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

About Dohj, LLC

Investment Activity

  • Dohj, LLC has $344.18 million in total holdings as of June 30, 2025.
  • Dohj, LLC owns shares of 144 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
  • Approximately 17.82% of the portfolio was purchased this quarter.
  • About 41.49% of the portfolio was sold this quarter.
  • This quarter, Dohj, LLC has purchased 148 new stocks and bought additional shares in 44 stocks.
  • Dohj, LLC sold shares of 71 stocks and completely divested from 30 stocks this quarter.

Largest New Holdings this Quarter

922908363 - Vanguard S&P 500 ETF
$3,689,148 Holding
464288158 - iShares Short-Term National Muni Bond ETF
$1,375,473 Holding
092528603 - iShares Flexible Income Active ETF
$894,361 Holding
438516106 - Honeywell International
$802,845 Holding
38141G104 - The Goldman Sachs Group
$774,875 Holding

Largest Purchases this Quarter

iShares MBS ETF
64,078 shares (about $5.92M)
Schwab International Equity ETF
291,970 shares (about $5.86M)
Vanguard S&P 500 ETF
7,497 shares (about $3.69M)
Vanguard Total Bond Market ETF
49,051 shares (about $3.56M)
First Trust Managed Municipal ETF
68,096 shares (about $3.36M)

Largest Sales this Quarter

iShares Core S&P Total U.S. Stock Market ETF
187,637 shares (about $21.92M)
SPDR S&P 500 ETF Trust
28,496 shares (about $15.26M)
Vanguard ESG U.S. Stock ETF
143,434 shares (about $13.46M)
iShares Russell Top 200 ETF
96,365 shares (about $12.69M)
SPDR Dow Jones Industrial Average ETF Trust
19,245 shares (about $7.62M)

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
$31,593,884$1,337,196 -4.1%305,2849.2%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$16,683,703$1,676,908 -9.1%143,0484.8%Manufacturing
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$15,167,330$677,559 4.7%183,3804.4%Manufacturing
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$14,396,173$2,619,650 -15.4%187,4504.2%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$12,262,920$12,691,206 -50.9%93,1133.6%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$11,938,355$5,919,523 98.4%129,2313.5%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$8,979,568$454,997 -4.8%191,7892.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$7,181,579$1,710,933 31.3%73,5062.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$6,695,826$276,294 -4.0%17,8851.9%Computer and Technology
SMB
VanEck Short Muni ETF
$6,598,736$431,072 7.0%389,7661.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,588,514$460,353 -6.5%36,4811.9%Retail/Wholesale
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$6,562,385$5,862,758 838.0%326,8121.9%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$6,247,298$50,401 -0.8%161,2621.8%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$6,070,704$2,671,758 78.6%37,0911.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,055,204$4,417,876 -42.2%13,3211.8%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,634,104$633,007 12.7%54,8541.6%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$5,379,082$3,557,647 195.3%74,1641.6%ETF
Apple Inc. stock logo
AAPL
Apple
$4,925,677$93,910 1.9%24,0751.4%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,387,880$193,717 -4.2%78,8481.3%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$4,213,982$3,364,624 396.1%85,2861.2%Manufacturing
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$4,180,382$21,917,803 -84.0%35,7881.2%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$4,145,882$154,167 -3.6%120,4501.2%Manufacturing
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,102,685$613,841 17.6%4,2041.2%Retail/Wholesale
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$4,083,406$328,119 8.7%68,4221.2%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$3,922,942$3,278,755 -45.5%86,2371.1%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,692,834$337,149 10.0%7,0101.1%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,689,148$3,689,148 New Holding7,4971.1%ETF
Visa Inc. stock logo
V
Visa
$3,667,052$660,718 -15.3%10,9671.1%Business Services
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$3,553,526$1,542,733 76.7%19,8001.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$3,440,506$3,218,527 1,449.9%42,0961.0%ETF
iShares Aaa - A Rated Corporate Bond ETF stock logo
QLTA
iShares Aaa - A Rated Corporate Bond ETF
$3,351,215$2,710,849 423.3%71,6071.0%ETF
iShares ESG Select Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
$3,222,042$970,918 43.1%86,2890.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,194,086$180,202 -5.3%20,5610.9%Computer and Technology
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$3,027,072$1,877,255 -38.3%30,8600.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,767,721$375,774 15.7%11,4900.8%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$2,679,813$53,958 -2.0%11,7210.8%Business Services
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$2,641,985$1,299,045 -33.0%116,6440.8%Manufacturing
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$2,547,009$424,136 20.0%69,7620.7%ETF
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$2,289,998$1,937,287 549.3%102,2320.7%ETF
Intuit Inc. stock logo
INTU
Intuit
$2,215,259$147,803 -6.3%3,7170.6%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$2,199,940$83,122 -3.6%30,0130.6%Consumer Staples
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,191,556$55,503 -2.5%22,3880.6%ETF
Deere & Company stock logo
DE
Deere & Company
$2,174,369$33,318 -1.5%4,7640.6%Industrials
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$2,163,287$90,410 4.4%41,5620.6%Manufacturing
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,130,274$24,820 -1.2%4,9780.6%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$2,111,835$129,383 -5.8%5,9250.6%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,109,180$111,410 -5.0%13,5740.6%Medical
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$2,070,874$1,826,157 746.2%64,3730.6%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,055,172$629,263 44.1%12,4010.6%Consumer Staples
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,006,154$317,884 -13.7%3,8560.6%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,859,667$170,734 -8.4%47,9910.5%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,855,925$1,590,162 598.3%8,8200.5%ETF
Adobe Inc. stock logo
ADBE
Adobe
$1,758,668$844,315 -32.4%4,9970.5%Computer and Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,736,922$1,846,709 -51.5%21,0100.5%Manufacturing
Amgen Inc. stock logo
AMGN
Amgen
$1,657,123$621,386 60.0%5,9630.5%Medical
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,485,438$20,876 -1.4%16,4370.4%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$1,483,927$62,740 -4.1%22,7770.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,479,975$53,255 -3.5%25,1780.4%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,375,473$1,375,473 New Holding13,0770.4%ETF
Constellation Brands Inc stock logo
STZ
Constellation Brands
$1,296,740$17,230 -1.3%6,9240.4%Consumer Staples
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$1,278,377$791,337 -38.2%18,7830.4%Manufacturing
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,253,333$48,702 -3.7%20,1760.4%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$1,245,253$1,096,650 -46.8%2,6480.4%Finance
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$1,231,981$699,873 -36.2%12,2710.4%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,150,217$2,806,577 -70.9%16,3780.3%Manufacturing
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,139,740$6,013 0.5%10,6150.3%Energy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,062,502$363,548 52.0%7,4000.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,059,572$114,821 12.2%5,9890.3%Computer and Technology
Biogen Inc. stock logo
BIIB
Biogen
$1,046,131$30,842 3.0%8,8530.3%Medical
iShares Investment Grade Systematic Bond ETF stock logo
IGEB
iShares Investment Grade Systematic Bond ETF
$1,037,100$2,645,704 -71.8%23,4530.3%ETF
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$997,485$33,790 3.5%17,1510.3%ETF
Cintas Corporation stock logo
CTAS
Cintas
$995,800$29,490 -2.9%4,7950.3%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$993,182$15,256,989 -93.9%1,8550.3%Finance
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$992,641$13,459,867 -93.1%10,5780.3%ETF
GE Aerospace stock logo
GE
GE Aerospace
$974,901$815,322 -45.5%5,0340.3%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$971,530$18,052 1.9%3,8750.3%Auto/Tires/Trucks
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$955,534$695,085 266.9%1,1520.3%Medical
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$952,401$714,962 -42.9%21,2310.3%Manufacturing
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$913,315$6,224 -0.7%3,5220.3%Computer and Technology
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$894,361$894,361 New Holding17,2420.3%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$878,365$4,326 0.5%20,5080.3%ETF
Synopsys, Inc. stock logo
SNPS
Synopsys
$878,121$910,206 -50.9%2,0800.3%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$876,600$10,222 -1.2%3,5160.3%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$849,467$15,450 -1.8%9,7320.2%Consumer Discretionary
Honeywell International Inc. stock logo
HON
Honeywell International
$802,845$802,845 New Holding4,0690.2%Multi-Sector Conglomerates
AbbVie Inc. stock logo
ABBV
AbbVie
$801,924$236,381 41.8%4,5290.2%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$792,104$530,365 -40.1%1,4950.2%Business Services
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$774,875$774,875 New Holding1,4640.2%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$744,314$258 0.0%14,4110.2%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$726,554$185,296 -20.3%8940.2%Computer and Technology
iShares MSCI ACWI Low Carbon Target ETF stock logo
CRBN
iShares MSCI ACWI Low Carbon Target ETF
$723,174$9,156 -1.3%3,8700.2%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$721,204$721,204 New Holding4,7400.2%Computer and Technology
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$709,939$363,785 105.1%1,2080.2%Medical
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$698,134$698,134 New Holding1,2020.2%Industrials
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$690,980$77,487 12.6%6,5810.2%Medical
MetLife, Inc. stock logo
MET
MetLife
$654,419$30,215 -4.4%8,8150.2%Finance
NIKE, Inc. stock logo
NKE
NIKE
$650,667$75,236 13.1%11,3380.2%Consumer Discretionary
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$609,649$609,649 New Holding5,2510.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$586,801$586,801 New Holding3,5590.2%ETF
J P MORGAN EXCHANGE TRADED F
$578,043$578,043 New Holding8,8170.2%U S TECH LEADERS

Showing largest 100 holdings. View all holdings.
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