Dohj
Latest statistics and disclosures from Dohj's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWL, MUB, ITOT, ESGU, IEFA, and represent 29.73% of Dohj's stock portfolio.
- Added to shares of these 10 stocks: DIA (+$5.2M), MUB, IXUS, IJH, VSGX, SMB, IEFA, DMXF, STZ, SUSC.
- Started 12 new stock positions in DMXF, TMO, IYM, USXF, MLM, CWB, SHV, COP, TMUS, XLRE. IVV, MRK.
- Reduced shares in these 10 stocks: IJK, ITOT, ESGU, QUAL, TFLO, TXN, TSLA, VO, PCY, .
- Sold out of its positions in ALB, ELV, CSCO, CMI, EOG, ENB, PCY, IJK, SUSB, LRCX. MINT, SBUX, TJX, TXN, ULTA.
- Dohj was a net buyer of stock by $21M.
- Dohj has $377M in assets under management (AUM), dropping by 11.38%.
- Central Index Key (CIK): 0001801881
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Portfolio Holdings for Dohj
Dohj holds 135 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus Top 200 Etf (IWL) | 7.3 | $28M | 217k | 127.12 |
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| Ishares Tr National Mun Etf (MUB) | 7.2 | $27M | +21% | 252k | 107.60 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.6 | $21M | -15% | 184k | 115.30 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 5.2 | $20M | -9% | 171k | 114.96 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $17M | +10% | 223k | 74.22 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 3.7 | $14M | +2% | 174k | 79.91 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 3.2 | $12M | +5% | 129k | 93.19 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 2.2 | $8.1M | -2% | 173k | 47.06 |
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| Ishares Tr Core Msci Total (IXUS) | 2.1 | $7.9M | +93% | 117k | 67.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $7.8M | 18k | 444.00 |
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| Microsoft Corporation (MSFT) | 1.7 | $6.4M | 15k | 420.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $6.3M | +4% | 12k | 523.09 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $6.3M | +22% | 34k | 186.81 |
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| NVIDIA Corporation (NVDA) | 1.7 | $6.2M | +3% | 6.9k | 903.57 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 1.6 | $6.1M | +44% | 358k | 17.02 |
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| Ishares Tr Core Total Usd (IUSB) | 1.6 | $6.0M | +4% | 132k | 45.59 |
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| Ishares Tr Mbs Etf (MBB) | 1.5 | $5.7M | +6% | 62k | 92.42 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.5 | $5.5M | +4% | 151k | 36.19 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.4 | $5.4M | +1826% | 14k | 397.77 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $5.4M | 64k | 84.44 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 1.3 | $4.8M | -8% | 48k | 100.81 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $4.6M | +473% | 76k | 60.74 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 1.2 | $4.5M | +37% | 195k | 22.99 |
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| Amazon (AMZN) | 1.1 | $4.3M | 24k | 180.38 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $4.1M | +9% | 37k | 110.52 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 1.0 | $3.8M | +716% | 66k | 57.47 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.9 | $3.5M | -2% | 109k | 32.23 |
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| Apple (AAPL) | 0.9 | $3.3M | 19k | 171.48 |
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| Visa Com Cl A (V) | 0.9 | $3.3M | 12k | 279.08 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.9 | $3.2M | +14% | 80k | 40.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.0M | 20k | 150.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $3.0M | -17% | 12k | 249.85 |
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| UnitedHealth (UNH) | 0.8 | $3.0M | +4% | 6.0k | 494.74 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.8 | $2.9M | +19% | 107k | 26.86 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $2.6M | -4% | 49k | 54.40 |
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| Cintas Corporation (CTAS) | 0.7 | $2.6M | -2% | 3.7k | 687.08 |
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| Costco Wholesale Corporation (COST) | 0.7 | $2.6M | +3% | 3.5k | 732.70 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $2.5M | -12% | 48k | 51.06 |
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| Waste Management (WM) | 0.7 | $2.5M | 12k | 213.15 |
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| Intuit (INTU) | 0.6 | $2.4M | -2% | 3.6k | 649.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.3M | 5.5k | 420.50 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $2.1M | 4.2k | 504.60 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.6 | $2.1M | -36% | 41k | 50.69 |
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| Meta Platforms Cl A (META) | 0.5 | $2.0M | 4.2k | 485.59 |
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| S&p Global (SPGI) | 0.5 | $2.0M | 4.7k | 425.43 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $1.9M | -20% | 18k | 103.79 |
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| Bank of America Corporation (BAC) | 0.5 | $1.9M | +7% | 50k | 37.92 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.9M | -4% | 23k | 79.86 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.9M | +4% | 12k | 158.19 |
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| Constellation Brands Cl A (STZ) | 0.5 | $1.8M | +224% | 6.7k | 271.75 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $1.8M | 22k | 83.58 |
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| Home Depot (HD) | 0.5 | $1.7M | +6% | 4.5k | 383.61 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.7M | 8.7k | 200.31 |
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| Coca-Cola Company (KO) | 0.5 | $1.7M | +3% | 28k | 61.18 |
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| Deere & Company (DE) | 0.5 | $1.7M | +6% | 4.2k | 410.71 |
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| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.4 | $1.7M | +33% | 41k | 41.08 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $1.6M | +5% | 38k | 42.55 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.4 | $1.6M | NEW | 23k | 68.13 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.6M | -5% | 27k | 58.06 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.6M | -44% | 9.5k | 164.35 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.6M | -21% | 31k | 50.60 |
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| Ishares Tr Investment Grade (IGEB) | 0.4 | $1.5M | +2% | 34k | 44.85 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $1.5M | +41% | 57k | 25.69 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $1.5M | +7% | 23k | 63.33 |
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| Biogen Idec (BIIB) | 0.4 | $1.4M | +78% | 6.6k | 215.63 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.2M | +131% | 1.2k | 970.21 |
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| Procter & Gamble Company (PG) | 0.3 | $1.1M | +8% | 6.7k | 162.25 |
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| Walt Disney Company (DIS) | 0.3 | $1.1M | +10% | 8.9k | 122.37 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.1M | 7.8k | 135.06 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | +149% | 2.2k | 481.54 |
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| Servicenow (NOW) | 0.3 | $1.0M | +2% | 1.3k | 762.40 |
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| Ishares Tr Short Treas Bd (SHV) | 0.3 | $1.0M | NEW | 9.1k | 110.54 |
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| Applied Materials (AMAT) | 0.3 | $997k | +99% | 4.8k | 206.25 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $994k | -27% | 4.3k | 228.58 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $985k | +2% | 19k | 51.28 |
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| Martin Marietta Materials (MLM) | 0.2 | $933k | NEW | 1.5k | 613.84 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $927k | +8% | 8.0k | 116.24 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $920k | 9.4k | 97.94 |
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| Hca Holdings (HCA) | 0.2 | $911k | -21% | 2.7k | 333.55 |
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| Palo Alto Networks (PANW) | 0.2 | $849k | -11% | 3.0k | 284.13 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $846k | +31% | 7.8k | 108.93 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $842k | +31% | 11k | 77.73 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $839k | +2% | 15k | 57.41 |
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| Danaher Corporation (DHR) | 0.2 | $835k | +105% | 3.3k | 249.68 |
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| Synopsys (SNPS) | 0.2 | $817k | +117% | 1.4k | 571.50 |
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| Merck & Co (MRK) | 0.2 | $809k | NEW | 6.1k | 131.95 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $808k | -3% | 19k | 42.01 |
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| Lululemon Athletica (LULU) | 0.2 | $806k | +3% | 2.1k | 390.65 |
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| Tesla Motors (TSLA) | 0.2 | $801k | -50% | 4.6k | 175.78 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $795k | 5.5k | 145.52 |
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| American Water Works (AWK) | 0.2 | $772k | +2% | 6.3k | 122.21 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.2 | $752k | 18k | 42.83 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $747k | 11k | 70.88 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.2 | $726k | NEW | 4.9k | 147.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $725k | 15k | 50.17 |
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| Diamondback Energy (FANG) | 0.2 | $705k | +8% | 3.6k | 198.15 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $704k | NEW | 18k | 39.53 |
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| Aptiv SHS (APTV) | 0.2 | $680k | +91% | 8.5k | 79.65 |
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| McDonald's Corporation (MCD) | 0.2 | $665k | +5% | 2.4k | 281.97 |
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| Broadcom (AVGO) | 0.2 | $653k | -3% | 492.00 | 1326.18 |
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| ConocoPhillips (COP) | 0.2 | $617k | NEW | 4.8k | 127.29 |
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| Linde SHS (LIN) | 0.2 | $614k | +8% | 1.3k | 464.18 |
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| MetLife (MET) | 0.2 | $608k | -2% | 8.2k | 74.11 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $600k | NEW | 1.0k | 581.21 |
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| Nike CL B (NKE) | 0.2 | $595k | +10% | 6.3k | 93.99 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $589k | NEW | 13k | 45.15 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $570k | -10% | 11k | 49.95 |
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| Metropcs Communications (TMUS) | 0.1 | $564k | NEW | 3.5k | 163.20 |
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| MercadoLibre (MELI) | 0.1 | $511k | +4% | 338.00 | 1511.96 |
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| Align Technology (ALGN) | 0.1 | $498k | -5% | 1.5k | 327.92 |
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| Arista Networks (ANET) | 0.1 | $478k | 1.6k | 289.98 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $446k | -11% | 3.8k | 116.25 |
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| Nextera Energy (NEE) | 0.1 | $436k | -4% | 6.8k | 63.91 |
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| Ptc (PTC) | 0.1 | $436k | 2.3k | 188.94 |
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| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.1 | $431k | 3.8k | 112.04 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $423k | NEW | 5.8k | 73.04 |
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| Iqvia Holdings (IQV) | 0.1 | $422k | -59% | 1.7k | 252.89 |
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| Cadence Design Systems (CDNS) | 0.1 | $418k | 1.3k | 311.28 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $413k | +10% | 2.3k | 179.52 |
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| Keysight Technologies (KEYS) | 0.1 | $410k | 2.6k | 156.38 |
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| Paychex (PAYX) | 0.1 | $401k | 3.3k | 122.78 |
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| O'reilly Automotive (ORLY) | 0.1 | $386k | 342.00 | 1128.88 |
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| Fastenal Company (FAST) | 0.1 | $380k | -4% | 4.9k | 77.15 |
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| Prologis (PLD) | 0.1 | $368k | 2.8k | 130.22 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $362k | 650.00 | 556.40 |
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| Booking Holdings (BKNG) | 0.1 | $338k | 93.00 | 3636.58 |
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| Illinois Tool Works (ITW) | 0.1 | $338k | 1.3k | 268.40 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $323k | -2% | 7.9k | 41.08 |
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| salesforce (CRM) | 0.1 | $311k | 1.0k | 301.18 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $294k | 1.4k | 210.30 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $283k | -56% | 2.9k | 97.53 |
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| Target Corporation (TGT) | 0.1 | $282k | -56% | 1.6k | 177.17 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $276k | 3.8k | 73.15 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $231k | +2% | 890.00 | 259.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $215k | NEW | 408.00 | 525.79 |
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Past Filings by Dohj
SEC 13F filings are viewable for Dohj going back to 2019
- 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
- Dohj 2020 Q3 filed Nov. 12, 2020
- Dohj 2020 Q2 filed Aug. 7, 2020