Portfolio (Quarterly) Guide ↗

DeDora Capital, Inc.

· CIK 0001717658

13F Portfolio $460M AUM 129 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 13 New 49 Added 41 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	FTCA	PUTNAM ETF TRUST	—	255,294.0	$1.9M	0.41%	NEW	—	$7.42	-2.3%
2	MRVL	MARVELL TECHNOLOGY INC	Technology	1,232.0	$367K	0.08%	NEW	—	$297.89	-19.7%
3	PANW	PALO ALTO NETWORKS INC	Technology	850.0	$290K	0.06%	NEW	—	$341.02	-0.3%
4	SNOW	SNOWFLAKE INC	Technology	982.0	$250K	0.05%	NEW	—	$254.50	+23.6%
5	MDLZ	MONDELEZ INTL INC	Consumer Defensive	4,264.0	$247K	0.05%	NEW	—	$57.84	+9.0%
6	VGT	VANGUARD WORLD FD	—	2,000.0	$239K	0.05%	NEW	—	$119.52	-2.0%
7	ESGE	ISHARES INC	—	4,362.0	$239K	0.05%	NEW	—	$54.69	-1.2%
8	HOOD	ROBINHOOD MKTS INC	Financial Services	2,359.0	$237K	0.05%	NEW	—	$100.28	+11.2%
9	GEV	GE VERNOVA INC	Utilities	197.0	$231K	0.05%	NEW	—	$1174.86	-21.2%
10	XJH	ISHARES TR	—	4,406.0	$230K	0.05%	NEW	—	$52.15	-1.4%
11	TXN	TEXAS INSTRS INC	Technology	757.0	$226K	0.05%	NEW	—	$297.93	-12.9%
12	COLB	COLUMBIA BKG SYS INC	Financial Services	6,528.0	$209K	0.04%	NEW	—	$32.05	-4.8%
13	KLAC	KLA CORP	Technology	678.0	$205K	0.04%	NEW	—	$301.71	-39.5%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 33.2%

Financial Services 17.4%

Consumer Cyclical 12.7%

Healthcare 12.1%

Communication Services 7.1%

Industrials 7.0%

Consumer Defensive 5.4%

Energy 1.9%

Basic Materials 1.6%

Utilities 1.4%