Dohj as of June 30, 2024
Portfolio Holdings for Dohj
Dohj holds 138 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr National Mun Etf (MUB) | 7.2 | $29M | 269k | 106.55 | |
| Ishares Tr Rus Top 200 Etf (IWL) | 6.7 | $27M | 202k | 133.95 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.6 | $22M | 188k | 118.78 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 5.1 | $21M | 173k | 119.32 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.2 | $17M | 231k | 72.64 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 3.7 | $15M | 187k | 78.78 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 3.3 | $13M | 136k | 96.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $8.8M | 18k | 479.11 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 2.2 | $8.8M | 188k | 46.61 | |
| Ishares Tr Core Msci Total (IXUS) | 2.1 | $8.4M | 124k | 67.56 | |
| NVIDIA Corporation (NVDA) | 1.9 | $7.6M | 62k | 123.54 | |
| Microsoft Corporation (MSFT) | 1.9 | $7.5M | 17k | 446.94 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $7.0M | 13k | 544.21 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.6 | $6.4M | 69k | 92.54 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.5 | $6.0M | 160k | 37.67 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.5 | $5.9M | 11k | 535.08 | |
| Ishares Tr Mbs Etf (MBB) | 1.5 | $5.8M | 63k | 91.81 | |
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 1.4 | $5.7M | 334k | 17.00 | |
| Ishares Tr Core Total Usd (IUSB) | 1.4 | $5.6M | 124k | 45.22 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.4 | $5.5M | 63k | 88.11 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 1.2 | $5.0M | 48k | 103.85 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 1.2 | $4.7M | 209k | 22.72 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $4.7M | 44k | 106.66 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $4.7M | 80k | 58.52 | |
| Amazon (AMZN) | 1.1 | $4.6M | 24k | 193.25 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 1.1 | $4.3M | 75k | 57.27 | |
| Ishares Esg Awr Msci Em (ESGE) | 1.1 | $4.3M | 127k | 33.53 | |
| Apple (AAPL) | 1.0 | $4.2M | 20k | 210.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.7M | 20k | 182.15 | |
| Costco Wholesale Corporation (COST) | 0.9 | $3.6M | 4.3k | 849.90 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.9 | $3.5M | 133k | 26.19 | |
| UnitedHealth (UNH) | 0.9 | $3.5M | 6.8k | 509.24 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $3.4M | 66k | 51.09 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $3.3M | 6.0k | 555.54 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $3.3M | 85k | 38.50 | |
| Visa Com Cl A (V) | 0.8 | $3.2M | 12k | 262.46 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $2.8M | 53k | 53.04 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $2.7M | 16k | 170.76 | |
| Cintas Corporation (CTAS) | 0.7 | $2.6M | 3.7k | 700.33 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $2.5M | 25k | 102.30 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.5M | 10k | 242.11 | |
| Waste Management (WM) | 0.6 | $2.4M | 11k | 213.33 | |
| Intuit (INTU) | 0.6 | $2.4M | 3.7k | 657.16 | |
| Ishares Tr Short Treas Bd (SHV) | 0.6 | $2.3M | 21k | 110.50 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $2.3M | 54k | 42.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.3M | 5.6k | 406.79 | |
| S&p Global (SPGI) | 0.5 | $2.2M | 4.9k | 445.98 | |
| Ishares Tr Investment Grade (IGEB) | 0.5 | $2.1M | 48k | 44.36 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.1M | 26k | 78.33 | |
| Bank of America Corporation (BAC) | 0.5 | $2.0M | 51k | 39.77 | |
| Constellation Brands Cl A (STZ) | 0.5 | $2.0M | 7.6k | 257.29 | |
| Meta Platforms Cl A (META) | 0.5 | $1.9M | 3.8k | 504.19 | |
| Coca-Cola Company (KO) | 0.5 | $1.8M | 29k | 63.65 | |
| Biogen Idec (BIIB) | 0.5 | $1.8M | 7.9k | 231.82 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.8M | 13k | 146.15 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.8M | 9.0k | 202.27 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.4 | $1.7M | 25k | 67.43 | |
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.4 | $1.7M | 43k | 39.57 | |
| Deere & Company (DE) | 0.4 | $1.7M | 4.5k | 373.67 | |
| Home Depot (HD) | 0.4 | $1.6M | 4.7k | 344.25 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $1.5M | 61k | 25.44 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $1.5M | 18k | 83.96 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.5M | 26k | 57.61 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $1.5M | 24k | 61.64 | |
| Procter & Gamble Company (PG) | 0.3 | $1.3M | 7.6k | 164.91 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.3M | 25k | 50.11 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.2M | 8.1k | 150.50 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $1.2M | 24k | 51.24 | |
| salesforce (CRM) | 0.3 | $1.2M | 4.5k | 257.12 | |
| Palo Alto Networks (PANW) | 0.3 | $1.2M | 3.4k | 339.01 | |
| Servicenow (NOW) | 0.3 | $1.1M | 1.4k | 786.67 | |
| Applied Materials (AMAT) | 0.3 | $1.0M | 4.4k | 235.97 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.0M | 5.7k | 182.02 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.0M | 2.3k | 441.16 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $967k | 21k | 46.58 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $957k | 8.9k | 107.12 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $920k | 8.0k | 115.11 | |
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $906k | 15k | 59.41 | |
| Walt Disney Company (DIS) | 0.2 | $887k | 8.9k | 99.30 | |
| American Water Works (AWK) | 0.2 | $885k | 6.9k | 129.16 | |
| Synopsys (SNPS) | 0.2 | $881k | 1.5k | 595.06 | |
| Broadcom (AVGO) | 0.2 | $865k | 539.00 | 1604.97 | |
| Hca Holdings (HCA) | 0.2 | $834k | 2.6k | 321.27 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $834k | 19k | 43.93 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $806k | 3.7k | 218.06 | |
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.2 | $798k | 19k | 42.55 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $784k | 20k | 38.41 | |
| Lululemon Athletica (LULU) | 0.2 | $765k | 2.6k | 298.70 | |
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.2 | $752k | 5.4k | 140.02 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $746k | 7.7k | 97.08 | |
| Tesla Motors (TSLA) | 0.2 | $735k | 3.7k | 197.87 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $719k | 15k | 49.42 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $703k | 5.4k | 129.63 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.2 | $656k | 4.9k | 132.95 | |
| McDonald's Corporation (MCD) | 0.2 | $650k | 2.5k | 254.80 | |
| Metropcs Communications (TMUS) | 0.2 | $649k | 3.7k | 176.19 | |
| Ross Stores (ROST) | 0.2 | $614k | 4.2k | 145.30 | |
| MercadoLibre (MELI) | 0.2 | $608k | 370.00 | 1643.40 | |
| Diamondback Energy (FANG) | 0.2 | $607k | 3.0k | 200.19 | |
| ConocoPhillips (COP) | 0.1 | $584k | 5.1k | 114.39 | |
| MetLife (MET) | 0.1 | $582k | 8.3k | 70.19 | |
| Fiserv (FI) | 0.1 | $567k | 3.8k | 149.04 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $554k | 8.0k | 69.35 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $522k | 5.1k | 102.71 | |
| Nike CL B (NKE) | 0.1 | $501k | 6.6k | 75.37 | |
| Arista Networks | 0.1 | $492k | 1.4k | 350.48 | |
| Nextera Energy (NEE) | 0.1 | $486k | 6.9k | 70.81 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $481k | 24k | 20.00 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $481k | 6.2k | 77.14 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $476k | 6.6k | 72.06 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $472k | 9.5k | 49.92 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $456k | 2.5k | 183.27 | |
| FedEx Corporation (FDX) | 0.1 | $452k | 1.5k | 299.84 | |
| Ptc (PTC) | 0.1 | $446k | 2.5k | 181.67 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $440k | 6.0k | 72.87 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $439k | 453.00 | 967.95 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $437k | 427.00 | 1023.49 | |
| Danaher Corporation (DHR) | 0.1 | $426k | 1.7k | 249.84 | |
| Martin Marietta Materials (MLM) | 0.1 | $413k | 762.00 | 541.82 | |
| Iqvia Holdings (IQV) | 0.1 | $392k | 1.9k | 211.44 | |
| Paychex (PAYX) | 0.1 | $390k | 3.3k | 118.57 | |
| Aptiv SHS | 0.1 | $376k | 5.3k | 70.42 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $373k | 8.8k | 42.59 | |
| Booking Holdings (BKNG) | 0.1 | $370k | 93.00 | 3979.65 | |
| Align Technology (ALGN) | 0.1 | $367k | 1.5k | 241.43 | |
| O'reilly Automotive (ORLY) | 0.1 | $361k | 342.00 | 1056.06 | |
| Workday Cl A (WDAY) | 0.1 | $356k | 1.6k | 223.56 | |
| Prologis (PLD) | 0.1 | $320k | 2.8k | 112.29 | |
| Fastenal Company (FAST) | 0.1 | $311k | 5.0k | 62.85 | |
| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.1 | $305k | 2.8k | 110.01 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $303k | 3.8k | 80.13 | |
| Illinois Tool Works (ITW) | 0.1 | $300k | 1.3k | 236.97 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $284k | 1.4k | 202.89 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $279k | 712.00 | 391.40 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $249k | 454.00 | 547.71 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $237k | 2.4k | 100.41 | |
| Target Corporation (TGT) | 0.1 | $221k | 1.5k | 148.01 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $219k | 4.3k | 50.66 |
