$234 Million is the total value of DeDora Capital, Inc.'s 104 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCEB | New | VANGUARD WORLD FDesg us corp bd | $3,437,465 | – | 54,824 | +100.0% | 1.47% | – |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $2,083,561 | – | 37,380 | +100.0% | 0.89% | – |
| New | LINDE PLC | $1,514,611 | – | 4,261 | +100.0% | 0.65% | – | |
| CMF | New | ISHARES TRcalif mun bd etf | $1,412,282 | – | 24,596 | +100.0% | 0.60% | – |
| New | CAPITAL GROUP FIXED INCOME Eshort duration | $1,017,814 | – | 39,888 | +100.0% | 0.43% | – | |
| SYY | New | SYSCO CORP | $241,014 | – | 3,121 | +100.0% | 0.10% | – |
| ENSG | New | ENSIGN GROUP INC | $235,125 | – | 2,461 | +100.0% | 0.10% | – |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $201,075 | – | 2,804 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
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.