Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/16 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 135
- 較 2023 年第 4 季 −3
- 總值
- $3.77 億
- 較 2023 年第 4 季 +$3,852 萬 (+11.4%)
| 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 | 216,517 | $2,752 萬 | 7.3% | +2,163+1.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 251,794 | $2,709 萬 | 7.2% | +44,154+21.3% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 184,117 | $2,123 萬 | 5.6% | −33,806−15.5% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 171,194 | $1,968 萬 | 5.2% | −18,247−9.6% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 222,704 | $1,653 萬 | 4.4% | +21,932+10.9% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 174,139 | $1,392 萬 | 3.7% | +5,017+3.0% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 129,103 | $1,203 萬 | 3.2% | +7,302+6.0% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 173,038 | $814.3 萬 | 2.2% | −4,607−2.6% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 117,109 | $794.7 萬 | 2.1% | +56,738+94.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,474 | $775.8 萬 | 2.1% | +298+1.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,144 | $637.1 萬 | 1.7% | −49−0.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,094 | $632.6 萬 | 1.7% | +547+4.7% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 33,859 | $632.5 萬 | 1.7% | +6,230+22.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 6,908 | $624.2 萬 | 1.7% | +219+3.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 358,373 | $610.0 萬 | 1.6% | +109,541+44.0% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 131,581 | $599.9 萬 | 1.6% | +5,083+4.0% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 61,669 | $569.9 萬 | 1.5% | +3,927+6.8% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 151,309 | $547.6 萬 | 1.5% | +5,917+4.1% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 13,677 | $544.0 萬 | 1.4% | +12,967+1,826.3% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 63,751 | $538.3 萬 | 1.4% | +1,175+1.9% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 47,751 | $481.4 萬 | 1.3% | −4,717−9.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 75,557 | $458.9 萬 | 1.2% | +9,737+14.8% | 加碼依 5 比 1 拆股換算 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 194,530 | $447.2 萬 | 1.2% | +53,176+37.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 23,705 | $427.6 萬 | 1.1% | +84+0.4% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 37,392 | $413.3 萬 | 1.1% | +3,294+9.7% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 65,805 | $378.2 萬 | 1.0% | +57,748+716.7% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 109,187 | $351.9 萬 | 0.9% | −2,306−2.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 19,400 | $332.7 萬 | 0.9% | −50.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 11,836 | $330.3 萬 | 0.9% | +71+0.6% | 加碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 79,684 | $320.9 萬 | 0.9% | +9,942+14.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 20,109 | $303.5 萬 | 0.8% | −20.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,023 | $300.4 萬 | 0.8% | −2,586−17.7% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,990 | $296.3 萬 | 0.8% | +241+4.2% | 加碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 107,411 | $288.5 萬 | 0.8% | +17,848+19.9% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 48,711 | $265.0 萬 | 0.7% | −2,445−4.8% | 減碼 | – |
| CTASCintas Corp | Stock | 3,748 | $257.5 萬 | 0.7% | −115−3.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,512 | $257.3 萬 | 0.7% | +115+3.4% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 48,141 | $245.8 萬 | 0.7% | −6,657−12.1% | 減碼 | – |
| WMWaste Management Inc | Stock | 11,503 | $245.2 萬 | 0.7% | −107−0.9% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,631 | $236.0 萬 | 0.6% | −76−2.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,533 | $232.7 萬 | 0.6% | +86+1.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,241 | $214.0 萬 | 0.6% | +6+0.1% | 加碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 41,407 | $209.9 萬 | 0.6% | −23,303−36.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,184 | $203.2 萬 | 0.5% | +19+0.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,668 | $198.6 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 18,397 | $190.9 萬 | 0.5% | −4,732−20.5% | 減碼 | – |
| BACBank of America Corp | Stock | 49,957 | $189.4 萬 | 0.5% | +3,585+7.7% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 23,349 | $186.5 萬 | 0.5% | −1,090−4.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 11,732 | $185.6 萬 | 0.5% | +494+4.4% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,747 | $183.3 萬 | 0.5% | +4,667+224.4% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,809 | $182.3 萬 | 0.5% | −232−1.1% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 4,527 | $173.7 萬 | 0.5% | +278+6.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,661 | $173.5 萬 | 0.5% | +109+1.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 28,200 | $172.5 萬 | 0.5% | +1,026+3.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 4,156 | $170.7 萬 | 0.5% | +264+6.8% | 加碼 | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 41,258 | $169.5 萬 | 0.4% | +10,335+33.4% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 38,409 | $163.4 萬 | 0.4% | +1,944+5.3% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 23,379 | $159.3 萬 | 0.4% | +23,379 | 新進 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 27,005 | $156.8 萬 | 0.4% | −1,437−5.1% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,510 | $156.3 萬 | 0.4% | −7,745−44.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 30,784 | $155.8 萬 | 0.4% | −8,289−21.2% | 減碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 34,376 | $154.2 萬 | 0.4% | +1,000+3.0% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 56,906 | $146.2 萬 | 0.4% | +16,756+41.7% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 23,039 | $145.9 萬 | 0.4% | +1,573+7.3% | 加碼 | – |
| BIIBBiogen Inc. | COM | 6,556 | $141.4 萬 | 0.4% | +2,881+78.4% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,193 | $115.7 萬 | 0.3% | +678+131.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,681 | $108.4 萬 | 0.3% | +510+8.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,854 | $108.3 萬 | 0.3% | +813+10.1% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 7,848 | $106.0 萬 | 0.3% | +66+0.8% | 加碼 | – |
| MAMastercard Inc | Stock | 2,191 | $105.5 萬 | 0.3% | +1,313+149.5% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,330 | $101.4 萬 | 0.3% | +37+2.9% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 9,117 | $100.8 萬 | 0.3% | +9,117 | 新進 | – |
| AMATApplied Materials Inc | Stock | 4,832 | $99.7 萬 | 0.3% | +2,408+99.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,347 | $99.4 萬 | 0.3% | −1,610−27.0% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 19,214 | $98.5 萬 | 0.3% | +554+3.0% | 加碼 | – |
| MLMMartin Marietta Materials Inc | COM | 1,520 | $93.3 萬 | 0.2% | +1,520 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,974 | $92.7 萬 | 0.2% | +606+8.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,390 | $92.0 萬 | 0.2% | +172+1.9% | 加碼 | – |
| HCAHCA Healthcare, Inc. | COM | 2,731 | $91.1 萬 | 0.2% | −760−21.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,988 | $84.9 萬 | 0.2% | −392−11.6% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 7,763 | $84.6 萬 | 0.2% | +1,872+31.8% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 10,829 | $84.2 萬 | 0.2% | +2,572+31.1% | 加碼 | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 14,608 | $83.9 萬 | 0.2% | +354+2.5% | 加碼 | – |
| DHRDanaher Corp | Stock | 3,345 | $83.5 萬 | 0.2% | +1,715+105.2% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,430 | $81.7 萬 | 0.2% | +774+118.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,130 | $80.9 萬 | 0.2% | +6,130 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 19,237 | $80.8 萬 | 0.2% | −652−3.3% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,063 | $80.6 萬 | 0.2% | +70+3.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,559 | $80.1 萬 | 0.2% | −4,692−50.7% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 5,462 | $79.5 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 6,315 | $77.2 萬 | 0.2% | +149+2.4% | 加碼 | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 17,568 | $75.2 萬 | 0.2% | +189+1.1% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 10,532 | $74.7 萬 | 0.2% | −119−1.1% | 減碼 | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 4,911 | $72.6 萬 | 0.2% | +4,911 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,454 | $72.5 萬 | 0.2% | +122+0.9% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 3,559 | $70.5 萬 | 0.2% | +277+8.4% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 17,799 | $70.4 萬 | 0.2% | +17,799 | 新進 | – |
| APTVAptiv PLC | SHS | 8,541 | $68.0 萬 | 0.2% | +4,090+91.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,360 | $66.5 萬 | 0.2% | +128+5.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 492 | $65.2 萬 | 0.2% | −20−3.9% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（15 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 61,218 | $485.0 萬 | 1.4% | – |
| TXNTexas Instruments Inc | Stock | 4,944 | $84.3 萬 | 0.2% | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 30,944 | $63.8 萬 | 0.2% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 6,339 | $63.3 萬 | 0.2% | – |
| SBUXStarbucks Corp | Stock | 6,485 | $62.3 萬 | 0.2% | 歷史 |
| ALBAlbemarle Corp | Stock | 4,037 | $58.3 萬 | 0.2% | 歷史 |
| TJXTJX Companies Inc | Stock | 5,642 | $52.9 萬 | 0.2% | 歷史 |
| EOGEOG Resources Inc | Stock | 4,208 | $50.9 萬 | 0.2% | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,073 | $50.6 萬 | 0.1% | 歷史 |
| LRCXLam Research Corp | COM | 639 | $50.0 萬 | 0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,430 | $47.6 萬 | 0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 856 | $41.9 萬 | 0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 10,808 | $38.9 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 1,358 | $32.5 萬 | 0.1% | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 10,217 | $25.0 萬 | 0.1% | – |