Dohj
Latest statistics and disclosures from Dohj's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MUB, IWL, ITOT, ESGU, SPY, and represent 28.64% of Dohj's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$8.6M), DIA, SPY, AMZN, IGSB, IUSB, EAGG, AMGN, MRK, PANW.
- Started 10 new stock positions in MGM, MRK, APTV, CSCO, REGN, COP, LRCX, ZTS, ANET, AMGN.
- Reduced shares in these 10 stocks: IVW, IVE, IYR, IEFA, IYM, Delphi Automotive Inc international, WDAY, ESGD, ROST, SHV.
- Sold out of its positions in ALGN, AMT, Arista Networks, DECK, FANG, IVW, IYM, SHV, Lam Research Corporation, LULU. ROST, VB, CCEP, Delphi Automotive Inc international.
- Dohj was a net buyer of stock by $8.2M.
- Dohj has $433M in assets under management (AUM), dropping by 0.93%.
- Central Index Key (CIK): 0001801881
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Portfolio Holdings for Dohj
Dohj holds 136 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Ishares Tr National Mun Etf (MUB) | 6.9 | $30M | 282k | 106.55 |
|
|
| Ishares Tr Rus Top 200 Etf (IWL) | 6.7 | $29M | 202k | 144.71 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.6 | $24M | 188k | 128.62 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 5.3 | $23M | 177k | 128.82 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $18M | +14% | 30k | 586.09 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.6 | $16M | -8% | 222k | 70.28 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 3.5 | $15M | +3% | 143k | 104.89 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 2.9 | $13M | -5% | 166k | 76.14 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $11M | +314% | 22k | 511.24 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 2.4 | $11M | +10% | 226k | 46.44 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.3 | $9.8M | +11% | 216k | 45.20 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 2.0 | $8.6M | +69% | 20k | 425.50 |
|
| Ishares Tr Core Msci Total (IXUS) | 2.0 | $8.5M | 128k | 66.14 |
|
|
| Amazon (AMZN) | 1.9 | $8.4M | +31% | 38k | 219.39 |
|
| Microsoft Corporation (MSFT) | 1.6 | $7.0M | +6% | 17k | 421.50 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $6.9M | +3% | 51k | 134.29 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.5 | $6.3M | -3% | 164k | 38.37 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 1.5 | $6.3M | +4% | 367k | 17.09 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 1.3 | $5.5M | 50k | 110.25 |
|
|
| Apple (AAPL) | 1.2 | $5.4M | +7% | 21k | 250.42 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $5.3M | -2% | 85k | 62.31 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 1.2 | $5.1M | +4% | 224k | 22.72 |
|
| Ishares Tr Mbs Etf (MBB) | 1.1 | $4.7M | -2% | 52k | 91.68 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 1.1 | $4.7M | +2% | 83k | 56.70 |
|
| Ishares Esg Awr Msci Em (ESGE) | 1.0 | $4.3M | -4% | 129k | 33.39 |
|
| Visa Com Cl A (V) | 1.0 | $4.2M | +2% | 13k | 316.05 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $4.1M | +4% | 21k | 189.30 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.9 | $3.8M | +7% | 142k | 26.71 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $3.3M | +3% | 3.6k | 916.17 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $3.1M | +2% | 32k | 96.83 |
|
| Ishares Tr Investment Grade (IGEB) | 0.7 | $3.0M | +26% | 67k | 44.36 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $2.9M | 17k | 178.08 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $2.9M | -9% | 58k | 50.88 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $2.9M | +2% | 55k | 52.47 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $2.8M | 6.3k | 444.66 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $2.7M | +19% | 36k | 75.61 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $2.7M | -6% | 23k | 115.22 |
|
| Cintas Corporation (CTAS) | 0.6 | $2.6M | -2% | 14k | 182.70 |
|
| Meta Platforms Cl A (META) | 0.6 | $2.6M | +5% | 4.4k | 585.55 |
|
| Intuit (INTU) | 0.6 | $2.5M | +6% | 4.0k | 628.54 |
|
| S&p Global (SPGI) | 0.6 | $2.5M | 5.0k | 497.99 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.5M | 5.5k | 453.26 |
|
|
| Home Depot (HD) | 0.6 | $2.5M | +25% | 6.3k | 389.00 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.6 | $2.4M | -19% | 49k | 50.47 |
|
| UnitedHealth (UNH) | 0.6 | $2.4M | +2% | 4.8k | 505.85 |
|
| Bank of America Corporation (BAC) | 0.5 | $2.3M | +2% | 53k | 43.95 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $2.3M | +4% | 9.8k | 239.71 |
|
| Waste Management (WM) | 0.5 | $2.3M | 12k | 201.79 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $2.3M | +27% | 24k | 96.90 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.5 | $2.2M | -2% | 53k | 42.05 |
|
| Deere & Company (DE) | 0.5 | $2.0M | 4.8k | 423.67 |
|
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.5 | $2.0M | +8% | 78k | 25.58 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.5 | $2.0M | +5% | 40k | 49.72 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $1.9M | +127% | 37k | 51.70 |
|
| salesforce (CRM) | 0.4 | $1.8M | 5.4k | 334.35 |
|
|
| Coca-Cola Company (KO) | 0.4 | $1.8M | 29k | 62.26 |
|
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.4 | $1.8M | +7% | 28k | 64.62 |
|
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.4 | $1.8M | -7% | 43k | 41.84 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.7M | -8% | 12k | 144.62 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $1.7M | -72% | 9.0k | 190.88 |
|
| Metropcs Communications (TMUS) | 0.4 | $1.7M | 7.5k | 220.73 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.6M | 26k | 61.34 |
|
|
| Constellation Brands Cl A (STZ) | 0.4 | $1.5M | -20% | 6.9k | 220.99 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.5M | 17k | 88.79 |
|
|
| Servicenow (NOW) | 0.3 | $1.5M | -6% | 1.4k | 1060.12 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $1.5M | -9% | 24k | 60.75 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.5M | +9% | 8.8k | 167.64 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.3 | $1.5M | 29k | 51.25 |
|
|
| Tesla Motors (TSLA) | 0.3 | $1.4M | -2% | 3.6k | 403.81 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.4M | 2.6k | 526.62 |
|
|
| Biogen Idec (BIIB) | 0.3 | $1.3M | -7% | 8.8k | 152.92 |
|
| Palo Alto Networks (PANW) | 0.3 | $1.3M | +103% | 7.2k | 181.96 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.3M | 8.1k | 159.52 |
|
|
| Broadcom (AVGO) | 0.3 | $1.2M | +2% | 5.4k | 231.84 |
|
| Walt Disney Company (DIS) | 0.3 | $1.1M | +4% | 10k | 111.35 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.1M | -10% | 26k | 42.61 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.1M | -9% | 4.2k | 264.15 |
|
| Iqvia Holdings (IQV) | 0.3 | $1.1M | +3% | 5.5k | 196.51 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | +13% | 10k | 107.56 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $1.1M | +22% | 11k | 99.54 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $1.0M | 16k | 64.05 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.0M | +30% | 1.5k | 692.86 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $973k | +6% | 20k | 49.51 |
|
| Amgen (AMGN) | 0.2 | $953k | NEW | 3.7k | 260.64 |
|
| Booking Holdings (BKNG) | 0.2 | $924k | +97% | 186.00 | 4966.60 |
|
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.2 | $903k | +6% | 21k | 42.48 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $856k | +2% | 4.4k | 193.61 |
|
| Fiserv (FI) | 0.2 | $847k | -5% | 4.1k | 205.42 |
|
| Merck & Co (MRK) | 0.2 | $794k | NEW | 8.0k | 99.49 |
|
| Hca Holdings (HCA) | 0.2 | $790k | +2% | 2.6k | 300.16 |
|
| Applied Materials (AMAT) | 0.2 | $786k | +7% | 4.8k | 162.63 |
|
| Synopsys (SNPS) | 0.2 | $774k | +6% | 1.6k | 485.36 |
|
| Ge Aerospace Com New (GE) | 0.2 | $771k | 4.6k | 166.78 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $753k | 5.6k | 134.34 |
|
|
| MetLife (MET) | 0.2 | $719k | -2% | 8.8k | 81.88 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $703k | -80% | 7.6k | 93.06 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $703k | +5% | 15k | 47.82 |
|
| ConocoPhillips (COP) | 0.2 | $666k | NEW | 6.7k | 99.17 |
|
| MercadoLibre (MELI) | 0.2 | $665k | -5% | 391.00 | 1700.44 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $664k | +47% | 7.6k | 87.33 |
|
| American Water Works (AWK) | 0.1 | $644k | -22% | 5.2k | 124.50 |
|
| MGM Resorts International. (MGM) | 0.1 | $632k | NEW | 18k | 34.65 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $608k | +48% | 53k | 11.53 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $604k | +41% | 5.7k | 106.84 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $580k | -2% | 12k | 50.13 |
|
| Aptiv Com Shs (APTV) | 0.1 | $567k | NEW | 9.4k | 60.48 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $561k | NEW | 5.1k | 110.53 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $552k | +28% | 7.0k | 78.65 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $544k | 5.6k | 96.99 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $500k | 7.1k | 70.71 |
|
|
| Ptc (PTC) | 0.1 | $495k | +6% | 2.7k | 183.87 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $487k | +16% | 12k | 41.82 |
|
| Nextera Energy (NEE) | 0.1 | $487k | 6.8k | 71.70 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $483k | +14% | 12k | 40.67 |
|
| Workday Cl A (WDAY) | 0.1 | $466k | -62% | 1.8k | 258.03 |
|
| Paychex (PAYX) | 0.1 | $464k | 3.3k | 140.22 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $424k | NEW | 5.9k | 72.23 |
|
| O'reilly Automotive (ORLY) | 0.1 | $410k | 346.00 | 1185.80 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $408k | NEW | 2.5k | 162.91 |
|
| Martin Marietta Materials (MLM) | 0.1 | $396k | 767.00 | 516.70 |
|
|
| Danaher Corporation (DHR) | 0.1 | $395k | 1.7k | 229.60 |
|
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $376k | 7.8k | 48.15 |
|
|
| Nike CL B (NKE) | 0.1 | $375k | -42% | 5.0k | 75.66 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $371k | 630.00 | 588.74 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $370k | 650.00 | 569.58 |
|
|
| Fastenal Company (FAST) | 0.1 | $367k | 5.1k | 71.91 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $365k | NEW | 512.00 | 712.33 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $335k | +4% | 6.7k | 49.92 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $334k | 3.8k | 87.90 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $329k | 1.3k | 253.57 |
|
|
| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.1 | $328k | 2.6k | 127.61 |
|
|
| Prologis (PLD) | 0.1 | $312k | 3.0k | 105.69 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $309k | 1.4k | 220.96 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $248k | -5% | 2.1k | 115.71 |
|
| Cisco Systems (CSCO) | 0.1 | $240k | NEW | 4.1k | 59.20 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $220k | -33% | 2.2k | 102.07 |
|
Past Filings by Dohj
SEC 13F filings are viewable for Dohj going back to 2019
- Dohj 2024 Q4 filed Jan. 24, 2025
- 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