Top 5 2nd Quarter Trades of DeDora Capital, Inc.

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Jul 27, 2022
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DeDora Capital, Inc. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

1600 Main Street Napa, CA 94559

As of the latest 13F report, the guru’s equity portfolio contained 95 stocks valued at a total of $198.00Mil. The top holdings were VYM(9.01%), VUG(7.50%), and VOO(6.11%).

According to GuruFocus data, these were DeDora Capital, Inc.’s top five trades of the quarter.

Nuveen ESG Large-Cap Value ETF


The guru established a new position worth 152,916 shares in BATS:NULV, giving the stock a 2.57% weight in the equity portfolio. Shares traded for an average price of $35.92 during the quarter.

On 07/27/2022, Nuveen ESG Large-Cap Value ETF traded for a price of $34.19 per share and a market cap of $1.48Bil. The stock has returned -6.66% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Nuveen ESG Large-Cap Value ETF has a price-earnings ratio of 13.69 and a price-book ratio of 2.27.

SPDR SSgA Multi-Asset Real Return ETF


The guru established a new position worth 125,074 shares in ARCA:RLY, giving the stock a 1.76% weight in the equity portfolio. Shares traded for an average price of $30.15 during the quarter.

On 07/27/2022, SPDR SSgA Multi-Asset Real Return ETF traded for a price of $27.81 per share and a market cap of $464.82Mil. The stock has returned 9.88% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, SPDR SSgA Multi-Asset Real Return ETF has a price-earnings ratio of 12.13 and a price-book ratio of 1.82.

iShares Core S&P 500 ETF


DeDora Capital, Inc. reduced their investment in ARCA:IVV by 8,391 shares. The trade had a 1.54% impact on the equity portfolio. During the quarter, the stock traded for an average price of $411.02.

On 07/27/2022, iShares Core S&P 500 ETF traded for a price of $397.44 per share and a market cap of $292.69Bil. The stock has returned -8.82% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 18.58 and a price-book ratio of 3.56.

SPDR Portfolio Developed World ex-US ETF


During the quarter, DeDora Capital, Inc. bought 101,968 shares of ARCA:SPDW for a total holding of 125,213. The trade had a 1.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $31.13.

On 07/27/2022, SPDR Portfolio Developed World ex-US ETF traded for a price of $29.37 per share and a market cap of $11.45Bil. The stock has returned -17.93% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, SPDR Portfolio Developed World ex-US ETF has a price-earnings ratio of 11.94 and a price-book ratio of 1.47.

Vanguard High Dividend Yield Indx ETF


During the quarter, DeDora Capital, Inc. bought 24,302 shares of ARCA:VYM for a total holding of 175,800. The trade had a 1.25% impact on the equity portfolio. During the quarter, the stock traded for an average price of $107.61.

On 07/27/2022, Vanguard High Dividend Yield Indx ETF traded for a price of $103.58 per share and a market cap of $45.35Bil. The stock has returned 1.61% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard High Dividend Yield Indx ETF has a price-earnings ratio of 15.43 and a price-book ratio of 2.58.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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