DeDora Capital as of June 30, 2026
Portfolio Holdings for DeDora Capital
DeDora Capital holds 129 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 6.6 | $31M | 354k | 86.14 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 6.4 | $30M | 187k | 158.03 | |
| Ishares Tr Core S&p500 Etf (IVV) | 6.1 | $28M | 38k | 748.88 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.7 | $26M | 578k | 45.49 | |
| Vanguard Index Fds Small Cp Etf (VB) | 5.7 | $26M | 86k | 303.12 | |
| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 4.9 | $23M | 654k | 34.62 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.6 | $16M | 24k | 686.81 | |
| Apple (AAPL) | 3.4 | $16M | 54k | 289.36 | |
| Vanguard World Esg Us Corp Bd (VCEB) | 2.4 | $11M | 179k | 62.76 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.1 | $9.7M | 46k | 212.77 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 2.0 | $9.4M | 80k | 117.06 | |
| NVIDIA Corporation (NVDA) | 2.0 | $9.2M | 46k | 200.09 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.0 | $9.0M | 160k | 56.48 | |
| Amazon (AMZN) | 1.8 | $8.5M | 36k | 238.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $7.9M | 22k | 353.33 | |
| Broadcom (AVGO) | 1.7 | $7.8M | 21k | 377.76 | |
| Tesla Motors (TSLA) | 1.7 | $7.6M | 18k | 420.60 | |
| Microsoft Corporation (MSFT) | 1.6 | $7.5M | 20k | 373.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $7.2M | 20k | 357.37 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $7.1M | 9.6k | 736.36 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.5 | $7.0M | 135k | 52.12 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $6.2M | 19k | 327.34 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 1.3 | $6.1M | 77k | 79.42 | |
| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 1.3 | $5.9M | 88k | 67.58 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 1.2 | $5.7M | 70k | 82.34 | |
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 1.1 | $5.3M | 105k | 50.39 | |
| Home Depot (HD) | 1.1 | $5.1M | 14k | 352.67 | |
| Advanced Micro Devices (AMD) | 1.0 | $4.5M | 7.8k | 580.94 | |
| Eli Lilly & Co. (LLY) | 0.9 | $4.4M | 3.6k | 1199.40 | |
| Applovin Corp Com Cl A (APP) | 0.9 | $4.1M | 8.0k | 515.23 | |
| Costco Wholesale Corporation (COST) | 0.9 | $4.1M | 4.4k | 935.38 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $4.0M | 21k | 189.73 | |
| Abbvie (ABBV) | 0.8 | $3.8M | 15k | 251.65 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.7 | $3.3M | 41k | 81.00 | |
| Visa Com Cl A (V) | 0.7 | $3.2M | 9.3k | 343.08 | |
| UnitedHealth (UNH) | 0.7 | $3.1M | 7.6k | 415.62 | |
| Union Pacific Corporation (UNP) | 0.7 | $3.0M | 11k | 272.00 | |
| Chevron Corporation (CVX) | 0.7 | $3.0M | 18k | 165.76 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $3.0M | 4.00 | 748850.00 | |
| Wal-Mart Stores (WMT) | 0.6 | $3.0M | 26k | 113.26 | |
| Meta Platforms Cl A (META) | 0.6 | $2.9M | 5.2k | 563.27 | |
| Amgen (AMGN) | 0.6 | $2.7M | 7.5k | 362.12 | |
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.6 | $2.6M | 103k | 25.73 | |
| Linde SHS (LIN) | 0.6 | $2.6M | 5.0k | 518.93 | |
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.6 | $2.5M | 18k | 141.79 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.5M | 31k | 80.57 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.5 | $2.5M | 44k | 57.64 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $2.3M | 4.5k | 513.57 | |
| Netflix (NFLX) | 0.4 | $1.9M | 27k | 71.40 | |
| Putnam Etf Trust Franklin Calif (FTCA) | 0.4 | $1.9M | 255k | 7.42 | |
| Procter & Gamble Company (PG) | 0.4 | $1.8M | 12k | 146.64 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.7M | 4.7k | 368.38 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.7M | 20k | 85.49 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.7M | 6.6k | 253.98 | |
| Xcel Energy (XEL) | 0.3 | $1.6M | 19k | 80.30 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $1.5M | 12k | 132.24 | |
| Uber Technologies (UBER) | 0.3 | $1.4M | 19k | 72.16 | |
| Ensign (ENSG) | 0.3 | $1.4M | 8.6k | 160.31 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $1.4M | 3.1k | 433.33 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.3M | 1.8k | 763.14 | |
| Merck & Co (MRK) | 0.3 | $1.3M | 10k | 128.50 | |
| Micron Technology (MU) | 0.3 | $1.2M | 1.1k | 1154.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.2M | 2.3k | 500.39 | |
| Ge Aerospace Com New (GE) | 0.2 | $1.1M | 3.0k | 373.69 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $1.0M | 11k | 93.92 | |
| Abbott Laboratories (ABT) | 0.2 | $1.0M | 11k | 90.74 | |
| Caterpillar (CAT) | 0.2 | $978k | 919.00 | 1064.58 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $958k | 1.9k | 509.59 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $926k | 9.2k | 100.81 | |
| salesforce (CRM) | 0.2 | $917k | 5.9k | 156.65 | |
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $888k | 9.9k | 89.85 | |
| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.2 | $865k | 33k | 26.39 | |
| W.W. Grainger (GWW) | 0.2 | $822k | 604.00 | 1360.40 | |
| McDonald's Corporation (MCD) | 0.2 | $806k | 3.0k | 270.34 | |
| Oracle Corporation (ORCL) | 0.2 | $805k | 5.5k | 146.56 | |
| Nextera Energy (NEE) | 0.2 | $780k | 8.9k | 87.77 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $748k | 1.0k | 746.77 | |
| McKesson Corporation (MCK) | 0.2 | $728k | 963.00 | 755.60 | |
| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.1 | $654k | 13k | 50.64 | |
| Moody's Corporation (MCO) | 0.1 | $622k | 1.4k | 452.92 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $577k | 17k | 33.29 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $568k | 1.1k | 501.56 | |
| Ishares Tr Esg Sele Scr Etf (XJR) | 0.1 | $520k | 9.9k | 52.75 | |
| Qualcomm (QCOM) | 0.1 | $489k | 2.6k | 184.79 | |
| Walt Disney Company (DIS) | 0.1 | $484k | 5.0k | 96.26 | |
| United Rentals (URI) | 0.1 | $455k | 402.00 | 1132.89 | |
| Arista Networks Com Shs (ANET) | 0.1 | $446k | 2.6k | 169.88 | |
| Carrier Global Corporation (CARR) | 0.1 | $445k | 6.1k | 73.35 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $423k | 8.5k | 49.99 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $422k | 3.1k | 136.73 | |
| Astrazeneca Ord (AZN) | 0.1 | $422k | 2.2k | 189.62 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $401k | 2.7k | 146.19 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $386k | 2.3k | 168.42 | |
| Bank of New York Mellon Corporation (BNY) | 0.1 | $382k | 2.6k | 144.61 | |
| Pepsi (PEP) | 0.1 | $371k | 2.7k | 135.42 | |
| Marvell Technology (MRVL) | 0.1 | $367k | 1.2k | 297.89 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $361k | 1.8k | 201.61 | |
| Digital Realty Trust (DLR) | 0.1 | $359k | 2.0k | 179.60 | |
| Gilead Sciences (GILD) | 0.1 | $352k | 2.8k | 126.34 | |
| Starbucks Corporation (SBUX) | 0.1 | $352k | 3.4k | 102.20 | |
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $341k | 26k | 13.28 | |
| Avantor (AVTR) | 0.1 | $329k | 33k | 9.90 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $319k | 6.3k | 50.23 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $318k | 2.7k | 116.67 | |
| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.1 | $315k | 12k | 27.47 | |
| Cme (CME) | 0.1 | $315k | 1.4k | 220.83 | |
| Nucor Corporation (NUE) | 0.1 | $314k | 1.4k | 222.75 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $310k | 3.8k | 82.11 | |
| Quanta Services (PWR) | 0.1 | $302k | 420.00 | 720.04 | |
| Palo Alto Networks (PANW) | 0.1 | $290k | 850.00 | 341.02 | |
| United Parcel Svcs CL B (UPS) | 0.1 | $281k | 2.6k | 107.50 | |
| Synopsys (SNPS) | 0.1 | $280k | 628.00 | 446.07 | |
| Boeing Company (BA) | 0.1 | $279k | 1.3k | 216.43 | |
| American Express Company (AXP) | 0.1 | $271k | 802.00 | 338.25 | |
| Servicenow (NOW) | 0.1 | $267k | 2.7k | 99.28 | |
| Coca-Cola Company (KO) | 0.1 | $265k | 3.3k | 81.28 | |
| Snowflake Com Shs (SNOW) | 0.1 | $250k | 982.00 | 254.50 | |
| Verizon Communications (VZ) | 0.1 | $249k | 5.9k | 42.34 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $247k | 4.3k | 57.84 | |
| Lowe's Companies (LOW) | 0.1 | $242k | 1.1k | 220.49 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $239k | 2.0k | 119.52 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $239k | 4.4k | 54.69 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $237k | 2.4k | 100.28 | |
| Ge Vernova (GEV) | 0.1 | $231k | 197.00 | 1174.86 | |
| Ishares Tr Esg Select Scre (XJH) | 0.0 | $230k | 4.4k | 52.15 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $226k | 757.00 | 297.93 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $215k | 1.7k | 124.45 | |
| Columbia Banking System (COLB) | 0.0 | $209k | 6.5k | 32.05 | |
| Kla Corp Com New (KLAC) | 0.0 | $205k | 678.00 | 301.71 |
