Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/10 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 88
- 較 2022 年第 4 季 +1
- 總值
- $1.98 億
- 較 2022 年第 4 季 +$1,978 萬 (+11.1%)
| 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 | 270,314 | $1,807 萬 | 9.1% | +91,390+51.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 109,143 | $1,176 萬 | 5.9% | +5,246+5.0% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 148,683 | $921.1 萬 | 4.7% | +54,106+57.2% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 90,154 | $877.3 萬 | 4.4% | −25,692−22.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 41,054 | $865.9 萬 | 4.4% | +3,086+8.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,233 | $713.5 萬 | 3.6% | +8,483+61.7% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 133,921 | $655.5 萬 | 3.3% | +9,925+8.0% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 68,073 | $615.7 萬 | 3.1% | −20,772−23.4% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 83,569 | $600.4 萬 | 3.0% | +46,816+127.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 114,839 | $574.1 萬 | 2.9% | +32,932+40.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,785 | $564.4 萬 | 2.9% | +12,896+1,450.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 18,195 | $524.6 萬 | 2.7% | −2,819−13.4% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 52,514 | $523.2 萬 | 2.6% | −1,885−3.5% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 102,868 | $521.1 萬 | 2.6% | +90.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 27,467 | $520.7 萬 | 2.6% | −1,013−3.6% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 48,416 | $438.4 萬 | 2.2% | −56,185−53.7% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 122,223 | $417.1 萬 | 2.1% | +32,390+36.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 20,754 | $342.2 萬 | 1.7% | −1,116−5.1% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 40,937 | $261.5 萬 | 1.3% | +40,937 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 24,154 | $249.5 萬 | 1.3% | −1,234−4.9% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 33,676 | $245.0 萬 | 1.2% | −591−1.7% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,116 | $241.8 萬 | 1.2% | −365−6.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 14,224 | $232.1 萬 | 1.2% | −1,256−8.1% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 4,995 | $231.1 萬 | 1.2% | −643−11.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 10,160 | $229.1 萬 | 1.2% | −755−6.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,104 | $225.1 萬 | 1.1% | −2,266−21.9% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 36,941 | $219.8 萬 | 1.1% | +6,410+21.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 21,157 | $219.5 萬 | 1.1% | +419+2.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,306 | $214.0 萬 | 1.1% | +69+1.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,861 | $204.6 萬 | 1.0% | +809+8.9% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 25,681 | $200.3 萬 | 1.0% | −1,390−5.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,412 | $198.0 萬 | 1.0% | −304−4.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,927 | $189.9 萬 | 1.0% | −505−9.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,207 | $189.2 萬 | 1.0% | +21+0.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 30,037 | $186.3 萬 | 0.9% | −1,733−5.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 4,025 | $166.2 萬 | 0.8% | −412−9.3% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,712 | $165.5 萬 | 0.8% | −59−1.6% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 48,571 | $152.9 萬 | 0.8% | +17,255+55.1% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,640 | $136.9 萬 | 0.7% | +37+0.8% | 加碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 16,754 | $113.3 萬 | 0.6% | −15−0.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,603 | $112.1 萬 | 0.6% | −1,604−15.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 38,066 | $108.9 萬 | 0.6% | +1,368+3.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,078 | $106.1 萬 | 0.5% | −238−7.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,886 | $102.4 萬 | 0.5% | −457−6.2% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 13,370 | $95.6 萬 | 0.5% | +13,370 | 新進 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 17,486 | $93.5 萬 | 0.5% | +17,486 | 新進 | – |
| NKENIKE, Inc. | Stock | 7,497 | $91.9 萬 | 0.5% | −872−10.4% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 6,230 | $91.3 萬 | 0.5% | −142−2.2% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 6,592 | $91.2 萬 | 0.5% | −564−7.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,990 | $87.6 萬 | 0.4% | −1,443−15.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,197 | $85.4 萬 | 0.4% | −1,445−15.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,588 | $85.3 萬 | 0.4% | −119−2.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,933 | $83.4 萬 | 0.4% | −109−2.7% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,425 | $83.2 萬 | 0.4% | +65+0.4% | 加碼 | – |
| DISWalt Disney Co | Stock | 7,813 | $78.2 萬 | 0.4% | +302+4.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,162 | $68.9 萬 | 0.3% | −104−2.4% | 減碼 | 歷史 |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 6,036 | $63.5 萬 | 0.3% | −363−5.7% | 減碼 | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 4,654 | $61.7 萬 | 0.3% | +4,654 | 新進 | – |
| RTXRTX Corp | Stock | 6,270 | $61.4 萬 | 0.3% | +387+6.6% | 加碼 | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 15,972 | $54.3 萬 | 0.3% | −4,500−22.0% | 減碼 | – |
| NEENextera Energy Inc | Stock | 6,673 | $51.4 萬 | 0.3% | −2,202−24.8% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 8,294 | $48.1 萬 | 0.2% | −451−5.2% | 減碼 | 歷史 |
| iShares Tr464288695 | GLOBAL MATER ETF | 5,619 | $47.0 萬 | 0.2% | +5,619 | 新進 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 8,262 | $46.1 萬 | 0.2% | +8,262 | 新進 | – |
| IAUiShares Gold Trust | ETF | 12,186 | $45.5 萬 | 0.2% | −21−0.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,309 | $43.4 萬 | 0.2% | −3,172−27.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,719 | $43.0 萬 | 0.2% | −46−2.6% | 減碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 7,703 | $42.8 萬 | 0.2% | +39+0.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,339 | $42.0 萬 | 0.2% | −883−16.9% | 減碼 | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 16,407 | $39.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,872 | $35.8 萬 | 0.2% | −124−4.1% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,276 | $31.1 萬 | 0.2% | −27−2.1% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 896 | $29.9 萬 | 0.2% | −376−29.6% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 650 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 5,626 | $29.5 萬 | 0.1% | +195+3.6% | 加碼 | – |
| PAYXPaychex Inc | Stock | 2,484 | $28.5 萬 | 0.1% | −624−20.1% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 5,200 | $28.0 萬 | 0.1% | −216−4.0% | 減碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 5,108 | $27.9 萬 | 0.1% | −906−15.1% | 減碼 | – |
| CMICummins Inc | Stock | 1,123 | $26.8 萬 | 0.1% | −306−21.4% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,786 | $25.9 萬 | 0.1% | +339+23.4% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 95 | $25.2 萬 | 0.1% | −59−38.3% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,599 | $25.2 萬 | 0.1% | −983−13.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,400 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| ORLYO Reilly Automotive Inc | Stock | 294 | $25.0 萬 | 0.1% | −169−36.5% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 710 | $23.6 萬 | 0.1% | −8,056−91.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,102 | $22.5 萬 | 0.1% | +49+4.7% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 1,099 | $22.0 萬 | 0.1% | +1,099 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,854 | $21.3 萬 | 0.1% | −1,192−23.6% | 減碼 | – |
2022 年第 4 季之後清倉（6 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 26,687 | $269.0 萬 | 1.5% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 18,527 | $268.8 萬 | 1.5% | – |
| iShares Tips Bond ETF464287176 | ETF | 4,584 | $48.8 萬 | 0.3% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 645 | $24.8 萬 | 0.1% | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 7,035 | $23.1 萬 | 0.1% | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 3,351 | $21.8 萬 | 0.1% | – |