Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/24 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 86
- 較 2023 年第 1 季 −2
- 總值
- $2.33 億
- 較 2023 年第 1 季 +$3,547 萬 (+17.9%)
| 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 | 296,209 | $1,999 萬 | 8.6% | +25,895+9.6% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 152,071 | $1,488 萬 | 6.4% | +103,655+214.1% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 149,812 | $1,460 萬 | 6.3% | +81,739+120.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 114,157 | $1,218 萬 | 5.2% | +5,014+4.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 50,137 | $1,104 萬 | 4.7% | +9,083+22.1% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 90,204 | $961.9 萬 | 4.1% | +50+0.1% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 152,238 | $953.3 萬 | 4.1% | +3,555+2.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,557 | $833.3 萬 | 3.6% | +324+1.5% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 94,340 | $688.0 萬 | 3.0% | +10,771+12.9% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 134,847 | $664.7 萬 | 2.9% | +926+0.7% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 116,563 | $600.7 萬 | 2.6% | +1,724+1.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 27,481 | $546.6 萬 | 2.3% | +14+0.1% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 102,339 | $513.9 萬 | 2.2% | −529−0.5% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 147,053 | $505.6 萬 | 2.2% | +24,830+20.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,774 | $503.1 萬 | 2.2% | −3,421−18.8% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 49,136 | $481.3 萬 | 2.1% | −3,378−6.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 20,945 | $406.3 萬 | 1.7% | +191+0.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,958 | $352.8 萬 | 1.5% | −5,827−42.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,001 | $339.0 萬 | 1.5% | +1,847+7.6% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 38,612 | $325.0 萬 | 1.4% | +12,931+50.4% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 19,482 | $314.0 萬 | 1.3% | +19,482 | 新進 | – |
| NVDANVIDIA Corp | Stock | 7,354 | $311.1 萬 | 1.3% | −750−9.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,018 | $262.2 萬 | 1.1% | +157+1.6% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 33,830 | $251.5 萬 | 1.1% | +154+0.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,157 | $247.8 萬 | 1.1% | +41+0.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,465 | $245.0 萬 | 1.1% | −692−3.3% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 41,467 | $244.6 萬 | 1.0% | +4,526+12.3% | 加碼 | – |
| CTASCintas Corp | Stock | 4,869 | $242.0 萬 | 1.0% | −126−2.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,939 | $241.5 萬 | 1.0% | +12+0.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 13,856 | $240.3 萬 | 1.0% | −368−2.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 10,056 | $238.8 萬 | 1.0% | −104−1.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,370 | $235.3 萬 | 1.0% | +64+1.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,650 | $226.8 萬 | 1.0% | +238+3.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,935 | $214.1 萬 | 0.9% | +728+6.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 29,837 | $179.7 萬 | 0.8% | −200−0.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,726 | $170.7 萬 | 0.7% | +14+0.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 4,208 | $170.5 萬 | 0.7% | +183+4.5% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 51,267 | $162.2 萬 | 0.7% | +2,696+5.6% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 21,764 | $157.8 萬 | 0.7% | +8,394+62.8% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,512 | $155.1 萬 | 0.7% | +3,802+535.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,778 | $148.4 萬 | 0.6% | +138+3.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,437 | $137.2 萬 | 0.6% | +834+9.7% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 18,490 | $130.3 萬 | 0.6% | −22,447−54.8% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 3,065 | $122.9 萬 | 0.5% | −13−0.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 42,038 | $120.6 萬 | 0.5% | +3,972+10.4% | 加碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 16,917 | $114.2 萬 | 0.5% | +163+1.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 7,165 | $108.7 萬 | 0.5% | +279+4.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,658 | $105.0 萬 | 0.5% | −275−7.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,505 | $91.2 萬 | 0.4% | +515+6.4% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 6,343 | $90.6 萬 | 0.4% | +113+1.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,598 | $85.9 萬 | 0.4% | +173+0.9% | 加碼 | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 6,428 | $85.5 萬 | 0.4% | +1,774+38.1% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 4,590 | $82.6 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 6,707 | $80.7 萬 | 0.3% | +115+1.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 7,302 | $80.6 萬 | 0.3% | −195−2.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,976 | $79.0 萬 | 0.3% | −221−2.7% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,633 | $74.2 萬 | 0.3% | −3,853−22.0% | 減碼 | – |
| DISWalt Disney Co | Stock | 8,088 | $72.2 萬 | 0.3% | +275+3.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 6,114 | $63.2 萬 | 0.3% | +78+1.3% | 加碼 | – |
| RTXRTX Corp | Stock | 6,357 | $62.3 萬 | 0.3% | +87+1.4% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,239 | $55.9 萬 | 0.2% | +77+1.9% | 加碼 | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 14,227 | $50.7 萬 | 0.2% | −1,745−10.9% | 減碼 | – |
| NEENextera Energy Inc | Stock | 6,626 | $49.2 萬 | 0.2% | −47−0.7% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 8,434 | $47.7 萬 | 0.2% | +140+1.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,690 | $44.2 萬 | 0.2% | −29−1.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,356 | $43.4 萬 | 0.2% | +17+0.4% | 加碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 7,732 | $43.0 萬 | 0.2% | +29+0.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 11,598 | $42.2 萬 | 0.2% | −588−4.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,861 | $41.0 萬 | 0.2% | +759+68.9% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 7,768 | $40.2 萬 | 0.2% | −541−6.5% | 減碼 | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 16,915 | $38.4 萬 | 0.2% | +508+3.1% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,892 | $35.5 萬 | 0.2% | +20+0.7% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,274 | $31.9 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 896 | $31.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 5,896 | $31.3 萬 | 0.1% | +270+4.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 650 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 5,233 | $30.9 萬 | 0.1% | +33+0.6% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 5,167 | $28.4 萬 | 0.1% | +59+1.2% | 加碼 | – |
| PAYXPaychex Inc | Stock | 2,505 | $28.0 萬 | 0.1% | +21+0.8% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 291 | $27.8 萬 | 0.1% | −3−1.0% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,132 | $27.7 萬 | 0.1% | +9+0.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,400 | $26.2 萬 | 0.1% | 00.0% | 不變 | – |
| BKNGBooking Holdings Inc. | Stock | 95 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 6,571 | $24.4 萬 | 0.1% | −28−0.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,099 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,748 | $22.9 萬 | 0.1% | −106−2.8% | 減碼 | – |
2023 年第 1 季之後清倉（3 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。