Dohj, LLC
- SEC CIK
- 0001801881
- 最新申報
- 2025/10/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/17 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 148
- 較 2024 年第 4 季 +12
- 總值
- $4.38 億
- 較 2024 年第 4 季 +$497.3 萬 (+1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 318,205 | $3,355 萬 | 7.7% | +36,572+13.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 223,425 | $2,726 萬 | 6.2% | +35,620+19.0% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 189,478 | $2,604 萬 | 5.9% | −12,016−6.0% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 157,426 | $1,919 萬 | 4.4% | −19,572−11.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,351 | $1,698 萬 | 3.9% | −20−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 221,560 | $1,676 萬 | 3.8% | −331−0.1% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 154,012 | $1,509 萬 | 3.4% | +11,003+7.7% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 175,188 | $1,431 萬 | 3.3% | +8,864+5.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,040 | $1,080 萬 | 2.5% | +916+4.1% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 201,507 | $956.8 萬 | 2.2% | −24,745−10.9% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 19,958 | $838.0 萬 | 1.9% | −151−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 39,030 | $742.6 萬 | 1.7% | +616+1.6% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 158,313 | $729.5 萬 | 1.7% | −58,126−26.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 18,623 | $699.1 萬 | 1.6% | +1,936+11.6% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 162,563 | $640.0 萬 | 1.5% | −1,203−0.7% | 減碼 | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 364,304 | $624.2 萬 | 1.4% | −2,885−0.8% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 65,153 | $611.0 萬 | 1.4% | +13,542+26.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 55,994 | $553.9 萬 | 1.3% | +31,897+132.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 48,691 | $527.7 萬 | 1.2% | −2,597−5.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,616 | $524.6 萬 | 1.2% | +2,210+10.3% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 49,998 | $512.0 萬 | 1.2% | +115+0.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 82,329 | $480.4 萬 | 1.1% | −2,956−3.5% | 減碼 | – |
| VVisa Inc. | Stock | 12,943 | $453.6 萬 | 1.0% | −261−2.0% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 124,929 | $436.6 萬 | 1.0% | −3,722−2.9% | 減碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 173,997 | $401.2 萬 | 0.9% | −50,019−22.3% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 149,008 | $399.2 萬 | 0.9% | +7,546+5.3% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 56,341 | $393.3 萬 | 0.9% | −71,581−56.0% | 減碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 83,283 | $374.9 萬 | 0.9% | +16,069+23.9% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 62,924 | $370.9 萬 | 0.8% | +7,924+14.4% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 43,348 | $358.6 萬 | 0.8% | +43,348 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 20,767 | $354.9 萬 | 0.8% | +4,254+25.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,370 | $339.2 萬 | 0.8% | +862+15.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,575 | $338.1 萬 | 0.8% | −2−0.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 21,721 | $335.9 萬 | 0.8% | +322+1.5% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 63,291 | $323.1 萬 | 0.7% | +5,529+9.6% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 31,453 | $314.5 萬 | 0.7% | −207−0.7% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 7,396 | $283.7 萬 | 0.6% | +1,091+17.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 34,458 | $281.6 萬 | 0.6% | −1,625−4.5% | 減碼 | – |
| WMWaste Management Inc | Stock | 11,957 | $276.8 萬 | 0.6% | +378+3.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,036 | $263.8 萬 | 0.6% | +247+5.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,467 | $257.5 萬 | 0.6% | +95+2.2% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,980 | $253.0 萬 | 0.6% | −54−1.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,930 | $243.6 萬 | 0.6% | +166+1.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,965 | $243.4 萬 | 0.6% | −28−0.7% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,955 | $240.0 萬 | 0.5% | −286−1.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 14,291 | $237.0 萬 | 0.5% | +2,347+19.7% | 加碼 | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 60,287 | $235.5 萬 | 0.5% | +17,592+41.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 6,288 | $230.4 萬 | 0.5% | −15−0.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 4,837 | $227.0 萬 | 0.5% | +44+0.9% | 加碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 58,145 | $223.3 萬 | 0.5% | +5,308+10.0% | 加碼 | – |
| KOCoca Cola Co | Stock | 31,147 | $223.1 萬 | 0.5% | +2,056+7.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 52,397 | $218.7 萬 | 0.5% | −919−1.7% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 11,204 | $213.5 萬 | 0.5% | +2,240+25.0% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 36,172 | $213.3 萬 | 0.5% | −47,233−56.6% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 84,313 | $212.6 萬 | 0.5% | +6,727+8.7% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 39,825 | $208.6 萬 | 0.5% | +3,125+8.5% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 30,410 | $204.8 萬 | 0.5% | +2,763+10.0% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 19,242 | $199.6 萬 | 0.5% | +8,607+80.9% | 加碼 | – |
| GEGeneral Electric Co | Stock | 9,244 | $185.0 萬 | 0.4% | +4,621+100.0% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 25,113 | $184.5 萬 | 0.4% | +25,113 | 新進 | – |
| SNPSSynopsys Inc | COM | 4,236 | $181.7 萬 | 0.4% | +2,641+165.6% | 加碼 | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 37,169 | $173.5 萬 | 0.4% | −2,703−6.8% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,084 | $161.1 萬 | 0.4% | −163−0.6% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,668 | $156.1 萬 | 0.4% | −286−1.7% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 23,740 | $150.8 萬 | 0.3% | −528−2.2% | 減碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 8,496 | $149.8 萬 | 0.3% | +2,976+53.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,604 | $146.6 萬 | 0.3% | −161−1.8% | 減碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 27,700 | $140.3 萬 | 0.3% | −20,771−42.9% | 減碼 | – |
| MAMastercard Inc | Stock | 2,496 | $136.8 萬 | 0.3% | −107−4.1% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 28,023 | $136.6 萬 | 0.3% | −545−1.9% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 7,016 | $128.8 萬 | 0.3% | +119+1.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,761 | $127.8 萬 | 0.3% | −681−12.5% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,549 | $125.8 萬 | 0.3% | +13,549 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 10,559 | $125.6 萬 | 0.3% | +581+5.8% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 20,960 | $123.6 萬 | 0.3% | +1,311+6.7% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 8,592 | $117.6 萬 | 0.3% | −161−1.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,859 | $117.0 萬 | 0.3% | −384−5.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,727 | $116.1 萬 | 0.3% | +72+2.0% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 7,598 | $106.7 萬 | 0.2% | −535−6.6% | 減碼 | – |
| WDAYWorkday, Inc. | CL A | 4,368 | $102.0 萬 | 0.2% | +2,564+142.1% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 4,937 | $101.5 萬 | 0.2% | −9,086−64.8% | 減碼 | 歷史 |
| APTVAptiv PLC | Stock | 16,908 | $100.6 萬 | 0.2% | +7,526+80.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 16,570 | $100.4 萬 | 0.2% | +294+1.8% | 加碼 | – |
| DHRDanaher Corp | Stock | 4,810 | $98.6 萬 | 0.2% | +3,092+180.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,803 | $98.5 萬 | 0.2% | +235+6.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,909 | $97.8 萬 | 0.2% | −247−2.4% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,470 | $97.4 萬 | 0.2% | −4−0.3% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 22,285 | $94.8 萬 | 0.2% | −3,865−14.8% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 3,546 | $94.6 萬 | 0.2% | −3,977−52.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,557 | $92.0 萬 | 0.2% | −660−15.7% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,340 | $89.4 萬 | 0.2% | −37−0.7% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,122 | $89.3 萬 | 0.2% | −269−19.3% | 減碼 | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 20,407 | $88.4 萬 | 0.2% | −838−3.9% | 減碼 | – |
| FISVFiserv Inc | Stock | 3,929 | $86.8 萬 | 0.2% | −194−4.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 17,190 | $86.7 萬 | 0.2% | +17,190 | 新進 | – |
| PDDPDD Holdings Inc. | SPONSORED ADS | 7,014 | $83.0 萬 | 0.2% | +1,401+25.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 169 | $78.0 萬 | 0.2% | −17−9.1% | 減碼 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 3,919 | $74.9 萬 | 0.2% | −502−11.4% | 減碼 | – |
| MELIMercadolibre Inc | COM | 382 | $74.5 萬 | 0.2% | −9−2.3% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 9,222 | $74.0 萬 | 0.2% | +444+5.1% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（9 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 7,984 | $79.4 萬 | 0.2% | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,557 | $70.3 萬 | 0.2% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,607 | $66.4 萬 | 0.2% | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 52,707 | $60.8 萬 | 0.1% | – |
| ANETArista Networks, Inc. | Stock | 5,078 | $56.1 萬 | 0.1% | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 11,881 | $48.3 萬 | 0.1% | – |
| LRCXLam Research Corp | Stock | 5,874 | $42.4 萬 | 0.1% | 歷史 |
| RTXRTX Corp | Stock | 2,145 | $24.8 萬 | 0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,060 | $24.0 萬 | 0.1% | 歷史 |