Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/2 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 97
- 較 2021 年第 3 季 −2
- 總值
- $2.24 億
- 較 2021 年第 3 季 +$1,248 萬 (+5.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287440 | 7-10 YR TRSY BD | 148,783 | $1,711 萬 | 7.7% | +148,783 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 133,331 | $1,550 萬 | 6.9% | +28,397+27.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 200,209 | $1,494 萬 | 6.7% | −10,997−5.2% | 減碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 114,379 | $1,304 萬 | 5.8% | −781−0.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 49,750 | $1,268 萬 | 5.7% | −3,752−7.0% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 147,274 | $803.1 萬 | 3.6% | −367−0.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 67,810 | $776.5 萬 | 3.5% | −6,519−8.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 18,132 | $609.8 萬 | 2.7% | +74+0.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,820 | $589.6 萬 | 2.6% | −885−5.6% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 134,587 | $558.4 萬 | 2.5% | −5,946−4.2% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 36,670 | $473.8 萬 | 2.1% | +463+1.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 81,256 | $451.6 萬 | 2.0% | −5,251−6.1% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 54,672 | $442.3 萬 | 2.0% | −9,539−14.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 23,820 | $423.0 萬 | 1.9% | −1,197−4.8% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 57,242 | $418.4 萬 | 1.9% | −751−1.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,238 | $412.7 萬 | 1.8% | +19+1.6% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 33,823 | $385.9 萬 | 1.7% | −196−0.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,905 | $329.3 萬 | 1.5% | +863+14.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 6,014 | $302.0 萬 | 1.4% | −432−6.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,033 | $299.3 萬 | 1.3% | −62−5.7% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 53,908 | $279.3 萬 | 1.2% | −142−0.3% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 42,703 | $270.6 萬 | 1.2% | −3,158−6.9% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 5,922 | $262.4 萬 | 1.2% | −244−4.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 15,572 | $259.9 萬 | 1.2% | −600−3.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,718 | $256.4 萬 | 1.1% | −1,124−11.4% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 21,524 | $232.2 萬 | 1.0% | +9,031+72.3% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 4,067 | $230.6 萬 | 1.0% | −213−5.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 10,529 | $228.2 萬 | 1.0% | −420−3.8% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 13,279 | $221.3 萬 | 1.0% | −512−3.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,556 | $214.8 萬 | 1.0% | −284−2.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,028 | $210.1 萬 | 0.9% | −336−4.6% | 減碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 27,106 | $208.1 萬 | 0.9% | −6,091−18.3% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 57,365 | $199.7 萬 | 0.9% | −6,988−10.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,830 | $193.4 萬 | 0.9% | −445−19.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 31,851 | $188.6 萬 | 0.8% | −2,035−6.0% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 12,995 | $180.4 萬 | 0.8% | −843−6.1% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,550 | $164.0 萬 | 0.7% | −279−9.9% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,104 | $146.5 萬 | 0.7% | −144−4.4% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 17,780 | $139.9 萬 | 0.6% | +3,114+21.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,960 | $133.2 萬 | 0.6% | +3+0.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 24,248 | $122.0 萬 | 0.5% | −849−3.4% | 減碼 | 歷史 |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 9,945 | $118.8 萬 | 0.5% | −2,140−17.7% | 減碼 | – |
| AAgilent Technologies, Inc. | COM | 7,199 | $114.9 萬 | 0.5% | −483−6.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,081 | $114.6 萬 | 0.5% | −548−8.3% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 14,062 | $111.7 萬 | 0.5% | −396−2.7% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 9,410 | $110.1 萬 | 0.5% | −309−3.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,026 | $108.8 萬 | 0.5% | −378−5.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,674 | $108.2 萬 | 0.5% | −50−1.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,482 | $106.0 萬 | 0.5% | −299−4.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,546 | $102.7 萬 | 0.5% | +1,525+50.5% | 加碼 | – |
| DEDeere & Co | Stock | 2,922 | $100.2 萬 | 0.4% | +74+2.6% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 15,881 | $99.2 萬 | 0.4% | −796−4.8% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 45,721 | $98.3 萬 | 0.4% | +1,042+2.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,858 | $98.0 萬 | 0.4% | −114−2.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,335 | $96.5 萬 | 0.4% | +105+1.0% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 5,059 | $95.5 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,121 | $88.5 萬 | 0.4% | −632−3.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,549 | $87.9 萬 | 0.4% | −146−8.6% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,785 | $78.3 萬 | 0.4% | −878−24.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,842 | $76.7 萬 | 0.3% | +159+3.4% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 3,500 | $76.3 萬 | 0.3% | −112−3.1% | 減碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 11,119 | $69.8 萬 | 0.3% | −2,746−19.8% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 16,344 | $65.9 萬 | 0.3% | +3,223+24.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 10,150 | $62.1 萬 | 0.3% | +854+9.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,121 | $60.6 萬 | 0.3% | +25+0.6% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 12,235 | $59.8 萬 | 0.3% | +2,572+26.6% | 加碼 | – |
| INTCIntel Corp | Stock | 10,942 | $56.4 萬 | 0.3% | −4,681−30.0% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 3,445 | $53.9 萬 | 0.2% | −216−5.9% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,147 | $53.0 萬 | 0.2% | −100−3.1% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,876 | $51.4 萬 | 0.2% | −15,579−80.1% | 減碼 | – |
| PAYXPaychex Inc | Stock | 3,466 | $47.3 萬 | 0.2% | −71−2.0% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 8,208 | $46.4 萬 | 0.2% | +1,386+20.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,046 | $43.4 萬 | 0.2% | +4+0.4% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 822 | $42.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 10,529 | $41.9 萬 | 0.2% | +1,437+15.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 840 | $39.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 5,079 | $36.8 萬 | 0.2% | +89+1.8% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 517 | $36.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 5,601 | $35.9 萬 | 0.2% | −381−6.4% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,585 | $35.5 萬 | 0.2% | +125+2.3% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,598 | $32.6 萬 | 0.1% | +396+9.4% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,832 | $32.2 萬 | 0.1% | +167+2.9% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,751 | $31.6 萬 | 0.1% | +553+25.2% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 1,272 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 474 | $31.2 萬 | 0.1% | −96−16.8% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,400 | $31.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 1,018 | $30.6 萬 | 0.1% | +189+22.8% | 加碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 1,716 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 3,459 | $30.0 萬 | 0.1% | +604+21.2% | 加碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 3,927 | $29.9 萬 | 0.1% | −122−3.0% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 3,868 | $29.4 萬 | 0.1% | +42+1.1% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 117 | $28.1 萬 | 0.1% | −4−3.3% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 710 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,236 | $23.9 萬 | 0.1% | +2,236 | 新進 | – |
| VEEVVeeva Systems Inc | Stock | 929 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,246 | $23.5 萬 | 0.1% | −14−1.1% | 減碼 | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 14,769 | $22.2 萬 | 0.1% | +219+1.5% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（4 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。