Dohj as of June 30, 2023
Portfolio Holdings for Dohj
Dohj holds 86 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 8.6 | $20M | 296k | 67.50 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 6.4 | $15M | 152k | 97.84 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 6.3 | $15M | 150k | 97.46 | |
| Ishares Tr National Mun Etf (MUB) | 5.2 | $12M | 114k | 106.73 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.7 | $11M | 50k | 220.16 | |
| Ishares Tr Rus Top 200 Etf (IWL) | 4.1 | $9.6M | 90k | 106.64 | |
| Ishares Tr Core Msci Total (IXUS) | 4.1 | $9.5M | 152k | 62.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.6 | $8.3M | 23k | 369.43 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 3.0 | $6.9M | 94k | 72.93 | |
| Ishares Tr Core Intl Aggr (IAGG) | 2.9 | $6.6M | 135k | 49.29 | |
| Ishares Tr Core Div Grwth (DGRO) | 2.6 | $6.0M | 117k | 51.53 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.3 | $5.5M | 28k | 198.89 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.2 | $5.1M | 102k | 50.22 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.2 | $5.1M | 147k | 34.38 | |
| Microsoft Corporation (MSFT) | 2.2 | $5.0M | 15k | 340.55 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $4.8M | 49k | 97.95 | |
| Apple (AAPL) | 1.7 | $4.1M | 21k | 193.97 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $3.5M | 8.0k | 443.28 | |
| Amazon (AMZN) | 1.5 | $3.4M | 26k | 130.36 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 1.4 | $3.3M | 39k | 84.17 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $3.1M | 20k | 161.19 | |
| NVIDIA Corporation (NVDA) | 1.3 | $3.1M | 7.4k | 423.02 | |
| Tesla Motors (TSLA) | 1.1 | $2.6M | 10k | 261.76 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.1 | $2.5M | 34k | 74.33 | |
| UnitedHealth (UNH) | 1.1 | $2.5M | 5.2k | 480.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.4M | 21k | 119.70 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.0 | $2.4M | 42k | 58.98 | |
| Cintas Corporation (CTAS) | 1.0 | $2.4M | 4.9k | 497.10 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $2.4M | 4.9k | 488.99 | |
| Waste Management (WM) | 1.0 | $2.4M | 14k | 173.42 | |
| Visa Com Cl A (V) | 1.0 | $2.4M | 10k | 237.49 | |
| Costco Wholesale Corporation (COST) | 1.0 | $2.4M | 4.4k | 538.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.3M | 6.7k | 340.99 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.1M | 13k | 165.52 | |
| Coca-Cola Company (KO) | 0.8 | $1.8M | 30k | 60.22 | |
| Intuit (INTU) | 0.7 | $1.7M | 3.7k | 458.19 | |
| Deere & Company (DE) | 0.7 | $1.7M | 4.2k | 405.22 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.7 | $1.6M | 51k | 31.63 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $1.6M | 22k | 72.50 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.6M | 4.5k | 343.85 | |
| Home Depot (HD) | 0.6 | $1.5M | 4.8k | 310.67 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.4M | 9.4k | 145.44 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $1.3M | 19k | 70.48 | |
| S&p Global (SPGI) | 0.5 | $1.2M | 3.1k | 400.95 | |
| Bank of America Corporation (BAC) | 0.5 | $1.2M | 42k | 28.69 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.5 | $1.1M | 17k | 67.50 | |
| Procter & Gamble Company (PG) | 0.5 | $1.1M | 7.2k | 151.73 | |
| Meta Platforms Cl A (META) | 0.5 | $1.0M | 3.7k | 286.98 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $912k | 8.5k | 107.25 | |
| American Water Works (AWK) | 0.4 | $906k | 6.3k | 142.76 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $859k | 19k | 46.18 | |
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.4 | $855k | 6.4k | 133.05 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $826k | 4.6k | 180.03 | |
| Agilent Technologies Inc C ommon (A) | 0.3 | $807k | 6.7k | 120.26 | |
| Nike CL B (NKE) | 0.3 | $806k | 7.3k | 110.37 | |
| Starbucks Corporation (SBUX) | 0.3 | $790k | 8.0k | 99.06 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $742k | 14k | 54.41 | |
| Walt Disney Company (DIS) | 0.3 | $722k | 8.1k | 89.28 | |
| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.3 | $632k | 6.1k | 103.29 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $623k | 6.4k | 97.97 | |
| Target Corporation (TGT) | 0.2 | $559k | 4.2k | 131.89 | |
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.2 | $507k | 14k | 35.62 | |
| Nextera Energy (NEE) | 0.2 | $492k | 6.6k | 74.20 | |
| MetLife (MET) | 0.2 | $477k | 8.4k | 56.53 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $442k | 1.7k | 261.54 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $434k | 4.4k | 99.65 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.2 | $430k | 7.7k | 55.57 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $422k | 12k | 36.39 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $410k | 1.9k | 220.26 | |
| Cisco Systems (CSCO) | 0.2 | $402k | 7.8k | 51.74 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.2 | $384k | 17k | 22.70 | |
| Prologis (PLD) | 0.2 | $355k | 2.9k | 122.65 | |
| Illinois Tool Works (ITW) | 0.1 | $319k | 1.3k | 250.23 | |
| Align Technology (ALGN) | 0.1 | $317k | 896.00 | 353.64 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $313k | 5.9k | 53.11 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $311k | 650.00 | 478.91 | |
| Fastenal Company (FAST) | 0.1 | $309k | 5.2k | 58.99 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $284k | 5.2k | 54.98 | |
| Paychex (PAYX) | 0.1 | $280k | 2.5k | 111.85 | |
| O'reilly Automotive (ORLY) | 0.1 | $278k | 291.00 | 955.30 | |
| Cummins (CMI) | 0.1 | $278k | 1.1k | 245.12 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $262k | 1.4k | 187.27 | |
| Booking Holdings (BKNG) | 0.1 | $257k | 95.00 | 2700.33 | |
| Enbridge (ENB) | 0.1 | $244k | 6.6k | 37.15 | |
| salesforce (CRM) | 0.1 | $232k | 1.1k | 211.26 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $229k | 3.7k | 61.01 |
