$211 Million is the total value of DeDora Capital, Inc.'s 106 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | CAPITAL GROUP INTL FOCUS EQT | $3,220,417 | – | 154,605 | +100.0% | 1.53% | – | |
| XYL | New | XYLEM INC | $300,308 | – | 2,716 | +100.0% | 0.14% | – |
| XOM | New | EXXON MOBIL CORP | $264,127 | – | 2,395 | +100.0% | 0.12% | – |
| BA | New | BOEING CO | $250,444 | – | 1,315 | +100.0% | 0.12% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $236,657 | – | 1,005 | +100.0% | 0.11% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $220,213 | – | 1,621 | +100.0% | 0.10% | – |
| ON | New | ON SEMICONDUCTOR CORP | $214,366 | – | 3,437 | +100.0% | 0.10% | – |
| LOW | New | LOWES COS INC | $210,597 | – | 1,057 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-19
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.