Dohj
Latest statistics and disclosures from Dohj's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, MUB, IWL, VO, IAGG, and represent 33.41% of Dohj's stock portfolio.
- Added to shares of these 10 stocks: IEFA, IWL, ITOT, VB, AMZN, IXUS, IAU, ESGD, TIP, ESGE.
- Started 1 new stock positions in VTV.
- Reduced shares in these 10 stocks: IVV (-$6.6M), IJR, ESGU, LQD, MUB, AGG, IEF, , VO, IAGG.
- Sold out of its positions in ALGN, BKNG, IVV, LQD, IEF, SLV, SUSC, SUSB, CRM, TRV. VXUS, BNDX.
- Dohj was a net seller of stock by $-1.5M.
- Dohj has $176M in assets under management (AUM), dropping by -15.46%.
- Central Index Key (CIK): 0001801881
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Portfolio Holdings for Dohj
Dohj holds 81 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 8.9 | $16M | +36% | 265k | 58.85 | |
| Ishares Tr National Mun Etf (MUB) | 7.8 | $14M | -7% | 130k | 106.36 | |
| Ishares Tr Rus Top 200 Etf (IWL) | 7.6 | $13M | +38% | 149k | 89.81 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 5.3 | $9.2M | -6% | 47k | 196.97 | |
| Ishares Tr Core Intl Aggr (IAGG) | 3.8 | $6.7M | -7% | 135k | 49.81 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 3.3 | $5.8M | -22% | 69k | 83.90 | |
| Ishares Tr Tips Bd Etf (TIP) | 3.3 | $5.8M | +9% | 51k | 113.92 | |
| Ishares Tr Core Div Grwth (DGRO) | 2.8 | $5.0M | 105k | 47.64 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.8 | $4.9M | +6% | 140k | 34.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $4.6M | -3% | 16k | 280.28 | |
| Microsoft Corporation (MSFT) | 2.6 | $4.5M | 17k | 256.85 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 2.4 | $4.1M | +383% | 24k | 176.11 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $3.7M | -23% | 36k | 101.68 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.0 | $3.6M | +1591% | 43k | 83.78 | |
| Ishares Gold Tr Ishares New (IAU) | 2.0 | $3.5M | +67% | 101k | 34.31 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.7 | $3.0M | -6% | 43k | 70.22 | |
| Apple (AAPL) | 1.6 | $2.8M | 21k | 136.71 | ||
| UnitedHealth (UNH) | 1.6 | $2.8M | -4% | 5.4k | 513.71 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.5 | $2.7M | -7% | 66k | 40.85 | |
| Tesla Motors (TSLA) | 1.5 | $2.7M | +3% | 4.0k | 673.35 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.5 | $2.7M | 49k | 54.59 | ||
| Amazon (AMZN) | 1.5 | $2.6M | +1917% | 24k | 106.20 | |
| Waste Management (WM) | 1.3 | $2.3M | -6% | 15k | 152.96 | |
| Ishares Tr Core Msci Total (IXUS) | 1.3 | $2.3M | +757% | 40k | 57.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.1M | 965.00 | 2179.27 | ||
| Cintas Corporation (CTAS) | 1.2 | $2.1M | -9% | 5.6k | 373.54 | |
| Johnson & Johnson (JNJ) | 1.2 | $2.1M | -6% | 12k | 177.48 | |
| Visa Com Cl A (V) | 1.2 | $2.1M | 10k | 196.87 | ||
| Costco Wholesale Corporation (COST) | 1.1 | $1.9M | +4% | 3.9k | 479.42 | |
| Coca-Cola Company (KO) | 1.1 | $1.9M | -6% | 30k | 62.91 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.0 | $1.8M | +90% | 29k | 62.75 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $1.7M | -71% | 19k | 92.39 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.7M | -4% | 6.3k | 273.06 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $1.6M | 4.3k | 366.11 | ||
| NVIDIA Corporation (NVDA) | 0.8 | $1.3M | 8.9k | 151.59 | ||
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.7 | $1.2M | -6% | 20k | 63.30 | |
| Intuit (INTU) | 0.7 | $1.2M | 3.2k | 385.65 | ||
| Procter & Gamble Company (PG) | 0.6 | $1.1M | +6% | 7.3k | 143.77 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.0M | +3% | 9.3k | 112.65 | |
| Deere & Company (DE) | 0.6 | $1.0M | -6% | 3.4k | 299.41 | |
| S&p Global (SPGI) | 0.6 | $992k | -8% | 2.9k | 337.19 | |
| Home Depot (HD) | 0.6 | $973k | +24% | 3.5k | 274.32 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.5 | $927k | +101% | 29k | 32.30 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $859k | +19% | 6.2k | 137.46 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $853k | 10k | 85.60 | ||
| Nike CL B (NKE) | 0.5 | $851k | -9% | 8.3k | 102.26 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $850k | +20% | 9.6k | 89.00 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $825k | +17% | 8.7k | 94.36 | |
| American Water Works (AWK) | 0.5 | $803k | -7% | 5.4k | 148.70 | |
| Agilent Technologies Inc C ommon (A) | 0.4 | $783k | -12% | 6.6k | 118.76 | |
| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.4 | $762k | -8% | 7.3k | 104.30 | |
| MetLife (MET) | 0.4 | $752k | -4% | 12k | 62.83 | |
| Bank of America Corporation (BAC) | 0.4 | $739k | +9% | 24k | 31.14 | |
| Nextera Energy (NEE) | 0.4 | $714k | -2% | 9.2k | 77.47 | |
| Starbucks Corporation (SBUX) | 0.4 | $713k | -6% | 9.3k | 76.37 | |
| Walt Disney Company (DIS) | 0.4 | $671k | -2% | 7.1k | 94.41 | |
| Cisco Systems (CSCO) | 0.4 | $627k | -26% | 15k | 42.65 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $620k | -14% | 4.0k | 153.54 | |
| Meta Platforms Cl A (META) | 0.4 | $618k | 3.8k | 161.32 | ||
| Raytheon Technologies Corp (RTX) | 0.3 | $547k | +15% | 5.7k | 96.08 | |
| Target Corporation (TGT) | 0.3 | $472k | -23% | 3.3k | 141.19 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $471k | +4% | 15k | 31.49 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $419k | NEW | 3.2k | 131.80 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $407k | -9% | 7.3k | 55.43 | |
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.2 | $389k | +15% | 13k | 30.56 | |
| Yum! Brands (YUM) | 0.2 | $360k | -50% | 3.2k | 113.64 | |
| Paychex (PAYX) | 0.2 | $359k | -8% | 3.2k | 113.72 | |
| Prologis (PLD) | 0.2 | $347k | -4% | 2.9k | 117.79 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $325k | -6% | 860.00 | 377.91 | |
| O'reilly Automotive (ORLY) | 0.2 | $283k | -10% | 448.00 | 631.70 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $273k | 659.00 | 414.26 | ||
| Cummins (CMI) | 0.2 | $270k | -18% | 1.4k | 193.41 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.2 | $268k | +17% | 4.4k | 60.69 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $262k | 5.0k | 52.19 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $257k | -62% | 5.2k | 49.86 | |
| Fastenal Company (FAST) | 0.1 | $255k | -5% | 5.1k | 49.97 | |
| Enbridge (ENB) | 0.1 | $249k | -5% | 5.9k | 42.25 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $246k | 1.5k | 169.19 | ||
| Illinois Tool Works (ITW) | 0.1 | $224k | 1.2k | 182.26 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $219k | 710.00 | 308.45 | ||
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $211k | 3.3k | 63.75 |
Past Filings by Dohj
SEC 13F filings are viewable for Dohj going back to 2019
- 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
- Dohj 2020 Q1 filed May 4, 2020
- Dohj 2019 Q4 filed Feb. 10, 2020