Dedora Capital, Inc.
DeDora Capital, Inc. is a Registered Investment Advisor (RIA) headquartered in Napa, California. Founded in 2015, the firm offers comprehensive financial planning and investment management services to individuals, families, trusts, small businesses, and charitable organizations. Led by a team of qualified advisors with accreditations such as CFP, AWMA, AIF, and more, DeDora Capital specializes in personalized, active, and tax-sensitive strategies including Socially Responsible Investing (SRI). As of 2024, the employee count appears to be under 15, based on publicly listed staff.
Investment Strategy
DeDora Capital implements client investment strategies with a disciplined, active, and customized process, considering personal risk tolerance, time horizon, and tax sensitivity. The firm focuses on broad diversification, active management, and minimizing investment costs and tax burdens. Investment selections include individual stocks, ETFs, mutual funds, ETNs, and bonds. Strategies are tailored per the business cycle and may incorporate socially responsible and fossil-free investing options for interested clients. DeDora Capital's approach emphasizes ongoing risk management, opportunistic buying during market corrections, and alignment with each client's financial plan and values.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 8.14% | $31.2M | 71,150 | $167.71 | $438.40 | +$4.4M |
V VYM | VANGUARD WHITEHALL FDS | 7.71% | $29.6M | 221,680 | $111.19 | $133.31 | +$2.5M |
F FBND | FIDELITY MERRIMACK STR TR | 6.95% | $26.6M | 581,905 | $45.40 | $45.75 | +$7.9M |
I IVV | ISHARES TR | 5.74% | $22.0M | 35,411 | $469.42 | $620.90 | +$2.6M |
V VB | VANGUARD INDEX FDS | 4.64% | $17.8M | 74,960 | $214.71 | $236.98 | +$1.7M |