Dohj as of March 31, 2020
Portfolio Holdings for Dohj
Dohj holds 57 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr usa min vo (USMV) | 7.6 | $7.8M | 144k | 54.01 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 7.5 | $7.7M | 69k | 113.01 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 6.4 | $6.6M | 131k | 49.89 | |
| Ishares Tr core intl aggr (IAGG) | 6.3 | $6.5M | 119k | 54.69 | |
| iShares S&P 500 Index (IVV) | 4.7 | $4.8M | 19k | 258.40 | |
| iShares Lehman Aggregate Bond (AGG) | 4.3 | $4.4M | 39k | 115.38 | |
| Invesco Qqq Trust Series 1 (QQQ) | 4.3 | $4.4M | 23k | 190.39 | |
| Ishares Tr eafe min volat (EFAV) | 4.3 | $4.4M | 72k | 62.05 | |
| Amazon (AMZN) | 3.6 | $3.7M | 1.9k | 1949.90 | |
| Microsoft Corporation (MSFT) | 2.5 | $2.5M | 16k | 157.72 | |
| Apple (AAPL) | 2.4 | $2.5M | 9.6k | 254.33 | |
| iShares S&P MidCap 400 Index (IJH) | 2.2 | $2.3M | 16k | 143.88 | |
| Intel Corporation (INTC) | 1.9 | $2.0M | 37k | 54.12 | |
| Ishares Inc core msci emkt (IEMG) | 1.9 | $1.9M | 48k | 40.48 | |
| iShares Gold Trust | 1.8 | $1.9M | 123k | 15.07 | |
| First Trust Value Line Dividend Indx Fnd (FVD) | 1.8 | $1.9M | 67k | 27.68 | |
| Johnson & Johnson (JNJ) | 1.7 | $1.8M | 13k | 131.13 | |
| UnitedHealth (UNH) | 1.7 | $1.8M | 7.0k | 249.40 | |
| Visa (V) | 1.6 | $1.7M | 10k | 161.17 | |
| Home Depot (HD) | 1.6 | $1.6M | 8.8k | 186.75 | |
| Berkshire Hathaway (BRK.B) | 1.5 | $1.6M | 8.7k | 182.86 | |
| Cisco Systems (CSCO) | 1.5 | $1.6M | 40k | 39.31 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 1.5 | $1.6M | 35k | 44.84 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $1.5M | 1.3k | 1162.02 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.4 | $1.4M | 25k | 56.10 | |
| Facebook Inc cl a (META) | 1.3 | $1.4M | 8.3k | 166.79 | |
| Costco Wholesale Corporation (COST) | 1.3 | $1.3M | 4.7k | 285.13 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.3M | 15k | 90.01 | |
| Procter & Gamble Company (PG) | 1.3 | $1.3M | 12k | 110.03 | |
| Spdr Ser Tr cmn (SMLV) | 1.2 | $1.3M | 19k | 66.08 | |
| Amgen (AMGN) | 1.2 | $1.2M | 5.9k | 202.69 | |
| Merck & Co (MRK) | 1.1 | $1.2M | 15k | 76.93 | |
| Ishares Inc em mkt min vol (EEMV) | 1.1 | $1.1M | 23k | 46.90 | |
| Walt Disney Company (DIS) | 1.0 | $1.0M | 11k | 96.62 | |
| American Water Works (AWK) | 0.9 | $923k | 7.7k | 119.59 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.9 | $911k | 17k | 52.93 | |
| Nextera Energy (NEE) | 0.9 | $907k | 3.8k | 240.65 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.9 | $881k | 9.6k | 91.61 | |
| Comcast Corporation (CMCSA) | 0.8 | $841k | 25k | 34.38 | |
| 3M Company (MMM) | 0.8 | $824k | 6.0k | 136.54 | |
| Waste Management (WM) | 0.7 | $731k | 7.9k | 92.56 | |
| Starbucks Corporation (SBUX) | 0.6 | $666k | 10k | 65.75 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $568k | 15k | 37.96 | |
| Xylem (XYL) | 0.5 | $566k | 8.7k | 65.07 | |
| At&t (T) | 0.5 | $546k | 19k | 29.13 | |
| Boeing Company (BA) | 0.5 | $475k | 3.2k | 149.23 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.4 | $428k | 7.6k | 56.26 | |
| Hasbro (HAS) | 0.4 | $426k | 6.0k | 71.57 | |
| Clorox Company (CLX) | 0.4 | $376k | 2.2k | 173.27 | |
| MetLife (MET) | 0.4 | $373k | 12k | 30.58 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $292k | 916.00 | 318.78 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.3 | $284k | 6.5k | 43.67 | |
| Nike (NKE) | 0.3 | $282k | 3.4k | 82.65 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $217k | 840.00 | 258.33 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $210k | 960.00 | 218.75 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $210k | 5.0k | 41.88 | |
| Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.2 | $175k | 10k | 17.39 |
