Portfolio (Quarterly)
Guide ↗
DeDora Capital, Inc.
· CIK 0001717658| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | ANET | ARISTA NETWORKS INC | Technology | 2,528.0 | $310K | 0.08% | — | — | $122.78 | +62.4% |
| 102 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,414.0 | $287K | 0.07% | -1K | -47.2% | $203.24 | +38.8% |
| 103 | URI | UNITED RENTALS INC | Industrials | 394.0 | $287K | 0.07% | -2.0 | -0.5% | $728.56 | +45.0% |
| 104 | NOW | SERVICENOW INC | Technology | 2,610.0 | $273K | 0.07% | NEW | — | $104.55 | +19.6% |
| 105 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,039.0 | $272K | 0.07% | +398.0 | +15.1% | $89.60 | +19.9% |
| 106 | CGMU | CAPITAL GRP FIXED INCM ETF T | — | 10,006.0 | $272K | 0.07% | NEW | — | $27.15 | -0.2% |
| 107 | AXP | AMERICAN EXPRESS CO | Financial Services | 876.0 | $265K | 0.07% | +8.0 | +0.9% | $302.48 | +11.1% |
| 108 | AVTR | AVANTOR INC | Healthcare | 33,237.0 | $261K | 0.06% | — | — | $7.84 | +84.6% |
| 109 | KO | COCA COLA CO | Consumer Defensive | 3,426.0 | $261K | 0.06% | — | — | $76.05 | +19.0% |
| 110 | BA | BOEING CO | Industrials | 1,291.0 | $257K | 0.06% | — | — | $198.99 | +6.5% |
| 111 | UPS | UNITED PARCEL SVCS INC | Industrials | 2,604.0 | $256K | 0.06% | +202.0 | +8.4% | $98.36 | +8.4% |
| 112 | LOW | LOWES COS INC | Consumer Cyclical | 1,081.0 | $255K | 0.06% | -27.0 | -2.4% | $236.28 | -10.3% |
| 113 | ESGV | VANGUARD WORLD FD | — | 2,224.0 | $250K | 0.06% | — | — | $112.27 | +20.9% |
| 114 | SNPS | SYNOPSYS INC | Technology | 623.0 | $247K | 0.06% | NEW | — | $396.48 | +3.4% |
| 115 | PWR | QUANTA SVCS INC | Industrials | 444.0 | $244K | 0.06% | NEW | — | $549.02 | +11.8% |
| 116 | SLV | ISHARES SILVER TR | Financial Services | 3,556.0 | $242K | 0.06% | -679.0 | -16.0% | $68.14 | -9.6% |
| 117 | NUE | NUCOR CORP | Basic Materials | 1,432.0 | $242K | 0.06% | -2K | -62.6% | $169.10 | +49.9% |
| 118 | VTIP | VANGUARD MALVERN FDS | — | 4,837.0 | $242K | 0.06% | NEW | — | $49.95 | -0.3% |
| 119 | ADBE | ADOBE INC | Technology | 929.0 | $226K | 0.06% | -931.0 | -50.0% | $243.08 | +11.6% |
| 120 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 4,047.0 | $214K | 0.05% | — | — | $52.76 | +15.2% |
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
30.1%
Financial Services
18.1%
Consumer Cyclical
13.0%
Healthcare
12.0%
Communication Services
7.7%
Industrials
7.2%
Consumer Defensive
6.2%
Energy
2.5%
Basic Materials
1.7%
Utilities
1.3%