$176 Million is the total value of DeDora Capital, Inc.'s 56 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRtr unit | $418,000 | +10.6% | 881 | 0.0% | 0.24% | +45.1% | |
| BA | BOEING CO | $259,000 | -8.5% | 1,285 | 0.0% | 0.15% | +19.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
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.