DeDora Capital

DeDora Capital as of March 31, 2026

Portfolio Holdings for DeDora Capital

DeDora Capital holds 123 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 7.6 $31M 210k 148.10
Vanguard Index Fds Growth Etf (VUG) 7.1 $29M 66k 436.79
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.4 $26M 571k 45.62
Ishares Tr Core S&p500 Etf (IVV) 5.7 $23M 36k 653.22
Vanguard Index Fds Small Cp Etf (VB) 5.1 $21M 80k 261.92
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 4.4 $18M 604k 29.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $14M 24k 597.55
Apple (AAPL) 3.4 $14M 54k 253.79
Vanguard World Esg Us Corp Bd (VCEB) 2.7 $11M 177k 62.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $8.9M 47k 191.92
NVIDIA Corporation (NVDA) 2.1 $8.4M 48k 174.40
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.0 $8.0M 142k 56.68
Amazon (AMZN) 1.9 $7.6M 37k 208.27
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.7 $7.1M 78k 90.94
Microsoft Corporation (MSFT) 1.7 $7.0M 19k 370.17
Tesla Motors (TSLA) 1.7 $6.8M 18k 371.75
Alphabet Cap Stk Cl C (GOOG) 1.6 $6.6M 23k 286.86
Broadcom (AVGO) 1.6 $6.5M 21k 309.51
World Gold Tr Spdr Gld Minis (GLDM) 1.6 $6.4M 69k 92.69
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.5 $6.1M 134k 45.06
Alphabet Cap Stk Cl A (GOOGL) 1.4 $5.9M 21k 287.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $5.6M 9.7k 577.17
JPMorgan Chase & Co. (JPM) 1.3 $5.5M 19k 294.17
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.2 $4.8M 75k 63.91
Spdr Index Shs Fds State Street Spd (SPDW) 1.2 $4.8M 105k 45.65
Home Depot (HD) 1.1 $4.5M 14k 328.89
Vanguard World Esg Intl Stk Etf (VSGX) 1.1 $4.5M 63k 71.73
Costco Wholesale Corporation (COST) 1.0 $4.2M 4.2k 996.46
Raytheon Technologies Corp (RTX) 1.0 $4.0M 21k 192.90
Chevron Corporation (CVX) 0.9 $3.5M 17k 206.90
Wal-Mart Stores (WMT) 0.8 $3.2M 26k 124.28
Applovin Corp Com Cl A (APP) 0.8 $3.2M 8.1k 398.00
Abbvie (ABBV) 0.8 $3.2M 15k 217.48
Eli Lilly & Co. (LLY) 0.8 $3.1M 3.4k 919.85
Meta Platforms Cl A (META) 0.7 $3.0M 5.3k 572.08
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $2.9M 4.00 718140.00
Visa Com Cl A (V) 0.7 $2.8M 9.3k 302.22
Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $2.8M 49k 56.86
Union Pacific Corporation (UNP) 0.7 $2.7M 11k 242.63
Amgen (AMGN) 0.6 $2.6M 7.4k 351.83
Netflix (NFLX) 0.6 $2.5M 27k 96.15
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.6 $2.5M 98k 25.79
Linde SHS (LIN) 0.6 $2.5M 5.0k 495.78
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.3M 8.1k 287.19
Mastercard Incorporated Cl A (MA) 0.6 $2.3M 4.5k 499.62
UnitedHealth (UNH) 0.5 $2.1M 7.8k 270.58
Spdr Gold Tr Gold Shs (GLD) 0.5 $2.1M 4.8k 430.29
Proshares Tr Ultrapro Qqq (TQQQ) 0.5 $1.9M 45k 41.68
Procter & Gamble Company (PG) 0.5 $1.8M 13k 144.44
Proshares Tr Ultrpro S&p500 (UPRO) 0.4 $1.8M 18k 96.98
Advanced Micro Devices (AMD) 0.4 $1.7M 8.5k 203.44
Ensign (ENSG) 0.4 $1.6M 8.0k 201.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.5M 20k 77.11
Johnson & Johnson (JNJ) 0.4 $1.5M 6.2k 244.45
Xcel Energy (XEL) 0.3 $1.4M 18k 79.44
Uber Technologies (UBER) 0.3 $1.4M 19k 71.93
salesforce (CRM) 0.3 $1.3M 7.2k 186.68
Merck & Co (MRK) 0.3 $1.2M 10k 120.29
Abbott Laboratories (ABT) 0.3 $1.2M 12k 102.67
Lockheed Martin Corporation (LMT) 0.3 $1.2M 1.9k 604.24
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $1.1M 12k 92.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 2.3k 479.20
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $949k 9.4k 100.57
McDonald's Corporation (MCD) 0.2 $927k 3.0k 310.82
McKesson Corporation (MCK) 0.2 $838k 968.00 865.36
Oracle Corporation (ORCL) 0.2 $810k 5.5k 147.12
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.2 $801k 26k 31.19
Ge Aerospace Com New (GE) 0.2 $798k 2.8k 283.73
Nextera Energy (NEE) 0.2 $742k 8.0k 92.88
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $738k 19k 38.42
Lam Research Corp Com New (LRCX) 0.2 $673k 3.1k 213.66
Caterpillar (CAT) 0.2 $662k 935.00 708.25
W.W. Grainger (GWW) 0.2 $657k 602.00 1090.81
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.2 $643k 10k 62.68
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) 0.2 $634k 13k 50.60
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $632k 971.00 650.34
Moody's Corporation (MCO) 0.1 $600k 1.4k 436.25
Thermo Fisher Scientific (TMO) 0.1 $559k 1.1k 491.74
Accenture Plc Ireland Shs Class A (ACN) 0.1 $532k 2.7k 198.26
Exxon Mobil Corporation (XOM) 0.1 $517k 3.0k 169.66
Walt Disney Company (DIS) 0.1 $496k 5.2k 96.38
Toyota Motor Corp Ads (TM) 0.1 $470k 2.3k 206.09
Pepsi (PEP) 0.1 $447k 2.9k 155.31
Astrazeneca Ord (AZN) 0.1 $440k 2.2k 197.22
Cme (CME) 0.1 $422k 1.4k 295.35
Ishares Tr Esg Select Scree (XJR) 0.1 $413k 9.5k 43.54
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $412k 5.0k 82.57
Gilead Sciences (GILD) 0.1 $403k 2.9k 139.38
Micron Technology (MU) 0.1 $401k 1.2k 337.90
Palantir Technologies Cl A (PLTR) 0.1 $398k 2.7k 146.28
Coinbase Global Com Cl A (COIN) 0.1 $378k 2.2k 174.61
Te Connectivity Ord Shs (TEL) 0.1 $376k 1.8k 209.02
Crowdstrike Hldgs Cl A (CRWD) 0.1 $372k 952.00 390.41
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $370k 8.1k 45.50
Digital Realty Trust (DLR) 0.1 $360k 2.0k 180.23
Verizon Communications (VZ) 0.1 $359k 7.1k 50.20
Qualcomm (QCOM) 0.1 $341k 2.6k 128.78
Carrier Global Corporation (CARR) 0.1 $323k 5.7k 56.31
Danaher Corporation (DHR) 0.1 $316k 1.7k 189.60
Bank of New York Mellon Corporation (BK) 0.1 $312k 2.6k 118.63
Arista Networks Com Shs (ANET) 0.1 $310k 2.5k 122.78
Automatic Data Processing (ADP) 0.1 $287k 1.4k 203.24
United Rentals (URI) 0.1 $287k 394.00 728.56
Servicenow (NOW) 0.1 $273k 2.6k 104.55
Starbucks Corporation (SBUX) 0.1 $272k 3.0k 89.60
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $272k 10k 27.15
American Express Company (AXP) 0.1 $265k 876.00 302.48
Avantor (AVTR) 0.1 $261k 33k 7.84
Coca-Cola Company (KO) 0.1 $261k 3.4k 76.05
Boeing Company (BA) 0.1 $257k 1.3k 198.99
United Parcel Svcs CL B (UPS) 0.1 $256k 2.6k 98.36
Lowe's Companies (LOW) 0.1 $255k 1.1k 236.28
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $250k 2.2k 112.27
Synopsys (SNPS) 0.1 $247k 623.00 396.48
Quanta Services (PWR) 0.1 $244k 444.00 549.02
Ishares Silver Tr Ishares (SLV) 0.1 $242k 3.6k 68.14
Nucor Corporation (NUE) 0.1 $242k 1.4k 169.10
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $242k 4.8k 49.95
Adobe Systems Incorporated (ADBE) 0.1 $226k 929.00 243.08
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $214k 4.0k 52.76
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $208k 3.4k 61.26
Nokia Corp Sponsored Adr (NOK) 0.1 $207k 26k 8.04
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $188k 11k 17.75