$211 Million is the total value of DeDora Capital, Inc.'s 96 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KDP | New | KEURIG DR PEPPER INC | $606,000 | – | 17,644 | +100.0% | 0.29% | – |
| ESML | New | ISHARES TResg aware msci | $334,000 | – | 8,671 | +100.0% | 0.16% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $326,000 | – | 3,554 | +100.0% | 0.15% | – |
| VTRS | New | VIATRIS INC | $292,000 | – | 20,937 | +100.0% | 0.14% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $244,000 | – | 4,825 | +100.0% | 0.12% | – |
| DE | New | DEERE & CO | $238,000 | – | 635 | +100.0% | 0.11% | – |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $230,000 | – | 3,116 | +100.0% | 0.11% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $217,000 | – | 5,199 | +100.0% | 0.10% | – |
| BAC | New | BK OF AMERICA CORP | $202,000 | – | 5,216 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 24 | Q3 2023 | 11.8% |
| APPLE INC | 24 | Q3 2023 | 6.9% |
| AMAZON COM INC | 24 | Q3 2023 | 3.6% |
| PROSHARES TR | 24 | Q3 2023 | 6.8% |
| PROCTER & GAMBLE CO | 24 | Q3 2023 | 1.5% |
| MASTERCARD INCORPORATED | 24 | Q3 2023 | 1.3% |
| COSTCO WHSL CORP NEW | 24 | Q3 2023 | 1.1% |
| DISNEY WALT CO | 24 | Q3 2023 | 0.7% |
| ACCENTURE PLC IRELAND | 24 | Q3 2023 | 0.9% |
| CHEVRON CORP NEW | 24 | Q3 2023 | 1.0% |
View DeDora Capital, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-04-23 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-14 |
View DeDora Capital, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.