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 MSCI Eafe ETF464287465 | ETF | 36,083 | $272.8 萬 | 0.6% | +5,926+19.7% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 6,305 | $280.4 萬 | 0.6% | +115+1.9% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 55,000 | $288.6 萬 | 0.7% | +1,207+2.2% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 57,762 | $293.9 萬 | 0.7% | −6,278−9.8% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 16,513 | $294.1 萬 | 0.7% | +208+1.3% | 加碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 67,214 | $298.2 萬 | 0.7% | +13,956+26.2% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 31,660 | $306.6 萬 | 0.7% | +872+2.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,577 | $327.7 萬 | 0.8% | +106+3.1% | 加碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 141,462 | $377.8 萬 | 0.9% | +10,019+7.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 21,399 | $405.1 萬 | 0.9% | +988+4.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,204 | $417.3 萬 | 1.0% | +337+2.6% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 128,651 | $429.6 萬 | 1.0% | −6,536−4.8% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 83,405 | $472.9 萬 | 1.1% | +1,808+2.2% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 51,611 | $473.2 萬 | 1.1% | −1,542−2.9% | 減碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 224,016 | $509.0 萬 | 1.2% | +10,122+4.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 85,285 | $531.4 萬 | 1.2% | −2,324−2.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 21,406 | $536.1 萬 | 1.2% | +1,539+7.7% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 49,883 | $550.0 萬 | 1.3% | +151+0.3% | 加碼 | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 367,189 | $627.5 萬 | 1.5% | +14,514+4.1% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 163,766 | $628.4 萬 | 1.5% | −5,375−3.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 51,288 | $688.7 萬 | 1.6% | +1,654+3.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,687 | $703.4 萬 | 1.6% | +1,019+6.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,414 | $842.8 萬 | 1.9% | +9,311+32.0% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 127,922 | $846.1 萬 | 2.0% | −173−0.1% | 減碼 | – |
| 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 Tr46434V613 | CORE UNIVRSL USD | 216,439 | $978.3 萬 | 2.3% | +23,124+12.0% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 226,252 | $1,051 萬 | 2.4% | +20,666+10.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,124 | $1,131 萬 | 2.6% | +16,791+314.9% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 166,324 | $1,266 萬 | 2.9% | −9,514−5.4% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 143,009 | $1,500 萬 | 3.5% | +4,564+3.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 221,891 | $1,559 萬 | 3.6% | −21,887−9.0% | 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 Tr46435G425 | ESG AWR MSCI USA | 176,998 | $2,280 萬 | 5.3% | −827−0.5% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 187,805 | $2,416 萬 | 5.6% | +718+0.4% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 201,494 | $2,916 萬 | 6.7% | +3,862+2.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 281,633 | $3,001 萬 | 6.9% | −4,831−1.7% | 減碼 | – |
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% | – |