Dohj as of Dec. 31, 2023
Portfolio Holdings for Dohj
Dohj holds 138 positions in its portfolio as reported in the December 2023 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 | $25M | 214k | 115.09 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 6.8 | $23M | 218k | 105.23 | |
| Ishares Tr National Mun Etf (MUB) | 6.7 | $23M | 208k | 108.41 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 5.9 | $20M | 189k | 104.92 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.2 | $14M | 201k | 70.35 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 3.8 | $13M | 169k | 75.54 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 3.1 | $10M | 122k | 85.06 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 2.5 | $8.5M | 178k | 47.74 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $7.0M | 17k | 409.52 | |
| Ishares Tr Core Total Usd (IUSB) | 1.7 | $5.8M | 127k | 46.07 | |
| Microsoft Corporation (MSFT) | 1.7 | $5.7M | 15k | 376.05 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $5.5M | 12k | 475.31 | |
| Ishares Tr Mbs Etf (MBB) | 1.6 | $5.4M | 58k | 94.08 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.5 | $5.1M | 145k | 35.41 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.4 | $4.8M | 61k | 79.22 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.4 | $4.8M | 28k | 173.89 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 1.4 | $4.8M | 53k | 91.05 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $4.7M | 63k | 75.10 | |
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 1.3 | $4.3M | 249k | 17.09 | |
| Ishares Tr Core Msci Total (IXUS) | 1.2 | $3.9M | 60k | 64.93 | |
| Apple (AAPL) | 1.1 | $3.7M | 19k | 192.53 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $3.7M | 34k | 108.25 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $3.6M | 13k | 277.16 | |
| Amazon (AMZN) | 1.1 | $3.6M | 24k | 151.94 | |
| Ishares Esg Awr Msci Em (ESGE) | 1.1 | $3.6M | 112k | 32.06 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $3.4M | 15k | 232.63 | |
| NVIDIA Corporation (NVDA) | 1.0 | $3.3M | 6.7k | 495.22 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 1.0 | $3.3M | 141k | 23.27 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 1.0 | $3.3M | 65k | 50.47 | |
| Visa Com Cl A (V) | 0.9 | $3.1M | 12k | 260.35 | |
| UnitedHealth (UNH) | 0.9 | $3.0M | 5.7k | 526.47 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.8M | 20k | 139.69 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $2.8M | 55k | 50.62 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $2.7M | 51k | 52.10 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $2.7M | 70k | 38.01 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $2.5M | 17k | 147.14 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $2.5M | 4.2k | 596.60 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.7 | $2.4M | 90k | 26.40 | |
| Cintas Corporation (CTAS) | 0.7 | $2.3M | 3.9k | 602.66 | |
| Intuit (INTU) | 0.7 | $2.3M | 3.7k | 625.09 | |
| Tesla Motors (TSLA) | 0.7 | $2.3M | 9.3k | 248.47 | |
| Costco Wholesale Corporation (COST) | 0.7 | $2.2M | 3.4k | 660.10 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $2.2M | 23k | 96.85 | |
| Waste Management (WM) | 0.6 | $2.1M | 12k | 179.11 | |
| S&p Global (SPGI) | 0.6 | $2.1M | 4.7k | 440.55 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $2.0M | 39k | 51.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | 5.4k | 356.65 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.8M | 24k | 75.35 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.8M | 11k | 156.74 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $1.7M | 22k | 78.03 | |
| Coca-Cola Company (KO) | 0.5 | $1.6M | 27k | 58.93 | |
| Bank of America Corporation (BAC) | 0.5 | $1.6M | 46k | 33.67 | |
| Deere & Company (DE) | 0.5 | $1.6M | 3.9k | 399.92 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $1.5M | 37k | 42.22 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.5M | 28k | 53.82 | |
| Ishares Tr Investment Grade (IGEB) | 0.4 | $1.5M | 33k | 45.25 | |
| Meta Platforms Cl A (META) | 0.4 | $1.5M | 4.2k | 353.96 | |
| Home Depot (HD) | 0.4 | $1.5M | 4.2k | 346.55 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.5M | 8.6k | 170.09 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $1.3M | 22k | 61.90 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.3M | 6.0k | 213.34 | |
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.3 | $1.2M | 31k | 37.72 | |
| Lululemon Athletica (LULU) | 0.3 | $1.0M | 2.0k | 511.29 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.3 | $1.0M | 40k | 25.30 | |
| Palo Alto Networks (PANW) | 0.3 | $997k | 3.4k | 294.88 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $957k | 19k | 51.27 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $955k | 7.8k | 122.75 | |
| Biogen Idec (BIIB) | 0.3 | $951k | 3.7k | 258.77 | |
| Hca Holdings (HCA) | 0.3 | $945k | 3.5k | 270.71 | |
| Iqvia Holdings (IQV) | 0.3 | $943k | 4.1k | 231.38 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $915k | 9.2k | 99.26 | |
| Servicenow (NOW) | 0.3 | $914k | 1.3k | 706.49 | |
| Procter & Gamble Company (PG) | 0.3 | $904k | 6.2k | 146.54 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $843k | 4.9k | 170.45 | |
| American Water Works (AWK) | 0.2 | $814k | 6.2k | 131.99 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $776k | 20k | 39.03 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $759k | 5.5k | 139.02 | |
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.2 | $752k | 17k | 43.26 | |
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $746k | 14k | 52.34 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $739k | 11k | 69.34 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $737k | 7.4k | 99.98 | |
| Walt Disney Company (DIS) | 0.2 | $726k | 8.0k | 90.29 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $687k | 14k | 47.90 | |
| McDonald's Corporation (MCD) | 0.2 | $662k | 2.2k | 296.47 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $652k | 5.9k | 110.66 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $639k | 8.3k | 77.39 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.2 | $638k | 31k | 20.62 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $636k | 13k | 49.80 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.2 | $635k | 4.3k | 146.31 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $633k | 6.3k | 99.79 | |
| Starbucks Corporation (SBUX) | 0.2 | $623k | 6.5k | 96.01 | |
| Nike CL B (NKE) | 0.2 | $619k | 5.7k | 108.58 | |
| Albemarle Corporation (ALB) | 0.2 | $583k | 4.0k | 144.48 | |
| Broadcom (AVGO) | 0.2 | $572k | 512.00 | 1117.05 | |
| MetLife (MET) | 0.2 | $559k | 8.4k | 66.13 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $558k | 6.6k | 84.14 | |
| TJX Companies (TJX) | 0.2 | $529k | 5.6k | 93.80 | |
| Target Corporation (TGT) | 0.2 | $525k | 3.7k | 142.41 | |
| MercadoLibre (MELI) | 0.2 | $511k | 325.00 | 1571.54 | |
| EOG Resources (EOG) | 0.2 | $509k | 4.2k | 120.95 | |
| Diamondback Energy (FANG) | 0.2 | $509k | 3.3k | 155.06 | |
| Anthem (ELV) | 0.1 | $506k | 1.1k | 471.74 | |
| Constellation Brands Cl A (STZ) | 0.1 | $503k | 2.1k | 241.70 | |
| Linde SHS (LIN) | 0.1 | $501k | 1.2k | 410.63 | |
| Lam Research Corporation | 0.1 | $500k | 639.00 | 783.16 | |
| Cisco Systems (CSCO) | 0.1 | $476k | 9.4k | 50.52 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $445k | 8.1k | 55.28 | |
| Align Technology (ALGN) | 0.1 | $441k | 1.6k | 274.00 | |
| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.1 | $436k | 3.9k | 112.51 | |
| Nextera Energy (NEE) | 0.1 | $435k | 7.2k | 60.74 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $419k | 856.00 | 489.99 | |
| Keysight Technologies (KEYS) | 0.1 | $418k | 2.6k | 159.09 | |
| Ptc (PTC) | 0.1 | $402k | 2.3k | 174.96 | |
| Aptiv SHS (APTV) | 0.1 | $399k | 4.5k | 89.72 | |
| Applied Materials (AMAT) | 0.1 | $393k | 2.4k | 162.07 | |
| Arista Networks (ANET) | 0.1 | $392k | 1.7k | 235.51 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $390k | 515.00 | 756.98 | |
| Enbridge (ENB) | 0.1 | $389k | 11k | 36.02 | |
| Paychex (PAYX) | 0.1 | $386k | 3.2k | 119.12 | |
| Danaher Corporation (DHR) | 0.1 | $377k | 1.6k | 231.34 | |
| Prologis (PLD) | 0.1 | $377k | 2.8k | 133.29 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $375k | 878.00 | 426.51 | |
| Cadence Design Systems (CDNS) | 0.1 | $359k | 1.3k | 272.37 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $345k | 2.1k | 165.51 | |
| Synopsys (SNPS) | 0.1 | $338k | 656.00 | 514.91 | |
| Fastenal Company (FAST) | 0.1 | $334k | 5.1k | 64.77 | |
| Illinois Tool Works (ITW) | 0.1 | $330k | 1.3k | 262.03 | |
| Booking Holdings (BKNG) | 0.1 | $330k | 93.00 | 3547.22 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $330k | 650.00 | 507.38 | |
| O'reilly Automotive (ORLY) | 0.1 | $328k | 345.00 | 950.08 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $326k | 8.1k | 40.21 | |
| Cummins (CMI) | 0.1 | $325k | 1.4k | 239.57 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $281k | 1.4k | 200.71 | |
| salesforce (CRM) | 0.1 | $272k | 1.0k | 263.14 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $268k | 710.00 | 376.87 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $250k | 10k | 24.48 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $245k | 3.8k | 65.05 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $205k | 865.00 | 237.25 |
