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Livermore
Livermore
ZHEN

Dohj, LLC

SEC CIK
0001801881
Latest filing
Oct 14, 2025

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 23, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
144
−4 vs. Q1 2025
Portfolio value
$344.2M
−$93.6M (−21.4%) vs. Q1 2025
Filed
Jul 23, 2025
SEC
Holdings of Dohj, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
IBMInternational Business Machines CorpStock854$209.5K0.1%−51−5.6%ReducedHistory
iShares Core S&P 500 ETF464287200ETF415$223.4K0.1%−86−17.2%Reduced–
MCDMcDonalds CorpStock730$232.6K0.1%+730NewHistory
iShares Russell 2000 ETF464287655ETF1,400$266.4K0.1%00.0%Unchanged–
iShares Tr464288786U.S. INSRNCE ETF2,140$278.8K0.1%+2,140New–
IRIngersoll Rand Inc.COM3,835$281.4K0.1%+3,835NewHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1713$282.2K0.1%−19,245−96.4%ReducedHistory
ACNAccenture plcStock1,018$293.3K0.1%−270−21.0%ReducedHistory
MCOMoodys CorpStock682$293.8K0.1%+682NewHistory
SPDR Series Trust78468R887ST STR R2K LOWV2,555$299.8K0.1%−10.0%Reduced–
PLDPrologis, Inc.REIT3,043$308.8K0.1%−118−3.7%ReducedHistory
LINLinde PLCStock691$309.8K0.1%+691NewHistory
CRMSalesforce, Inc.Stock1,250$313.2K0.1%−3,511−73.7%ReducedHistory
ECLEcolab Inc.Stock1,319$313.8K0.1%+1,319NewHistory
iShares Tr46435G672CORE INTL AGGR6,237$315.3K0.1%−4−0.1%Reduced–
ITWIllinois Tool Works IncStock1,334$315.6K0.1%+13+1.0%AddedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF4,170$326.3K0.1%−253−5.7%Reduced–
PANWPalo Alto Networks IncStock1,940$326.6K0.1%−4,919−71.7%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF650$330.9K0.1%00.0%UnchangedHistory
SPDR Series Trust78468R796ST STR SP500FF7,804$343.6K0.1%00.0%Unchanged–
DHRDanaher CorpStock1,824$358.1K0.1%−2,986−62.1%ReducedHistory
MLMMartin Marietta Materials IncCOM750$374.0K0.1%−26−3.4%ReducedHistory
PEPPepsiCo IncStock2,775$394.7K0.1%+2,775NewHistory
CBChubb LtdStock1,408$400.6K0.1%+1,408NewHistory
APOApollo Global Management, Inc.COM3,185$403.1K0.1%+3,185NewHistory
ORCLOracle CorpStock3,132$411.5K0.1%+3,132NewHistory
FASTFastenal CoStock5,252$421.1K0.1%−5,158−49.5%ReducedConverted for a 2-for-1 splitHistory
VRTXVertex Pharmaceuticals IncStock857$422.0K0.1%+857NewHistory
CVXChevron CorpStock3,093$422.8K0.1%+3,093NewHistory
SYKStryker CorpStock1,191$425.3K0.1%+1,191NewHistory
AWKAmerican Water Works Company, Inc.Stock2,978$438.3K0.1%−200−6.3%ReducedHistory
HCAHCA Healthcare, Inc.COM1,305$438.5K0.1%−8−0.6%ReducedHistory
RTXRTX CorpStock3,781$454.7K0.1%+3,781NewHistory
BKNGBooking Holdings Inc.Stock98$463.5K0.1%−71−42.0%ReducedHistory
PAYXPaychex IncStock3,348$479.5K0.1%+28+0.8%AddedHistory
NEENextera Energy IncStock7,241$487.1K0.1%+47+0.7%AddedHistory
ORLYO Reilly Automotive IncStock359$495.6K0.1%−5,011−93.3%ReducedConverted for a 15-for-1 splitHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD11,175$543.2K0.2%+25+0.2%Added–
APTVAptiv PLCStock10,511$560.3K0.2%−6,397−37.8%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF10,580$563.6K0.2%+4,437+72.2%Added–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF6,996$565.1K0.2%−117−1.6%Reduced–
IQVIQVIA Holdings Inc.Stock3,870$569.1K0.2%−4,626−54.4%ReducedHistory
WMTWalmart Inc.Stock5,995$569.3K0.2%+5,995NewHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,249$576.6K0.2%+4,249New–
J P Morgan Exchange Traded F46654Q732U S TEC LEA ETF8,817$578.0K0.2%+8,817New–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,559$586.8K0.2%+3,559New–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN5,251$609.6K0.2%+5,251New–
NKENIKE, Inc.Stock11,338$650.7K0.2%+1,311+13.1%AddedHistory
METMetlife IncStock8,815$654.4K0.2%−407−4.4%ReducedHistory
AAgilent Technologies, Inc.COM6,581$691.0K0.2%+738+12.6%AddedHistory
PHParker-Hannifin CorpStock1,202$698.1K0.2%+1,202NewHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,208$709.9K0.2%+619+105.1%AddedHistory
TXNTexas Instruments IncStock4,740$721.2K0.2%+4,740NewHistory
iShares Tr46434V464LOW CA OP MS ETF3,870$723.2K0.2%−49−1.3%Reduced–
NOWServiceNow, Inc.Stock894$726.6K0.2%−228−20.3%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF14,411$744.3K0.2%−50.0%Reduced–
GSGoldman Sachs Group IncStock1,464$774.9K0.2%+1,464NewHistory
MAMastercard IncStock1,495$792.1K0.2%−1,001−40.1%ReducedHistory
ABBVAbbVie Inc.Stock4,529$801.9K0.2%+1,335+41.8%AddedHistory
HONHoneywell International IncCOM4,069$802.8K0.2%+4,069NewHistory
DISWalt Disney CoStock9,732$849.5K0.2%−177−1.8%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF3,516$876.6K0.3%−41−1.2%Reduced–
SNPSSynopsys IncCOM2,080$878.1K0.3%−2,156−50.9%ReducedHistory
iShares Tr46436E619ESG ADVAN ETF20,508$878.4K0.3%+101+0.5%Added–
iShares Flexible Income Active ETF092528603ETF17,242$894.4K0.3%+17,242New–
TMUST-Mobile US, Inc.Stock3,522$913.3K0.3%−24−0.7%ReducedHistory
iShares Tr46436E767ESG MSCI USA ETF21,231$952.4K0.3%−15,938−42.9%Reduced–
LLYEli Lilly & CoStock1,152$955.5K0.3%+838+266.9%AddedHistory
TSLATesla, Inc.Stock3,875$971.5K0.3%+72+1.9%AddedHistory
GEGeneral Electric CoStock5,034$974.9K0.3%−4,210−45.5%ReducedHistory
Vanguard World FD921910733ESG US STK ETF10,578$992.6K0.3%−143,434−93.1%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,855$993.2K0.3%−28,496−93.9%ReducedHistory
CTASCintas CorpStock4,795$995.8K0.3%−142−2.9%ReducedHistory
BlackRock ETF Trust09290C509ISHA US AWAR ETF17,151$997.5K0.3%+581+3.5%Added–
iShares Tr46435G219INVT GRAD SY ETF23,453$1.04M0.3%−59,830−71.8%Reduced–
BIIBBiogen Inc.COM8,853$1.05M0.3%+261+3.0%AddedHistory
AVGOBroadcom Inc.Stock5,989$1.06M0.3%+649+12.2%AddedHistory
AMATApplied Materials IncStock7,400$1.06M0.3%+2,532+52.0%AddedHistory
XOMExxonMobil Holdings CorpCOM10,615$1.14M0.3%+56+0.5%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF16,378$1.15M0.3%−39,963−70.9%Reduced–
iShares Tr46428865310-20 YR TRS ETF12,271$1.23M0.4%−6,971−36.2%Reduced–
SPGIS&P Global Inc.Stock2,648$1.25M0.4%−2,332−46.8%ReducedHistory
IAUiShares Gold TrustETF20,176$1.25M0.4%−784−3.7%ReducedHistory
iShares Tr46436E759ESG EAFE ETF18,783$1.28M0.4%−11,627−38.2%Reduced–
STZConstellation Brands, Inc.Stock6,924$1.30M0.4%−92−1.3%ReducedHistory
iShares Tr464288158SHRT NAT MUN ETF13,077$1.38M0.4%+13,077New–
iShares Core Dividend Growth ETF46434V621ETF25,178$1.48M0.4%−906−3.5%Reduced–
iShares Tr464288273EAFE SML CP ETF22,777$1.48M0.4%−963−4.1%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF16,437$1.49M0.4%−231−1.4%Reduced–
AMGNAmgen IncStock5,963$1.66M0.5%+2,236+60.0%AddedHistory
iShares Tr4642874571 3 YR TREAS BD21,010$1.74M0.5%−22,338−51.5%Reduced–
ADBEAdobe Inc.Stock4,997$1.76M0.5%−2,399−32.4%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF8,820$1.86M0.5%+7,557+598.3%Added–
BACBank of America CorpStock47,991$1.86M0.5%−4,406−8.4%ReducedHistory
METAMeta Platforms, Inc.Stock3,856$2.01M0.6%−611−13.7%ReducedHistory
PGProcter & Gamble CoStock12,401$2.06M0.6%+3,797+44.1%AddedHistory
Victory Portfolios II92647X830SHS FR CA FL ETF64,373$2.07M0.6%+56,766+746.2%Added–
JNJJohnson & JohnsonStock13,574$2.11M0.6%−717−5.0%ReducedHistory
HDHome Depot, Inc.Stock5,925$2.11M0.6%−363−5.8%ReducedHistory
UNHUnitedHealth Group IncStock4,978$2.13M0.6%−58−1.2%ReducedHistory

Sold out since Q1 2025 (30)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Dohj, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
iShares Tr46435G474FALN ANGLS USD149,008$3.99M0.9%–
iShares Tr46429B655FLTG RATE NT ETF63,291$3.23M0.7%–
iShares Tr464288885EAFE GRWTH ETF31,453$3.15M0.7%–
iShares MSCI Eafe ETF464287465ETF34,458$2.82M0.6%–
Vanguard World FD921910725ESG INTL STK ETF36,172$2.13M0.5%–
SPDR Series Trust78464A284ST NUVE HIGH ETF84,313$2.13M0.5%–
iShares Tr46434V860TRS FLT RT BD27,700$1.40M0.3%–
BlackRock ETF Trust09290C103ISHARES US EQUIT28,023$1.37M0.3%–
iShares S&P 500 Growth ETF464287309ETF13,549$1.26M0.3%–
iShares Tr464287721U.S. TECH ETF7,598$1.07M0.2%–
WDAYWorkday, Inc.CL A4,368$1.02M0.2%History
ASMLASML Holding NVADR1,470$974.3K0.2%History
iShares Tr46434V4070-5YR HI YL CP22,285$947.6K0.2%–
FISVFiserv IncStock3,929$867.6K0.2%History
PDDPDD Holdings Inc.SPONSORED ADS7,014$830.1K0.2%History
MELIMercadolibre IncCOM382$745.2K0.2%History
COPConocoPhillipsStock6,770$711.0K0.2%History
TMOThermo Fisher Scientific Inc.Stock1,350$671.8K0.2%History
MGMMGM Resorts InternationalStock18,533$549.3K0.1%History
iShares Tr464287234MSCI EMG MKT ETF11,433$499.6K0.1%–
ICEIntercontinental Exchange, Inc.Stock2,852$492.1K0.1%History
ZTSZoetis Inc.Stock2,304$379.4K0.1%History
NXPINXP Semiconductors N.V.COM1,981$376.5K0.1%History
PTCPTC Inc.Stock2,352$364.4K0.1%History
AKAMAkamai Technologies IncCOM4,295$345.7K0.1%History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,886$313.7K0.1%–
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG14,847$299.5K0.1%–
iShares Tr464288513IBOXX HI YD ETF3,752$296.0K0.1%–
iShares Tr46435G243ESG AWRE 1 5 YR11,332$283.2K0.1%–
First Tr Exchange-Traded FD33733B100WTR ETF2,142$215.8K<0.1%–