The Analysis of DeDora Capital, Inc.'s Holdings


Currently, DeDora Capital, Inc. holds 112 types of securities in its portfolio with a total value $414.3M. In the most recent quarter, they have increased their positions in JEPI (+22.5K shares, valued at $1.3M), VXUS (+10.7K shares, valued at $783.5K), FBND (+15.2K shares, valued at $701.8K); decreased their positions in VYM (-7.1K shares, valued at $1.0M), VUG (-1.2K shares, valued at $574.6K), FTCS (-4.7K shares, valued at $443.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS70.0K shares-1.68%2025-09-302025-10-29history
VYM VANGUARD WHITEHALL FDS214.6K shares-3.21%2025-09-302025-10-29history
FBND FIDELITY MERRIMACK STR TR597.1K shares2.61%2025-09-302025-10-29history
IVV ISHARES TR35.6K shares0.46%2025-09-302025-10-29history
VB VANGUARD INDEX FDS76.5K shares2.08%2025-09-302025-10-29history
CGXU CAPITAL GROUP INTL FOCUS EQT593.1K shares-0.83%2025-09-302025-10-29history
VOO VANGUARD INDEX FDS24.4K shares-1.69%2025-09-302025-10-29history
AAPL APPLE INC57.9K shares-1.13%2025-09-302025-10-29history
Sponsored
MSFT MICROSOFT CORP19.6K shares0.53%2025-09-302025-10-29history
VCEB VANGUARD WORLD FD152.6K shares-0.75%2025-09-302025-10-29history
NVDA NVIDIA CORPORATION50.4K shares-4.35%2025-09-302025-10-29history
RSP INVESCO EXCHANGE TRADED FD T48.1K shares-1.84%2025-09-302025-10-29history
AMZN AMAZON COM INC37.9K shares-0.38%2025-09-302025-10-29history
TSLA TESLA INC18.6K shares0.76%2025-09-302025-10-29history
AVGO BROADCOM INC24.2K shares-5.14%2025-09-302025-10-29history
NULG NUSHARES ETF TR74.8K shares-0.74%2025-09-302025-10-29history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F118.0K shares23.53%2025-09-302025-10-29history
JPM JPMORGAN CHASE & CO.19.7K shares-0.72%2025-09-302025-10-29history
GOOG ALPHABET INC25.2K shares-0.03%2025-09-302025-10-29history
QQQ INVESCO QQQ TR9.7K shares-0.47%2025-09-302025-10-29history
NUSC NUSHARES ETF TR131.6K shares0.09%2025-09-302025-10-29history
APP APPLOVIN CORP8.1K shares0.00%2025-09-302025-10-29history
HD HOME DEPOT INC13.4K shares-0.10%2025-09-302025-10-29history
GOOGL ALPHABET INC21.8K shares-1.44%2025-09-302025-10-29history
Sponsored
SPDW SPDR INDEX SHS FDS104.8K shares0.00%2025-09-302025-10-29history
META META PLATFORMS INC5.5K shares-4.28%2025-09-302025-10-29history
COST COSTCO WHSL CORP NEW4.2K shares0.12%2025-09-302025-10-29history
RTX RTX CORPORATION22.7K shares-1.01%2025-09-302025-10-29history
HELO J P MORGAN EXCHANGE TRADED F54.8K shares13.20%2025-09-302025-10-29history
ABBV ABBVIE INC15.3K shares-3.14%2025-09-302025-10-29history
VSGX VANGUARD WORLD FD48.9K shares0.01%2025-09-302025-10-29history
V VISA INC9.2K shares-1.10%2025-09-302025-10-29history
Sponsored
NFLX NETFLIX INC2.5K shares0.28%2025-09-302025-10-29history
BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-10-29history
UNH UNITEDHEALTH GROUP INC8.3K shares-3.47%2025-09-302025-10-29history
CMF ISHARES TR49.1K shares1.88%2025-09-302025-10-29history
TQQQ PROSHARES TR26.3K shares-1.72%2025-09-302025-10-29history
WMT WALMART INC26.1K shares2.60%2025-09-302025-10-29history
MA MASTERCARD INCORPORATED4.5K shares-2.11%2025-09-302025-10-29history
CVX CHEVRON CORP NEW16.4K shares-1.26%2025-09-302025-10-29history
Sponsored
UNP UNION PAC CORP10.8K shares1.02%2025-09-302025-10-29history
VO VANGUARD INDEX FDS8.2K shares-0.27%2025-09-302025-10-29history
LLY ELI LILLY & CO3.1K shares3.95%2025-09-302025-10-29history
LIN LINDE PLC4.3K shares-0.09%2025-09-302025-10-29history
CGSD CAPITAL GRP FIXED INCM ETF T78.6K shares0.52%2025-09-302025-10-29history
UPRO PROSHARES TR18.3K shares0.00%2025-09-302025-10-29history
CRM SALESFORCE INC8.4K shares-2.06%2025-09-302025-10-29history
PG PROCTER AND GAMBLE CO12.4K shares0.04%2025-09-302025-10-29history
Sponsored
AMGN AMGEN INC6.6K shares2.75%2025-09-302025-10-29history
AMD ADVANCED MICRO DEVICES INC11.3K shares3.77%2025-09-302025-10-29history
UBER UBER TECHNOLOGIES INC18.1K shares6.03%2025-09-302025-10-29history
GLD SPDR GOLD TR5.0K shares-0.86%2025-09-302025-10-29history
ABT ABBOTT LABS12.2K shares-3.13%2025-09-302025-10-29history
ORCL ORACLE CORP5.6K shares1.93%2025-09-302025-10-29history
FTCS FIRST TR EXCHANGE-TRADED FD15.6K shares-23.33%2025-09-302025-10-29history
ENSG ENSIGN GROUP INC8.2K shares5.02%2025-09-302025-10-29history
Sponsored
XEL XCEL ENERGY INC17.3K shares-0.43%2025-09-302025-10-29history
VXUS VANGUARD STAR FDS18.7K shares133.03%2025-09-302025-10-29history
BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares-1.06%2025-09-302025-10-29history
JNJ JOHNSON & JOHNSON6.1K shares3.34%2025-09-302025-10-29history
IBIT ISHARES BITCOIN TRUST ETF16.7K shares7.59%2025-09-302025-10-29history
MINT PIMCO ETF TR9.5K shares0.00%2025-09-302025-10-29history
LMT LOCKHEED MARTIN CORP1.9K shares-0.10%2025-09-302025-10-29history
GE GE AEROSPACE3.2K shares2.93%2025-09-302025-10-29history
Sponsored
MRK MERCK & CO INC10.9K shares-1.02%2025-09-302025-10-29history
MCD MCDONALDS CORP3.0K shares0.03%2025-09-302025-10-29history
GLDM WORLD GOLD TR11.6K shares15.73%2025-09-302025-10-29history
CIBR FIRST TR EXCHANGE TRADED FD11.4K shares-9.35%2025-09-302025-10-29history
MCK MCKESSON CORP1.0K shares-0.96%2025-09-302025-10-29history
LRCX LAM RESEARCH CORP5.7K shares-1.01%2025-09-302025-10-29history
ADP AUTOMATIC DATA PROCESSING IN2.6K shares-0.85%2025-09-302025-10-29history
ACN ACCENTURE PLC IRELAND2.8K shares-0.65%2025-09-302025-10-29history
Sponsored
SPY SPDR S&P 500 ETF TR987 shares0.00%2025-09-302025-10-29history
DIS DISNEY WALT CO5.4K shares-10.42%2025-09-302025-10-29history
MCO MOODYS CORP1.3K shares-0.15%2025-09-302025-10-29history
COIN COINBASE GLOBAL INC1.8K shares5.17%2025-09-302025-10-29history
NEE NEXTERA ENERGY INC7.9K shares-0.24%2025-09-302025-10-29history
TMO THERMO FISHER SCIENTIFIC INC1.2K shares0.00%2025-09-302025-10-29history
ADBE ADOBE INC1.6K shares0.45%2025-09-302025-10-29history
UPS UNITED PARCEL SERVICE INC6.5K shares2.71%2025-09-302025-10-29history
Sponsored
GWW GRAINGER W W INC556 shares0.00%2025-09-302025-10-29history
NUE NUCOR CORP3.8K shares0.00%2025-09-302025-10-29history
CAT CATERPILLAR INC1.1K shares0.00%2025-09-302025-10-29history
PYPL PAYPAL HLDGS INC7.5K shares-11.94%2025-09-302025-10-29history
SHY ISHARES TR5.7K shares-0.02%2025-09-302025-10-29history
CRWD CROWDSTRIKE HLDGS INC959 shares0.00%2025-09-302025-10-29history
TEL TE CONNECTIVITY PLC2.1K shares-2.06%2025-09-302025-10-29history
QCOM QUALCOMM INC2.6K shares0.00%2025-09-302025-10-29history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC2.3K shares14.41%2025-09-302025-10-29history
AVTR AVANTOR INC33.2K shares0.00%2025-09-302025-10-29history
TM TOYOTA MOTOR CORP2.1K shares0.00%2025-09-302025-10-29history
URI UNITED RENTALS INC408 shares-5.12%2025-09-302025-10-29history
PEP PEPSICO INC2.7K shares10.75%2025-09-302025-10-29history
GBTC GRAYSCALE BITCOIN TRUST ETF4.2K shares0.02%2025-09-302025-10-29history
ANET ARISTA NETWORKS INC2.5K shares0.00%2025-09-302025-10-29history
CME CME GROUP INC1.3K shares0.00%2025-09-302025-10-29history
Sponsored
DLR DIGITAL RLTY TR INC2.0K shares-1.14%2025-09-302025-10-29history
DHR DANAHER CORPORATION1.7K shares-0.47%2025-09-302025-10-29history
VZ VERIZON COMMUNICATIONS INC7.7K shares-14.35%2025-09-302025-10-29history
GILD GILEAD SCIENCES INC3.0K shares0.00%2025-09-302025-10-29history
AZN ASTRAZENECA PLC4.3K shares0.00%2025-09-302025-10-29history
CARR CARRIER GLOBAL CORPORATION5.4K shares5.92%2025-09-302025-10-29history
XOM EXXON MOBIL CORP2.7K shares-0.19%2025-09-302025-10-29history
AXP AMERICAN EXPRESS CO868 shares0.00%2025-09-302025-10-29history
Sponsored
KO COCA COLA CO4.3K shares5.41%2025-09-302025-10-29history
LOW LOWES COS INC1.1K shares-2.03%2025-09-302025-10-29history
SBUX STARBUCKS CORP3.3K shares-11.35%2025-09-302025-10-29history
BA BOEING CO1.3K shares0.00%2025-09-302025-10-29history
ESGV VANGUARD WORLD FD2.2K shares10.70%2025-09-302025-10-29history
PTC PTC INC1.3K shares-1.94%2025-09-302025-10-29history
FPE FIRST TR EXCH TRADED FD III11.4K shares-10.68%2025-09-302025-10-29history
NOK NOKIA CORP25.7K shares0.00%2025-09-302025-10-29history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available