account_balance

Investment manager · 13F filer · SEC CIK 1717658

DeDora Capital, Inc.

Reported value$448Mas of Sep 30, 2026
Positions451 327 new, 5 sold out
Top 10 weight48.2%VUG alone is 7%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VUG Vanguard Index FDS 7.1% Held
IVV iShares Tr 6.6% Added +2%
VYM Vanguard Whitehall FDS 6.5% Held
VB Vanguard Index FDS 5.6% Added +2%
FBND Fidelity Merrimack STR Tr 5.5% Held
CGXU Capital Group Intl Focus Eqt 5.1% Added +3%
AAPL Apple Inc. 3.7% Trimmed −7%
VOO Vanguard Index FDS 3.6% Trimmed −3%
VCEB Vanguard World Fd 2.2% Trimmed −6%
NVDA NVIDIA Corp 2.2% Trimmed −6%MSFT Microsoft Corp 2.2% Trimmed −6%
RSP Invesco Exchange Traded Fd T 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VSGX −53%
  • NULG −52%
  • CMF −46%
  • CGSD −25%
remove_circleSold out
  • XJR $520K
  • VTIP $319K
  • PWR $302K
  • XJH $230K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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