Portfolio (Quarterly)
Guide ↗
DeDora Capital, Inc.
· CIK 0001717658| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | UNP | UNION PAC CORP | Industrials | 11,016.0 | $2.5M | 0.60% | NEW | — | $231.31 | +12.8% |
| 42 | CGSD | CAPITAL GRP FIXED INCM ETF T | — | 93,321.0 | $2.4M | 0.57% | NEW | — | $26.01 | -0.8% |
| 43 | AMGN | AMGEN INC | Healthcare | 7,398.0 | $2.4M | 0.57% | NEW | — | $327.33 | +7.5% |
| 44 | TQQQ | PROSHARES TR | — | 45,871.0 | $2.4M | 0.57% | NEW | — | $52.72 | +42.7% |
| 45 | NFLX | NETFLIX INC | Communication Services | 25,247.0 | $2.4M | 0.56% | NEW | — | $93.76 | -23.0% |
| 46 | VO | VANGUARD INDEX FDS | — | 8,146.0 | $2.4M | 0.56% | NEW | — | $290.23 | -72.3% |
| 47 | UPRO | PROSHARES TR | — | 18,280.0 | $2.1M | 0.50% | NEW | — | $115.76 | +18.9% |
| 48 | GLD | SPDR GOLD TR | Financial Services | 4,942.0 | $2.0M | 0.46% | NEW | — | $396.31 | -7.3% |
| 49 | CRM | SALESFORCE INC | Technology | 7,286.0 | $1.9M | 0.46% | NEW | — | $264.92 | -41.5% |
| 50 | LIN | LINDE PLC | Basic Materials | 4,309.0 | $1.8M | 0.43% | NEW | — | $426.40 | +22.3% |
| 51 | AMD | ADVANCED MICRO DEVICES INC | Technology | 8,524.0 | $1.8M | 0.43% | NEW | — | $214.17 | +143.1% |
| 52 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 12,269.0 | $1.8M | 0.42% | NEW | — | $143.31 | +6.8% |
| 53 | UBER | UBER TECHNOLOGIES INC | Technology | 19,172.0 | $1.6M | 0.37% | NEW | — | $81.71 | -8.4% |
| 54 | ABT | ABBOTT LABS | Healthcare | 12,203.0 | $1.5M | 0.36% | NEW | — | $125.30 | -27.4% |
| 55 | VXUS | VANGUARD STAR FDS | — | 19,930.0 | $1.5M | 0.36% | NEW | — | $75.44 | +12.0% |
| 56 | ENSG | ENSIGN GROUP INC | Healthcare | 8,038.0 | $1.4M | 0.33% | NEW | — | $174.20 | -5.6% |
| 57 | XEL | XCEL ENERGY INC | Utilities | 17,397.0 | $1.3M | 0.30% | NEW | — | $73.86 | +9.5% |
| 58 | JNJ | JOHNSON & JOHNSON | Healthcare | 6,112.0 | $1.3M | 0.30% | NEW | — | $206.96 | +16.3% |
| 59 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 13,232.0 | $1.2M | 0.29% | NEW | — | $92.51 | +2.0% |
| 60 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,339.0 | $1.2M | 0.28% | NEW | — | $502.65 | — |
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
32.3%
Financial Services
16.5%
Consumer Cyclical
13.0%
Communication Services
11.6%
Healthcare
11.1%
Industrials
6.3%
Consumer Defensive
5.0%
Energy
1.7%
Basic Materials
1.4%
Utilities
1.1%