Dohj, LLC Top Holdings and 13F Report (2024)

→ They say it’s ‘unstoppable’ – How I made 43,509% (From Investing Daily) (Ad)

About Dohj, LLC

Investment Activity

Dohj, LLC has $376.91 million in total holdings as of March 31, 2024.
Dohj, LLC owns shares of 135 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
Approximately 12.60% of the portfolio was purchased this quarter.
About 7.13% of the portfolio was sold this quarter.
This quarter, Dohj, LLC has purchased 138 new stocks and bought additional shares in 75 stocks.
Dohj, LLC sold shares of 43 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

iShares Russell Top 200 ETF: $27,523,697
iShares National Muni Bond ETF: $27,093,043
iShares Core S&P Total U.S. Stock Market ETF: $21,228,729
iShares ESG Aware MSCI USA ETF: $19,680,508
iShares Core MSCI EAFE ETF: $16,529,101

Largest New Holdings this Quarter

iShares ESG Advanced MSCI EAFE ETF: $1,592,811 Holding
iShares Short Treasury Bond ETF: $1,007,836 Holding
Martin Marietta Materials: $933,031 Holding
Merck & Co., Inc.: $808,843 Holding
iShares U.S. Basic Materials ETF: $725,530 Holding

Largest Purchases this Quarter

SPDR Dow Jones Industrial Average ETF Trust: 12,967 shares (about $5.16M)
iShares National Muni Bond ETF: 44,154 shares (about $4.75M)
iShares Core MSCI Total International Stock ETF: 56,738 shares (about $3.85M)
iShares Core S&P Mid-Cap ETF: 62,393 shares (about $3.79M)
Vanguard ESG International Stock ETF: 57,748 shares (about $3.32M)

Largest Sales this Quarter

iShares Core S&P Total U.S. Stock Market ETF: 33,806 shares (about $3.90M)
iShares ESG Aware MSCI USA ETF: 18,247 shares (about $2.10M)
iShares MSCI USA Quality Factor ETF: 7,745 shares (about $1.27M)
iShares Treasury Floating Rate Bond ETF: 23,303 shares (about $1.18M)
Tesla: 4,692 shares (about $824.76K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWL iShares Russell Top 200 ETF	$27,523,697	$274,961 ▲	1.0%	216,517	7.3%	ETF
MUB iShares National Muni Bond ETF	$27,093,043	$4,750,972 ▲	21.3%	251,794	7.2%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$21,228,729	$3,897,839 ▼	-15.5%	184,117	5.6%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$19,680,508	$2,097,680 ▼	-9.6%	171,194	5.2%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$16,529,101	$1,627,794 ▲	10.9%	222,704	4.4%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$13,915,414	$400,908 ▲	3.0%	174,139	3.7%	Manufacturing
ESGV Vanguard ESG US Stock ETF	$12,031,138	$680,475 ▲	6.0%	129,103	3.2%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$8,143,160	$216,805 ▼	-2.6%	173,038	2.2%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$7,947,034	$3,850,249 ▲	94.0%	117,109	2.1%	Manufacturing
QQQ Invesco QQQ	$7,758,476	$132,312 ▲	1.7%	17,474	2.1%	Finance
MSFT Microsoft	$6,371,189	$20,615 ▼	-0.3%	15,144	1.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$6,326,237	$286,130 ▲	4.7%	12,094	1.7%	Finance
IVE iShares S&P 500 Value ETF	$6,325,278	$1,163,841 ▲	22.5%	33,859	1.7%	ETF
NVDA NVIDIA	$6,241,838	$197,881 ▲	3.3%	6,908	1.7%	Computer and Technology
SMB VanEck Short Muni ETF	$6,099,506	$1,864,387 ▲	44.0%	358,373	1.6%	ETF
IUSB iShares Core Total USD Bond Market ETF	$5,998,770	$231,734 ▲	4.0%	131,581	1.6%	Manufacturing
MBB iShares MBS ETF	$5,699,475	$362,935 ▲	6.8%	61,669	1.5%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$5,475,883	$214,137 ▲	4.1%	151,309	1.5%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$5,440,335	$5,157,916 ▲	1,826.3%	13,677	1.4%	Finance
IVW iShares S&P 500 Growth ETF	$5,383,143	$99,217 ▲	1.9%	63,751	1.4%	ETF
DSI iShares MSCI KLD 400 Social ETF	$4,813,744	$475,517 ▼	-9.0%	47,751	1.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,589,306	$3,789,729 ▲	474.0%	75,557	1.2%	ETF
SUSC iShares ESG Aware USD Corporate Bond ETF	$4,472,252	$1,222,518 ▲	37.6%	194,530	1.2%	Manufacturing
AMZN Amazon.com	$4,275,962	$15,152 ▲	0.4%	23,705	1.1%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$4,132,529	$364,050 ▲	9.7%	37,392	1.1%	ETF
VSGX Vanguard ESG International Stock ETF	$3,781,799	$3,318,765 ▲	716.7%	65,805	1.0%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$3,519,107	$74,323 ▼	-2.1%	109,187	0.9%	Manufacturing
AAPL Apple	$3,326,753	$857 ▼	0.0%	19,400	0.9%	Computer and Technology
V Visa	$3,303,232	$19,815 ▲	0.6%	11,836	0.9%	Business Services
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$3,208,872	$400,364 ▲	14.3%	79,684	0.9%	ETF
GOOGL Alphabet	$3,035,051	$302 ▼	0.0%	20,109	0.8%	Computer and Technology
VO Vanguard Mid-Cap ETF	$3,003,987	$646,121 ▼	-17.7%	12,023	0.8%	ETF
UNH UnitedHealth Group	$2,963,465	$119,231 ▲	4.2%	5,990	0.8%	Medical
FALN iShares Fallen Angels USD Bond ETF	$2,885,060	$479,397 ▲	19.9%	107,411	0.8%	Manufacturing
EFV iShares MSCI EAFE Value ETF	$2,649,880	$133,008 ▼	-4.8%	48,711	0.7%	ETF
CTAS Cintas	$2,575,171	$79,014 ▼	-3.0%	3,748	0.7%	Industrial Products
COST Costco Wholesale	$2,573,258	$84,261 ▲	3.4%	3,512	0.7%	Consumer Defensive
FLOT iShares Floating Rate Bond ETF	$2,458,081	$339,907 ▼	-12.1%	48,141	0.7%	ETF
WM Waste Management	$2,451,899	$22,807 ▼	-0.9%	11,503	0.7%	Business Services
INTU Intuit	$2,359,880	$49,394 ▼	-2.1%	3,631	0.6%	Computer and Technology
BRK.B Berkshire Hathaway	$2,326,654	$36,163 ▲	1.6%	5,533	0.6%	Finance
ADBE Adobe	$2,140,009	$3,028 ▲	0.1%	4,241	0.6%	Computer and Technology
TFLO iShares Treasury Floating Rate Bond ETF	$2,098,928	$1,181,233 ▼	-36.0%	41,407	0.6%	ETF
META Meta Platforms	$2,031,702	$9,226 ▲	0.5%	4,184	0.5%	Computer and Technology
SPGI S&P Global	$1,985,920	$425 ▲	0.0%	4,668	0.5%	Business Services
EFG iShares MSCI EAFE Growth ETF	$1,909,476	$491,147 ▼	-20.5%	18,397	0.5%	ETF
BAC Bank of America	$1,894,381	$135,944 ▲	7.7%	49,957	0.5%	Finance
EFA iShares MSCI EAFE ETF	$1,864,687	$87,049 ▼	-4.5%	23,349	0.5%	Finance
JNJ Johnson & Johnson	$1,855,865	$78,145 ▲	4.4%	11,732	0.5%	Medical
STZ Constellation Brands	$1,833,489	$1,268,252 ▲	224.4%	6,747	0.5%	Consumer Staples
USMV iShares MSCI USA Min Vol Factor ETF	$1,822,801	$19,391 ▼	-1.1%	21,809	0.5%	ETF
HD Home Depot	$1,736,618	$106,645 ▲	6.5%	4,527	0.5%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$1,734,855	$21,833 ▲	1.3%	8,661	0.5%	Finance
KO Coca-Cola	$1,725,250	$62,770 ▲	3.8%	28,200	0.5%	Consumer Staples
DE Deere & Company	$1,706,896	$108,427 ▲	6.8%	4,156	0.5%	Industrial Products
XJH iShares ESG Screened S&P Mid-Cap ETF	$1,694,860	$424,557 ▲	33.4%	41,258	0.4%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$1,634,282	$82,716 ▲	5.3%	38,409	0.4%	ETF
DMXF iShares ESG Advanced MSCI EAFE ETF	$1,592,811	$1,592,811 ▲	New Holding	23,379	0.4%	Manufacturing
DGRO iShares Core Dividend Growth ETF	$1,567,916	$83,433 ▼	-5.1%	27,005	0.4%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$1,562,955	$1,272,880 ▼	-44.9%	9,510	0.4%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,557,678	$419,425 ▼	-21.2%	30,784	0.4%	ETF
IGEB iShares Investment Grade Bond Factor ETF	$1,541,758	$44,850 ▲	3.0%	34,376	0.4%	ETF
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$1,461,923	$430,464 ▲	41.7%	56,906	0.4%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$1,459,055	$99,618 ▲	7.3%	23,039	0.4%	ETF
BIIB Biogen	$1,413,670	$621,230 ▲	78.4%	6,556	0.4%	Medical
ASML ASML	$1,157,457	$657,800 ▲	131.7%	1,193	0.3%	Computer and Technology
PG Procter & Gamble	$1,083,973	$82,746 ▲	8.3%	6,681	0.3%	Consumer Staples
DIS Walt Disney	$1,083,431	$99,484 ▲	10.1%	8,854	0.3%	Consumer Discretionary
IYW iShares U.S. Technology ETF	$1,059,952	$8,914 ▲	0.8%	7,848	0.3%	Manufacturing
MA Mastercard	$1,055,051	$632,260 ▲	149.5%	2,191	0.3%	Business Services
NOW ServiceNow	$1,013,992	$28,209 ▲	2.9%	1,330	0.3%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$1,007,836	$1,007,836 ▲	New Holding	9,117	0.3%	ETF
AMAT Applied Materials	$996,592	$496,646 ▲	99.3%	4,832	0.3%	Computer and Technology
VB Vanguard Small-Cap ETF	$993,622	$368,008 ▼	-27.0%	4,347	0.3%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$985,280	$28,409 ▲	3.0%	19,214	0.3%	Manufacturing
MLM Martin Marietta Materials	$933,031	$933,031 ▲	New Holding	1,520	0.2%	Construction
XOM Exxon Mobil	$926,904	$70,442 ▲	8.2%	7,974	0.2%	Oils/Energy
AGG iShares Core U.S. Aggregate Bond ETF	$919,614	$16,845 ▲	1.9%	9,390	0.2%	Finance
HCA HCA Healthcare	$910,932	$253,500 ▼	-21.8%	2,731	0.2%	Medical
PANW Palo Alto Networks	$848,980	$111,379 ▼	-11.6%	2,988	0.2%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$845,591	$203,909 ▲	31.8%	7,763	0.2%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$841,753	$199,925 ▲	31.1%	10,829	0.2%	ETF
LCTU BlackRock U.S. Carbon Transition Readiness ETF	$838,664	$20,324 ▲	2.5%	14,608	0.2%	ETF
DHR Danaher	$835,192	$428,208 ▲	105.2%	3,345	0.2%	Multi-Sector Conglomerates
SNPS Synopsys	$817,245	$442,341 ▲	118.0%	1,430	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$808,843	$808,843 ▲	New Holding	6,130	0.2%	Medical
IAU iShares Gold Trust	$808,146	$27,391 ▼	-3.3%	19,237	0.2%	Finance
LULU Lululemon Athletica	$805,911	$27,346 ▲	3.5%	2,063	0.2%	Consumer Discretionary
TSLA Tesla	$801,382	$824,761 ▼	-50.7%	4,559	0.2%	Auto/Tires/Trucks
A Agilent Technologies	$794,827	$146 ▲	0.0%	5,462	0.2%	Computer and Technology
AWK American Water Works	$771,750	$18,209 ▲	2.4%	6,315	0.2%	Utilities
EUSB iShares ESG Advanced Total USD Bond Market ETF	$752,437	$8,095 ▲	1.1%	17,568	0.2%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$746,518	$8,435 ▼	-1.1%	10,532	0.2%	ETF
IYM iShares U.S. Basic Materials ETF	$725,530	$725,530 ▲	New Holding	4,911	0.2%	ETF
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$725,146	$6,121 ▲	0.9%	14,454	0.2%	ETF
FANG Diamondback Energy	$705,208	$54,887 ▲	8.4%	3,559	0.2%	Oils/Energy
XLRE Real Estate Select Sector SPDR Fund	$703,601	$703,601 ▲	New Holding	17,799	0.2%	ETF
APTV Aptiv	$680,291	$325,769 ▲	91.9%	8,541	0.2%	Business Services
MCD McDonald's	$665,441	$36,092 ▲	5.7%	2,360	0.2%	Retail/Wholesale
AVGO Broadcom	$652,479	$26,524 ▼	-3.9%	492	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Dohj, LLC Top Holdings and 13F Report (2024)

About Dohj, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Dohj, LLC Top Holdings and 13F Report (2024)

About Dohj, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDohj, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information