Dohj
Latest statistics and disclosures from Dohj's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MUB, IWL, ITOT, ESGU, IEFA, and represent 28.68% of Dohj's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$7.7M), IVE (+$5.3M), DIA, IYR, IUSB, TFLO, CTAS, MUB, DYNF, AGG.
- Started 9 new stock positions in FIW, IYR, SPYX, AMT, TLT, DYNF, PGX, GE, LRCX.
- Reduced shares in these 10 stocks: QQQ (-$6.3M), MDY (-$5.9M), IJK (-$5.5M), IJR, IVW, SHV, VO, NVDA, ESML, UNH.
- Sold out of its positions in COP, FDX, PCY, IJK, MCD, CWB, TGT.
- Dohj was a net buyer of stock by $15M.
- Dohj has $429M in assets under management (AUM), dropping by 7.15%.
- Central Index Key (CIK): 0001801881
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Portfolio Holdings for Dohj
Dohj holds 140 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr National Mun Etf (MUB) | 7.3 | $31M | +6% | 287k | 108.65 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 6.4 | $28M | 198k | 139.12 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.4 | $23M | 187k | 124.51 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 5.2 | $22M | +3% | 178k | 124.98 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $19M | +5% | 244k | 77.25 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $15M | +104% | 26k | 568.86 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 3.4 | $15M | -5% | 176k | 83.34 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 3.2 | $14M | +2% | 138k | 100.49 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 2.3 | $10M | +9% | 206k | 48.48 |
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| Ishares Tr Core Msci Total (IXUS) | 2.2 | $9.3M | +3% | 128k | 72.61 |
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| Ishares Tr Core Total Usd (IUSB) | 2.1 | $9.1M | +55% | 193k | 47.01 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.7 | $7.2M | +5% | 169k | 42.42 |
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| Microsoft Corporation (MSFT) | 1.5 | $6.5M | -6% | 16k | 417.13 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.5 | $6.4M | +477% | 33k | 196.32 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 1.4 | $6.1M | +5% | 353k | 17.26 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $5.9M | -19% | 50k | 118.85 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $5.4M | +9% | 88k | 61.88 |
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| Amazon (AMZN) | 1.3 | $5.4M | +22% | 29k | 184.76 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 1.2 | $5.3M | +4% | 50k | 107.48 |
|
| Ishares Tr Mbs Etf (MBB) | 1.2 | $5.1M | -16% | 53k | 95.68 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 1.2 | $5.1M | +2% | 214k | 23.76 |
|
| Ishares Esg Awr Msci Em (ESGE) | 1.2 | $5.1M | +6% | 135k | 37.47 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 1.2 | $5.0M | +8% | 82k | 61.63 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.2 | $5.0M | +1567% | 12k | 421.89 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.1 | $4.7M | -27% | 50k | 94.58 |
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| Apple (AAPL) | 1.1 | $4.5M | 20k | 226.78 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.9 | $3.8M | NEW | 38k | 100.92 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.8 | $3.6M | 131k | 27.25 |
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| Visa Com Cl A (V) | 0.8 | $3.6M | +4% | 13k | 276.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.4M | 20k | 165.86 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $3.3M | +23% | 31k | 106.79 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $3.3M | -3% | 64k | 50.84 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $3.1M | +2% | 6.2k | 505.77 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $3.1M | +2% | 54k | 57.02 |
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| Costco Wholesale Corporation (COST) | 0.7 | $3.0M | -18% | 3.5k | 878.63 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.7 | $3.0M | +1287% | 60k | 50.42 |
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| Cintas Corporation (CTAS) | 0.7 | $2.9M | +285% | 14k | 205.29 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $2.9M | +2% | 16k | 178.44 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $2.9M | -43% | 25k | 114.92 |
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| UnitedHealth (UNH) | 0.6 | $2.8M | -31% | 4.7k | 592.27 |
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| S&p Global (SPGI) | 0.6 | $2.6M | +2% | 5.0k | 514.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.6M | -70% | 5.3k | 481.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.5M | 5.5k | 456.65 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $2.5M | +15% | 30k | 82.84 |
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| Ishares Tr Investment Grade (IGEB) | 0.6 | $2.5M | +10% | 53k | 46.38 |
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| Waste Management (WM) | 0.6 | $2.4M | 12k | 207.32 |
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| Meta Platforms Cl A (META) | 0.6 | $2.4M | +8% | 4.2k | 572.84 |
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| Intuit (INTU) | 0.5 | $2.3M | 3.7k | 607.20 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.5 | $2.2M | -36% | 54k | 41.33 |
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| Constellation Brands Cl A (STZ) | 0.5 | $2.2M | +13% | 8.7k | 255.67 |
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| Coca-Cola Company (KO) | 0.5 | $2.1M | +2% | 30k | 71.01 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.1M | +3% | 13k | 161.17 |
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| Home Depot (HD) | 0.5 | $2.1M | +6% | 5.0k | 411.23 |
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| Bank of America Corporation (BAC) | 0.5 | $2.0M | +2% | 52k | 39.23 |
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| Deere & Company (DE) | 0.5 | $2.0M | +6% | 4.8k | 416.48 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.9M | +3% | 9.3k | 207.29 |
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| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.4 | $1.9M | +7% | 46k | 41.84 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $1.9M | +145% | 19k | 101.02 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $1.9M | +17% | 71k | 26.31 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.4 | $1.8M | +81% | 38k | 48.59 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.4 | $1.8M | 26k | 71.08 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $1.8M | +11% | 27k | 66.76 |
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| Biogen Idec (BIIB) | 0.4 | $1.8M | +19% | 9.5k | 188.73 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.6M | 26k | 62.52 |
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| Metropcs Communications (TMUS) | 0.4 | $1.6M | +103% | 7.5k | 208.07 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $1.6M | -4% | 17k | 90.98 |
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| salesforce (CRM) | 0.4 | $1.5M | +18% | 5.4k | 279.49 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.3 | $1.4M | NEW | 28k | 49.11 |
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| Procter & Gamble Company (PG) | 0.3 | $1.4M | +5% | 8.0k | 171.92 |
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| Servicenow (NOW) | 0.3 | $1.3M | +6% | 1.5k | 880.41 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.3M | +9% | 2.6k | 495.63 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.3M | -45% | 29k | 43.14 |
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| Iqvia Holdings (IQV) | 0.3 | $1.2M | +187% | 5.3k | 231.74 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.2M | 8.2k | 149.05 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.2M | -55% | 4.6k | 262.45 |
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| Palo Alto Networks (PANW) | 0.3 | $1.2M | +3% | 3.6k | 332.08 |
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| Workday Cl A (WDAY) | 0.3 | $1.2M | +205% | 4.9k | 237.15 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | +9% | 8.8k | 121.52 |
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| Hca Holdings (HCA) | 0.2 | $1.0M | 2.6k | 403.84 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $993k | +4% | 16k | 62.17 |
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| American Water Works (AWK) | 0.2 | $973k | -2% | 6.7k | 146.10 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $947k | +71% | 8.7k | 108.94 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $938k | +163% | 1.1k | 832.15 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $927k | -2% | 18k | 50.22 |
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| Walt Disney Company (DIS) | 0.2 | $919k | +9% | 9.8k | 94.15 |
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| Tesla Motors (TSLA) | 0.2 | $912k | 3.7k | 249.00 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.2 | $909k | +13% | 6.1k | 149.67 |
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| Applied Materials (AMAT) | 0.2 | $903k | 4.5k | 201.15 |
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| Broadcom (AVGO) | 0.2 | $899k | +876% | 5.3k | 170.66 |
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| Aptiv SHS (APTV) | 0.2 | $896k | +139% | 13k | 70.05 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.2 | $883k | +6% | 20k | 44.23 |
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| Ge Aerospace Com New (GE) | 0.2 | $871k | NEW | 4.7k | 186.42 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.2 | $848k | +12% | 5.6k | 152.70 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $847k | -31% | 16k | 52.54 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $839k | +73% | 4.3k | 194.94 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $830k | +4% | 5.7k | 146.53 |
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| MercadoLibre (MELI) | 0.2 | $817k | +12% | 415.00 | 1968.34 |
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| Fiserv (FI) | 0.2 | $797k | +14% | 4.4k | 182.43 |
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| Synopsys (SNPS) | 0.2 | $744k | 1.5k | 496.82 |
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| MetLife (MET) | 0.2 | $739k | +9% | 9.0k | 81.79 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $727k | -4% | 14k | 52.35 |
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| Nike CL B (NKE) | 0.2 | $720k | +30% | 8.7k | 83.10 |
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| Ross Stores (ROST) | 0.2 | $706k | +13% | 4.8k | 147.74 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $646k | -72% | 5.9k | 110.19 |
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| Diamondback Energy (FANG) | 0.1 | $617k | +12% | 3.4k | 181.27 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $604k | -52% | 12k | 51.11 |
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| Nextera Energy (NEE) | 0.1 | $574k | -2% | 6.7k | 85.43 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $538k | -11% | 7.1k | 75.99 |
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| American Tower Reit (AMT) | 0.1 | $524k | NEW | 2.3k | 231.83 |
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| Arista Networks (ANET) | 0.1 | $512k | -6% | 1.3k | 389.62 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $502k | NEW | 5.1k | 97.67 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $477k | 6.1k | 77.84 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $469k | +13% | 10k | 47.10 |
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| Danaher Corporation (DHR) | 0.1 | $466k | 1.7k | 273.84 |
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| Paychex (PAYX) | 0.1 | $462k | 3.3k | 140.76 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $457k | -49% | 10k | 44.24 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $451k | -55% | 4.0k | 112.85 |
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| Ptc (PTC) | 0.1 | $448k | +2% | 2.5k | 177.91 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $440k | NEW | 36k | 12.42 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $440k | +515% | 2.8k | 157.66 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $436k | -12% | 5.5k | 79.87 |
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| O'reilly Automotive (ORLY) | 0.1 | $398k | 345.00 | 1154.92 |
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| Martin Marietta Materials (MLM) | 0.1 | $398k | 763.00 | 521.15 |
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| Booking Holdings (BKNG) | 0.1 | $386k | 94.00 | 4108.24 |
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| Lam Research Corporation (LRCX) | 0.1 | $378k | NEW | 4.7k | 79.87 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $368k | -94% | 650.00 | 565.47 |
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| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $364k | NEW | 7.8k | 46.67 |
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| Fastenal Company (FAST) | 0.1 | $363k | +2% | 5.1k | 71.38 |
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| Align Technology (ALGN) | 0.1 | $362k | 1.5k | 238.06 |
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| Prologis (PLD) | 0.1 | $360k | 2.9k | 124.19 |
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| Lululemon Athletica (LULU) | 0.1 | $360k | -46% | 1.4k | 260.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $357k | +37% | 624.00 | 571.42 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $353k | NEW | 3.3k | 108.12 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $334k | -32% | 6.4k | 51.91 |
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| Illinois Tool Works (ITW) | 0.1 | $333k | 1.3k | 261.81 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $310k | 3.8k | 81.86 |
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| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.1 | $310k | -8% | 2.6k | 121.29 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $305k | 1.4k | 217.59 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $283k | -3% | 2.3k | 124.06 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $217k | -75% | 924.00 | 234.69 |
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Past Filings by Dohj
SEC 13F filings are viewable for Dohj going back to 2019
- Dohj 2024 Q3 filed Oct. 16, 2024
- Dohj 2024 Q2 filed Aug. 9, 2024
- Dohj 2024 Q1 filed April 16, 2024
- Dohj 2023 Q4 filed Feb. 2, 2024
- Dohj 2023 Q3 filed Oct. 19, 2023
- Dohj 2023 Q2 filed July 24, 2023
- Dohj 2023 Q1 filed May 10, 2023
- Dohj 2022 Q4 filed Feb. 10, 2023
- Dohj 2022 Q3 filed Nov. 14, 2022
- Dohj 2022 Q2 filed Aug. 8, 2022
- Dohj 2022 Q1 filed May 10, 2022
- Dohj 2021 Q4 filed Feb. 2, 2022
- Dohj 2021 Q3 filed Nov. 12, 2021
- Dohj 2021 Q2 filed Aug. 10, 2021
- Dohj 2021 Q1 filed May 10, 2021
- Dohj 2020 Q4 filed Feb. 10, 2021