Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/19 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 84
- 較 2023 年第 2 季 −2
- 總值
- $2.24 億
- 較 2023 年第 2 季 −$896.3 萬 (−3.8%)
| 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 | 259,829 | $1,647 萬 | 7.3% | −36,380−12.3% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 164,240 | $1,541 萬 | 6.9% | +14,428+9.6% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 161,092 | $1,515 萬 | 6.8% | +9,021+5.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 128,391 | $1,309 萬 | 5.8% | +14,234+12.5% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 123,050 | $1,275 萬 | 5.7% | +32,846+36.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 54,429 | $1,120 萬 | 5.0% | +4,292+8.6% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 152,554 | $903.7 萬 | 4.0% | +316+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,668 | $710.5 萬 | 3.2% | −2,889−12.8% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 130,760 | $634.8 萬 | 2.8% | −4,087−3.0% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 89,120 | $607.1 萬 | 2.7% | −5,220−5.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 29,314 | $546.9 萬 | 2.4% | +1,833+6.7% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 95,800 | $470.8 萬 | 2.1% | −20,763−17.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 14,528 | $467.5 萬 | 2.1% | −246−1.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 49,407 | $460.1 萬 | 2.1% | +271+0.6% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 126,781 | $424.1 萬 | 1.9% | −20,272−13.8% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 81,312 | $387.9 萬 | 1.7% | −21,027−20.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 20,262 | $352.0 萬 | 1.6% | −683−3.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,776 | $333.7 萬 | 1.5% | −225−0.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,846 | $306.6 萬 | 1.4% | −508−6.9% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 36,109 | $294.1 萬 | 1.3% | −2,503−6.5% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,443 | $280.1 萬 | 1.2% | +286+5.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,656 | $277.1 萬 | 1.2% | +191+0.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,594 | $262.5 萬 | 1.2% | +224+5.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,352 | $260.4 萬 | 1.2% | +334+3.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,914 | $256.1 萬 | 1.1% | −25−0.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,777 | $246.9 萬 | 1.1% | −2,181−27.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 10,329 | $238.9 萬 | 1.1% | +273+2.7% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 4,915 | $238.3 萬 | 1.1% | +46+0.9% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 32,623 | $234.6 萬 | 1.0% | −1,207−3.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,664 | $232.0 萬 | 1.0% | +14+0.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 14,080 | $212.9 萬 | 0.9% | +224+1.6% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 37,573 | $208.0 萬 | 0.9% | −3,894−9.4% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 13,371 | $207.4 萬 | 0.9% | +436+3.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,972 | $205.6 萬 | 0.9% | +246+6.6% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 27,115 | $186.4 萬 | 0.8% | +8,625+46.6% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 12,186 | $186.3 萬 | 0.8% | −7,296−37.4% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 25,931 | $185.1 萬 | 0.8% | +25,931 | 新進 | – |
| KOCoca Cola Co | Stock | 32,471 | $180.1 萬 | 0.8% | +2,634+8.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 4,690 | $175.3 萬 | 0.8% | +482+11.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,439 | $163.1 萬 | 0.7% | +661+13.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 54,819 | $146.4 萬 | 0.7% | +12,781+30.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,819 | $141.2 萬 | 0.6% | +382+4.0% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 45,192 | $136.1 萬 | 0.6% | −6,075−11.8% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 3,145 | $115.3 萬 | 0.5% | +80+2.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,598 | $110.4 萬 | 0.5% | −60−1.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,394 | $107.4 萬 | 0.5% | +229+3.2% | 加碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 16,399 | $105.6 萬 | 0.5% | −518−3.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,046 | $104.6 萬 | 0.5% | +541+6.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,906 | $94.5 萬 | 0.4% | +1,316+28.7% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 7,437 | $89.1 萬 | 0.4% | +1,094+17.2% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 7,840 | $86.9 萬 | 0.4% | +1,133+16.9% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 24,611 | $85.3 萬 | 0.4% | +13,013+112.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 8,529 | $80.7 萬 | 0.4% | +1,227+16.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,723 | $80.6 萬 | 0.4% | +125+0.7% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 8,739 | $79.6 萬 | 0.4% | +763+9.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,317 | $76.1 萬 | 0.3% | +1,229+15.2% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 11,553 | $71.3 萬 | 0.3% | +3,119+37.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 6,141 | $60.1 萬 | 0.3% | +27+0.4% | 加碼 | – |
| TGTTarget Corp | Stock | 5,465 | $58.3 萬 | 0.3% | +1,226+28.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 7,453 | $53.2 萬 | 0.2% | +1,096+17.2% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,315 | $52.9 萬 | 0.2% | −3,318−24.3% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,655 | $52.0 萬 | 0.2% | −14,109−64.8% | 減碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 13,939 | $46.6 萬 | 0.2% | −288−2.0% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 7,820 | $42.5 萬 | 0.2% | +52+0.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,672 | $41.1 萬 | 0.2% | −18−1.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,209 | $39.1 萬 | 0.2% | −147−3.4% | 減碼 | – |
| NEENextera Energy Inc | Stock | 7,411 | $38.6 萬 | 0.2% | +785+11.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,820 | $38.6 萬 | 0.2% | −41−2.2% | 減碼 | – |
| PAYXPaychex Inc | Stock | 3,145 | $35.8 萬 | 0.2% | +640+25.5% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,884 | $31.6 萬 | 0.1% | −8−0.3% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 9,262 | $29.6 萬 | 0.1% | +2,691+41.0% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 5,917 | $29.5 萬 | 0.1% | +21+0.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 650 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,252 | $28.8 萬 | 0.1% | −22−1.7% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 5,248 | $28.8 萬 | 0.1% | +15+0.3% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 93 | $28.8 萬 | 0.1% | −2−2.1% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,187 | $26.8 萬 | 0.1% | +55+4.9% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 4,984 | $26.5 萬 | 0.1% | −183−3.5% | 減碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 291 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 872 | $26.1 萬 | 0.1% | −24−2.7% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,400 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 710 | $23.7 萬 | 0.1% | −3,802−84.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,759 | $22.4 萬 | 0.1% | +11+0.3% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 1,033 | $21.0 萬 | 0.1% | −66−6.0% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（3 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。