DC
| |
DeDora Capital, Inc.13F | |
| DeDora Capital, Inc. | |
| Last update 2025-05-06 | 113 Stocks (7 new) |
| Value $347.00 Mil | Turnover 3 % |
DeDora Capital, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 209,387 | 27,002.6 | -1.19% | 7.780 | -0.09% | 0.040 | +12.20% | +6.97% | 58,807.4 | ||
VUG | Vanguard Growth ETF | 72,267 | 26,798.1 | -1.65% | 7.720 | -0.14% | 0.020 | +27.48% | +9.52% | 167,127.0 | ||
IVV | iShares Core S&P 500 ETF | 34,582 | 19,431.4 | -1.06% | 5.600 | -0.06% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
FBND | Fidelity Total Bond ETF | 410,145 | 18,723.1 | +0.94% | 5.400 | +0.05% | 0.100 | +1.98% | +3.60% | 19,309.9 | ||
VB | Vanguard Small Cap ETF | 72,628 | 16,105.2 | +0.66% | 4.640 | +0.03% | 0.030 | +17.90% | +1.99% | 61,352.9 | ||
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 608,646 | 14,899.7 | +0.51% | 4.290 | +0.02% | 0.450 | +17.03% | +11.00% | 3,753.1 | ||
VOO | Vanguard S&P 500 ETF | 25,350 | 13,027.7 | -4.49% | 3.750 | -0.18% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
AAPL | Apple Inc | 58,543 | 13,004.1 | -1.71% | 3.750 | -0.07% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
CGMS |
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
| 456,359 | 12,458.6 | +3.17% | 3.590 | +0.11% | 0.610 | +4.48% | +3.82% | 0 | ||
VCEB |
Vanguard ESG U.S. Corporate Bond ETF
Vanguard ESG U.S. Corporate Bond ETF
| 154,270 | 9,706.7 | -10.64% | 2.800 | -0.31% | 1.140 | +2.08% | +3.30% | 846.4 |
DeDora Capital, Inc.'s Historical Top Holdings Breakdowns
DeDora Capital, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.69% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | New holding | 3 | 3 | |
NUSC | Nuveen ESG Small-Cap ETF | 2025-03-31 | Add Add | +0.41% | 37.9 ($41.5) 43.9 | $41.55 | 0.12% | Add 39.66% | 131,641 | 37,380 | |
VCEB |
Vanguard ESG U.S. Corporate Bond ETF
Vanguard ESG U.S. Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.31% | 61.23 ($62.45) 63.33 | $62.81 | 0.58% | Reduce -10.64% | 154,270 | -18,376 | |
NULG | Nuveen ESG Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.26% | 77.67 ($84.84) 90.15 | $95.62 | 12.71% | Reduce -12.76% | 75,764 | -11,084 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.22% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | Reduce -12.21% | 24,812 | -3,450 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.19% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -8.47% | 55,868 | -5,168 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.18% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Reduce -4.49% | 25,350 | -1,193 | |
GE | GE Aerospace | 2025-03-31 | New Buy New Buy | +0.16% | 168.59 ($196.75) 212.13 | $263.27 | 33.81% | New holding | 2,731 | 2,731 | |
VSGX |
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
| 2025-03-31 | Reduce Reduce | -0.15% | 55.47 ($59.12) 61.45 | $65.40 | 10.62% | Reduce -16.61% | 49,185 | -9,796 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.14% | 369.1 ($404.54) 427.61 | $448.39 | 10.84% | Reduce -1.65% | 72,267 | -1,209 |
DeDora Capital, Inc. Total Holding History ($B)
DeDora Capital, Inc.'s Asset Allocation
DeDora Capital, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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DeDora Capital, Inc.'s Hypothetical Growth since 2025-03-31
DeDora Capital, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DeDora Capital, Inc.'s Holdings Heat Map
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DeDora Capital, Inc.'s Holdings Bubble Chart
DeDora Capital, Inc. News
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