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CIK: 0001717658
Total reported value
$460.1M
$460.1M
108 檔
21.8%
During the Q1 2024 filing period, DeDora Capital, Inc. (CIK: 0001717658) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $460.1M across 108 reported positions.
During Q1 2024, DeDora Capital, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, IVV) accounted for 21.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.21% | -0.44% | -0.22% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 8.10% | -1.20% | -1.00% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.61% | +0.42% | +7.53% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.29% | -0.68% | +13.67% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.71% | +0.57% | +17.72% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-Other | 4.57% | +0.55% | +9.12% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.11% | +0.05% | -8.54% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.33% | -0.02% | -0.16% | |
| 9 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 3.16% | -0.29% | +19.59% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.78% | -0.08% | -0.21% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.06% | -1.08% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | -0.02% | -0.83% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.06% | -12.08% | |
| 14 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.84% | +0.31% | -9.48% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.71% | -0.01% | +5.91% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | +0.15% | -19.43% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.37% | +0.17% | -3.31% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | +0.01% | +1.12% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.11% | -4.76% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.10% | +15.07% | |
| 21 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 1.09% | — | -22.12% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.07% | -0.01% | +3.71% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.12% | -2.24% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.99% | +0.05% | +11.44% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.15% | +3.00% | |
| 26 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.95% | +0.26% | -14.65% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | +0.05% | -11.99% | |
| 28 | FTCS | First Trust Capital Strength | ETF-Other | 0.90% | -0.05% | -9.54% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.11% | -9.82% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.84% | -0.02% | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | — | -3.74% | |
| 32 | CMF | Ishares California Muni Bond | ETF-Other | 0.78% | -0.13% | +2.65% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.21% | +1.67% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.05% | -8.06% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | — | +16.56% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.13% | +16.94% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.13% | +60.30% | |
| 38 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.66% | +0.14% | +36.15% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | -0.02% | -15.48% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.65% | -0.05% | +0.71% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.06% | -3.53% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.02% | -19.33% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.56% | +0.75% | |
| 44 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.55% | +0.12% | — | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.21% | -4.60% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.18% | +21.10% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | -0.05% | +22.05% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.14% | +224.11% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.08% | -0.13% | |
| 50 | CGSD | Cap Group Short Duration | ETF-Other | 0.44% | -0.05% | +14.14% |
According to official SEC Form 13F filings, DeDora Capital, Inc. reported a total U.S. public equity portfolio value of $460.1M across 108 disclosed positions in Q1 2024.
During Q1 2024, DeDora Capital, Inc.'s top holdings by market value included VUG (8.2%)、VYM (8.1%)、IVV (5.6%). The largest single position, VUG, represented 8.2% of total portfolio value.
In Q1 2024, DeDora Capital, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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