Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 87
- 較 2022 年第 3 季 +9
- 總值
- $1.78 億
- 較 2022 年第 3 季 +$2,979 萬 (+20.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 178,924 | $1,103 萬 | 6.2% | −66,345−27.0% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 103,897 | $1,096 萬 | 6.2% | −23,814−18.6% | 減碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 115,846 | $1,042 萬 | 5.9% | −8,407−6.8% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 104,601 | $887.0 萬 | 5.0% | +101,575+3,356.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 37,968 | $773.8 萬 | 4.4% | −6,999−15.6% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 88,845 | $753.0 萬 | 4.2% | +13,080+17.3% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 123,996 | $589.6 萬 | 3.3% | +21,646+21.1% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 94,577 | $547.4 萬 | 3.1% | +94,577 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 54,399 | $527.6 萬 | 3.0% | +15,527+39.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 28,480 | $522.7 萬 | 2.9% | +3,129+12.3% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 102,859 | $509.1 萬 | 2.9% | +88,939+638.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 21,014 | $504.0 萬 | 2.8% | +850+4.2% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 81,907 | $409.5 萬 | 2.3% | −4,293−5.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,750 | $366.1 萬 | 2.1% | −198−1.4% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 89,833 | $296.1 萬 | 1.7% | −42,462−32.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,481 | $290.6 萬 | 1.6% | −64−1.2% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 8,766 | $290.4 萬 | 1.6% | +8,056+1,134.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 21,870 | $284.2 萬 | 1.6% | +111+0.5% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 26,687 | $269.0 萬 | 1.5% | +26,687 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 18,527 | $268.8 萬 | 1.5% | +18,527 | 新進 | – |
| CTASCintas Corp | Stock | 5,638 | $254.6 萬 | 1.4% | −53−0.9% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 34,267 | $247.1 萬 | 1.4% | −3,502−9.3% | 減碼 | – |
| WMWaste Management Inc | Stock | 15,480 | $242.8 萬 | 1.4% | +166+1.1% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 36,753 | $241.6 萬 | 1.4% | +28,396+339.8% | 加碼 | – |
| VVisa Inc. | Stock | 10,915 | $226.8 萬 | 1.3% | +51+0.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,186 | $215.3 萬 | 1.2% | +109+0.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,388 | $213.3 萬 | 1.2% | +549+2.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,716 | $207.5 萬 | 1.2% | +43+0.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 31,770 | $202.1 萬 | 1.1% | +1,122+3.7% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 27,071 | $194.3 萬 | 1.1% | +27,071 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 4,237 | $193.4 萬 | 1.1% | +80+1.9% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 4,437 | $190.2 萬 | 1.1% | +212+5.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,738 | $183.0 萬 | 1.0% | +971+4.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,432 | $182.8 萬 | 1.0% | +461+9.3% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 30,531 | $172.4 萬 | 1.0% | −12,448−29.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 10,370 | $151.5 萬 | 0.9% | +664+6.8% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,771 | $146.8 萬 | 0.8% | +212+6.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,603 | $145.4 萬 | 0.8% | +278+6.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,207 | $136.9 萬 | 0.8% | +264+2.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 36,698 | $121.5 萬 | 0.7% | +3,768+11.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,052 | $111.5 萬 | 0.6% | −141−1.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,343 | $111.3 萬 | 0.6% | +32+0.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,316 | $111.1 萬 | 0.6% | +50+1.5% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 7,156 | $107.1 萬 | 0.6% | +58+0.8% | 加碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 16,769 | $106.6 萬 | 0.6% | −137−0.8% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,433 | $104.1 萬 | 0.6% | −117−1.2% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 8,369 | $97.9 萬 | 0.6% | −409−4.7% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 6,372 | $97.1 萬 | 0.5% | +155+2.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 9,642 | $95.6 萬 | 0.5% | −398−4.0% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 31,316 | $94.2 萬 | 0.5% | −2,495−7.4% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 4,707 | $77.8 萬 | 0.4% | −11−0.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,360 | $77.1 萬 | 0.4% | +18,360 | 新進 | – |
| NEENextera Energy Inc | Stock | 8,875 | $74.2 萬 | 0.4% | −282−3.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 6,399 | $68.9 萬 | 0.4% | +43+0.7% | 加碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 20,472 | $67.2 萬 | 0.4% | +20,472 | 新進 | – |
| DISWalt Disney Co | Stock | 7,511 | $65.3 萬 | 0.4% | +91+1.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,266 | $63.6 萬 | 0.4% | +157+3.8% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 8,745 | $63.3 萬 | 0.4% | −3,792−30.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,883 | $59.4 萬 | 0.3% | +20+0.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,481 | $54.7 萬 | 0.3% | −3,795−24.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,222 | $49.4 萬 | 0.3% | −2,875−35.5% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 4,584 | $48.8 萬 | 0.3% | −36,927−89.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,042 | $48.6 萬 | 0.3% | +132+3.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,765 | $42.7 萬 | 0.2% | +1,765 | 新進 | – |
| IAUiShares Gold Trust | ETF | 12,207 | $42.2 萬 | 0.2% | −14,484−54.3% | 減碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 7,664 | $42.0 萬 | 0.2% | −10−0.1% | 減碼 | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 16,407 | $40.4 萬 | 0.2% | +97+0.6% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 463 | $39.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,108 | $35.9 萬 | 0.2% | −161−4.9% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,429 | $34.6 萬 | 0.2% | +8+0.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 889 | $34.0 萬 | 0.2% | +49+5.8% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,996 | $33.8 萬 | 0.2% | −183−5.8% | 減碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 6,014 | $31.9 萬 | 0.2% | −171−2.8% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 154 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 7,582 | $29.6 萬 | 0.2% | +97+1.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 650 | $28.8 萬 | 0.2% | −6−0.9% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,303 | $28.7 萬 | 0.2% | +9+0.7% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,272 | $26.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 5,431 | $26.7 萬 | 0.2% | +5,431 | 新進 | – |
| FASTFastenal Co | Stock | 5,416 | $25.6 萬 | 0.1% | +32+0.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 5,046 | $25.6 萬 | 0.1% | +13+0.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 645 | $24.8 萬 | 0.1% | +645 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,400 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 7,035 | $23.1 萬 | 0.1% | −4,141−37.1% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 3,351 | $21.8 萬 | 0.1% | +3,351 | 新進 | – |
| TMUST-Mobile US, Inc. | Stock | 1,447 | $20.3 萬 | 0.1% | +1,447 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,053 | $20.1 萬 | 0.1% | −1,240−54.1% | 減碼 | – |
2022 年第 3 季之後清倉（2 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 27,965 | $46.5 萬 | 0.3% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 11,680 | $42.1 萬 | 0.3% | – |