DeDora Capital
Napa, CAfiles as DeDora Capital, Inc.
$460m in 129 US stocks at the end of 30 June 2026. The top 10 are 47.0% of the money. It changed about 6.3% of the portfolio this quarter.
Value
$460m
Stocks
129
Top 10 share
47.0%
Turnover
6.3%
What changed this quarter
New
Bought for the first time this quarter.
- Putnam ETF TrustFTCA0.4% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Palo Alto NetworksPANW<0.1% of the fund
- SnowflakeSNOW<0.1% of the fund
- Mondelez InternationalMDLZ<0.1% of the fund
- Vanguard World FDVGT<0.1% of the fund
- IsharesESGE<0.1% of the fund
- Robinhood MarketsHOOD<0.1% of the fund
- GE VernovaGEV<0.1% of the fund
- Ishares TRXJH<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- Columbia Banking SystemCOLB<0.1% of the fund
- KLAKLAC<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV6.1% of the fund+6%
- Vanguard Index FDSVB5.7% of the fund+8%
- Capital Group Intl Focus EQTCGXU4.9% of the fund+8%
- Nushares ETF TRNULG2.0% of the fund+3%
- J P Morgan Exchange Traded FJEPI2.0% of the fund+13%
- MicrosoftMSFT1.6% of the fund+8%
- JPMorgan ChaseJPM1.4% of the fund+2%
- World Gold TRGLDM1.3% of the fund+13%
- J P Morgan Exchange Traded FHELO1.3% of the fund+17%
- Vanguard World FDVSGX1.2% of the fund+11%
- Home DepotHD1.1% of the fund+5%
- Eli LillyLLY0.9% of the fund+7%
- Costco WholesaleCOST0.9% of the fund+3%
- AbbVieABBV0.8% of the fund+3%
- ChevronCVX0.7% of the fund+6%
- Capital GRP Fixed Incm ETF TCGSD0.6% of the fund+4%
- Johnson & JohnsonJNJ0.4% of the fund+5%
- Xcel EnergyXEL0.3% of the fund+11%
- Vanguard World FDESGV0.3% of the fund+423%
- Ensign GroupENSG0.3% of the fund+8%
- CrowdStrike HoldingsCRWD0.3% of the fund+85%
- General ElectricGE0.2% of the fund+6%
- Grayscale Coindesk CryptoGDLC0.2% of the fund+28%
- NextEra EnergyNEE0.2% of the fund+11%
- State STR Spdr S&P 500 ETF TSPY0.2% of the fund+3%
Cut
Sold some of their stake.
- Vanguard Index FDSVUG6.6% of the fund-11%
- Vanguard Whitehall FDSVYM6.4% of the fund-11%
- NvidiaNVDA2.0% of the fund-4%
- Amazon.comAMZN1.8% of the fund-3%
- AlphabetGOOG1.7% of the fund-2%
- Advanced Micro DevicesAMD1.0% of the fund-9%
- Proshares TRTQQQ0.7% of the fund-10%
- UnitedHealth GroupUNH0.7% of the fund-3%
- Vanguard Index FDSVO0.5% of the fund-3%
- Ishares TRCMF0.5% of the fund-11%
- Procter & GamblePG0.4% of the fund-4%
- MerckMRK0.3% of the fund-2%
- Micron TechnologyMU0.3% of the fund-11%
- First TR Exchange-Traded FDFTCS0.2% of the fund-10%
- Abbott LaboratoriesABT0.2% of the fund-4%
- Pimco ETF TRMINT0.2% of the fund-3%
- SalesforceCRM0.2% of the fund-18%
- First TR Exchange-Traded FDCIBR0.2% of the fund-4%
- Ishares Bitcoin Trust ETFIBIT0.1% of the fund-10%
- Walt DisneyDIS0.1% of the fund-2%
- PepsiCoPEP<0.1% of the fund-5%
- Gilead SciencesGILD<0.1% of the fund-4%
- Ishares TRSHY<0.1% of the fund-24%
- Quanta ServicesPWR<0.1% of the fund-5%
- American ExpressAXP<0.1% of the fund-8%
Sold out
Sold their entire stake.
- DanaherDHR-100%
- Automatic Data ProcessingADP-100%
- Ishares Silver TRSLV-100%
- AdobeADBE-100%
- Grayscale Bitcoin Trust ETFGBTC-100%
- Select Sector Spdr TRXLE-100%
- First TR Exch Traded FD IIIFPE-100%
Holdings
- Vanguard Index FDSVUG
- Share
- 6.6%
- Value
- $30m
- Shares
- 353,822
-11%
- Vanguard Whitehall FDSVYM
- Share
- 6.4%
- Value
- $30m
- Shares
- 187,171
-11%
- Ishares TRIVV
- Share
- 6.1%
- Value
- $28m
- Shares
- 37,632
+6%
- Fidelity Merrimack STR TRFBND
- Share
- 5.7%
- Value
- $26m
- Shares
- 577,902
Held
- Vanguard Index FDSVB
- Share
- 5.7%
- Value
- $26m
- Shares
- 86,239
+8%
- Capital Group Intl Focus EQTCGXU
- Share
- 4.9%
- Value
- $23m
- Shares
- 654,320
+8%
- Vanguard Index FDSVOO
- Share
- 3.6%
- Value
- $16m
- Shares
- 23,813
Held
- Vanguard World FDVCEB
- Share
- 2.4%
- Value
- $11m
- Shares
- 178,573
Held
- Invesco Exchange Traded FD TRSP
- Share
- 2.1%
- Value
- $10m
- Shares
- 45,632
Held
- Nushares ETF TRNULG
- Share
- 2.0%
- Value
- $9m
- Shares
- 80,070
+3%
- J P Morgan Exchange Traded FJEPI
- Share
- 2.0%
- Value
- $9m
- Shares
- 159,611
+13%
- Invesco QQQ TRQQQ
- Share
- 1.5%
- Value
- $7m
- Shares
- 9,578
Held
- Nushares ETF TRNUSC
- Share
- 1.5%
- Value
- $7m
- Shares
- 135,160
Held
- World Gold TRGLDM
- Share
- 1.3%
- Value
- $6m
- Shares
- 77,348
+13%
- J P Morgan Exchange Traded FHELO
- Share
- 1.3%
- Value
- $6m
- Shares
- 88,005
+17%
- Vanguard World FDVSGX
- Share
- 1.2%
- Value
- $6m
- Shares
- 69,688
+11%
- Spdr Index SHS FDSSPDW
- Share
- 1.1%
- Value
- $5m
- Shares
- 104,837
Held
- Proshares TRTQQQ
- Share
- 0.7%
- Value
- $3m
- Shares
- 40,749
-10%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.7%
- Value
- $3m
- Shares
- 4
Held
- Capital GRP Fixed Incm ETF TCGSD
- Share
- 0.6%
- Value
- $3m
- Shares
- 102,567
+4%
- Proshares TRUPRO
- Share
- 0.6%
- Value
- $3m
- Shares
- 17,926
Held
- Vanguard Index FDSVO
- Share
- 0.5%
- Value
- $3m
- Shares
- 31,325
-3%
- Ishares TRCMF
- Share
- 0.5%
- Value
- $3m
- Shares
- 43,535
-11%
- Putnam ETF TrustFTCA
- Share
- 0.4%
- Value
- $2m
- Shares
- 255,294
New
- Spdr Gold TRGLD
- Share
- 0.4%
- Value
- $2m
- Shares
- 4,728
Held
- Vanguard Star FDSVXUS
- Share
- 0.4%
- Value
- $2m
- Shares
- 19,930
Held
- Vanguard World FDESGV
- Share
- 0.3%
- Value
- $2m
- Shares
- 11,631
+423%
- First TR Exchange-Traded FDFTCS
- Share
- 0.2%
- Value
- $1m
- Shares
- 11,152
-10%
- Pimco ETF TRMINT
- Share
- 0.2%
- Value
- $925,998
- Shares
- 9,186
-3%
- First TR Exchange-Traded FDCIBR
- Share
- 0.2%
- Value
- $887,895
- Shares
- 9,882
-4%
- Grayscale Coindesk CryptoGDLC
- Share
- 0.2%
- Value
- $865,249
- Shares
- 32,787
+28%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $747,517
- Shares
- 1,001
+3%
- Morgan Stanley ETF TrustCVSB
- Share
- 0.1%
- Value
- $653,864
- Shares
- 12,912
+3%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.1%
- Value
- $576,516
- Shares
- 17,318
-10%
- Ishares TRXJR
- Share
- 0.1%
- Value
- $519,917
- Shares
- 9,857
+4%
- Nushares ETF TRNULV
- Share
- <0.1%
- Value
- $422,665
- Shares
- 8,455
+4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVUG | 6.6% | $30m | 353,822 | -11% |
| Vanguard Whitehall FDSVYM | 6.4% | $30m | 187,171 | -11% |
| Ishares TRIVV | 6.1% | $28m | 37,632 | +6% |
| Fidelity Merrimack STR TRFBND | 5.7% | $26m | 577,902 | Held |
| Vanguard Index FDSVB | 5.7% | $26m | 86,239 | +8% |
| Capital Group Intl Focus EQTCGXU | 4.9% | $23m | 654,320 | +8% |
| Vanguard Index FDSVOO | 3.6% | $16m | 23,813 | Held |
| AppleAAPL | 3.4% | $15m | 53,531 | Held |
| Vanguard World FDVCEB | 2.4% | $11m | 178,573 | Held |
| Invesco Exchange Traded FD TRSP | 2.1% | $10m | 45,632 | Held |
| Nushares ETF TRNULG | 2.0% | $9m | 80,070 | +3% |
| NvidiaNVDA | 2.0% | $9m | 45,833 | -4% |
| J P Morgan Exchange Traded FJEPI | 2.0% | $9m | 159,611 | +13% |
| Amazon.comAMZN | 1.8% | $8m | 35,641 | -3% |
| AlphabetGOOG | 1.7% | $8m | 22,442 | -2% |
| BroadcomAVGO | 1.7% | $8m | 20,732 | Held |
| TeslaTSLA | 1.7% | $8m | 18,137 | Held |
| MicrosoftMSFT | 1.6% | $8m | 20,225 | +8% |
| AlphabetGOOGL | 1.6% | $7m | 20,156 | Held |
| Invesco QQQ TRQQQ | 1.5% | $7m | 9,578 | Held |
| Nushares ETF TRNUSC | 1.5% | $7m | 135,160 | Held |
| JPMorgan ChaseJPM | 1.4% | $6m | 19,014 | +2% |
| World Gold TRGLDM | 1.3% | $6m | 77,348 | +13% |
| J P Morgan Exchange Traded FHELO | 1.3% | $6m | 88,005 | +17% |
| Vanguard World FDVSGX | 1.2% | $6m | 69,688 | +11% |
| Spdr Index SHS FDSSPDW | 1.1% | $5m | 104,837 | Held |
| Home DepotHD | 1.1% | $5m | 14,344 | +5% |
| Advanced Micro DevicesAMD | 1.0% | $5m | 7,776 | -9% |
| Eli LillyLLY | 0.9% | $4m | 3,644 | +7% |
| AppLovinAPP | 0.9% | $4m | 8,000 | Held |
| Costco WholesaleCOST | 0.9% | $4m | 4,362 | +3% |
| RTXRTX | 0.9% | $4m | 20,907 | Held |
| AbbVieABBV | 0.8% | $4m | 15,149 | +3% |
| Proshares TRTQQQ | 0.7% | $3m | 40,749 | -10% |
| VisaV | 0.7% | $3m | 9,317 | Held |
| UnitedHealth GroupUNH | 0.7% | $3m | 7,550 | -3% |
| Union PacificUNP | 0.7% | $3m | 11,171 | Held |
| ChevronCVX | 0.7% | $3m | 18,203 | +6% |
| Berkshire Hathaway INC DELBRK-A | 0.7% | $3m | 4 | Held |
| WalmartWMT | 0.6% | $3m | 26,385 | Held |
| Meta PlatformsMETA | 0.6% | $3m | 5,233 | Held |
| AmgenAMGN | 0.6% | $3m | 7,475 | Held |
| Capital GRP Fixed Incm ETF TCGSD | 0.6% | $3m | 102,567 | +4% |
| LindeLIN | 0.6% | $3m | 4,984 | Held |
| Proshares TRUPRO | 0.6% | $3m | 17,926 | Held |
| Vanguard Index FDSVO | 0.5% | $3m | 31,325 | -3% |
| Ishares TRCMF | 0.5% | $3m | 43,535 | -11% |
| MastercardMA | 0.5% | $2m | 4,522 | Held |
| NetflixNFLX | 0.4% | $2m | 26,595 | Held |
| Putnam ETF TrustFTCA | 0.4% | $2m | 255,294 | New |
| Procter & GamblePG | 0.4% | $2m | 12,312 | -4% |
| Spdr Gold TRGLD | 0.4% | $2m | 4,728 | Held |
| Vanguard Star FDSVXUS | 0.4% | $2m | 19,930 | Held |
| Johnson & JohnsonJNJ | 0.4% | $2m | 6,554 | +5% |
| Xcel EnergyXEL | 0.3% | $2m | 19,367 | +11% |
| Vanguard World FDESGV | 0.3% | $2m | 11,631 | +423% |
| Uber TechnologiesUBER | 0.3% | $1m | 19,214 | Held |
| Ensign GroupENSG | 0.3% | $1m | 8,636 | +8% |
| Lam ResearchLRCX | 0.3% | $1m | 3,148 | Held |
| CrowdStrike HoldingsCRWD | 0.3% | $1m | 1,765 | +85% |
| MerckMRK | 0.3% | $1m | 9,956 | -2% |
| Micron TechnologyMU | 0.3% | $1m | 1,051 | -11% |
| Berkshire HathawayBRK-B | 0.3% | $1m | 2,314 | Held |
| General ElectricGE | 0.2% | $1m | 2,994 | +6% |
| First TR Exchange-Traded FDFTCS | 0.2% | $1m | 11,152 | -10% |
| Abbott LaboratoriesABT | 0.2% | $1m | 11,287 | -4% |
| CaterpillarCAT | 0.2% | $978,345 | 919 | Held |
| Lockheed MartinLMT | 0.2% | $958,038 | 1,880 | Held |
| Pimco ETF TRMINT | 0.2% | $925,998 | 9,186 | -3% |
| SalesforceCRM | 0.2% | $916,869 | 5,853 | -18% |
| First TR Exchange-Traded FDCIBR | 0.2% | $887,895 | 9,882 | -4% |
| Grayscale Coindesk CryptoGDLC | 0.2% | $865,249 | 32,787 | +28% |
| W.W. GraingerGWW | 0.2% | $821,682 | 604 | Held |
| McDonald'sMCD | 0.2% | $805,878 | 2,981 | Held |
| OracleORCL | 0.2% | $804,746 | 5,491 | Held |
| NextEra EnergyNEE | 0.2% | $780,173 | 8,889 | +11% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $747,517 | 1,001 | +3% |
| MckessonMCK | 0.2% | $727,643 | 963 | Held |
| Morgan Stanley ETF TrustCVSB | 0.1% | $653,864 | 12,912 | +3% |
| Moody'sMCO | 0.1% | $622,312 | 1,374 | Held |
| Ishares Bitcoin Trust ETFIBIT | 0.1% | $576,516 | 17,318 | -10% |
| Thermo Fisher ScientificTMO | 0.1% | $568,262 | 1,133 | Held |
| Ishares TRXJR | 0.1% | $519,917 | 9,857 | +4% |
| QualcommQCOM | 0.1% | $488,942 | 2,646 | Held |
| Walt DisneyDIS | 0.1% | $483,511 | 5,023 | -2% |
| United RentalsURI | <0.1% | $455,422 | 402 | +2% |
| Arista NetworksANET | <0.1% | $446,445 | 2,628 | +4% |
| Carrier GlobalCARR | <0.1% | $444,601 | 6,061 | +6% |
| Nushares ETF TRNULV | <0.1% | $422,665 | 8,455 | +4% |
| ExxonMobil HoldingsXOM | <0.1% | $422,223 | 3,088 | Held |
| AstrazenecaAZN | <0.1% | $422,094 | 2,226 | Held |
| Coinbase GlobalCOIN | <0.1% | $400,999 | 2,743 | +27% |
| Toyota MotorTM | <0.1% | $386,019 | 2,292 | Held |
| Bank of New York MellonBNY | <0.1% | $381,626 | 2,639 | Held |
| PepsiCoPEP | <0.1% | $370,507 | 2,736 | -5% |
| Marvell TechnologyMRVL | <0.1% | $367,000 | 1,232 | New |
| TE ConnectivityTEL | <0.1% | $361,285 | 1,792 | Held |
| Digital Realty TrustDLR | <0.1% | $358,667 | 1,997 | Held |
| Gilead SciencesGILD | <0.1% | $351,609 | 2,783 | -4% |
| StarbucksSBUX | <0.1% | $351,475 | 3,439 | +13% |
Showing the largest 100 of 129.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 20.1% since 30 June 2025.
Where the money is
Technology11.7%
Media & telecom5.4%
Retail & consumer5.0%
Health care4.7%
Financial services3.3%
Industrials3.1%
Everyday goods2.1%
Energy0.7%
Materials0.6%
Utilities0.5%
Real estate0.1%
Other62.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.