Dohj, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Dohj, LLC reported 138 stock positions worth $400.2 million. Its top holding was iShares National Muni Bond E (MUB) at 7.2% of the portfolio, followed by iShares Russell Top 200 ETF (IWL, 6.7%) and iShares Core S&P Total U.S. (ITOT, 5.6%). Compared with Q1 2024, it opened 9 new positions, sold out of 6, added to 92 and reduced 33. The biggest buy was State Street SPDR S&P Midcap (MDY, shares +1606%) and the biggest sale iShares S&P 500 Value ETF (IVE, shares −83%).

Most Recent 13F
Q3 2025
Location
SEATTLE, WA
CIK
0001801881
Portfolio Value
$400.2M (Q2 2024)
SEC Filing
0001085146-24-003608 ↗ filed Aug 9, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $376.9M Q1 2024 Q2 2024: $400.2M $400.2M Q2 2024 Q3 2024: $428.8M Q3 2024 Q4 2024: $432.8M Q4 2024 Q1 2025: $437.7M Q1 2025 Q2 2025: $344.2M Q2 2025 Q3 2025: $0 Q3 2025

Holdings 138 stocks · $400.2M
MUB iShares National Muni Bond E 7.17% 269,216 $28.7M Add +6.9%
IWL iShares Russell Top 200 ETF 6.75% 201,592 $27.0M Reduce -6.9%
ITOT iShares Core S&P Total U.S. 5.58% 188,104 $22.3M Add +2.2%
ESGU iShares ESG Aware MSCI USA 5.14% 172,498 $20.6M Add +0.8%
IEFA iShares Core MSCI Eafe ETF 4.19% 230,898 $16.8M Add +3.7%
ESGD iShares Trust iShares ESG Aw 3.67% 186,659 $14.7M Add +7.2%
ESGV Vanguard ESG US Stock ETF 3.27% 135,453 $13.1M Add +4.9%
QQQ Invesco QQQ Trust Series 1 2.20% 18,340 $8.8M Add +5.0%
EAGG iShares ESG Aware US Aggrega 2.19% 188,076 $8.8M Add +8.7%
IXUS iShares Core Intl Stock ETF 2.09% 123,840 $8.4M Add +5.8%
NVDA Nvidia Corp. 1.91% 61,814 $7.6M Reduce -10.5%
MSFT Microsoft Corp. 1.87% 16,709 $7.5M Add +10.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.76% 12,925 $7.0M Add +6.9%
IVW iShares S&P 500 Growth ETF 1.59% 68,860 $6.4M Add +8.0%
SPEM State Street SP PTF Em ETF 1.50% 159,817 $6.0M Add +5.6%
MDY State Street SPDR S&P Midcap 1.48% 11,087 $5.9M Add +1605.7%
MBB iShares MBS ETF 1.45% 63,377 $5.8M Add +2.8%
SMB Vaneck Short Muni ETF 1.42% 333,746 $5.7M Reduce -6.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.40% 124,206 $5.6M Reduce -5.6%
IJK iShares S&P Mid-Cap 400 Grow 1.38% 62,869 $5.5M New
DSI iShares ESG MSCI KLD 400 ETF 1.24% 47,793 $5.0M Add +0.1%
SUSC iShares ESG Aware Usd Corpor 1.18% 208,642 $4.7M Add +7.3%
IJR iShares Core S&P Small-Cap E 1.18% 44,292 $4.7M Add +18.4%
IJH iShares Core S&P Midcap ETF 1.17% 80,088 $4.7M Add +6.0%
AMZN Amazon.com Inc. 1.15% 23,768 $4.6M Add +0.3%
VSGX Vanguard ESG Intl Stock ETF 1.07% 75,105 $4.3M Add +14.1%
ESGE iShares Inc. iShares ESG Awar 1.06% 127,058 $4.3M Add +16.4%
AAPL Apple Inc. 1.05% 19,917 $4.2M Add +2.7%
GOOGL Alphabet Inc. Class A 0.92% 20,225 $3.7M Add +0.6%
COST Costco Wholesale Corp. 0.91% 4,275 $3.6M Add +21.7%
FALN iShares Fallen Angels ETF 0.87% 132,671 $3.5M Add +23.5%
UNH Unitedhealth Group Inc. 0.87% 6,820 $3.5M Add +13.9%
FLOT iShares Floating Rate Bond E 0.85% 66,247 $3.4M Add +37.6%
ADBE Adobe Inc. 0.84% 6,030 $3.3M Add +42.2%
ESML iShares ESG Aware MSCI USA S 0.82% 85,055 $3.3M Add +6.7%
V Visa Inc. Class A 0.80% 12,272 $3.2M Add +3.7%
EFV iShares MSCI Eafe Value ETF 0.70% 52,623 $2.8M Add +8.0%
QUAL iShares MSCI USA Quality Fac 0.68% 15,959 $2.7M Add +67.8%
CTAS Cintas Corp. 0.65% 3,725 $2.6M Reduce -0.6%
EFG iShares MSCI Eafe Growth ETF 0.64% 24,907 $2.5M Add +35.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.63% 10,367 $2.5M Reduce -13.8%
WM Waste Management Inc. 0.61% 11,422 $2.4M Reduce -0.7%
INTU Intuit Inc. 0.61% 3,688 $2.4M Add +1.6%
SHV iShares 0-1 Year Treasury Bo 0.58% 20,960 $2.3M Add +129.9%
SHYG iShares 0-5 YR HY Corp. Bond 0.57% 54,175 $2.3M Add +41.0%
BRK.B Berkshire Hathaway Inc. Class B 0.57% 5,568 $2.3M Add +0.6%
SPGI S&P Global Inc. 0.54% 4,882 $2.2M Add +4.6%
IGEB iShares Investment Grade SYS 0.54% 48,407 $2.1M Add +40.8%
EFA iShares MSCI Eafe ETF 0.51% 26,202 $2.1M Add +12.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.50% 50,796 $2.0M Add +1.7%
STZ Constellation Brands Inc. Class A 0.49% 7,633 $2.0M Add +13.1%
META Meta Platforms Inc. Class A 0.48% 3,837 $1.9M Reduce -8.3%
KO The Coca-Cola Co. 0.46% 28,927 $1.8M Add +2.6%
BIIB Biogen Inc. 0.46% 7,932 $1.8M Add +21.0%
JNJ Johnson & Johnson 0.46% 12,578 $1.8M Add +7.2%
JPM JPMorgan Chase & Co. 0.46% 9,020 $1.8M Add +4.2%
DMXF iShares ESG Advanc MSCI Eafe 0.43% 25,281 $1.7M Add +8.1%
XJH Ishare ESG SS S&P Midcap ETF 0.42% 42,872 $1.7M Add +3.9%
DE Deere & Co. 0.42% 4,496 $1.7M Add +8.2%
HD Home Depot Inc. 0.41% 4,717 $1.6M Add +4.2%
HYMB SS SPDR N Ice HY Muni ETF 0.39% 60,704 $1.5M Add +6.7%
USMV iShares MSCI USA Min Vol Fac 0.38% 17,932 $1.5M Reduce -17.8%
DGRO iShares Core Dividend Growth 0.37% 25,829 $1.5M Reduce -4.3%
SCZ iShares MSCI Eafe Small-Cap 0.37% 24,094 $1.5M Add +4.6%
PG The Procter & Gamble Co. 0.31% 7,608 $1.3M Add +13.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.31% 24,992 $1.3M Reduce -18.8%
IYW iShares Ustechnology ETF 0.30% 8,087 $1.2M Add +3.0%
IGSB iShares 1-5Y Inv Grade Corp. 0.30% 23,617 $1.2M Add +22.9%
CRM Salesforce Inc. 0.29% 4,527 $1.2M Add +338.2%
PANW Palo Alto Networks Inc. 0.29% 3,429 $1.2M Add +14.8%
NOW ServiceNow Inc. 0.28% 1,406 $1.1M Add +5.7%
AMAT Applied Materials Inc. 0.26% 4,432 $1.0M Reduce -8.3%
IVE iShares S&P 500 Value ETF 0.26% 5,672 $1.0M Reduce -83.3%
MA Mastercard Inc. Class A 0.26% 2,324 $1.0M Add +6.1%
USXF iShares ESG Advance MSCI USA 0.24% 20,755 $967K Add +59.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.24% 8,932 $957K Add +15.1%
XOM Exxon Mobil Corp. 0.23% 7,991 $920K Add +0.2%
LCTU iShares U.S. Carbon Transiti 0.23% 15,256 $906K Add +4.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 8,935 $887K Add +0.9%
AWK American Water Works Co. Inc. 0.22% 6,852 $885K Add +8.5%
SNPS Synopsys Inc. 0.22% 1,480 $881K Add +3.5%
AVGO Broadcom Inc. 0.22% 539 $865K Add +9.6%
HCA HCA Healthcare Inc. 0.21% 2,597 $834K Reduce -4.9%
IAU iShares Gold Trust 0.21% 18,974 $834K Reduce -1.4%
VB Vanguard Most SM-Cap ETF-Usd 0.20% 3,698 $806K Reduce -14.9%
EUSB Ishr ESG Advn Universal BD-$ 0.20% 18,746 $798K Add +6.7%
XLRE SS Real Estate Select Sector 0.20% 20,417 $784K Add +14.7%
LULU Lululemon Athletica Inc. 0.19% 2,562 $765K Add +24.2%
IYM iShares U.S. Basic Materials 0.19% 5,370 $752K Add +9.3%
AGG iShares Core U.S. Aggregate 0.19% 7,681 $746K Reduce -18.2%
TSLA Tesla Inc. 0.18% 3,713 $735K Reduce -18.6%
VEA Vanguard Ftse Developed ETF 0.18% 14,546 $719K Add +0.6%
A Agilent Technologies Inc. 0.18% 5,419 $702K Reduce -0.8%
PDD PDD Holdings Inc. 0.16% 4,934 $656K Add +28.5%
MCD McDonald's Corp. 0.16% 2,549 $649K Add +8.0%
TMUS T-Mobile US Inc. 0.16% 3,683 $649K Add +6.5%
ROST Ross Stores Inc. 0.15% 4,226 $614K New
MELI MercadoLibre Inc. 0.15% 370 $608K Add +9.5%
FANG Diamondback Energy Inc. 0.15% 3,030 $607K Reduce -14.9%
COP Conocophillips 0.15% 5,104 $584K Add +5.3%

Show all 138 holdings

Portfolio Sells Q1 2024 → Q2 2024
IVE iShares S&P 500 Value ETF Reduce -83.3% 0.26% −1.42
DIA SS SPDR Dow Jones Indus Avg Reduce -94.8% 0.07% −1.37
IWL iShares Russell Top 200 ETF Reduce -6.9% 6.75% −0.55
TFLO iShares Treasury Floating Ra Reduce -89.6% 0.05% −0.50
MRK Merck & Co. Inc. Sold out 0.00% −0.21
SMB Vaneck Short Muni ETF Reduce -6.9% 1.42% −0.20
ASML ASML Holding NV-NY Reg SHS Reduce -64.2% 0.11% −0.20
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -5.6% 1.40% −0.19
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -13.8% 0.63% −0.17
LIN Linde PLC Sold out 0.00% −0.16
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.16
MLM Martin Marietta Materials Reduce -49.9% 0.10% −0.14
DHR Danaher Corp. Reduce -49.1% 0.11% −0.12
CDNS Cadence Design SYS Inc. Sold out 0.00% −0.11
KEYS Keysight Technologies Inc. Sold out 0.00% −0.11
USMV iShares MSCI USA Min Vol Fac Reduce -17.8% 0.38% −0.11
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -42.5% 0.12% −0.10
VTEB Vanguard Tax-Exempt Bond ETF Reduce -18.8% 0.31% −0.10
APTV Aptiv Irish Holdings Ltd. Reduce -37.6% 0.09% −0.09
VB Vanguard Most SM-Cap ETF-Usd Reduce -14.9% 0.20% −0.06
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.06
EFAV iShares MSCI Eafe Min Vol Fa Reduce -24.1% 0.14% −0.06
AGG iShares Core U.S. Aggregate Reduce -18.2% 0.19% −0.06
META Meta Platforms Inc. Class A Reduce -8.3% 0.48% −0.06
DGRO iShares Core Dividend Growth Reduce -4.3% 0.37% −0.04
WM Waste Management Inc. Reduce -0.7% 0.61% −0.04
SMLV SS SPDR US SC Low Vol Idx Reduce -27.9% 0.08% −0.04
FANG Diamondback Energy Inc. Reduce -14.9% 0.15% −0.04
A Agilent Technologies Inc. Reduce -0.8% 0.18% −0.04
IAGG iShares Intl Aggregate Bond Reduce -17.1% 0.12% −0.03
HCA HCA Healthcare Inc. Reduce -4.9% 0.21% −0.03
CTAS Cintas Corp. Reduce -0.6% 0.65% −0.03
TSLA Tesla Inc. Reduce -18.6% 0.18% −0.03
TGT Target Corp. Reduce -5.8% 0.06% −0.02
RTX RTX Corp. Reduce -18.4% 0.06% −0.02
IAU iShares Gold Trust Reduce -1.4% 0.21% −0.01
ANET Arista Networks Inc. Reduce -14.8% 0.12% −0.00
AMAT Applied Materials Inc. Reduce -8.3% 0.26% −0.00
NVDA Nvidia Corp. Reduce -10.5% 1.91% +0.25

Portfolio Buys Q1 2024 → Q2 2024
MDY State Street SPDR S&P Midcap Add +1605.7% 1.48% +1.39
IJK iShares S&P Mid-Cap 400 Grow New 1.38% +1.38
SHV iShares 0-1 Year Treasury Bo Add +129.9% 0.58% +0.31
ADBE Adobe Inc. Add +42.2% 0.84% +0.27
QUAL iShares MSCI USA Quality Fac Add +67.8% 0.68% +0.27
COST Costco Wholesale Corp. Add +21.7% 0.91% +0.23
CRM Salesforce Inc. Add +338.2% 0.29% +0.21
FLOT iShares Floating Rate Bond E Add +37.6% 0.85% +0.19
MSFT Microsoft Corp. Add +10.3% 1.87% +0.18
AAPL Apple Inc. Add +2.7% 1.05% +0.17
IVW iShares S&P 500 Growth ETF Add +8.0% 1.59% +0.16
ROST Ross Stores Inc. New 0.15% +0.15
FISV Fiserv Inc. New 0.14% +0.14
SHYG iShares 0-5 YR HY Corp. Bond Add +41.0% 0.57% +0.14
QQQ Invesco QQQ Trust Series 1 Add +5.0% 2.20% +0.14
ESGE iShares Inc. iShares ESG Awar Add +16.4% 1.06% +0.13
TLH iShares 10-20 Year Treasury New 0.13% +0.13
EFG iShares MSCI Eafe Growth ETF Add +35.4% 0.64% +0.13
IGEB iShares Investment Grade SYS Add +40.8% 0.54% +0.13
PCY Invesco Emerging Markets Sov New 0.12% +0.12
GOOGL Alphabet Inc. Class A Add +0.6% 0.92% +0.12
FDX FedEx Corp. New 0.11% +0.11
CCEP Coca-Cola Europacific Partne New 0.11% +0.11
DECK Deckers Outdoor Corp. New 0.11% +0.11
FALN iShares Fallen Angels ETF Add +23.5% 0.87% +0.10
WDAY Workday Inc. Class A New 0.09% +0.09
USXF iShares ESG Advance MSCI USA Add +59.1% 0.24% +0.09
BIIB Biogen Inc. Add +21.0% 0.46% +0.08
IJR iShares Core S&P Small-Cap E Add +18.4% 1.18% +0.08
UNH Unitedhealth Group Inc. Add +13.9% 0.87% +0.08
SPY SS SPDR S&P 500 ETF Trust-US Add +6.9% 1.76% +0.08
ESGV Vanguard ESG US Stock ETF Add +4.9% 3.27% +0.08
VSGX Vanguard ESG Intl Stock ETF Add +14.1% 1.07% +0.07
PANW Palo Alto Networks Inc. Add +14.8% 0.29% +0.07
SPEM State Street SP PTF Em ETF Add +5.6% 1.50% +0.05
PDD PDD Holdings Inc. Add +28.5% 0.16% +0.05
AVGO Broadcom Inc. Add +9.6% 0.22% +0.04
IGSB iShares 1-5Y Inv Grade Corp. Add +22.9% 0.30% +0.04
EAGG iShares ESG Aware US Aggrega Add +8.7% 2.19% +0.03
PG The Procter & Gamble Co. Add +13.9% 0.31% +0.03
IYW iShares Ustechnology ETF Add +3.0% 0.30% +0.02
EFA iShares MSCI Eafe ETF Add +12.2% 0.51% +0.02
SPGI S&P Global Inc. Add +4.6% 0.54% +0.02
AWK American Water Works Co. Inc. Add +8.5% 0.22% +0.02
MELI MercadoLibre Inc. Add +9.5% 0.15% +0.02
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +15.1% 0.24% +0.01
AMZN Amazon.com Inc. Add +0.3% 1.15% +0.01
TMUS T-Mobile US Inc. Add +6.5% 0.16% +0.01
XLRE SS Real Estate Select Sector Add +14.7% 0.20% +0.01
EEM iShares MSCI Emerging Market Add +11.3% 0.09% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 0$0
Q2 2025 144$344.2MMUB, ESGU, ESGD, IEFA, IWL
Q1 2025 148$437.7MMUB, ITOT, IWL, ESGU, SPY
Q4 2024 136$432.8MMUB, IWL, ITOT, ESGU, SPY
Q3 2024 140$428.8MMUB, IWL, ITOT, ESGU, IEFA
Q2 2024 138$400.2MMUB, IWL, ITOT, ESGU, IEFA
Q1 2024 135$376.9MIWL, MUB, ITOT, ESGU, IEFA