Skip to main content

Dohj, LLC

SEC CIK
0001801881
Latest filing
Oct 14, 2025

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 2, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
138
+54 vs. Q3 2023
Portfolio value
$338.4M
+$114.2M (+51.0%) vs. Q3 2023
Filed
Feb 2, 2024
SEC
Holdings of Dohj, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF865$205.2K0.1%−955−52.5%Reduced–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF3,771$245.3K0.1%+12+0.3%Added–
iShares Tr46435G243ESG AWRE 1 5 YR10,217$250.1K0.1%+10,217New–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1710$267.6K0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock1,033$271.8K0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF1,400$281.0K0.1%00.0%Unchanged–
CMICummins IncStock1,358$325.3K0.1%+171+14.4%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF8,106$325.9K0.1%+8,106New–
ORLYO Reilly Automotive IncStock345$327.8K0.1%+54+18.6%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF650$329.8K0.1%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock93$329.9K0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock1,259$329.9K0.1%+7+0.6%AddedHistory
FASTFastenal CoStock5,149$333.5K0.1%−99−1.9%ReducedHistory
SNPSSynopsys IncCOM656$337.8K0.1%+656NewHistory
iShares Tr46434V464LOW CA OP MS ETF2,082$344.6K0.1%+2,082New–
CDNSCadence Design Systems IncStock1,319$359.3K0.1%+1,319NewHistory
MAMastercard IncStock878$374.5K0.1%+878NewHistory
PLDPrologis, Inc.REIT2,825$376.6K0.1%−59−2.0%ReducedHistory
DHRDanaher CorpStock1,630$377.1K0.1%+1,630NewHistory
PAYXPaychex IncStock3,242$386.2K0.1%+97+3.1%AddedHistory
ENBEnbridge IncStock10,808$389.3K0.1%+1,546+16.7%AddedHistory
ASMLASML Holding NVADR515$389.8K0.1%+515NewHistory
ANETArista Networks, Inc.COM1,665$392.1K0.1%+1,665NewHistory
AMATApplied Materials IncStock2,424$392.9K0.1%+2,424NewHistory
APTVAptiv PLCSHS4,451$399.3K0.1%+4,451NewHistory
PTCPTC Inc.Stock2,297$401.9K0.1%+2,297NewHistory
KEYSKeysight Technologies, Inc.Stock2,626$417.8K0.1%+2,626NewHistory
ULTAUlta Beauty, Inc.Stock856$419.4K0.1%+856NewHistory
NEENextera Energy IncStock7,161$435.0K0.1%−250−3.4%ReducedHistory
SPDR Series Trust78468R887ST STR R2K LOWV3,876$436.1K0.1%−2,265−36.9%Reduced–
ALGNAlign Technology IncCOM1,611$441.4K0.1%+739+84.7%AddedHistory
Vanguard World FD921910725ESG INTL STK ETF8,057$445.4K0.1%+2,140+36.2%Added–
CSCOCisco Systems, Inc.Stock9,430$476.4K0.1%+1,610+20.6%AddedHistory
LRCXLam Research CorpCOM639$500.4K0.1%+639NewHistory
LINLinde PLCStock1,219$500.6K0.1%+1,219NewHistory
STZConstellation Brands, Inc.Stock2,080$502.7K0.1%+2,080NewHistory
ELVElevance Health, Inc.Stock1,073$506.2K0.1%+1,073NewHistory
FANGDiamondback Energy, Inc.Stock3,282$508.9K0.2%+3,282NewHistory
EOGEOG Resources IncStock4,208$509.0K0.2%+4,208NewHistory
MELIMercadolibre IncCOM325$510.8K0.2%+325NewHistory
TGTTarget CorpStock3,689$525.3K0.2%−1,776−32.5%ReducedHistory
TJXTJX Companies IncStock5,642$529.2K0.2%+5,642NewHistory
RTXRTX CorpStock6,630$557.8K0.2%−823−11.0%ReducedHistory
METMetlife IncStock8,446$558.5K0.2%−3,107−26.9%ReducedHistory
AVGOBroadcom Inc.Stock512$571.9K0.2%+512NewHistory
ALBAlbemarle CorpStock4,037$583.3K0.2%+4,037NewHistory
NKENIKE, Inc.Stock5,700$618.9K0.2%−2,829−33.2%ReducedHistory
SBUXStarbucks CorpStock6,485$622.6K0.2%−2,254−25.8%ReducedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF6,339$632.6K0.2%+6,339New–
PDDPDD Holdings Inc.SPONSORED ADS4,342$635.3K0.2%+4,342NewHistory
iShares Tr46435G672CORE INTL AGGR12,777$636.3K0.2%−117,983−90.2%Reduced–
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG30,944$638.1K0.2%+30,944New–
iShares Tr464288513IBOXX HI YD ETF8,257$639.0K0.2%+8,257New–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF5,891$651.9K0.2%+5,891New–
MCDMcDonalds CorpStock2,232$661.7K0.2%+2,232NewHistory
Vanguard Ftse Developed Markets ETF921943858ETF14,332$686.5K0.2%−4,391−23.5%Reduced–
DISWalt Disney CoStock8,041$726.1K0.2%−1,276−13.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM7,368$736.7K0.2%−1,678−18.5%ReducedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF10,651$738.6K0.2%−5,748−35.1%Reduced–
BlackRock ETF Trust09290C509ISHA US AWAR ETF14,254$746.0K0.2%+14,254New–
iShares Tr46436E619ESG ADVAN ETF17,379$751.8K0.2%+17,379New–
AAgilent Technologies, Inc.COM5,461$759.2K0.2%−2,379−30.3%ReducedHistory
IAUiShares Gold TrustETF19,889$776.3K0.2%−4,722−19.2%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock6,166$813.8K0.2%−1,271−17.1%ReducedHistory
TXNTexas Instruments IncStock4,944$842.7K0.2%−962−16.3%ReducedHistory
PGProcter & Gamble CoStock6,171$904.3K0.3%−1,223−16.5%ReducedHistory
NOWServiceNow, Inc.Stock1,293$913.5K0.3%+1,293NewHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF9,218$914.9K0.3%−40,189−81.3%Reduced–
IQVIQVIA Holdings Inc.Stock4,074$942.6K0.3%+4,074NewHistory
HCAHCA Healthcare, Inc.COM3,491$945.0K0.3%+3,491NewHistory
BIIBBiogen Inc.COM3,675$951.0K0.3%+3,675NewHistory
iShares Tr464287721U.S. TECH ETF7,782$955.2K0.3%+7,782New–
iShares Tr464288646ISHS 1-5YR INVS18,660$956.8K0.3%+18,660New–
PANWPalo Alto Networks IncStock3,380$996.7K0.3%+3,380NewHistory
SPDR Series Trust78464A284ST NUVE HIGH ETF40,150$1.02M0.3%+40,150New–
LULUlululemon athletica inc.Stock1,993$1.02M0.3%+1,993NewHistory
iShares Tr46436E551ESG SELECT SCRE30,923$1.17M0.3%+16,984+121.8%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF5,957$1.27M0.4%−23,357−79.7%Reduced–
iShares Tr464288273EAFE SML CP ETF21,466$1.33M0.4%−16,107−42.9%Reduced–
JPMJPMorgan Chase & CoStock8,552$1.45M0.4%−1,267−12.9%ReducedHistory
HDHome Depot, Inc.Stock4,249$1.47M0.4%−1,190−21.9%ReducedHistory
METAMeta Platforms, Inc.Stock4,165$1.47M0.4%+567+15.8%AddedHistory
iShares Tr46435G219INVT GRAD SY ETF33,376$1.51M0.4%+33,376New–
iShares Core Dividend Growth ETF46434V621ETF28,442$1.53M0.5%−67,358−70.3%Reduced–
iShares Tr46434V4070-5YR HI YL CP36,465$1.54M0.5%+36,465New–
DEDeere & CoStock3,892$1.56M0.5%−798−17.0%ReducedHistory
BACBank of America CorpStock46,372$1.56M0.5%−8,447−15.4%ReducedHistory
KOCoca Cola CoStock27,174$1.60M0.5%−5,297−16.3%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF22,041$1.72M0.5%−10,582−32.4%Reduced–
JNJJohnson & JohnsonStock11,238$1.76M0.5%−2,133−16.0%ReducedHistory
iShares MSCI Eafe ETF464287465ETF24,439$1.84M0.5%+16,784+219.3%Added–
BRK.BBerkshire Hathaway IncStock5,447$1.94M0.6%−1,217−18.3%ReducedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD39,073$1.99M0.6%−42,239−51.9%Reduced–
SPGIS&P Global Inc.Stock4,667$2.06M0.6%+1,522+48.4%AddedHistory
WMWaste Management IncStock11,610$2.08M0.6%−2,470−17.5%ReducedHistory
iShares Tr464288885EAFE GRWTH ETF23,129$2.24M0.7%+23,129New–
COSTCostco Wholesale CorpStock3,397$2.24M0.7%−1,197−26.1%ReducedHistory
TSLATesla, Inc.Stock9,251$2.30M0.7%−1,101−10.6%ReducedHistory
INTUIntuit Inc.Stock3,707$2.32M0.7%−265−6.7%ReducedHistory
CTASCintas CorpStock3,863$2.33M0.7%−1,052−21.4%ReducedHistory

Sold out since Q3 2023 (2)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Dohj, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
Vanguard Ftse All-World Ex-US Index Fund922042775ETF10,315$528.6K0.2%–
iShares Inc464286533MSCI EMERG MRKT4,984$265.3K0.1%–