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CIK: 0001717658
Total reported value
$460.1M
$460.1M
108 檔
22.7%
As reported in its official Q2 2024 Form 13F filing, DeDora Capital, Inc.'s tracked investment portfolio stood at $460.1M with 108 total positions.
During Q2 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 22.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.59% | -0.44% | -0.19% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.70% | -1.20% | +0.50% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.83% | +0.42% | +3.52% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.37% | -0.68% | +6.07% | |
| 5 | CGXU | Cap Group Intl Focus | ETF-Other | 4.64% | +0.55% | +5.26% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.57% | +0.57% | +5.48% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.18% | +0.05% | +1.12% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.95% | -0.02% | -0.01% | |
| 9 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 3.17% | -0.29% | +5.07% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.06% | +0.88% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.60% | -0.08% | +0.04% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | -0.06% | +848.92% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | -0.02% | +0.61% | |
| 14 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 2.17% | +0.31% | +14.38% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | -0.01% | +2.00% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.43% | +0.15% | -1.82% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | +0.10% | -0.90% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.11% | -1.71% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.35% | +0.17% | -1.37% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | +0.01% | +0.29% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.12% | -0.15% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | -0.01% | +3.82% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.15% | +1.31% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.02% | +0.05% | +13.11% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.97% | +0.14% | +51.31% | |
| 26 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.90% | +0.26% | -17.78% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | +0.05% | +1.77% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.11% | -5.39% | |
| 29 | FMB | First Trust Managed Municipa | ETF-Other | 0.80% | — | — | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.80% | -0.02% | — | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.21% | +0.34% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | — | +0.51% | |
| 33 | CMF | Ishares California Muni Bond | ETF-Other | 0.73% | -0.13% | -1.24% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.13% | +2.84% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | — | +5.19% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.05% | -4.94% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.06% | -0.64% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.18% | +4.09% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | -0.02% | -0.12% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.61% | -0.13% | +8.20% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.59% | -0.05% | +0.20% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.21% | -5.61% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.14% | +1.91% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | -0.05% | +0.98% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.02% | -2.44% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.48% | +0.56% | -3.52% | |
| 47 | CGSD | Cap Group Short Duration | ETF-Other | 0.45% | -0.05% | +4.46% | |
| 48 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.43% | +0.12% | -25.28% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.08% | +0.08% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.02% | +0.37% |
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 Q2 2024.
During Q2 2024, DeDora Capital, Inc.'s top holdings by market value included VUG (8.6%)、VYM (7.7%)、IVV (5.8%). The largest single position, VUG, represented 8.6% of total portfolio value.
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In Q2 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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