Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/2 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 138
- 較 2023 年第 3 季 +54
- 總值
- $3.38 億
- 較 2023 年第 3 季 +$1.14 億 (+51.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464289446 | RUS TOP 200 ETF | 214,354 | $2,467 萬 | 7.3% | +91,304+74.2% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 217,923 | $2,293 萬 | 6.8% | +56,831+35.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 207,640 | $2,251 萬 | 6.7% | +79,249+61.7% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 189,441 | $1,988 萬 | 5.9% | +25,201+15.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 200,772 | $1,412 萬 | 4.2% | −59,057−22.7% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 169,122 | $1,278 萬 | 3.8% | +80,002+89.8% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 121,801 | $1,036 萬 | 3.1% | +121,801 | 新進 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 177,645 | $848.1 萬 | 2.5% | +177,645 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,176 | $703.4 萬 | 2.1% | −2,492−12.7% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 126,498 | $582.8 萬 | 1.7% | +126,498 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 15,193 | $571.3 萬 | 1.7% | +665+4.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,547 | $548.8 萬 | 1.6% | +5,770+99.9% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 57,742 | $543.2 萬 | 1.6% | +57,742 | 新進 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 145,392 | $514.8 萬 | 1.5% | +18,611+14.7% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 61,218 | $485.0 萬 | 1.4% | +35,287+136.1% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 27,629 | $480.4 萬 | 1.4% | +15,443+126.7% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 52,468 | $477.7 萬 | 1.4% | +16,359+45.3% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 62,576 | $469.9 萬 | 1.4% | +35,461+130.8% | 加碼 | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 248,832 | $425.3 萬 | 1.3% | +248,832 | 新進 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 60,371 | $392.0 萬 | 1.2% | −92,183−60.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 19,405 | $373.6 萬 | 1.1% | −857−4.2% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 34,098 | $369.1 萬 | 1.1% | +29,889+710.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,164 | $364.9 萬 | 1.1% | +11,492+687.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 23,621 | $358.9 萬 | 1.1% | −2,155−8.4% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 111,493 | $357.4 萬 | 1.1% | +66,301+146.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,609 | $339.9 萬 | 1.0% | −39,820−73.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 6,689 | $331.3 萬 | 1.0% | −157−2.3% | 減碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 141,354 | $328.9 萬 | 1.0% | +141,354 | 新進 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 64,710 | $326.6 萬 | 1.0% | +64,710 | 新進 | – |
| VVisa Inc. | Stock | 11,765 | $306.3 萬 | 0.9% | +1,436+13.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,749 | $302.7 萬 | 0.9% | +306+5.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,111 | $280.9 萬 | 0.8% | −545−2.6% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 54,798 | $277.4 萬 | 0.8% | +54,798 | 新進 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 51,156 | $266.5 萬 | 0.8% | +51,156 | 新進 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 69,742 | $265.1 萬 | 0.8% | +69,742 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 17,255 | $253.9 萬 | 0.8% | +17,255 | 新進 | – |
| ADBEAdobe Inc. | Stock | 4,235 | $252.7 萬 | 0.7% | −679−13.8% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 89,563 | $236.4 萬 | 0.7% | +89,563 | 新進 | – |
| CTASCintas Corp | Stock | 3,863 | $232.8 萬 | 0.7% | −1,052−21.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,707 | $231.7 萬 | 0.7% | −265−6.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,251 | $229.9 萬 | 0.7% | −1,101−10.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,397 | $224.2 萬 | 0.7% | −1,197−26.1% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 23,129 | $224.0 萬 | 0.7% | +23,129 | 新進 | – |
| WMWaste Management Inc | Stock | 11,610 | $207.9 萬 | 0.6% | −2,470−17.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,667 | $205.6 萬 | 0.6% | +1,522+48.4% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 39,073 | $199.5 萬 | 0.6% | −42,239−51.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,447 | $194.3 萬 | 0.6% | −1,217−18.3% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 24,439 | $184.1 萬 | 0.5% | +16,784+219.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 11,238 | $176.1 萬 | 0.5% | −2,133−16.0% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 22,041 | $172.0 萬 | 0.5% | −10,582−32.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 27,174 | $160.1 萬 | 0.5% | −5,297−16.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 46,372 | $156.1 萬 | 0.5% | −8,447−15.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,892 | $155.6 萬 | 0.5% | −798−17.0% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 36,465 | $154.0 萬 | 0.5% | +36,465 | 新進 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 28,442 | $153.1 萬 | 0.5% | −67,358−70.3% | 減碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 33,376 | $151.0 萬 | 0.4% | +33,376 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 4,165 | $147.4 萬 | 0.4% | +567+15.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,249 | $147.2 萬 | 0.4% | −1,190−21.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,552 | $145.5 萬 | 0.4% | −1,267−12.9% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 21,466 | $132.9 萬 | 0.4% | −16,107−42.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,957 | $127.1 萬 | 0.4% | −23,357−79.7% | 減碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 30,923 | $116.7 萬 | 0.3% | +16,984+121.8% | 加碼 | – |
| LULUlululemon athletica inc. | Stock | 1,993 | $101.9 萬 | 0.3% | +1,993 | 新進 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 40,150 | $101.6 萬 | 0.3% | +40,150 | 新進 | – |
| PANWPalo Alto Networks Inc | Stock | 3,380 | $99.7 萬 | 0.3% | +3,380 | 新進 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 18,660 | $95.7 萬 | 0.3% | +18,660 | 新進 | – |
| iShares Tr464287721 | U.S. TECH ETF | 7,782 | $95.5 萬 | 0.3% | +7,782 | 新進 | – |
| BIIBBiogen Inc. | COM | 3,675 | $95.1 萬 | 0.3% | +3,675 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 3,491 | $94.5 萬 | 0.3% | +3,491 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 4,074 | $94.3 萬 | 0.3% | +4,074 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,218 | $91.5 萬 | 0.3% | −40,189−81.3% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 1,293 | $91.3 萬 | 0.3% | +1,293 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,171 | $90.4 萬 | 0.3% | −1,223−16.5% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,944 | $84.3 萬 | 0.2% | −962−16.3% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 6,166 | $81.4 萬 | 0.2% | −1,271−17.1% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 19,889 | $77.6 萬 | 0.2% | −4,722−19.2% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 5,461 | $75.9 萬 | 0.2% | −2,379−30.3% | 減碼 | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 17,379 | $75.2 萬 | 0.2% | +17,379 | 新進 | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 14,254 | $74.6 萬 | 0.2% | +14,254 | 新進 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 10,651 | $73.9 萬 | 0.2% | −5,748−35.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,368 | $73.7 萬 | 0.2% | −1,678−18.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,041 | $72.6 萬 | 0.2% | −1,276−13.7% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,332 | $68.6 萬 | 0.2% | −4,391−23.5% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,232 | $66.2 萬 | 0.2% | +2,232 | 新進 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,891 | $65.2 萬 | 0.2% | +5,891 | 新進 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 8,257 | $63.9 萬 | 0.2% | +8,257 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 30,944 | $63.8 萬 | 0.2% | +30,944 | 新進 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 12,777 | $63.6 萬 | 0.2% | −117,983−90.2% | 減碼 | – |
| PDDPDD Holdings Inc. | SPONSORED ADS | 4,342 | $63.5 萬 | 0.2% | +4,342 | 新進 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 6,339 | $63.3 萬 | 0.2% | +6,339 | 新進 | – |
| SBUXStarbucks Corp | Stock | 6,485 | $62.3 萬 | 0.2% | −2,254−25.8% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,700 | $61.9 萬 | 0.2% | −2,829−33.2% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 4,037 | $58.3 萬 | 0.2% | +4,037 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 512 | $57.2 萬 | 0.2% | +512 | 新進 | 歷史 |
| METMetlife Inc | Stock | 8,446 | $55.9 萬 | 0.2% | −3,107−26.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 6,630 | $55.8 萬 | 0.2% | −823−11.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,642 | $52.9 萬 | 0.2% | +5,642 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 3,689 | $52.5 萬 | 0.2% | −1,776−32.5% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 325 | $51.1 萬 | 0.2% | +325 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 4,208 | $50.9 萬 | 0.2% | +4,208 | 新進 | 歷史 |
2023 年第 3 季之後清倉（2 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,315 | $52.9 萬 | 0.2% | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 4,984 | $26.5 萬 | 0.1% | – |