19 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $673k | 987.00 | 681.92 | |
| Moody's Corporation (MCO) | 0.2 | $672k | 1.3k | 510.85 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $667k | 1.2k | 579.69 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $651k | 1.9k | 349.99 | |
| Nextera Energy (NEE) | 0.2 | $642k | 8.0k | 80.28 | |
| Nucor Corporation (NUE) | 0.1 | $624k | 3.8k | 163.11 | |
| W.W. Grainger (GWW) | 0.1 | $606k | 601.00 | 1009.05 | |
| Walt Disney Company (DIS) | 0.1 | $595k | 5.2k | 113.77 | |
| Caterpillar (CAT) | 0.1 | $514k | 897.00 | 572.69 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $475k | 2.7k | 177.75 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $458k | 2.1k | 214.06 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $454k | 2.0k | 226.14 | |
| Qualcomm (QCOM) | 0.1 | $453k | 2.6k | 171.05 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $446k | 952.00 | 468.76 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $418k | 5.0k | 82.82 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $410k | 4.5k | 91.93 | |
| Pepsi (PEP) | 0.1 | $393k | 2.7k | 143.50 | |
| Avantor (AVTR) | 0.1 | $381k | 33k | 11.46 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $379k | 1.7k | 227.51 | |
| Danaher Corporation (DHR) | 0.1 | $377k | 1.6k | 228.92 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $374k | 3.1k | 120.34 | |
| Cme (CME) | 0.1 | $365k | 1.3k | 273.08 | |
| Gilead Sciences (GILD) | 0.1 | $355k | 2.9k | 122.74 | |
| Micron Technology (MU) | 0.1 | $339k | 1.2k | 285.46 | |
| Arista Networks Com Shs (ANET) | 0.1 | $331k | 2.5k | 131.03 | |
| American Express Company (AXP) | 0.1 | $321k | 868.00 | 369.95 | |
| United Rentals (URI) | 0.1 | $321k | 396.00 | 809.32 | |
| Digital Realty Trust (DLR) | 0.1 | $309k | 2.0k | 154.73 | |
| Carrier Global Corporation (CARR) | 0.1 | $286k | 5.4k | 52.84 | |
| Boeing Company (BA) | 0.1 | $279k | 1.3k | 217.08 | |
| Verizon Communications (VZ) | 0.1 | $279k | 6.8k | 40.73 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $277k | 4.1k | 68.36 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $273k | 4.2k | 64.42 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $269k | 2.2k | 120.96 | |
| Lowe's Companies (LOW) | 0.1 | $267k | 1.1k | 241.16 | |
| Paypal Holdings (PYPL) | 0.1 | $265k | 4.5k | 58.38 | |
| Coca-Cola Company (KO) | 0.1 | $240k | 3.4k | 69.91 | |
| United Parcel Service CL B (UPS) | 0.1 | $238k | 2.4k | 99.19 | |
| Starbucks Corporation (SBUX) | 0.1 | $222k | 2.6k | 84.22 | |
| Ptc (PTC) | 0.1 | $220k | 1.3k | 174.21 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $193k | 11k | 18.22 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $166k | 26k | 6.47 |
