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Dohj, LLC Top Holdings and 13F Report (2025)

About Dohj, LLC

Investment Activity

  • Dohj, LLC has $437.74 million in total holdings as of March 31, 2025.
  • Dohj, LLC owns shares of 148 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
  • Approximately 9.78% of the portfolio was purchased this quarter.
  • About 6.79% of the portfolio was sold this quarter.
  • This quarter, Dohj, LLC has purchased 136 new stocks and bought additional shares in 62 stocks.
  • Dohj, LLC sold shares of 62 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

464287457 - iShares 1-3 Year Treasury Bond ETF
$3,586,208 Holding
921937835 - Vanguard Total Bond Market ETF
$1,844,552 Holding
464287309 - iShares S&P 500 Growth ETF
$1,257,782 Holding
33739N108 - First Trust Managed Municipal ETF
$866,759 Holding
808524805 - Schwab International Equity ETF
$689,175 Holding

Largest Purchases this Quarter

iShares National Muni Bond ETF
36,572 shares (about $3.86M)
iShares 1-3 Year Treasury Bond ETF
43,348 shares (about $3.59M)
iShares Core U.S. Aggregate Bond ETF
31,897 shares (about $3.16M)
Vanguard Total Bond Market ETF
25,113 shares (about $1.84M)

Largest Sales this Quarter

Vanguard ESG International Stock ETF
47,233 shares (about $2.79M)
iShares Core Total USD Bond Market ETF
58,126 shares (about $2.68M)
iShares ESG Aware MSCI USA ETF
19,572 shares (about $2.39M)
Cintas
9,086 shares (about $1.87M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDohj, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$33,551,514$3,856,149 13.0%318,2057.7%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$27,260,054$4,345,991 19.0%223,4256.2%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$26,036,231$1,651,122 -6.0%189,4785.9%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$19,191,796$2,386,022 -11.1%157,4264.4%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$16,977,849$11,188 -0.1%30,3513.9%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$16,761,032$25,040 -0.1%221,5603.8%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$15,085,489$1,077,745 7.7%154,0123.4%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$14,311,131$724,101 5.3%175,1883.3%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,803,945$429,532 4.1%23,0402.5%Finance
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$9,567,542$1,174,891 -10.9%201,5072.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$8,380,051$63,403 -0.8%19,9581.9%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,425,941$117,202 1.6%39,0301.7%Retail/Wholesale
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$7,295,080$2,678,452 -26.9%158,3131.7%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$6,990,721$726,738 11.6%18,6231.6%Computer and Technology
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$6,400,111$47,362 -0.7%162,5631.5%ETF
SMB
VanEck Short Muni ETF
$6,242,358$49,435 -0.8%364,3041.4%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$6,110,030$1,269,965 26.2%65,1531.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$5,538,933$3,155,255 132.4%55,9941.3%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$5,277,116$281,462 -5.1%48,6911.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$5,245,834$490,908 10.3%23,6161.2%Computer and Technology
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$5,120,331$11,777 0.2%49,9981.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,803,916$172,483 -3.5%82,3291.1%ETF
Visa Inc. stock logo
V
Visa
$4,535,854$91,467 -2.0%12,9431.0%Business Services
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$4,366,281$130,084 -2.9%124,9291.0%Manufacturing
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$4,012,375$1,153,439 -22.3%173,9970.9%Manufacturing
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$3,991,929$202,158 5.3%149,0080.9%Manufacturing
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$3,933,180$4,997,088 -56.0%56,3410.9%Manufacturing
iShares Investment Grade Bond Factor ETF stock logo
IGEB
iShares Investment Grade Bond Factor ETF
$3,748,568$723,266 23.9%83,2830.9%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$3,708,721$467,038 14.4%62,9240.8%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$3,586,208$3,586,208 New Holding43,3480.8%Manufacturing
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,548,893$726,970 25.8%20,7670.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,392,429$459,070 15.6%6,3700.8%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,381,099$1,892 -0.1%3,5750.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,359,012$49,795 1.5%21,7210.8%Computer and Technology
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$3,231,030$282,258 9.6%63,2910.7%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$3,145,320$20,700 -0.7%31,4530.7%ETF
Adobe Inc. stock logo
ADBE
Adobe
$2,836,505$418,419 17.3%7,3960.6%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,816,221$132,810 -4.5%34,4580.6%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$2,768,195$87,512 3.3%11,9570.6%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,637,658$129,369 5.2%5,0360.6%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,574,685$54,756 2.2%4,4670.6%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$2,530,121$27,435 -1.1%4,9800.6%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,435,741$40,718 1.7%9,9300.6%Finance
Intuit Inc. stock logo
INTU
Intuit
$2,434,496$17,192 -0.7%3,9650.6%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,400,443$29,908 -1.2%22,9550.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,370,086$389,237 19.7%14,2910.5%Medical
iShares ESG Select Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
$2,355,396$687,314 41.2%60,2870.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,304,363$5,497 -0.2%6,2880.5%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$2,270,081$20,650 0.9%4,8370.5%Industrials
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$2,233,341$203,880 10.0%58,1450.5%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$2,230,732$147,250 7.1%31,1470.5%Consumer Staples
Bank of America Co. stock logo
BAC
Bank of America
$2,186,518$38,350 -1.7%52,3970.5%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,135,280$426,904 25.0%11,2040.5%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$2,133,405$2,785,777 -56.6%36,1720.5%ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$2,126,374$169,655 8.7%84,3130.5%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$2,085,621$163,655 8.5%39,8250.5%Manufacturing
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$2,047,827$186,062 10.0%30,4100.5%Manufacturing
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$1,996,408$892,999 80.9%19,2420.5%ETF
General Electric stock logo
GE
General Electric
$1,850,183$924,891 100.0%9,2440.4%Transportation
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,844,552$1,844,552 New Holding25,1130.4%ETF
Synopsys, Inc. stock logo
SNPS
Synopsys
$1,816,609$1,132,593 165.6%4,2360.4%Computer and Technology
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$1,734,665$126,148 -6.8%37,1690.4%Manufacturing
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,611,487$10,070 -0.6%26,0840.4%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,561,091$26,786 -1.7%16,6680.4%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$1,508,204$33,544 -2.2%23,7400.3%ETF
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$1,497,845$524,669 53.9%8,4960.3%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,466,372$27,439 -1.8%8,6040.3%Consumer Staples
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$1,403,307$1,052,278 -42.9%27,7000.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,367,970$58,643 -4.1%2,4960.3%Business Services
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,366,414$26,574 -1.9%28,0230.3%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$1,287,644$21,840 1.7%7,0160.3%Consumer Staples
Salesforce, Inc. stock logo
CRM
Salesforce
$1,277,533$182,735 -12.5%4,7610.3%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,257,782$1,257,782 New Holding13,5490.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,255,805$69,100 5.8%10,5590.3%Energy
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,235,816$77,297 6.7%20,9600.3%Finance
Biogen Inc. stock logo
BIIB
Biogen
$1,175,697$22,031 -1.8%8,5920.3%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,170,460$65,528 -5.3%6,8590.3%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,161,153$22,432 2.0%3,7270.3%Medical
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,067,092$75,137 -6.6%7,5980.2%Manufacturing
Workday, Inc. stock logo
WDAY
Workday
$1,020,059$598,771 142.1%4,3680.2%Computer and Technology
Cintas Co. stock logo
CTAS
Cintas
$1,014,606$1,867,270 -64.8%4,9370.2%Business Services
APTIV PLC
$1,006,026$447,797 80.2%16,9080.2%COM SHS
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$1,004,207$17,818 1.8%16,5700.2%ETF
Danaher Co. stock logo
DHR
Danaher
$986,135$633,915 180.0%4,8100.2%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$985,495$60,897 6.6%3,8030.2%Auto/Tires/Trucks
The Walt Disney Company stock logo
DIS
Walt Disney
$978,036$24,379 -2.4%9,9090.2%Consumer Discretionary
ASML Holding stock logo
ASML
ASML
$974,332$2,651 -0.3%1,4700.2%Computer and Technology
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$947,564$164,341 -14.8%22,2850.2%ETF
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$945,635$1,060,573 -52.9%3,5460.2%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$919,974$170,701 -15.7%3,5570.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$894,139$6,195 -0.7%5,3400.2%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$893,269$214,162 -19.3%1,1220.2%Computer and Technology
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$884,016$36,302 -3.9%20,4070.2%ETF
Fiserv, Inc. stock logo
FI
Fiserv
$867,641$42,841 -4.7%3,9290.2%Business Services
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$866,759$866,759 New Holding17,1900.2%Manufacturing
PDD Holdings Inc. stock logo
PDD
PDD
$830,107$165,808 25.0%7,0140.2%Retail/Wholesale
Booking Holdings Inc. stock logo
BKNG
Booking
$779,522$78,413 -9.1%1690.2%Retail/Wholesale
iShares MSCI ACWI Low Carbon Target ETF stock logo
CRBN
iShares MSCI ACWI Low Carbon Target ETF
$749,192$95,967 -11.4%3,9190.2%ETF
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$745,232$17,558 -2.3%3820.2%Retail/Wholesale
MetLife, Inc. stock logo
MET
MetLife
$740,439$35,649 5.1%9,2220.2%Finance

Showing largest 100 holdings. View all holdings.
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