Dohj as of March 31, 2024
Portfolio Holdings for Dohj
Dohj holds 135 positions in its portfolio as reported in the March 2024 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 | $28M | 217k | 127.12 | |
| Ishares Tr National Mun Etf (MUB) | 7.2 | $27M | 252k | 107.60 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.6 | $21M | 184k | 115.30 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 5.2 | $20M | 171k | 114.96 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $17M | 223k | 74.22 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 3.7 | $14M | 174k | 79.91 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 3.2 | $12M | 129k | 93.19 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 2.2 | $8.1M | 173k | 47.06 | |
| Ishares Tr Core Msci Total (IXUS) | 2.1 | $7.9M | 117k | 67.86 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $7.8M | 18k | 444.00 | |
| Microsoft Corporation (MSFT) | 1.7 | $6.4M | 15k | 420.71 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $6.3M | 12k | 523.09 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $6.3M | 34k | 186.81 | |
| NVIDIA Corporation (NVDA) | 1.7 | $6.2M | 6.9k | 903.57 | |
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 1.6 | $6.1M | 358k | 17.02 | |
| Ishares Tr Core Total Usd (IUSB) | 1.6 | $6.0M | 132k | 45.59 | |
| Ishares Tr Mbs Etf (MBB) | 1.5 | $5.7M | 62k | 92.42 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.5 | $5.5M | 151k | 36.19 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.4 | $5.4M | 14k | 397.77 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $5.4M | 64k | 84.44 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 1.3 | $4.8M | 48k | 100.81 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $4.6M | 76k | 60.74 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 1.2 | $4.5M | 195k | 22.99 | |
| Amazon (AMZN) | 1.1 | $4.3M | 24k | 180.38 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $4.1M | 37k | 110.52 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 1.0 | $3.8M | 66k | 57.47 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.9 | $3.5M | 109k | 32.23 | |
| Apple (AAPL) | 0.9 | $3.3M | 19k | 171.48 | |
| Visa Com Cl A (V) | 0.9 | $3.3M | 12k | 279.08 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.9 | $3.2M | 80k | 40.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.0M | 20k | 150.93 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $3.0M | 12k | 249.85 | |
| UnitedHealth (UNH) | 0.8 | $3.0M | 6.0k | 494.74 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.8 | $2.9M | 107k | 26.86 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $2.6M | 49k | 54.40 | |
| Cintas Corporation (CTAS) | 0.7 | $2.6M | 3.7k | 687.08 | |
| Costco Wholesale Corporation (COST) | 0.7 | $2.6M | 3.5k | 732.70 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $2.5M | 48k | 51.06 | |
| Waste Management (WM) | 0.7 | $2.5M | 12k | 213.15 | |
| Intuit (INTU) | 0.6 | $2.4M | 3.6k | 649.93 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.3M | 5.5k | 420.50 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $2.1M | 4.2k | 504.60 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.6 | $2.1M | 41k | 50.69 | |
| Meta Platforms Cl A (META) | 0.5 | $2.0M | 4.2k | 485.59 | |
| S&p Global (SPGI) | 0.5 | $2.0M | 4.7k | 425.43 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $1.9M | 18k | 103.79 | |
| Bank of America Corporation (BAC) | 0.5 | $1.9M | 50k | 37.92 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.9M | 23k | 79.86 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.9M | 12k | 158.19 | |
| Constellation Brands Cl A (STZ) | 0.5 | $1.8M | 6.7k | 271.75 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $1.8M | 22k | 83.58 | |
| Home Depot (HD) | 0.5 | $1.7M | 4.5k | 383.61 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.7M | 8.7k | 200.31 | |
| Coca-Cola Company (KO) | 0.5 | $1.7M | 28k | 61.18 | |
| Deere & Company (DE) | 0.5 | $1.7M | 4.2k | 410.71 | |
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.4 | $1.7M | 41k | 41.08 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $1.6M | 38k | 42.55 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.4 | $1.6M | 23k | 68.13 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.6M | 27k | 58.06 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.6M | 9.5k | 164.35 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.6M | 31k | 50.60 | |
| Ishares Tr Investment Grade (IGEB) | 0.4 | $1.5M | 34k | 44.85 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $1.5M | 57k | 25.69 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $1.5M | 23k | 63.33 | |
| Biogen Idec (BIIB) | 0.4 | $1.4M | 6.6k | 215.63 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.2M | 1.2k | 970.21 | |
| Procter & Gamble Company (PG) | 0.3 | $1.1M | 6.7k | 162.25 | |
| Walt Disney Company (DIS) | 0.3 | $1.1M | 8.9k | 122.37 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.1M | 7.8k | 135.06 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | 2.2k | 481.54 | |
| Servicenow (NOW) | 0.3 | $1.0M | 1.3k | 762.40 | |
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $1.0M | 9.1k | 110.54 | |
| Applied Materials (AMAT) | 0.3 | $997k | 4.8k | 206.25 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $994k | 4.3k | 228.58 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $985k | 19k | 51.28 | |
| Martin Marietta Materials (MLM) | 0.2 | $933k | 1.5k | 613.84 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $927k | 8.0k | 116.24 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $920k | 9.4k | 97.94 | |
| Hca Holdings (HCA) | 0.2 | $911k | 2.7k | 333.55 | |
| Palo Alto Networks (PANW) | 0.2 | $849k | 3.0k | 284.13 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $846k | 7.8k | 108.93 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $842k | 11k | 77.73 | |
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $839k | 15k | 57.41 | |
| Danaher Corporation (DHR) | 0.2 | $835k | 3.3k | 249.68 | |
| Synopsys (SNPS) | 0.2 | $817k | 1.4k | 571.50 | |
| Merck & Co (MRK) | 0.2 | $809k | 6.1k | 131.95 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $808k | 19k | 42.01 | |
| Lululemon Athletica (LULU) | 0.2 | $806k | 2.1k | 390.65 | |
| Tesla Motors (TSLA) | 0.2 | $801k | 4.6k | 175.78 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $795k | 5.5k | 145.52 | |
| American Water Works (AWK) | 0.2 | $772k | 6.3k | 122.21 | |
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.2 | $752k | 18k | 42.83 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $747k | 11k | 70.88 | |
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.2 | $726k | 4.9k | 147.74 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $725k | 15k | 50.17 | |
| Diamondback Energy (FANG) | 0.2 | $705k | 3.6k | 198.15 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $704k | 18k | 39.53 | |
| Aptiv SHS (APTV) | 0.2 | $680k | 8.5k | 79.65 | |
| McDonald's Corporation (MCD) | 0.2 | $665k | 2.4k | 281.97 | |
| Broadcom (AVGO) | 0.2 | $653k | 492.00 | 1326.18 | |
| ConocoPhillips (COP) | 0.2 | $617k | 4.8k | 127.29 | |
| Linde SHS (LIN) | 0.2 | $614k | 1.3k | 464.18 | |
| MetLife (MET) | 0.2 | $608k | 8.2k | 74.11 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $600k | 1.0k | 581.21 | |
| Nike CL B (NKE) | 0.2 | $595k | 6.3k | 93.99 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $589k | 13k | 45.15 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $570k | 11k | 49.95 | |
| Metropcs Communications (TMUS) | 0.1 | $564k | 3.5k | 163.20 | |
| MercadoLibre (MELI) | 0.1 | $511k | 338.00 | 1511.96 | |
| Align Technology (ALGN) | 0.1 | $498k | 1.5k | 327.92 | |
| Arista Networks (ANET) | 0.1 | $478k | 1.6k | 289.98 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $446k | 3.8k | 116.25 | |
| Nextera Energy (NEE) | 0.1 | $436k | 6.8k | 63.91 | |
| Ptc (PTC) | 0.1 | $436k | 2.3k | 188.94 | |
| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.1 | $431k | 3.8k | 112.04 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $423k | 5.8k | 73.04 | |
| Iqvia Holdings (IQV) | 0.1 | $422k | 1.7k | 252.89 | |
| Cadence Design Systems (CDNS) | 0.1 | $418k | 1.3k | 311.28 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $413k | 2.3k | 179.52 | |
| Keysight Technologies (KEYS) | 0.1 | $410k | 2.6k | 156.38 | |
| Paychex (PAYX) | 0.1 | $401k | 3.3k | 122.78 | |
| O'reilly Automotive (ORLY) | 0.1 | $386k | 342.00 | 1128.88 | |
| Fastenal Company (FAST) | 0.1 | $380k | 4.9k | 77.15 | |
| Prologis (PLD) | 0.1 | $368k | 2.8k | 130.22 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $362k | 650.00 | 556.40 | |
| Booking Holdings (BKNG) | 0.1 | $338k | 93.00 | 3636.58 | |
| Illinois Tool Works (ITW) | 0.1 | $338k | 1.3k | 268.40 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $323k | 7.9k | 41.08 | |
| salesforce (CRM) | 0.1 | $311k | 1.0k | 301.18 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $294k | 1.4k | 210.30 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $283k | 2.9k | 97.53 | |
| Target Corporation (TGT) | 0.1 | $282k | 1.6k | 177.17 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $276k | 3.8k | 73.15 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $231k | 890.00 | 259.86 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $215k | 408.00 | 525.79 |
