DeDora Capital, Inc.
CIK: 0001717658SEC EDGAR →
Portfolio Value
$422.5M
Holdings
115
As of
Q4 2025
New Positions
115
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 66,806 | $32.6M | 7.71% |
| 2 | VANGUARD WHITEHALL FDS | 214,265 | $30.8M | 7.28% |
| 3 | FIDELITY MERRIMACK STR TR | 580,880 | $26.7M | 6.33% |
| 4 | ISHARES TR | 35,660 | $24.4M | 5.78% |
| 5 | VANGUARD INDEX FDS | 78,867 | $20.3M | 4.82% |
| 6 | CAPITAL GROUP INTL FOCUS EQT | 601,170 | $17.8M | 4.20% |
| 7 | APPLE INC | 56,224 | $15.3M | 3.62% |
| 8 | VANGUARD INDEX FDS | 24,295 | $15.2M | 3.61% |
| 9 | VANGUARD WORLD FD | 162,173 | $10.3M | 2.44% |
| 10 | INVESCO EXCHANGE TRADED FD T | 47,573 | $9.1M | 2.16% |
Quarterly Changes
New Positions (115)
$32.6M · 67K shares
$30.8M · 214K shares
$26.7M · 581K shares
$24.4M · 36K shares
$20.3M · 79K shares
$17.8M · 601K shares
$15.3M · 56K shares
$15.2M · 24K shares
$10.3M · 162K shares
$9.1M · 48K shares
$9.1M · 19K shares
$9.1M · 49K shares
$8.5M · 37K shares
$8.3M · 18K shares
$7.8M · 136K shares
$7.5M · 22K shares
$7.5M · 24K shares
$7.2M · 74K shares
$6.5M · 21K shares
$6.1M · 19K shares
$6.0M · 10K shares
$5.9M · 133K shares
$5.4M · 8K shares
$4.7M · 55K shares
$4.7M · 105K shares
$4.6M · 13K shares
$4.6M · 69K shares
$4.0M · 22K shares
$3.8M · 53K shares
$3.7M · 3K shares
$3.7M · 4K shares
$3.6M · 5K shares
$3.4M · 15K shares
$3.2M · 9K shares
$3.0M · 4 shares
$2.9M · 26K shares
$2.8M · 49K shares
$2.6M · 17K shares
$2.6M · 8K shares
$2.6M · 5K shares
$2.5M · 11K shares
$2.4M · 93K shares
$2.4M · 7K shares
$2.4M · 46K shares
$2.4M · 25K shares
$2.4M · 8K shares
$2.1M · 18K shares
$2.0M · 5K shares
$1.9M · 7K shares
$1.8M · 4K shares
$1.8M · 9K shares
$1.8M · 12K shares
$1.6M · 19K shares
$1.5M · 12K shares
$1.5M · 20K shares
$1.4M · 8K shares
$1.3M · 17K shares
$1.3M · 6K shares
$1.2M · 13K shares
$1.2M · 2K shares
$1.1M · 6K shares
$1.1M · 10K shares
$947K · 9K shares
$920K · 2K shares
$911K · 3K shares
$908K · 3K shares
$904K · 18K shares
$805K · 19K shares
$779K · 950 shares
$776K · 5K shares
$731K · 10K shares
$722K · 3K shares
$688K · 3K shares
$673K · 987 shares
$671K · 1K shares
$667K · 1K shares
$650K · 2K shares
$642K · 8K shares
$623K · 4K shares
$606K · 601 shares
$594K · 5K shares
$513K · 897 shares
$475K · 3K shares
$458K · 2K shares
$453K · 2K shares
$452K · 3K shares
$446K · 952 shares
$417K · 5K shares
$409K · 4K shares
$393K · 3K shares
$380K · 33K shares
$378K · 2K shares
$377K · 2K shares
$373K · 3K shares
$364K · 1K shares
$354K · 3K shares
$338K · 1K shares
$331K · 3K shares
$321K · 868 shares
$320K · 396 shares
$308K · 2K shares
$285K · 5K shares
$278K · 1K shares
$278K · 7K shares
$277K · 4K shares
$272K · 4K shares
$268K · 2K shares
$267K · 1K shares
$265K · 5K shares
$239K · 3K shares
$238K · 2K shares
$222K · 3K shares
$219K · 1K shares
$192K · 11K shares
$166K · 26K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $255.1M | 60.4% |
| Technology | 23 | $63.0M | 14.9% |
| Consumer Cyclical | 7 | $23.2M | 5.5% |
| Communication Services | 5 | $20.5M | 4.9% |
| Healthcare | 14 | $20.3M | 4.8% |
| Unknown | 6 | $12.6M | 3.0% |
| Industrials | 11 | $11.3M | 2.7% |
| Consumer Defensive | 5 | $9.0M | 2.1% |
| Energy | 2 | $3.0M | 0.7% |
| Basic Materials | 2 | $2.5M | 0.6% |
| Utilities | 2 | $1.9M | 0.5% |