DC

DeDora Capital Portfolio holdings

AUM $422M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.01M
3
+$954K
4
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$935K
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$612K

Top Sells

1
+$1.53M
2
+$879K
3
+$752K
4
AMD icon
Advanced Micro Devices
AMD
+$617K
5
AAPL icon
Apple
AAPL
+$441K

Sector Composition

1 Technology 12.56%
2 Communication Services 6.21%
3 Consumer Discretionary 5.5%
4 Healthcare 4.81%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$329B
$4.63M 1.1%
13,452
+58
HELO icon
27
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.79B
$4.6M 1.09%
69,291
+14,530
RTX icon
28
RTX Corp
RTX
$262B
$3.98M 0.94%
21,685
-1,017
VSGX icon
29
Vanguard ESG International Stock ETF
VSGX
$5.72B
$3.77M 0.89%
52,686
+3,740
LLY icon
30
Eli Lilly
LLY
$813B
$3.66M 0.87%
3,410
+301
COST icon
31
Costco
COST
$428B
$3.66M 0.87%
4,244
+61
META icon
32
Meta Platforms (Facebook)
META
$1.53T
$3.56M 0.84%
5,391
-153
ABBV icon
33
AbbVie
ABBV
$362B
$3.39M 0.8%
14,856
-398
V icon
34
Visa
V
$586B
$3.24M 0.77%
9,236
+82
BRK.A icon
35
Berkshire Hathaway Class A
BRK.A
$1.04T
$3.02M 0.71%
4
WMT icon
36
Walmart Inc
WMT
$962B
$2.91M 0.69%
26,143
+27
CMF icon
37
iShares California Muni Bond ETF
CMF
$4.1B
$2.82M 0.67%
49,163
+99
CVX icon
38
Chevron
CVX
$407B
$2.63M 0.62%
17,272
+824
UNH icon
39
UnitedHealth
UNH
$245B
$2.59M 0.61%
7,846
-494
MA icon
40
Mastercard
MA
$446B
$2.57M 0.61%
4,500
+8
UNP icon
41
Union Pacific
UNP
$141B
$2.55M 0.6%
11,016
+264
CGSD icon
42
Capital Group Short Duration Income ETF
CGSD
$2.11B
$2.43M 0.57%
93,321
+14,750
AMGN icon
43
Amgen
AMGN
$189B
$2.42M 0.57%
7,398
+794
TQQQ icon
44
ProShares UltraPro QQQ
TQQQ
$24.5B
$2.42M 0.57%
45,871
-6,751
NFLX icon
45
Netflix
NFLX
$394B
$2.37M 0.56%
25,247
+17
VO icon
46
Vanguard Mid-Cap ETF
VO
$91.7B
$2.36M 0.56%
8,146
-60
UPRO icon
47
ProShares UltraPro S&P 500
UPRO
$3.95B
$2.12M 0.5%
18,280
GLD icon
48
SPDR Gold Trust
GLD
$150B
$1.96M 0.46%
4,942
-33
CRM icon
49
Salesforce
CRM
$180B
$1.93M 0.46%
7,286
-1,070
LIN icon
50
Linde
LIN
$222B
$1.84M 0.43%
4,309
-20
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