DeDora Capital, Inc.
•CIK: 1717658•Filing: Q4 2025
DeDora Capital, Inc. manages $422M in assets across 115 positions, with a focus on index-based equities. The fund's top holdings include VUG ($32.6M), VYM ($30.8M), and FBND ($26.7M), which collectively account for 21.5% of the portfolio. Notable single-stock exposure includes AAPL ($15.3M), representing 3.6% of assets under management. The fund's largest sector allocations are to US large-cap equities, with IVV ($24.4M) and VOO ($15.2M) comprising 9.5% and 3.6% of the portfolio, respectively.
Total AUM
$422.5M
QoQ Performance
+2.0%
Positions
103
Top 10 Concentration
48.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VYM
FBND
IVV
VUG7.7%
VYM7.3%
FBND6.3%
IVV5.8%
VB4.8%
CGXU4.2%
AAPL3.6%
VOO3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.6%
Technology15.6%
ETF9.5%
Consumer7.3%
Healthcare4.1%
Financial3.9%
Industrial2.2%
Communication0.7%
Changes from Q3 2025
NEW3 new positions
↑43 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023