Dohj
Latest statistics and disclosures from Dohj's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MUB, ITOT, IWL, ESGU, SPY, and represent 28.10% of Dohj's stock portfolio.
- Added to shares of these 10 stocks: ITOT, MUB, SHY, AGG, BND, MBB, IVW, SNPS, ESGV, GE.
- Started 21 new stock positions in ACN, IBM, IVW, QLTA, SHY, IWR, FMB, LLY, ABBV, PZA. AKAM, SUSB, NXPI, TMO, VB, IEMG, VFLO, BND, SCHF, PCY, ICE.
- Reduced shares in these 10 stocks: IXUS, VSGX, IUSB, ESGU, CTAS, IWL, EAGG, SUSC, TMUS, TFLO.
- Sold out of its positions in ANET, CSCO, PGX, TLT, IYR, LRCX, MRK, RTX, XLRE.
- Dohj was a net buyer of stock by $13M.
- Dohj has $438M in assets under management (AUM), dropping by 1.15%.
- Central Index Key (CIK): 0001801881
Tip: Access up to 7 years of quarterly data
Positions held by Dohj consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Dohj
Dohj holds 148 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr National Mun Etf (MUB) | 7.7 | $34M | +12% | 318k | 105.44 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 6.2 | $27M | +18% | 223k | 122.01 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 5.9 | $26M | -5% | 190k | 137.41 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 4.4 | $19M | -11% | 157k | 121.91 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.9 | $17M | 30k | 559.38 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.8 | $17M | 222k | 75.65 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 3.4 | $15M | +7% | 154k | 97.95 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 3.3 | $14M | +5% | 175k | 81.69 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.5 | $11M | +4% | 23k | 468.92 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 2.2 | $9.6M | -10% | 202k | 47.48 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.9 | $8.4M | 20k | 419.88 |
|
|
| Amazon (AMZN) | 1.7 | $7.4M | 39k | 190.26 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 1.7 | $7.3M | -26% | 158k | 46.08 |
|
| Microsoft Corporation (MSFT) | 1.6 | $7.0M | +11% | 19k | 375.38 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.5 | $6.4M | 163k | 39.37 |
|
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 1.4 | $6.2M | 364k | 17.14 |
|
|
| Ishares Tr Mbs Etf (MBB) | 1.4 | $6.1M | +26% | 65k | 93.78 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $5.5M | +132% | 56k | 98.92 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $5.3M | -5% | 49k | 108.38 |
|
| Apple (AAPL) | 1.2 | $5.2M | +10% | 24k | 222.13 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 1.2 | $5.1M | 50k | 102.41 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $4.8M | -3% | 82k | 58.35 |
|
| Visa Com Cl A (V) | 1.0 | $4.5M | 13k | 350.45 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 1.0 | $4.4M | -2% | 125k | 34.95 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.9 | $4.0M | -22% | 174k | 23.06 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.9 | $4.0M | +5% | 149k | 26.79 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.9 | $3.9M | -55% | 56k | 69.81 |
|
| Ishares Tr Investment Grade (IGEB) | 0.9 | $3.7M | +23% | 83k | 45.01 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $3.7M | +14% | 63k | 58.94 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $3.6M | NEW | 43k | 82.73 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $3.5M | +25% | 21k | 170.89 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $3.4M | +15% | 6.4k | 532.56 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $3.4M | 3.6k | 945.76 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.4M | 22k | 154.64 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $3.2M | +9% | 63k | 51.05 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $3.1M | 32k | 100.00 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $2.8M | +17% | 7.4k | 383.52 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $2.8M | -4% | 35k | 81.73 |
|
| Waste Management (WM) | 0.6 | $2.8M | +3% | 12k | 231.51 |
|
| UnitedHealth (UNH) | 0.6 | $2.6M | +5% | 5.0k | 523.76 |
|
| Meta Platforms Cl A (META) | 0.6 | $2.6M | +2% | 4.5k | 576.38 |
|
| S&p Global (SPGI) | 0.6 | $2.5M | 5.0k | 508.06 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.4M | 9.9k | 245.29 |
|
|
| Intuit (INTU) | 0.6 | $2.4M | 4.0k | 614.00 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.4M | 23k | 104.57 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $2.4M | +19% | 14k | 165.84 |
|
| Ishares Tr Esg Select Scre (XJH) | 0.5 | $2.4M | +41% | 60k | 39.07 |
|
| Home Depot (HD) | 0.5 | $2.3M | 6.3k | 366.47 |
|
|
| Deere & Company (DE) | 0.5 | $2.3M | 4.8k | 469.32 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.5 | $2.2M | +10% | 58k | 38.41 |
|
| Coca-Cola Company (KO) | 0.5 | $2.2M | +7% | 31k | 71.62 |
|
| Bank of America Corporation (BAC) | 0.5 | $2.2M | 52k | 41.73 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $2.1M | +24% | 11k | 190.58 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.5 | $2.1M | -56% | 36k | 58.98 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.5 | $2.1M | +8% | 84k | 25.22 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $2.1M | +8% | 40k | 52.37 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.5 | $2.0M | +9% | 30k | 67.34 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $2.0M | +80% | 19k | 103.75 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.9M | +99% | 9.2k | 200.15 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $1.8M | NEW | 25k | 73.45 |
|
| Synopsys (SNPS) | 0.4 | $1.8M | +165% | 4.2k | 428.85 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.4 | $1.7M | -6% | 37k | 46.67 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.6M | 26k | 61.78 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $1.6M | 17k | 93.66 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $1.5M | -2% | 24k | 63.53 |
|
| Iqvia Holdings (IQV) | 0.3 | $1.5M | +53% | 8.5k | 176.30 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.5M | 8.6k | 170.43 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.3 | $1.4M | -42% | 28k | 50.66 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.4M | -4% | 2.5k | 548.06 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.3 | $1.4M | 28k | 48.76 |
|
|
| Constellation Brands Cl A (STZ) | 0.3 | $1.3M | 7.0k | 183.53 |
|
|
| salesforce (CRM) | 0.3 | $1.3M | -12% | 4.8k | 268.33 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.3M | NEW | 14k | 92.83 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.3M | +5% | 11k | 118.93 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.2M | +6% | 21k | 58.96 |
|
| Biogen Idec (BIIB) | 0.3 | $1.2M | 8.6k | 136.84 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $1.2M | -5% | 6.9k | 170.65 |
|
| Amgen (AMGN) | 0.3 | $1.2M | 3.7k | 311.55 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.1M | -6% | 7.6k | 140.44 |
|
| Workday Cl A (WDAY) | 0.2 | $1.0M | +142% | 4.4k | 233.53 |
|
| Cintas Corporation (CTAS) | 0.2 | $1.0M | -64% | 4.9k | 205.51 |
|
| Aptiv Com Shs (APTV) | 0.2 | $1.0M | +80% | 17k | 59.50 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $1.0M | 17k | 60.60 |
|
|
| Danaher Corporation (DHR) | 0.2 | $986k | +179% | 4.8k | 205.02 |
|
| Tesla Motors (TSLA) | 0.2 | $986k | +6% | 3.8k | 259.14 |
|
| Walt Disney Company (DIS) | 0.2 | $978k | -2% | 9.9k | 98.70 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $974k | 1.5k | 662.81 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $948k | -14% | 22k | 42.52 |
|
| Metropcs Communications (TMUS) | 0.2 | $946k | -52% | 3.5k | 266.68 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $920k | -15% | 3.6k | 258.64 |
|
| Broadcom (AVGO) | 0.2 | $894k | 5.3k | 167.44 |
|
|
| Servicenow (NOW) | 0.2 | $893k | -19% | 1.1k | 796.14 |
|
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.2 | $884k | -3% | 20k | 43.32 |
|
| Fiserv (FI) | 0.2 | $868k | -4% | 3.9k | 220.83 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $867k | NEW | 17k | 50.42 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.2 | $830k | +24% | 7.0k | 118.35 |
|
| Booking Holdings (BKNG) | 0.2 | $780k | -9% | 169.00 | 4612.56 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $749k | -11% | 3.9k | 191.17 |
|
| MercadoLibre (MELI) | 0.2 | $745k | -2% | 382.00 | 1950.87 |
|
| MetLife (MET) | 0.2 | $740k | +5% | 9.2k | 80.29 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $733k | 14k | 50.83 |
|
|
| ConocoPhillips (COP) | 0.2 | $711k | 6.8k | 105.02 |
|
|
| Applied Materials (AMAT) | 0.2 | $706k | 4.9k | 145.12 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $689k | NEW | 35k | 19.78 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $684k | +4% | 5.8k | 116.98 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $672k | NEW | 1.4k | 497.60 |
|
| Abbvie (ABBV) | 0.2 | $669k | NEW | 3.2k | 209.54 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $650k | NEW | 14k | 47.53 |
|
| Nike CL B (NKE) | 0.1 | $637k | +102% | 10k | 63.48 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $554k | 7.1k | 77.92 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $553k | -3% | 11k | 49.62 |
|
| MGM Resorts International. (MGM) | 0.1 | $549k | 19k | 29.64 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $513k | +3% | 358.00 | 1432.58 |
|
| Paychex (PAYX) | 0.1 | $512k | 3.3k | 154.28 |
|
|
| Nextera Energy (NEE) | 0.1 | $510k | +5% | 7.2k | 70.89 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $500k | 11k | 43.70 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $492k | NEW | 2.9k | 172.53 |
|
| American Water Works (AWK) | 0.1 | $469k | -38% | 3.2k | 147.51 |
|
| Hca Holdings (HCA) | 0.1 | $454k | -50% | 1.3k | 345.59 |
|
| Fastenal Company (FAST) | 0.1 | $404k | 5.2k | 77.54 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $402k | NEW | 1.3k | 312.04 |
|
| Zoetis Cl A (ZTS) | 0.1 | $379k | -7% | 2.3k | 164.68 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $377k | NEW | 2.0k | 190.06 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $373k | +15% | 589.00 | 633.89 |
|
| Martin Marietta Materials (MLM) | 0.1 | $371k | 776.00 | 477.86 |
|
|
| Ptc (PTC) | 0.1 | $364k | -12% | 2.4k | 154.95 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $363k | NEW | 16k | 23.04 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $357k | 7.8k | 45.75 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $356k | +16% | 4.4k | 80.37 |
|
| Prologis (PLD) | 0.1 | $353k | +7% | 3.2k | 111.80 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $347k | 650.00 | 533.48 |
|
|
| Akamai Technologies (AKAM) | 0.1 | $346k | NEW | 4.3k | 80.50 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $332k | NEW | 6.1k | 53.97 |
|
| Illinois Tool Works (ITW) | 0.1 | $328k | 1.3k | 247.98 |
|
|
| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.1 | $314k | 2.6k | 122.86 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $314k | -48% | 2.9k | 108.68 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $312k | -6% | 6.2k | 49.99 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $300k | NEW | 15k | 20.17 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $296k | -46% | 3.8k | 78.89 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $283k | NEW | 11k | 24.99 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $281k | -20% | 501.00 | 561.59 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $280k | NEW | 1.3k | 221.84 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $279k | 1.4k | 199.49 |
|
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $261k | NEW | 7.6k | 34.28 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $259k | NEW | 314.00 | 826.04 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $231k | NEW | 2.7k | 85.07 |
|
| International Business Machines (IBM) | 0.1 | $225k | NEW | 905.00 | 248.53 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $216k | 2.1k | 100.73 |
|
Past Filings by Dohj
SEC 13F filings are viewable for Dohj going back to 2019
- Dohj 2025 Q1 filed April 17, 2025
- 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