| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRM | Exit | SALESFORCE INC | $0 | – | -1,033 | -100.0% | -0.09% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -3,759 | -100.0% | -0.10% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -710 | -100.0% | -0.11% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,400 | -100.0% | -0.11% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -872 | -100.0% | -0.12% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -291 | -100.0% | -0.12% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -4,984 | -100.0% | -0.12% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -1,187 | -100.0% | -0.12% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -5,248 | -100.0% | -0.13% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -93 | -100.0% | -0.13% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,252 | -100.0% | -0.13% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -650 | -100.0% | -0.13% | – |
| VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -5,917 | -100.0% | -0.13% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -9,262 | -100.0% | -0.13% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -2,884 | -100.0% | -0.14% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -3,145 | -100.0% | -0.16% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,820 | -100.0% | -0.17% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -7,411 | -100.0% | -0.17% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -4,209 | -100.0% | -0.18% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,672 | -100.0% | -0.18% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -7,820 | -100.0% | -0.19% | – |
| XJH | Exit | ISHARES TResg scrd s&p mid | $0 | – | -13,939 | -100.0% | -0.21% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -7,655 | -100.0% | -0.23% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -10,315 | -100.0% | -0.24% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -7,453 | -100.0% | -0.24% | – |
| TGT | Exit | TARGET CORP | $0 | – | -5,465 | -100.0% | -0.26% | – |
| SMLV | Exit | SPDR SER TRssga us smal etf | $0 | – | -6,141 | -100.0% | -0.27% | – |
| MET | Exit | METLIFE INC | $0 | – | -11,553 | -100.0% | -0.32% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -9,317 | -100.0% | -0.34% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -8,739 | -100.0% | -0.36% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -18,723 | -100.0% | -0.36% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -8,529 | -100.0% | -0.36% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -24,611 | -100.0% | -0.38% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -7,840 | -100.0% | -0.39% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -7,437 | -100.0% | -0.40% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -5,906 | -100.0% | -0.42% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -9,046 | -100.0% | -0.47% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -16,399 | -100.0% | -0.47% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -7,394 | -100.0% | -0.48% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -3,598 | -100.0% | -0.49% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -3,145 | -100.0% | -0.52% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -45,192 | -100.0% | -0.61% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -9,819 | -100.0% | -0.63% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -54,819 | -100.0% | -0.65% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -5,439 | -100.0% | -0.73% | – |
| DE | Exit | DEERE & CO | $0 | – | -4,690 | -100.0% | -0.78% | – |
| KO | Exit | COCA COLA CO | $0 | – | -32,471 | -100.0% | -0.80% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -25,931 | -100.0% | -0.83% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -27,115 | -100.0% | -0.83% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -12,186 | -100.0% | -0.83% | – |
| INTU | Exit | INTUIT | $0 | – | -3,972 | -100.0% | -0.92% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -13,371 | -100.0% | -0.92% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -37,573 | -100.0% | -0.93% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -14,080 | -100.0% | -0.95% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -6,664 | -100.0% | -1.04% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -32,623 | -100.0% | -1.05% | – |
| CTAS | Exit | CINTAS CORP | $0 | – | -4,915 | -100.0% | -1.06% | – |
| V | Exit | VISA INC | $0 | – | -10,329 | -100.0% | -1.07% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -5,777 | -100.0% | -1.10% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -4,914 | -100.0% | -1.14% | – |
| TSLA | Exit | TESLA INC | $0 | – | -10,352 | -100.0% | -1.16% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -4,594 | -100.0% | -1.17% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -20,656 | -100.0% | -1.24% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -5,443 | -100.0% | -1.25% | – |
| DSI | Exit | ISHARES TRmsci kld400 soc | $0 | – | -36,109 | -100.0% | -1.31% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -6,846 | -100.0% | -1.37% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -25,776 | -100.0% | -1.49% | – |
| AAPL | Exit | APPLE INC | $0 | – | -20,262 | -100.0% | -1.57% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -81,312 | -100.0% | -1.73% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -126,781 | -100.0% | -1.89% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -49,407 | -100.0% | -2.05% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -14,528 | -100.0% | -2.09% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -95,800 | -100.0% | -2.10% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -29,314 | -100.0% | -2.44% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -89,120 | -100.0% | -2.71% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -130,760 | -100.0% | -2.83% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -19,668 | -100.0% | -3.17% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -152,554 | -100.0% | -4.03% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -54,429 | -100.0% | -5.00% | – |
| IWL | Exit | ISHARES TRrus top 200 etf | $0 | – | -123,050 | -100.0% | -5.69% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -128,391 | -100.0% | -5.84% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -161,092 | -100.0% | -6.76% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -164,240 | -100.0% | -6.87% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -259,829 | -100.0% | -7.35% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 9.1% |
| ISHARES TR | 16 | Q3 2023 | 8.8% |
| ISHARES TR | 16 | Q3 2023 | 6.3% |
| ISHARES TR | 16 | Q3 2023 | 7.9% |
| INVESCO QQQ TR | 16 | Q3 2023 | 4.6% |
| ISHARES TR | 16 | Q3 2023 | 4.9% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.2% |
| AMAZON COM INC | 16 | Q3 2023 | 3.9% |
| APPLE INC | 16 | Q3 2023 | 2.6% |
| ISHARES TR | 16 | Q3 2023 | 4.8% |
View DOHJ, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-02 |
View DOHJ, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.