Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DeDora Capital, Inc. (CIK 1717658) reported $407.8M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYM ($31.1M, 7.63%), VUG ($28.8M, 7.06%), FBND ($26.1M, 6.39%), IVV ($23.3M, 5.71%), VB ($20.8M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $31.1M | 7.63% | 210,147 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $28.8M | 7.06% | 65,934 | Trimmed |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $26.1M | 6.39% | 571,151 | Trimmed |
| 4 | IVV | ISHARES TR | $23.3M | 5.71% | 35,652 | Trimmed |
| 5 | VB | VANGUARD INDEX FDS | $20.8M | 5.11% | 79,562 | Added |
| 6 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $17.8M | 4.37% | 603,966 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $14.3M | 3.50% | 23,913 | Trimmed |
| 8 | AAPL | APPLE INC | $13.8M | 3.39% | 54,421 | Trimmed |
| 9 | VCEB | VANGUARD WORLD FD | $11.1M | 2.73% | 177,260 | Added |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $8.9M | 2.19% | 46,538 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $8.4M | 2.05% | 47,944 | Trimmed |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.0M | 1.97% | 141,476 | Added |
| 13 | AMZN | AMAZON COM INC | $7.6M | 1.87% | 36,588 | Trimmed |
| 14 | NULG | NUSHARES ETF TR | $7.1M | 1.73% | 77,638 | Added |
| 15 | MSFT | MICROSOFT CORP | $7.0M | 1.70% | 18,783 | Trimmed |
| 16 | TSLA | TESLA INC | $6.8M | 1.67% | 18,356 | Trimmed |
| 17 | GOOG | ALPHABET INC | $6.6M | 1.61% | 22,944 | Trimmed |
| 18 | AVGO | BROADCOM INC | $6.5M | 1.60% | 21,091 | Trimmed |
| 19 | GLDM | WORLD GOLD TR | $6.4M | 1.56% | 68,561 | Added |
| 20 | NUSC | NUSHARES ETF TR | $6.1M | 1.48% | 134,321 | Added |
| 21 | GOOGL | ALPHABET INC | $5.9M | 1.45% | 20,509 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR | $5.6M | 1.38% | 9,720 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $5.5M | 1.34% | 18,608 | Trimmed |
| 24 | HELO | J P MORGAN EXCHANGE TRADED F | $4.8M | 1.18% | 75,312 | Added |
| 25 | SPDW | SPDR INDEX SHS FDS | $4.8M | 1.17% | 104,837 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31