$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,406,133 | +15.4% | 3 | 0.0% | 0.67% | +5.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $944,307 | +15.7% | 3,057 | 0.0% | 0.45% | +5.4% | |
| UPRO | PROSHARES TRultrpro s&p500 | $914,227 | +15.3% | 27,898 | 0.0% | 0.43% | +5.1% | |
| GLD | SPDR GOLD TR | $823,433 | +9.6% | 4,854 | 0.0% | 0.39% | 0.0% | |
| AVTR | AVANTOR INC | $700,968 | +7.7% | 33,237 | 0.0% | 0.33% | -1.8% | |
| FLOT | ISHARES TRfltg rate nt etf | $364,339 | +0.1% | 7,239 | 0.0% | 0.17% | -8.5% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $335,009 | +7.0% | 876 | 0.0% | 0.16% | -2.5% | |
| QCOM | QUALCOMM INC | $296,391 | -2.8% | 2,696 | 0.0% | 0.14% | -11.3% | |
| NOK | NOKIA CORPsponsored adr | $119,280 | +8.4% | 25,707 | 0.0% | 0.06% | 0.0% | |
| AEG | AEGON N V | $102,075 | +27.6% | 20,253 | 0.0% | 0.05% | +14.3% |
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.