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CIK: 0001717658
Total reported value
$460.1M
$460.1M
112 檔
29.3%
As reported in its official Q3 2025 Form 13F filing, DeDora Capital, Inc.'s tracked investment portfolio stood at $460.1M with 112 total positions.
DeDora Capital, Inc. executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 3 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, FBND) accounted for 29.3% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.10% | -0.44% | -1.68% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.30% | -1.20% | -3.21% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.66% | -0.68% | +2.61% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.75% | +0.42% | +0.46% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.70% | +0.57% | +2.08% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-Other | 4.24% | +0.55% | -0.83% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | +0.05% | -1.69% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.56% | -0.02% | -1.13% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.06% | +0.53% | |
| 10 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 2.37% | -0.29% | -0.75% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | -0.06% | -4.35% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.20% | -0.08% | -1.84% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | -0.02% | -0.38% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.99% | -0.01% | +0.76% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.92% | +0.10% | -5.14% | |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.79% | +0.31% | -0.74% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.63% | -0.01% | +23.53% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | +0.01% | -0.72% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | +0.11% | -0.03% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.41% | +0.15% | -0.47% | |
| 21 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.40% | +0.05% | +0.09% | |
| 22 | APP | Applovin Corp-class A | Stock-Tech | 1.40% | +0.11% | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | -0.01% | -0.10% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.12% | -1.44% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.08% | -0.02% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.11% | -4.28% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.15% | +0.12% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.92% | -0.13% | -1.01% | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.86% | +0.11% | +13.20% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.05% | -3.14% | |
| 31 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.82% | +0.14% | +0.01% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | — | -1.10% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | -0.21% | +0.28% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.73% | -0.05% | — | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.17% | -3.47% | |
| 36 | CMF | Ishares California Muni Bond | ETF-Other | 0.68% | -0.13% | +1.88% | |
| 37 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.66% | +0.26% | -1.72% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.14% | +2.60% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.05% | -2.11% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.21% | -1.26% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | — | +1.02% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | -0.02% | -0.27% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.18% | +3.95% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.50% | -0.05% | -0.09% | |
| 45 | CGSD | Cap Group Short Duration | ETF-Other | 0.49% | -0.05% | +0.52% | |
| 46 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.49% | +0.12% | — | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.13% | -2.06% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.06% | +0.04% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | -0.05% | +2.75% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.56% | +3.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | +1.4% | +23.53% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +1.3% | +2.61% | Add |
| 3 | AVGO | Broadcom Inc | +0.7% | -5.14% | Trim |
| 4 | APP | Applovin Corp-class A | +0.7% | — | Trim |
| 5 | TSLA | Tesla Inc | +0.6% | +0.76% | Trim |
| 6 | NVDA | Nvidia CORP | +0.5% | -4.35% | Trim |
| 7 | HELO | Jpmorgan Hedged Equity ETF | +0.5% | +13.20% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.4% | -1.68% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | -0.03% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | +0.53% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.44% | Add |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | — | Add |
| 13 | TQQQ | Proshares Ultrapro Qqq | +0.2% | -1.72% | Trim |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +0.46% | Add |
| 15 | AMD | Advanced Micro Devices | +0.2% | +3.77% | Add |
| 16 | ORCL | Oracle CORP | +0.2% | +1.93% | Trim |
| 17 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | — | Unchanged |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.47% | Trim |
| 19 | UBER | Uber Technologies Inc | +0.1% | +6.03% | Add |
| 20 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | -0.74% | Trim |
| 21 | COIN | Coinbase Global Inc -class A | +0.1% | +5.17% | Add |
| 22 | GE | General Electric | +0.1% | +2.93% | Add |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | +2.08% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | -0.72% | Trim |
| 25 | ENSG | Ensign Group Inc/the | +0.1% | +5.02% | Add |
| 26 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +7.59% | Add |
| 27 | LRCX | Lam Research CORP | +0.1% | -1.01% | Add |
| 28 | RTX | Rtx CORP | 0% | -1.01% | Trim |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Add |
| 30 | NFLX | Netflix Inc | 0% | +0.28% | Trim |
| 31 | META | Meta Platforms Inc-class A | 0% | -4.28% | Trim |
| 32 | WMT | Walmart Inc | 0% | +2.60% | Add |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +0.01% | Trim |
| 34 | CGXU | Cap Group Intl Focus | -0.1% | -0.83% | Trim |
| 35 | AMZN | Amazon.com Inc | -0.1% | -0.38% | Add |
| 36 | NUSC | Nuveen Esg Small-cap ETF | -0.1% | +0.09% | Trim |
| 37 | HD | Home Depot Inc | -0.1% | -0.10% | Add |
| 38 | VZ | Verizon Communications Inc | -0.1% | -14.35% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.69% | Trim |
| 40 | AAPL | Apple Inc | -0.2% | -1.13% | Trim |
| 41 | FTCS | First Trust Capital Strength | -0.2% | -23.33% | Trim |
| 42 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -1.84% | Trim |
| 43 | VYM | Vanguard High Dvd Yield ETF | -0.5% | -3.21% | Add |
| 44 | UNH | Unitedhealth Group Inc | -0.6% | -3.47% | Trim |
| 45 | CGMS | Cap Group US Multi-sect Bond | — | EXIT | Sold out |
| 46 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 47 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
| 48 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 49 | ANET | Arista Networks Inc | — | NEW | New buy |
| 50 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, DeDora Capital, Inc. reported a total U.S. public equity portfolio value of $460.1M across 112 disclosed positions in Q3 2025.
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Top New Position Initiated
VXUS
市值: $1.4M
Top Position Liquidated / Trimmed
CGMS
前期市值: $12.5M
During Q3 2025, DeDora Capital, Inc.'s top holdings by market value included VUG (8.1%)、VYM (7.3%)、FBND (6.7%). The largest single position, VUG, represented 8.1% of total portfolio value.
In Q3 2025, DeDora Capital, Inc. made 49 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 22 holdings, and fully liquidating 3 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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