Dohj as of March 31, 2023
Portfolio Holdings for Dohj
Dohj holds 88 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 9.1 | $18M | 270k | 66.85 | |
| Ishares Tr National Mun Etf (MUB) | 5.9 | $12M | 109k | 107.74 | |
| Ishares Tr Core Msci Total (IXUS) | 4.7 | $9.2M | 149k | 61.95 | |
| Ishares Tr Rus Top 200 Etf (IWL) | 4.4 | $8.8M | 90k | 97.31 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.4 | $8.7M | 41k | 210.92 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.6 | $7.1M | 22k | 320.93 | |
| Ishares Tr Core Intl Aggr (IAGG) | 3.3 | $6.6M | 134k | 48.95 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 3.1 | $6.2M | 68k | 90.45 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 3.0 | $6.0M | 84k | 71.84 | |
| Ishares Tr Core Div Grwth (DGRO) | 2.9 | $5.7M | 115k | 49.99 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $5.6M | 14k | 409.40 | |
| Microsoft Corporation (MSFT) | 2.7 | $5.2M | 18k | 288.30 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.6 | $5.2M | 53k | 99.64 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.6 | $5.2M | 103k | 50.66 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.6 | $5.2M | 28k | 189.56 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.2 | $4.4M | 48k | 90.55 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.1 | $4.2M | 122k | 34.13 | |
| Apple (AAPL) | 1.7 | $3.4M | 21k | 164.90 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $2.6M | 41k | 63.89 | |
| Amazon (AMZN) | 1.3 | $2.5M | 24k | 103.29 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.2 | $2.4M | 34k | 72.74 | |
| UnitedHealth (UNH) | 1.2 | $2.4M | 5.1k | 472.55 | |
| Waste Management (WM) | 1.2 | $2.3M | 14k | 163.16 | |
| Cintas Corporation (CTAS) | 1.2 | $2.3M | 5.0k | 462.71 | |
| Visa Com Cl A (V) | 1.2 | $2.3M | 10k | 225.46 | |
| NVIDIA Corporation (NVDA) | 1.1 | $2.3M | 8.1k | 277.78 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.1 | $2.2M | 37k | 59.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.2M | 21k | 103.73 | |
| Costco Wholesale Corporation (COST) | 1.1 | $2.1M | 4.3k | 496.89 | |
| Tesla Motors (TSLA) | 1.0 | $2.0M | 9.9k | 207.45 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 1.0 | $2.0M | 26k | 77.99 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.0M | 6.4k | 308.77 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $1.9M | 4.9k | 385.37 | |
| Johnson & Johnson (JNJ) | 1.0 | $1.9M | 12k | 155.00 | |
| Coca-Cola Company (KO) | 0.9 | $1.9M | 30k | 62.03 | |
| Deere & Company (DE) | 0.8 | $1.7M | 4.0k | 412.91 | |
| Intuit (INTU) | 0.8 | $1.7M | 3.7k | 445.82 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.8 | $1.5M | 49k | 31.48 | |
| Home Depot (HD) | 0.7 | $1.4M | 4.6k | 295.12 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.6 | $1.1M | 17k | 67.65 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | 8.6k | 130.31 | |
| Bank of America Corporation (BAC) | 0.6 | $1.1M | 38k | 28.60 | |
| S&p Global (SPGI) | 0.5 | $1.1M | 3.1k | 344.73 | |
| Procter & Gamble Company (PG) | 0.5 | $1.0M | 6.9k | 148.68 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $956k | 13k | 71.52 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $935k | 18k | 53.47 | |
| Nike CL B (NKE) | 0.5 | $919k | 7.5k | 122.64 | |
| American Water Works (AWK) | 0.5 | $913k | 6.2k | 146.49 | |
| Agilent Technologies Inc C ommon (A) | 0.5 | $912k | 6.6k | 138.34 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $876k | 8.0k | 109.66 | |
| Starbucks Corporation (SBUX) | 0.4 | $854k | 8.2k | 104.12 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $853k | 4.6k | 186.02 | |
| Meta Platforms Cl A (META) | 0.4 | $834k | 3.9k | 211.94 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $832k | 18k | 45.17 | |
| Walt Disney Company (DIS) | 0.4 | $782k | 7.8k | 100.13 | |
| Target Corporation (TGT) | 0.3 | $689k | 4.2k | 165.64 | |
| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.3 | $635k | 6.0k | 105.13 | |
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.3 | $617k | 4.7k | 132.53 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $614k | 6.3k | 97.93 | |
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.3 | $543k | 16k | 33.99 | |
| Nextera Energy (NEE) | 0.3 | $514k | 6.7k | 77.08 | |
| MetLife (MET) | 0.2 | $481k | 8.3k | 57.94 | |
| Ishares Tr Global Mater Etf (MXI) | 0.2 | $470k | 5.6k | 83.67 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $461k | 8.3k | 55.74 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $455k | 12k | 37.37 | |
| Cisco Systems (CSCO) | 0.2 | $434k | 8.3k | 52.27 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $430k | 1.7k | 250.22 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.2 | $428k | 7.7k | 55.54 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $420k | 4.3k | 96.70 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.2 | $390k | 16k | 23.74 | |
| Prologis (PLD) | 0.2 | $358k | 2.9k | 124.79 | |
| Illinois Tool Works (ITW) | 0.2 | $311k | 1.3k | 243.49 | |
| Align Technology (ALGN) | 0.2 | $299k | 896.00 | 334.14 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $298k | 650.00 | 458.41 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $295k | 5.6k | 52.36 | |
| Paychex (PAYX) | 0.1 | $285k | 2.5k | 114.61 | |
| Fastenal Company (FAST) | 0.1 | $281k | 5.2k | 53.94 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $279k | 5.1k | 54.57 | |
| Cummins (CMI) | 0.1 | $268k | 1.1k | 238.96 | |
| Metropcs Communications (TMUS) | 0.1 | $259k | 1.8k | 144.84 | |
| Booking Holdings (BKNG) | 0.1 | $252k | 95.00 | 2652.41 | |
| Enbridge (ENB) | 0.1 | $252k | 6.6k | 38.15 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $250k | 1.4k | 178.40 | |
| O'reilly Automotive (ORLY) | 0.1 | $250k | 294.00 | 848.98 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $236k | 710.00 | 332.62 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $225k | 1.1k | 204.18 | |
| salesforce (CRM) | 0.1 | $220k | 1.1k | 199.78 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $213k | 3.9k | 55.36 |
