0001085146-20-000963.txt : 20200221
0001085146-20-000963.hdr.sgml : 20200221
20200221153842
ACCESSION NUMBER: 0001085146-20-000963
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200221
DATE AS OF CHANGE: 20200221
EFFECTIVENESS DATE: 20200221
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: DeDora Capital, Inc.
CENTRAL INDEX KEY: 0001717658
IRS NUMBER: 473767126
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18313
FILM NUMBER: 20639721
BUSINESS ADDRESS:
STREET 1: 1600 MAIN STREET
CITY: NAPA
STATE: CA
ZIP: 94559
BUSINESS PHONE: (707) 253-0681
MAIL ADDRESS:
STREET 1: 1600 MAIN STREET
CITY: NAPA
STATE: CA
ZIP: 94559
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001717658
XXXXXXXX
12-31-2019
12-31-2019
false
DeDora Capital, Inc.
1600 MAIN STREET
NAPA
CA
94559
13F HOLDINGS REPORT
028-18313
N
Will Becker
Chief Compliance Officer
707-253-0681
/s/ Will Becker
Napa
CA
01-30-2020
0
121
166049
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
345
1953
SH
SOLE
0
0
1953
ABBOTT LABS
COM
002824100
2330
26827
SH
SOLE
0
0
26827
ABBVIE INC
COM
00287Y109
1352
15269
SH
SOLE
0
0
15269
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1466
6964
SH
SOLE
0
0
6964
ADOBE INC
COM
00724F101
349
1059
SH
SOLE
0
0
1059
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
452
2132
SH
SOLE
0
0
2132
ALPHABET INC
CAP STK CL A
02079K305
2444
1825
SH
SOLE
0
0
1825
ALPHABET INC
CAP STK CL C
02079K107
2560
1915
SH
SOLE
0
0
1915
ALPS ETF TR
SECTR DIV DOGS
00162Q858
360
7690
SH
SOLE
0
0
7690
AMAZON COM INC
COM
023135106
3844
2080
SH
SOLE
0
0
2080
AMERICAN ELEC PWR CO INC
COM
025537101
888
9396
SH
SOLE
0
0
9396
AMERICAN TOWER CORP NEW
COM
03027X100
522
2272
SH
SOLE
0
0
2272
AMGEN INC
COM
031162100
1412
5858
SH
SOLE
0
0
5858
APPLE INC
COM
037833100
5140
17505
SH
SOLE
0
0
17505
AT&T INC
COM
00206R102
651
16663
SH
SOLE
0
0
16663
BANK AMER CORP
COM
060505104
317
9002
SH
SOLE
0
0
9002
BANK COMM HLDGS
COM
06424J103
189
16321
SH
SOLE
0
0
16321
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1019
3
SH
SOLE
0
0
3
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
967
4271
SH
SOLE
0
0
4271
BOEING CO
COM
097023105
1016
3120
SH
SOLE
0
0
3120
BRISTOL MYERS SQUIBB CO
COM
110122108
224
3485
SH
SOLE
0
0
3485
BRISTOL MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
6
2031
SH
SOLE
0
0
2031
BROADCOM INC
COM
11135F101
1133
3584
SH
SOLE
0
0
3584
CHEVRON CORP NEW
COM
166764100
351
2914
SH
SOLE
0
0
2914
CISCO SYS INC
COM
17275R102
303
6320
SH
SOLE
0
0
6320
CITIGROUP INC
COM NEW
172967424
365
4573
SH
SOLE
0
0
4573
CME GROUP INC
COM
12572Q105
930
4633
SH
SOLE
0
0
4633
COCA COLA CO
COM
191216100
1471
26577
SH
SOLE
0
0
26577
COMCAST CORP NEW
CL A
20030N101
1659
36884
SH
SOLE
0
0
36884
COSTCO WHSL CORP NEW
COM
22160K105
712
2421
SH
SOLE
0
0
2421
DIGITAL RLTY TR INC
COM
253868103
240
2003
SH
SOLE
0
0
2003
DISNEY WALT CO
COM DISNEY
254687106
752
5197
SH
SOLE
0
0
5197
EXXON MOBIL CORP
COM
30231G102
591
8471
SH
SOLE
0
0
8471
FACEBOOK INC
CL A
30303M102
1958
9541
SH
SOLE
0
0
9541
FIRST TR EXCHANGE TRADED FD
CAP STRENGTH ETF
33733E104
1078
17854
SH
SOLE
0
0
17854
GENERAL ELECTRIC CO
COM
369604103
125
11208
SH
SOLE
0
0
11208
GILEAD SCIENCES INC
COM
375558103
835
12855
SH
SOLE
0
0
12855
HOME DEPOT INC
COM
437076102
2554
11693
SH
SOLE
0
0
11693
INTEL CORP
COM
458140100
1706
28497
SH
SOLE
0
0
28497
INTERNATIONAL BUSINESS MACHS
COM
459200101
286
2135
SH
SOLE
0
0
2135
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
30995
267848
SH
SOLE
0
0
267848
INVESCO QQQ TR
UNIT SER 1
46090E103
5404
25415
SH
SOLE
0
0
25415
ISHARES TR
1 3 YR TREAS BD
464287457
319
3764
SH
SOLE
0
0
3764
ISHARES TR
CORE S&P MCP ETF
464287507
101
493
SH
SOLE
0
0
493
ISHARES TR
CORE S&P SCP ETF
464287804
116
1382
SH
SOLE
0
0
1382
ISHARES TR
CORE S&P500 ETF
464287200
291
901
SH
SOLE
0
0
901
ISHARES TR
CORE US AGGBD ET
464287226
2290
20381
SH
SOLE
0
0
20381
ISHARES TR
GLOBAL ENERG ETF
464287341
7
211
SH
SOLE
0
0
211
ISHARES TR
MSCI KLD400 SOC
464288570
1689
14062
SH
SOLE
0
0
14062
ISHARES TR
NASDAQ BIOTECH
464287556
19
156
SH
SOLE
0
0
156
ISHARES TR
NATIONAL MUN ETF
464288414
14
122
SH
SOLE
0
0
122
ISHARES TR
RESIDNL REAL EST
464288562
6
77
SH
SOLE
0
0
77
ISHARES TR
RUS 1000 ETF
464287622
14
81
SH
SOLE
0
0
81
ISHARES TR
RUS 1000 GRW ETF
464287614
42
238
SH
SOLE
0
0
238
ISHARES TR
RUS 1000 VAL ETF
464287598
30
219
SH
SOLE
0
0
219
ISHARES TR
RUS MD CP GR ETF
464287481
10
67
SH
SOLE
0
0
67
ISHARES TR
RUS MDCP VAL ETF
464287473
26
274
SH
SOLE
0
0
274
ISHARES TR
RUSSELL 2000 ETF
464287655
22
132
SH
SOLE
0
0
132
ISHARES TR
S&P 500 GRWT ETF
464287309
110
568
SH
SOLE
0
0
568
ISHARES TR
S&P 500 VAL ETF
464287408
9
68
SH
SOLE
0
0
68
ISHARES TR
S&P SML 600 GWT
464287887
4
21
SH
SOLE
0
0
21
ISHARES TR
SELECT DIVID ETF
464287168
266
2520
SH
SOLE
0
0
2520
ISHARES TR
SH TR CRPORT ETF
464288646
27
508
SH
SOLE
0
0
508
ISHARES TR
TIPS BD ETF
464287176
2
20
SH
SOLE
0
0
20
ISHARES TR
U.S. FINLS ETF
464287788
5
33
SH
SOLE
0
0
33
ISHARES TR
US AER DEF ETF
464288760
334
1502
SH
SOLE
0
0
1502
JOHNSON & JOHNSON
COM
478160104
771
5287
SH
SOLE
0
0
5287
JPMORGAN CHASE & CO
COM
46625H100
2092
15006
SH
SOLE
0
0
15006
LINDE PLC
SHS
G5494J103
1030
4838
SH
SOLE
0
0
4838
LOCKHEED MARTIN CORP
COM
539830109
1195
3068
SH
SOLE
0
0
3068
MASTERCARD INC
CL A
57636Q104
1510
5057
SH
SOLE
0
0
5057
MCDONALDS CORP
COM
580135101
594
3006
SH
SOLE
0
0
3006
MEDTRONIC PLC
SHS
G5960L103
533
4701
SH
SOLE
0
0
4701
MERCK & CO INC
COM
58933Y105
1133
12454
SH
SOLE
0
0
12454
MICROSOFT CORP
COM
594918104
4003
25383
SH
SOLE
0
0
25383
NETFLIX INC
COM
64110L106
1179
3644
SH
SOLE
0
0
3644
NEXTERA ENERGY INC
COM
65339F101
555
2293
SH
SOLE
0
0
2293
NIKE INC
CL B
654106103
571
5635
SH
SOLE
0
0
5635
ORACLE CORP
COM
68389X105
387
7307
SH
SOLE
0
0
7307
PACER FDS TR
TRENDP US LAR CP
69374H105
2030
60655
SH
SOLE
0
0
60655
PEPSICO INC
COM
713448108
331
2425
SH
SOLE
0
0
2425
PFIZER INC
COM
717081103
482
12314
SH
SOLE
0
0
12314
PIMCO ETF TR
0-5 HIGH YIELD
72201R783
1145
11486
SH
SOLE
0
0
11486
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
1336
13152
SH
SOLE
0
0
13152
PROCTER & GAMBLE CO
COM
742718109
1863
14917
SH
SOLE
0
0
14917
PROLOGIS INC
COM
74340W103
379
4255
SH
SOLE
0
0
4255
PROSHARES TR
ULTRAPRO QQQ
74347X831
3769
43548
SH
SOLE
0
0
43548
PROSHARES TR
ULTRPRO S&P500
74347X864
1302
18591
SH
SOLE
0
0
18591
SALESFORCE COM INC
COM
79466L302
426
2618
SH
SOLE
0
0
2618
SPDR GOLD TRUST
GOLD SHS
78463V107
565
3952
SH
SOLE
0
0
3952
SPDR S&P 500 ETF TR
TR UNIT
78462F103
322
1000
SH
SOLE
0
0
1000
STARBUCKS CORP
COM
855244109
335
3815
SH
SOLE
0
0
3815
TEXAS INSTRS INC
COM
882508104
1417
11047
SH
SOLE
0
0
11047
THERMO FISHER SCIENTIFIC INC
COM
883556102
1181
3636
SH
SOLE
0
0
3636
UNION PACIFIC CORP
COM
907818108
302
1671
SH
SOLE
0
0
1671
UNITED PARCEL SERVICE INC
CL B
911312106
271
2316
SH
SOLE
0
0
2316
UNITEDHEALTH GROUP INC
COM
91324P102
2474
8415
SH
SOLE
0
0
8415
VANECK VECTORS ETF TRUST
AMT FREE SHORT M
92189F528
290
16270
SH
SOLE
0
0
16270
VANECK VECTORS ETF TRUST
GOLD MINERS ETF
92189F106
44
1500
SH
SOLE
0
0
1500
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
1164
13876
SH
SOLE
0
0
13876
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
1684
29759
SH
SOLE
0
0
29759
VANGUARD INDEX FDS
GROWTH ETF
922908736
11509
63180
SH
SOLE
0
0
63180
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
18
120
SH
SOLE
0
0
120
VANGUARD INDEX FDS
MID CAP ETF
922908629
2564
14388
SH
SOLE
0
0
14388
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
766
8260
SH
SOLE
0
0
8260
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
83
282
SH
SOLE
0
0
282
VANGUARD INDEX FDS
SMALL CP ETF
922908751
11673
70473
SH
SOLE
0
0
70473
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
12
74
SH
SOLE
0
0
74
VANGUARD INDEX FDS
VALUE ETF
922908744
11
95
SH
SOLE
0
0
95
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
3582
66636
SH
SOLE
0
0
66636
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
119
2687
SH
SOLE
0
0
2687
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
6
65
SH
SOLE
0
0
65
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
3
32
SH
SOLE
0
0
32
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
1471
24175
SH
SOLE
0
0
24175
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
7
91
SH
SOLE
0
0
91
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
200
4538
SH
SOLE
0
0
4538
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
4658
49709
SH
SOLE
0
0
49709
VERIZON COMMUNICATIONS INC
COM
92343V104
1624
26444
SH
SOLE
0
0
26444
VISA INC
COM CL A
92826C839
1335
7105
SH
SOLE
0
0
7105
WALMART INC
COM
931142103
480
4040
SH
SOLE
0
0
4040
WISDOMTREE TR
INTL EQUITY FD
97717W703
209
3907
SH
SOLE
0
0
3907