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CIK: 0001717658
Total reported value
$460.1M
$460.1M
109 檔
24.6%
As reported in its official Q4 2024 Form 13F filing, DeDora Capital, Inc.'s tracked investment portfolio stood at $460.1M with 109 total positions.
DeDora Capital, Inc. executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 2 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.26% | -0.44% | -1.33% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.40% | -1.20% | -0.69% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.63% | +0.42% | +0.07% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.99% | -0.68% | +0.56% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.75% | +0.57% | +0.91% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-Other | 4.09% | +0.55% | +0.98% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.08% | -0.02% | -2.27% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.92% | +0.05% | -1.65% | |
| 9 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 3.30% | — | +3.61% | |
| 10 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 2.93% | -0.29% | +1.35% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.44% | -0.08% | -0.69% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.02% | -1.82% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.06% | -0.07% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.24% | -0.06% | -3.87% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.13% | -0.01% | -2.15% | |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 2.04% | +0.31% | +1.19% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.79% | +0.10% | -1.51% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | -0.01% | -0.51% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.37% | +0.15% | +0.98% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.01% | -0.66% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.11% | +0.51% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.25% | +0.17% | -0.28% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.12% | +0.04% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.08% | +0.05% | +0.44% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.15% | -0.84% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.11% | -0.38% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.92% | +0.14% | +0.39% | |
| 28 | APP | Applovin Corp-class A | Stock-Tech | 0.82% | +0.11% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | — | -0.03% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.05% | -0.39% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.13% | +0.15% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.13% | -0.40% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.69% | -0.02% | — | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.66% | -0.05% | -1.41% | |
| 35 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.64% | +0.26% | -5.46% | |
| 36 | CMF | Ishares California Muni Bond | ETF-Other | 0.64% | -0.13% | -1.03% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.14% | +1.14% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.63% | — | +2.12% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.21% | +0.52% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.21% | -3.51% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | -0.02% | +2.16% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.06% | -0.23% | |
| 43 | FTCS | First Trust Capital Strength | ETF-Other | 0.57% | -0.05% | -6.03% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.18% | -0.24% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.50% | -0.05% | -0.80% | |
| 46 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.44% | +0.12% | — | |
| 47 | CGSD | Cap Group Short Duration | ETF-Other | 0.43% | -0.05% | -0.13% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.40% | -0.05% | +3.04% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.08% | -0.77% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.38% | -0.08% | -0.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.7% | -2.15% | Trim |
| 2 | APP | Applovin Corp-class A | +0.5% | — | Unchanged |
| 3 | AVGO | Broadcom Inc | +0.4% | -1.51% | Trim |
| 4 | VUG | Vanguard Growth ETF | +0.3% | -1.33% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.3% | -1.82% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +0.51% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | -0.66% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.04% | Add |
| 9 | CRM | Salesforce Inc | +0.1% | +0.15% | Add |
| 10 | AAPL | Apple Inc | +0.1% | -2.27% | Trim |
| 11 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 12 | NFLX | Netflix Inc | +0.1% | -3.51% | Trim |
| 13 | NVDA | Nvidia CORP | +0.1% | -3.87% | Trim |
| 14 | V | Visa Inc-class A Shares | +0.1% | -0.03% | Trim |
| 15 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | +1.19% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +1.14% | Add |
| 18 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 19 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +21.83% | Add |
| 20 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +4.47% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.98% | Add |
| 22 | DIS | Walt Disney Co/the | 0% | -2.02% | Trim |
| 23 | VB | Vanguard Small-cap ETF | 0% | +0.91% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | — | +0.07% | Add |
| 25 | CGMS | Cap Group US Multi-sect Bond | 0% | +3.61% | Add |
| 26 | DHR | Danaher CORP | -0.1% | -0.88% | Trim |
| 27 | AVTR | Avantor Inc | -0.1% | — | Unchanged |
| 28 | NEE | Nextera Energy Inc | -0.1% | -0.44% | Trim |
| 29 | UBER | Uber Technologies Inc | -0.1% | +1.84% | Add |
| 30 | LMT | Lockheed Martin CORP | -0.1% | +0.10% | Add |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -1.07% | Trim |
| 32 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 33 | FTCS | First Trust Capital Strength | -0.1% | -6.03% | Trim |
| 34 | LIN | Linde plc | -0.1% | -0.80% | Trim |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | — | Unchanged |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -20.45% | Trim |
| 37 | AMGN | Amgen Inc | -0.1% | +3.04% | Add |
| 38 | LLY | Eli Lilly & Co | -0.1% | -0.24% | Trim |
| 39 | VSGX | Vanguard Esg Intl Stock ETF | -0.1% | +0.39% | Add |
| 40 | MSFT | Microsoft CORP | -0.1% | -0.07% | Trim |
| 41 | HD | Home Depot Inc | -0.1% | -0.51% | Trim |
| 42 | ABBV | Abbvie Inc | -0.1% | -0.39% | Trim |
| 43 | AMD | Advanced Micro Devices | -0.1% | +0.86% | Add |
| 44 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -0.69% | Trim |
| 45 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 46 | VCEB | Vanguard Esg US CORP Bond | -0.2% | +1.35% | Add |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | -0.28% | Trim |
| 48 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -0.69% | Trim |
| 49 | FBND | Fidelity Total Bond ETF | -0.3% | +0.56% | Add |
| 50 | CGXU | Cap Group Intl Focus | -0.4% | +0.98% | Add |
According to official SEC Form 13F filings, DeDora Capital, Inc. reported a total U.S. public equity portfolio value of $460.1M across 109 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, IVV) accounted for 24.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $391.1K
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $468.4K
During Q4 2024, DeDora Capital, Inc.'s top holdings by market value included VUG (8.3%)、VYM (7.4%)、IVV (5.6%). The largest single position, VUG, represented 8.3% of total portfolio value.
In Q4 2024, DeDora Capital, Inc. made 47 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 23 holdings, and fully liquidating 2 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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