Portfolio (Quarterly)
Guide ↗
DeDora Capital, Inc.
· CIK 0001717658| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | MRK | MERCK & CO INC | Healthcare | 9,956.0 | $1.3M | 0.28% | -204.0 | -2.0% | $128.50 | +21.7% |
| 62 | MU | MICRON TECHNOLOGY INC | Technology | 1,051.0 | $1.2M | 0.26% | -135.0 | -11.4% | $1154.53 | -19.2% |
| 63 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,314.0 | $1.2M | 0.25% | — | — | $500.39 | — |
| 64 | GE | GE AEROSPACE | Industrials | 2,994.0 | $1.1M | 0.24% | +180.0 | +6.4% | $373.69 | -6.5% |
| 65 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 11,152.0 | $1.0M | 0.23% | -1K | -9.7% | $93.92 | +8.6% |
| 66 | ABT | ABBOTT LABORATORIES | Healthcare | 11,287.0 | $1.0M | 0.22% | -432.0 | -3.7% | $90.74 | +28.0% |
| 67 | CAT | CATERPILLAR INC | Industrials | 919.0 | $978K | 0.21% | -16.0 | -1.7% | $1064.58 | -23.8% |
| 68 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,880.0 | $958K | 0.21% | -24.0 | -1.3% | $509.59 | +9.2% |
| 69 | MINT | PIMCO ETF TR | — | 9,186.0 | $926K | 0.20% | -255.0 | -2.7% | $100.81 | -0.0% |
| 70 | CRM | SALESFORCE INC | Technology | 5,853.0 | $917K | 0.20% | -1K | -18.4% | $156.65 | +31.3% |
| 71 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 9,882.0 | $888K | 0.19% | -375.0 | -3.7% | $89.85 | +2.9% |
| 72 | GDLC | GRAYSCALE COINDESK CRYPTO | Financial Services | 32,787.0 | $865K | 0.19% | +7K | +27.7% | $26.39 | +36.6% |
| 73 | GWW | WW GRAINGER INC | Industrials | 604.0 | $822K | 0.18% | — | — | $1360.40 | -4.3% |
| 74 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,981.0 | $806K | 0.17% | — | — | $270.34 | -0.8% |
| 75 | ORCL | ORACLE CORP | Technology | 5,491.0 | $805K | 0.17% | — | — | $146.56 | -1.3% |
| 76 | NEE | NEXTERA ENERGY INC | Utilities | 8,889.0 | $780K | 0.17% | +897.0 | +11.2% | $87.77 | -4.0% |
| 77 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 1,001.0 | $748K | 0.16% | +30.0 | +3.1% | $746.77 | +2.6% |
| 78 | MCK | MCKESSON CORP | Healthcare | 963.0 | $728K | 0.16% | -5.0 | -0.5% | $755.60 | +19.8% |
| 79 | CVSB | MORGAN STANLEY ETF TRUST | — | 12,912.0 | $654K | 0.14% | +390.0 | +3.1% | $50.64 | +0.3% |
| 80 | MCO | MOODYS CORP | Financial Services | 1,374.0 | $622K | 0.14% | — | — | $452.92 | +13.3% |
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%