DOHJ, LLC
CIK 1801881 · Holdings on Dec 31, 2024 · First reported Jan 24, 2025
Top ten holdings
Q4 2024- MUB6.93%
- IWL6.74%
- ITOT5.58%
- ESGU5.27%
- SPY4.11%
- IEFA3.60%
- ESGV3.47%
- ESGD2.93%
- QQQ2.61%
- EAGG2.43%
Share classes counted separately43.67%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQWeight increased · +2.01 pp0.60% → 2.61%Shares +16.79K (+314.85%)
- DIAWeight increased · +0.81 pp1.17% → 1.98%Shares +8.23K (+69.34%)
- IEFAWeight decreased · -0.79 pp4.39% → 3.60%Shares -21.89K (-8.98%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $30.01M | 6.93% | 281.63K shares | 7.26% → 6.93%-0.33 pp -4.83K (-1.69%) | Reduced | ↗▾ |
| 02 | IWLISHARES RUSSELL TOP 200 ETFRUS TOP 200 ETF View history and evidence | $29.16M | 6.74% | 201.49K shares | 6.41% → 6.74%+0.33 pp +3.86K (+1.95%) | Added | ↗▾ |
| 03 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $24.16M | 5.58% | 187.81K shares | 5.43% → 5.58%+0.15 pp +718 (+0.38%) | Added | ↗▾ |
| 04 | ESGUISHARES ESG AWARE MSCI USAESG AWR MSCI USA View history and evidence | $22.80M | 5.27% | 177.00K shares | 5.18% → 5.27%+0.09 pp -827 (-0.47%) | Reduced | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $17.80M | 4.11% | 30.37K shares | 3.50% → 4.11%+0.61 pp +3.96K (+15.00%) | Added | ↗▾ |
| 06 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $15.59M | 3.60% | 221.89K shares | 4.39% → 3.60%-0.79 pp -21.89K (-8.98%) | Reduced | ↗▾ |
| 07 | ESGVVANGUARD ESG US STOCK ETFESG US STK ETF View history and evidence | $15.00M | 3.47% | 143.01K shares | 3.24% → 3.47%+0.23 pp +4.56K (+3.30%) | Added | ↗▾ |
| 08 | ESGDISHARES TRUST ISHARES ESG AWESG AW MSCI EAFE View history and evidence | $12.66M | 2.93% | 166.32K shares | 3.42% → 2.93%-0.49 pp -9.51K (-5.41%) | Reduced | ↗▾ |
| 09 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $11.31M | 2.61% | 22.12K shares | 0.60% → 2.61%+2.01 pp +16.79K (+314.85%) | Added | ↗▾ |
| 10 | EAGGISHARES ESG AWARE US AGGREGAESG AWR US AGRGT View history and evidence | $10.51M | 2.43% | 226.25K shares | 2.32% → 2.43%+0.11 pp +20.67K (+10.05%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IVW ISHARES S&P 500 GROWTH ETF | Non-derivative | -49,895 | -$4.72M | SEC filing ↗ | SEC filing ↗ |
| IYM ISHARES U.S. BASIC MATERIALS | Non-derivative | -6,073 | -$908.96K | SEC filing ↗ | SEC filing ↗ |
| G6095L109 APTIV PLC | Non-derivative | -12,786 | -$895.66K | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1801881 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 24, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 432762367
}Research all 136 reported holdings.
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