Sponsored

The Analysis of DeDora Capital, Inc.'s Holdings & P&L

Currently, DeDora Capital, Inc. holds 123 types of securities in its portfolio with a total value $407.8M. In the most recent quarter, they have increased their positions in GLDM (+13.9K shares, valued at $1.3M), VCEB (+15.1K shares, valued at $947.9K), VSGX (+10.1K shares, valued at $727.8K); decreased their positions in VYM (-4.1K shares, valued at $609.9K), AAPL (-1.8K shares, valued at $457.6K), FBND (-9.7K shares, valued at $443.8K); initiated new positions in CVSB (+12.5K shares, valued at $633.7K), N/A (+2.2K shares, valued at $440.4K), XJR (+9.5K shares, valued at $413.1K).

1M P&L

+14.3M+3.92%

3M P&L

-142.5M-27.30%

HY P&L

-135.7M-26.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A226.8M

64.4%

2Consumer Electronics13.8M

3.9%

3Drug Manufacturers - General10.9M

3.1%

Top Industries by Stock Count

1N/A39 stocks

36.1%

2Software - Application6 stocks

5.6%

3Drug Manufacturers - General5 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VYM VANGUARD WHITEHALL FDS210.1K shares-1.92%2026-03-312026-04-27

VUG VANGUARD INDEX FDS65.9K shares-1.31%2026-03-312026-04-27

FBND FIDELITY MERRIMACK STR TR571.2K shares-1.67%2026-03-312026-04-27

IVV ISHARES TR35.7K shares-0.02%2026-03-312026-04-27

VB VANGUARD INDEX FDS79.6K shares0.88%2026-03-312026-04-27

CGXU CAPITAL GROUP INTL FOCUS EQT604.0K shares0.47%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS23.9K shares-1.57%2026-03-312026-04-27

AAPL APPLE INC54.4K shares-3.21%2026-03-312026-04-27

Sponsored

VCEB VANGUARD WORLD FD177.3K shares9.30%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T46.5K shares-2.18%2026-03-312026-04-27

NVDA NVIDIA CORPORATION47.9K shares-1.66%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F141.5K shares4.26%2026-03-312026-04-27

AMZN AMAZON COM INC36.6K shares-0.35%2026-03-312026-04-27

NULG NUSHARES ETF TR77.6K shares5.09%2026-03-312026-04-27

MSFT MICROSOFT CORP18.8K shares-0.30%2026-03-312026-04-27

TSLA TESLA INC18.4K shares-0.16%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC22.9K shares-3.96%2026-03-312026-04-27

BROADCOM INC BROADCOM INC21.1K shares-2.78%2026-03-312026-04-27

GLDM WORLD GOLD TR68.6K shares25.42%2026-03-312026-04-27

NUSC NUSHARES ETF TR134.3K shares1.32%2026-03-312026-04-27

ALPHABET INC ALPHABET INC20.5K shares-1.43%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR9.7K shares-0.41%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO18.6K shares-1.19%2026-03-312026-04-27

HELO J P MORGAN EXCHANGE TRADED F75.3K shares8.69%2026-03-312026-04-27

Sponsored

SPDW SPDR INDEX SHS FDS104.8K shares0.00%2026-03-312026-04-27

HD HOME DEPOT INC13.7K shares1.93%2026-03-312026-04-27

VSGX VANGUARD WORLD FD62.8K shares19.26%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION4.2K shares-0.14%2026-03-312026-04-27

RTX RTX CORPORATION21.0K shares-3.21%2026-03-312026-04-27

CVX CHEVRON CORPORATION17.1K shares-1.03%2026-03-312026-04-27

WMT WALMART INC26.0K shares-0.68%2026-03-312026-04-27

APP APPLOVIN CORP8.1K shares0.00%2026-03-312026-04-27

Sponsored

ABBV ABBVIE INC14.7K shares-1.06%2026-03-312026-04-27

LLY ELI LILLY & CO3.4K shares-0.29%2026-03-312026-04-27

META META PLATFORMS INC5.3K shares-1.11%2026-03-312026-04-27

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-27

V VISA INC9.3K shares0.91%2026-03-312026-04-27

CMF ISHARES TR49.0K shares-0.25%2026-03-312026-04-27

UNP UNION PAC CORP11.1K shares0.63%2026-03-312026-04-27

AMGN AMGEN INC7.4K shares-0.22%2026-03-312026-04-27

Sponsored

NFLX NETFLIX INC.26.5K shares4.82%2026-03-312026-04-27

CGSD CAPITAL GRP FIXED INCM ETF T98.4K shares5.47%2026-03-312026-04-27

LINDE PLC LINDE PLC5.0K shares16.73%2026-03-312026-04-27

VO VANGUARD INDEX FDS8.1K shares-0.90%2026-03-312026-04-27

MA MASTERCARD INCORPORATED4.5K shares0.58%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC7.8K shares-1.10%2026-03-312026-04-27

GLD SPDR GOLD TR4.8K shares-2.63%2026-03-312026-04-27

TQQQ PROSHARES TR45.1K shares-1.76%2026-03-312026-04-27

Sponsored

PG PROCTER & GAMBLE CO12.8K shares4.25%2026-03-312026-04-27

UPRO PROSHARES TR18.3K shares0.00%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC8.5K shares-0.15%2026-03-312026-04-27

ENSG ENSIGN GROUP INC8.0K shares-0.66%2026-03-312026-04-27

VXUS VANGUARD STAR FDS19.9K shares0.00%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON6.2K shares2.14%2026-03-312026-04-27

XEL XCEL ENERGY INC17.5K shares0.47%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC18.9K shares-1.49%2026-03-312026-04-27

Sponsored

CRM SALESFORCE INC7.2K shares-1.59%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC10.2K shares-0.22%2026-03-312026-04-27

ABT ABBOTT LABORATORIES11.7K shares-3.97%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP1.9K shares0.05%2026-03-312026-04-27

FTCS FIRST TR EXCHANGE-TRADED FD12.4K shares-6.64%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares-1.07%2026-03-312026-04-27

MINT PIMCO ETF TR9.4K shares0.00%2026-03-312026-04-27

MCD MCDONALDS CORP3.0K shares0.00%2026-03-312026-04-27

Sponsored

MCK MCKESSON CORP968 shares1.89%2026-03-312026-04-27

ORCL ORACLE CORP5.5K shares-0.47%2026-03-312026-04-27

GDLC GRAYSCALE COINDESK CRYPTO25.7K shares31.70%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE2.8K shares-4.58%2026-03-312026-04-27

NEE NEXTERA ENERGY INC8.0K shares-0.08%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF19.2K shares5.33%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP3.1K shares-30.58%2026-03-312026-04-27

CAT CATERPILLAR INC935 shares4.24%2026-03-312026-04-27

Sponsored

GWW WW GRAINGER INC602 shares0.17%2026-03-312026-04-27

CIBR FIRST TR EXCHANGE-TRADED FD10.3K shares0.22%2026-03-312026-04-27

CVSB MORGAN STANLEY ETF TRUST12.5K sharesnew addition2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T971 shares-1.62%2026-03-312026-04-27

MCO MOODYS CORP1.4K shares4.64%2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-1.22%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.7K shares-0.30%2026-03-312026-04-27

XOM EXXON MOBIL CORP3.0K shares-1.96%2026-03-312026-04-27

Sponsored

DIS DISNEY WALT CO5.2K shares-1.47%2026-03-312026-04-27

TM TOYOTA MOTOR CORP2.3K shares6.49%2026-03-312026-04-27

PEP PEPSICO INC2.9K shares5.04%2026-03-312026-04-27

ASTRAZENECA PLC ASTRAZENECA PLC2.2K sharesnew addition2026-03-312026-04-27

CME CME GROUP INC1.4K shares7.04%2026-03-312026-04-27

XJR ISHARES TR9.5K sharesnew addition2026-03-312026-04-27

SHY ISHARES TR5.0K shares-0.97%2026-03-312026-04-27

GILD GILEAD SCIENCES INC2.9K shares0.00%2026-03-312026-04-27

Sponsored

MU MICRON TECHNOLOGY INC1.2K shares0.00%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC2.7K shares1.68%2026-03-312026-04-27

COIN COINBASE GLOBAL INC2.2K shares7.77%2026-03-312026-04-27

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.8K shares7.99%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC952 shares0.00%2026-03-312026-04-27

NULV NUSHARES ETF TR8.1K sharesnew addition2026-03-312026-04-27

DLR DIGITAL RLTY TR INC2.0K shares0.00%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC7.1K shares4.37%2026-03-312026-04-27

Sponsored

QCOM QUALCOMM INC2.6K shares0.00%2026-03-312026-04-27

CARR CARRIER GLOBAL CORPORATION5.7K shares6.24%2026-03-312026-04-27

DHR DANAHER CORP DEL1.7K shares1.09%2026-03-312026-04-27

BK BANK NEW YORK MELLON CORP2.6K sharesnew addition2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC2.5K shares0.00%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN1.4K shares-47.16%2026-03-312026-04-27

URI UNITED RENTALS INC394 shares-0.51%2026-03-312026-04-27

NOW SERVICENOW INC2.6K sharesnew addition2026-03-312026-04-27

Sponsored

SBUX STARBUCKS CORP3.0K shares15.07%2026-03-312026-04-27

CGMU CAPITAL GRP FIXED INCM ETF T10.0K sharesnew addition2026-03-312026-04-27

AXP AMERICAN EXPRESS CO876 shares0.92%2026-03-312026-04-27

AVTR AVANTOR INC33.2K shares0.00%2026-03-312026-04-27

KO COCA COLA CO3.4K shares0.00%2026-03-312026-04-27

BA BOEING CO1.3K shares0.47%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC2.6K shares8.41%2026-03-312026-04-27

LOW LOWES COS INC1.1K shares-2.44%2026-03-312026-04-27

Sponsored

ESGV VANGUARD WORLD FD2.2K shares0.14%2026-03-312026-04-27

SNPS SYNOPSYS INC623 sharesnew addition2026-03-312026-04-27

PWR QUANTA SVCS INC444 sharesnew addition2026-03-312026-04-27

SLV ISHARES SILVER TR3.6K shares-16.03%2026-03-312026-04-27

NUE NUCOR CORP1.4K shares-62.56%2026-03-312026-04-27

VTIP VANGUARD MALVERN FDS4.8K sharesnew addition2026-03-312026-04-27

ADBE ADOBE INC929 shares-50.05%2026-03-312026-04-27

GBTC GRAYSCALE BITCOIN TRUST ETF4.0K shares-0.25%2026-03-312026-04-27

Sponsored

XLE SELECT SECTOR SPDR TR3.4K sharesnew addition2026-03-312026-04-27

NOK NOKIA CORP25.7K shares0.00%2026-03-312026-04-27

FPE FIRST TR EXCH TRADED FD III10.6K shares0.00%2026-03-312026-04-27

VYM

VANGUARD WHITEHALL FDS

-1.92%

Shares210.1K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

-1.31%

Shares65.9K

Event2026-03-31

Filed2026-04-27

FBND

FIDELITY MERRIMACK STR TR

-1.67%

Shares571.2K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-0.02%

Shares35.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.88%

Shares79.6K

Event2026-03-31

Filed2026-04-27

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.47%

Shares604.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-1.57%

Shares23.9K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-3.21%

Shares54.4K

Event2026-03-31

Filed2026-04-27

VCEB

VANGUARD WORLD FD

9.30%

Shares177.3K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

-2.18%

Shares46.5K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-1.66%

Shares47.9K

Event2026-03-31

Filed2026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

4.26%

Shares141.5K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-0.35%

Shares36.6K

Event2026-03-31

Filed2026-04-27

NULG

NUSHARES ETF TR

5.09%

Shares77.6K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-0.30%

Shares18.8K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

-0.16%

Shares18.4K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-3.96%

Shares22.9K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

-2.78%

Shares21.1K

Event2026-03-31

Filed2026-04-27

GLDM

WORLD GOLD TR

25.42%

Shares68.6K

Event2026-03-31

Filed2026-04-27

NUSC

NUSHARES ETF TR

1.32%

Shares134.3K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.43%

Shares20.5K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

-0.41%

Shares9.7K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-1.19%

Shares18.6K

Event2026-03-31

Filed2026-04-27

HELO

J P MORGAN EXCHANGE TRADED F

8.69%

Shares75.3K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

0.00%

Shares104.8K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

1.93%

Shares13.7K

Event2026-03-31

Filed2026-04-27

VSGX

VANGUARD WORLD FD

19.26%

Shares62.8K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

-0.14%

Shares4.2K

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION

-3.21%

Shares21.0K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

-1.03%

Shares17.1K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

-0.68%

Shares26.0K

Event2026-03-31

Filed2026-04-27

APP

APPLOVIN CORP

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

-1.06%

Shares14.7K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

-0.29%

Shares3.4K

Event2026-03-31

Filed2026-04-27