DeDora Capital, Inc.
Q1 2025 13F Holdings
- Locationnapa, CA
- Num holdings
113
- Value ($000)
$346,985
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001717658
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $27.00M | 8 % | 209,387 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $26.80M | 8 % | 72,267 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $19.43M | 6 % | 34,582 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $18.72M | 5 % | 410,145 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $16.11M | 5 % | 72,628 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $14.90M | 4 % | 608,646 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13.03M | 4 % | 25,350 | ||
AAPL APPLE INC | COM | 037833100 | $13.00M | 4 % | 58,543 | ||
CGMS CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $12.46M | 4 % | 456,359 | ||
VCEB VANGUARD WORLD FD | ESG US CORP BD | 921910691 | $9.71M | 3 % | 154,270 |
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