Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/24 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 136
- 較 2024 年第 3 季 −4
- 總值
- $4.33 億
- 較 2024 年第 3 季 +$398.5 萬 (+0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 281,633 | $3,001 萬 | 6.9% | −4,831−1.7% | 減碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 201,494 | $2,916 萬 | 6.7% | +3,862+2.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 187,805 | $2,416 萬 | 5.6% | +718+0.4% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 176,998 | $2,280 萬 | 5.3% | −827−0.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,371 | $1,780 萬 | 4.1% | +3,961+15.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 221,891 | $1,559 萬 | 3.6% | −21,887−9.0% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 143,009 | $1,500 萬 | 3.5% | +4,564+3.3% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 166,324 | $1,266 萬 | 2.9% | −9,514−5.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,124 | $1,131 萬 | 2.6% | +16,791+314.9% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 226,252 | $1,051 萬 | 2.4% | +20,666+10.1% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 216,439 | $978.3 萬 | 2.3% | +23,124+12.0% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 20,109 | $855.6 萬 | 2.0% | +8,234+69.3% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 127,922 | $846.1 萬 | 2.0% | −173−0.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 38,414 | $842.8 萬 | 1.9% | +9,311+32.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,687 | $703.4 萬 | 1.6% | +1,019+6.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 51,288 | $688.7 萬 | 1.6% | +1,654+3.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 163,766 | $628.4 萬 | 1.5% | −5,375−3.2% | 減碼 | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 367,189 | $627.5 萬 | 1.5% | +14,514+4.1% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 49,883 | $550.0 萬 | 1.3% | +151+0.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 21,406 | $536.1 萬 | 1.2% | +1,539+7.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 85,285 | $531.4 萬 | 1.2% | −2,324−2.7% | 減碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 224,016 | $509.0 萬 | 1.2% | +10,122+4.7% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 51,611 | $473.2 萬 | 1.1% | −1,542−2.9% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 83,405 | $472.9 萬 | 1.1% | +1,808+2.2% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 128,651 | $429.6 萬 | 1.0% | −6,536−4.8% | 減碼 | – |
| VVisa Inc. | Stock | 13,204 | $417.3 萬 | 1.0% | +337+2.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 21,399 | $405.1 萬 | 0.9% | +988+4.8% | 加碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 141,462 | $377.8 萬 | 0.9% | +10,019+7.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,577 | $327.7 萬 | 0.8% | +106+3.1% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 31,660 | $306.6 萬 | 0.7% | +872+2.8% | 加碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 67,214 | $298.2 萬 | 0.7% | +13,956+26.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 16,513 | $294.1 萬 | 0.7% | +208+1.3% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 57,762 | $293.9 萬 | 0.7% | −6,278−9.8% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 55,000 | $288.6 萬 | 0.7% | +1,207+2.2% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 6,305 | $280.4 萬 | 0.6% | +115+1.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 36,083 | $272.8 萬 | 0.6% | +5,926+19.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,241 | $267.8 萬 | 0.6% | −1,620−6.5% | 減碼 | – |
| CTASCintas Corp | Stock | 14,023 | $256.2 萬 | 0.6% | −332−2.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,372 | $256.0 萬 | 0.6% | +219+5.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,993 | $251.0 萬 | 0.6% | +261+7.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 5,034 | $250.7 萬 | 0.6% | +26+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,508 | $249.7 萬 | 0.6% | +20.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,303 | $245.2 萬 | 0.6% | +1,297+25.9% | 加碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 48,471 | $244.6 萬 | 0.6% | −11,508−19.2% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,789 | $242.3 萬 | 0.6% | +97+2.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 53,316 | $234.3 萬 | 0.5% | +1,345+2.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,764 | $234.1 萬 | 0.5% | +416+4.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 11,579 | $233.7 萬 | 0.5% | +78+0.7% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 24,097 | $233.5 萬 | 0.5% | +5,209+27.6% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 52,837 | $222.2 萬 | 0.5% | −1,518−2.8% | 減碼 | – |
| DEDeere & Co | Stock | 4,793 | $203.1 萬 | 0.5% | −3−0.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 77,586 | $198.5 萬 | 0.5% | +6,184+8.7% | 加碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 39,872 | $198.2 萬 | 0.5% | +2,195+5.8% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 36,700 | $189.7 萬 | 0.4% | +20,587+127.8% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 5,442 | $182.0 萬 | 0.4% | +68+1.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 29,091 | $181.1 萬 | 0.4% | −544−1.8% | 減碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 27,647 | $178.7 萬 | 0.4% | +1,957+7.6% | 加碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 42,695 | $178.6 萬 | 0.4% | −3,237−7.0% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 11,944 | $172.7 萬 | 0.4% | −1,043−8.0% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 8,964 | $171.1 萬 | 0.4% | −23,801−72.6% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 7,523 | $166.1 萬 | 0.4% | +16+0.2% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,247 | $161.0 萬 | 0.4% | +449+1.7% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 6,897 | $152.4 萬 | 0.4% | −1,773−20.4% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,954 | $150.5 萬 | 0.3% | −96−0.6% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 1,391 | $147.5 萬 | 0.3% | −103−6.9% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 24,268 | $147.4 萬 | 0.3% | −2,645−9.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 8,765 | $146.9 萬 | 0.3% | +739+9.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 28,568 | $146.4 萬 | 0.3% | +430+1.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,568 | $144.1 萬 | 0.3% | −96−2.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,603 | $137.1 萬 | 0.3% | +50+2.0% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 8,753 | $133.8 萬 | 0.3% | −737−7.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 7,243 | $131.8 萬 | 0.3% | +125+1.8% | 加碼依 2 比 1 拆股換算 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 8,133 | $129.7 萬 | 0.3% | −68−0.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,377 | $124.7 萬 | 0.3% | +111+2.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 10,156 | $113.1 萬 | 0.3% | +397+4.1% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 26,150 | $111.4 萬 | 0.3% | −3,181−10.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,217 | $111.4 萬 | 0.3% | −421−9.1% | 減碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 5,520 | $108.5 萬 | 0.3% | +182+3.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,978 | $107.3 萬 | 0.2% | +1,222+14.0% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 10,635 | $105.9 萬 | 0.2% | +1,944+22.4% | 加碼 | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 16,276 | $104.3 萬 | 0.2% | +312+2.0% | 加碼 | – |
| ASMLASML Holding NV | ADR | 1,474 | $102.1 萬 | 0.2% | +347+30.8% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 19,649 | $97.3 萬 | 0.2% | +1,201+6.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,655 | $95.3 萬 | 0.2% | +3,655 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 186 | $92.4 萬 | 0.2% | +92+97.9% | 加碼 | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 21,245 | $90.2 萬 | 0.2% | +1,289+6.5% | 加碼 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 4,421 | $85.6 萬 | 0.2% | +119+2.8% | 加碼 | – |
| FISVFiserv Inc | Stock | 4,123 | $84.7 萬 | 0.2% | −246−5.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,984 | $79.4 萬 | 0.2% | +7,984 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,633 | $79.0 萬 | 0.2% | +60+2.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,832 | $78.6 萬 | 0.2% | +345+7.7% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,595 | $77.4 萬 | 0.2% | +97+6.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,623 | $77.1 萬 | 0.2% | −49−1.0% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 5,604 | $75.3 萬 | 0.2% | −57−1.0% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 8,778 | $71.9 萬 | 0.2% | −257−2.8% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,557 | $70.3 萬 | 0.2% | −30,244−80.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,704 | $70.3 萬 | 0.2% | +818+5.9% | 加碼 | – |
| COPConocoPhillips | Stock | 6,717 | $66.6 萬 | 0.2% | +6,717 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 391 | $66.5 萬 | 0.2% | −24−5.8% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,607 | $66.4 萬 | 0.2% | +2,463+47.9% | 加碼 | – |
2024 年第 3 季之後清倉（11 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 49,895 | $471.9 萬 | 1.1% | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 6,073 | $90.9 萬 | 0.2% | – |
| ROSTRoss Stores, Inc. | COM | 4,780 | $70.6 萬 | 0.2% | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 5,864 | $64.6 萬 | 0.2% | – |
| FANGDiamondback Energy, Inc. | Stock | 3,406 | $61.7 萬 | 0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,262 | $52.4 萬 | 0.1% | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 6,125 | $47.7 萬 | 0.1% | 歷史 |
| DECKDeckers Outdoor Corp | COM | 2,788 | $44.0 萬 | 0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 1,521 | $36.2 萬 | 0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,380 | $36.0 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 924 | $21.7 萬 | 0.1% | – |