Dohj, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), Dohj, LLC reported 140 stock positions worth $428.8 million. Its top holding was iShares National Muni Bond E (MUB) at 7.3% of the portfolio, followed by iShares Russell Top 200 ETF (IWL, 6.4%) and iShares Core S&P Total U.S. (ITOT, 5.4%). Compared with Q2 2024, it opened 9 new positions, sold out of 7, added to 86 and reduced 44. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +104%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −71%).

Most Recent 13F
Q3 2025
Location
SEATTLE, WA
CIK
0001801881
Portfolio Value
$428.8M (Q3 2024)
SEC Filing
0001085146-24-004930 ↗ filed Oct 16, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $376.9M Q1 2024 Q2 2024: $400.2M Q2 2024 Q3 2024: $428.8M $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 140 stocks · $428.8M

MUB iShares National Muni Bond E 7.26% 286,464 $31.1M Add +6.4%
IWL iShares Russell Top 200 ETF 6.41% 197,632 $27.5M Reduce -2.0%
ITOT iShares Core S&P Total U.S. 5.43% 187,087 $23.3M Reduce -0.5%
ESGU iShares ESG Aware MSCI USA 5.18% 177,825 $22.2M Add +3.1%
IEFA iShares Core MSCI Eafe ETF 4.39% 243,778 $18.8M Add +5.6%
SPY SS SPDR S&P 500 ETF Trust-US 3.50% 26,410 $15.0M Add +104.3%
ESGD iShares Trust iShares ESG Aw 3.42% 175,838 $14.7M Reduce -5.8%
ESGV Vanguard ESG US Stock ETF 3.24% 138,445 $13.9M Add +2.2%
EAGG iShares ESG Aware US Aggrega 2.32% 205,586 $10.0M Add +9.3%
IXUS iShares Core Intl Stock ETF 2.17% 128,095 $9.3M Add +3.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 2.12% 193,315 $9.1M Add +55.6%
SPEM State Street SP PTF Em ETF 1.67% 169,141 $7.2M Add +5.8%
MSFT Microsoft Corp. 1.52% 15,668 $6.5M Reduce -6.2%
IVE iShares S&P 500 Value ETF 1.50% 32,765 $6.4M Add +477.7%
SMB Vaneck Short Muni ETF 1.42% 352,675 $6.1M Add +5.7%
NVDA Nvidia Corp. 1.38% 49,634 $5.9M Reduce -19.7%
IJH iShares Core S&P Midcap ETF 1.26% 87,609 $5.4M Add +9.4%
AMZN Amazon.com Inc. 1.25% 29,103 $5.4M Add +22.4%
DSI iShares ESG MSCI KLD 400 ETF 1.25% 49,732 $5.3M Add +4.1%
MBB iShares MBS ETF 1.19% 53,153 $5.1M Reduce -16.1%
SUSC iShares ESG Aware Usd Corpor 1.19% 213,894 $5.1M Add +2.5%
ESGE iShares Inc. iShares ESG Awar 1.18% 135,187 $5.1M Add +6.4%
VSGX Vanguard ESG Intl Stock ETF 1.17% 81,597 $5.0M Add +8.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 1.17% 11,875 $5.0M Add +1567.8%
IVW iShares S&P 500 Growth ETF 1.10% 49,895 $4.7M Reduce -27.5%
AAPL Apple Inc. 1.05% 19,867 $4.5M Reduce -0.3%
IYR iShares US Real Estate ETF 0.89% 37,801 $3.8M New
FALN iShares Fallen Angels ETF 0.84% 131,443 $3.6M Reduce -0.9%
V Visa Inc. Class A 0.83% 12,867 $3.6M Add +4.8%
GOOGL Alphabet Inc. Class A 0.79% 20,411 $3.4M Add +0.9%
EFG iShares MSCI Eafe Growth ETF 0.77% 30,788 $3.3M Add +23.6%
FLOT iShares Floating Rate Bond E 0.76% 64,040 $3.3M Reduce -3.3%
ADBE Adobe Inc. 0.73% 6,190 $3.1M Add +2.6%
EFV iShares MSCI Eafe Value ETF 0.72% 53,793 $3.1M Add +2.2%
COST Costco Wholesale Corp. 0.71% 3,471 $3.0M Reduce -18.8%
TFLO iShares Treasury Floating Ra 0.71% 59,979 $3.0M Add +1287.1%
CTAS Cintas Corp. 0.69% 14,355 $2.9M Reduce -3.7%
QUAL iShares MSCI USA Quality Fac 0.68% 16,305 $2.9M Add +2.2%
IJR iShares Core S&P Small-Cap E 0.67% 24,861 $2.9M Reduce -43.9%
UNH Unitedhealth Group Inc. 0.65% 4,692 $2.8M Reduce -31.2%
SPGI S&P Global Inc. 0.60% 5,008 $2.6M Add +2.6%
QQQ Invesco QQQ Trust Series 1 0.60% 5,333 $2.6M Reduce -70.9%
BRK.B Berkshire Hathaway Inc. Class B 0.59% 5,506 $2.5M Reduce -1.1%
EFA iShares MSCI Eafe ETF 0.58% 30,157 $2.5M Add +15.1%
IGEB iShares Investment Grade SYS 0.58% 53,258 $2.5M Add +10.0%
WM Waste Management Inc. 0.56% 11,501 $2.4M Add +0.7%
META Meta Platforms Inc. Class A 0.55% 4,153 $2.4M Add +8.2%
INTU Intuit Inc. 0.53% 3,732 $2.3M Add +1.2%
ESML iShares ESG Aware MSCI USA S 0.52% 54,355 $2.2M Reduce -36.1%
STZ Constellation Brands Inc. Class A 0.52% 8,670 $2.2M Add +13.6%
KO The Coca-Cola Co. 0.49% 29,635 $2.1M Add +2.5%
JNJ Johnson & Johnson 0.49% 12,987 $2.1M Add +3.3%
HD Home Depot Inc. 0.48% 5,006 $2.1M Add +6.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.48% 51,971 $2.0M Add +2.3%
DE Deere & Co. 0.47% 4,796 $2.0M Add +6.7%
JPM JPMorgan Chase & Co. 0.45% 9,348 $1.9M Add +3.6%
XJH Ishare ESG SS S&P Midcap ETF 0.45% 45,932 $1.9M Add +7.1%
AGG iShares Core U.S. Aggregate 0.45% 18,888 $1.9M Add +145.9%
HYMB SS SPDR N Ice HY Muni ETF 0.44% 71,402 $1.9M Add +17.6%
USXF iShares ESG Advance MSCI USA 0.43% 37,677 $1.8M Add +81.5%
DMXF iShares ESG Advanc MSCI Eafe 0.43% 25,690 $1.8M Add +1.6%
SCZ iShares MSCI Eafe Small-Cap 0.42% 26,913 $1.8M Add +11.7%
BIIB Biogen Inc. 0.42% 9,490 $1.8M Add +19.6%
DGRO iShares Core Dividend Growth 0.38% 25,798 $1.6M Reduce -0.1%
TMUS T-Mobile US Inc. 0.36% 7,507 $1.6M Add +103.8%
USMV iShares MSCI USA Min Vol Fac 0.36% 17,050 $1.6M Reduce -4.9%
CRM Salesforce Inc. 0.35% 5,374 $1.5M Add +18.7%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.32% 28,138 $1.4M New
PG The Procter & Gamble Co. 0.32% 8,026 $1.4M Add +5.5%
NOW ServiceNow Inc. 0.31% 1,494 $1.3M Add +6.3%
MA Mastercard Inc. Class A 0.30% 2,553 $1.3M Add +9.8%
SHYG iShares 0-5 YR HY Corp. Bond 0.30% 29,331 $1.3M Reduce -45.9%
IQV Iqvia Holdings Inc. 0.29% 5,338 $1.2M Add +187.6%
IYW iShares Ustechnology ETF 0.29% 8,201 $1.2M Add +1.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.28% 4,638 $1.2M Reduce -55.3%
PANW Palo Alto Networks Inc. 0.28% 3,559 $1.2M Add +3.8%
WDAY Workday Inc. Class A 0.27% 4,863 $1.2M Add +205.3%
XOM Exxon Mobil Corp. 0.25% 8,756 $1.1M Add +9.6%
HCA HCA Healthcare Inc. 0.24% 2,573 $1.0M Reduce -0.9%
LCTU iShares U.S. Carbon Transiti 0.23% 15,964 $992K Add +4.6%
AWK American Water Works Co. Inc. 0.23% 6,657 $973K Reduce -2.9%
TLH iShares 10-20 Year Treasury 0.22% 8,691 $947K Add +71.1%
ASML ASML Holding NV-NY Reg SHS 0.22% 1,127 $938K Add +163.9%
IAU iShares Gold Trust 0.22% 18,448 $926K Reduce -2.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.21% 9,759 $919K Add +9.2%
TSLA Tesla Inc. 0.21% 3,664 $912K Reduce -1.3%
IYM iShares U.S. Basic Materials 0.21% 6,073 $909K Add +13.1%
AMAT Applied Materials Inc. 0.21% 4,487 $903K Add +1.2%
AVGO Broadcom Inc. 0.21% 5,266 $899K Reduce -2.3%
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.21% 12,786 $896K Add +139.8%
EUSB Ishr ESG Advn Universal BD-$ 0.21% 19,956 $883K Add +6.5%
GE General Electric filed as GE AEROSPACE 0.20% 4,672 $871K New
PDD PDD Holdings Inc. 0.20% 5,552 $848K Add +12.5%
IGSB iShares 1-5Y Inv Grade Corp. 0.20% 16,113 $847K Reduce -31.8%
CRBN Ish Low Car Opt Ms Ac ETF-US 0.20% 4,302 $839K Add +73.0%
A Agilent Technologies Inc. 0.19% 5,661 $830K Add +4.5%
MELI MercadoLibre Inc. 0.19% 415 $817K Add +12.2%
FISV Fiserv Inc. 0.19% 4,369 $797K Add +14.9%
SNPS Synopsys Inc. 0.17% 1,498 $744K Add +1.2%
MET Metlife Inc. 0.17% 9,035 $739K Add +9.0%

Show all 140 holdings

Portfolio Sells Q2 2024 → Q3 2024

QQQ Invesco QQQ Trust Series 1 Reduce -70.9% 0.60% −1.60
MDY State Street SPDR S&P Midcap Reduce -94.1% 0.09% −1.40
IJK iShares S&P Mid-Cap 400 Grow Sold out 0.00% −1.38
NVDA Nvidia Corp. Reduce -19.7% 1.38% −0.53
IJR iShares Core S&P Small-Cap E Reduce -43.9% 0.67% −0.51
IVW iShares S&P 500 Growth ETF Reduce -27.5% 1.10% −0.49
SHV iShares 0-1 Year Treasury Bo Reduce -72.0% 0.15% −0.43
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -55.3% 0.28% −0.34
MSFT Microsoft Corp. Reduce -6.2% 1.52% −0.34
IWL iShares Russell Top 200 ETF Reduce -2.0% 6.41% −0.34
ESML iShares ESG Aware MSCI USA S Reduce -36.1% 0.52% −0.29
SHYG iShares 0-5 YR HY Corp. Bond Reduce -45.9% 0.30% −0.28
MBB iShares MBS ETF Reduce -16.1% 1.19% −0.27
ESGD iShares Trust iShares ESG Aw Reduce -5.8% 3.42% −0.26
UNH Unitedhealth Group Inc. Reduce -31.2% 0.65% −0.22
COST Costco Wholesale Corp. Reduce -18.8% 0.71% −0.20
VTEB Vanguard Tax-Exempt Bond ETF Reduce -52.7% 0.14% −0.17
MCD McDonald's Corp. Sold out 0.00% −0.16
VB Vanguard Most SM-Cap ETF-Usd Reduce -75.0% 0.05% −0.15
ITOT iShares Core S&P Total U.S. Reduce -0.5% 5.43% −0.15
COP Conocophillips Sold out 0.00% −0.15
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -55.3% 0.11% −0.13
PCY Invesco Emerging Markets Sov Sold out 0.00% −0.12
CWB SS SPDR BB Conv Sec ETF Sold out 0.00% −0.12
FDX FedEx Corp. Sold out 0.00% −0.11
LULU Lululemon Athletica Inc. Reduce -46.1% 0.08% −0.11
IGSB iShares 1-5Y Inv Grade Corp. Reduce -31.8% 0.20% −0.10
XLRE SS Real Estate Select Sector Reduce -49.4% 0.11% −0.09
FLOT iShares Floating Rate Bond E Reduce -3.3% 0.76% −0.09
TGT Target Corp. Sold out 0.00% −0.06
IAGG iShares Intl Aggregate Bond Reduce -32.1% 0.08% −0.04
FALN iShares Fallen Angels ETF Reduce -0.9% 0.84% −0.03
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -12.4% 0.10% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -4.9% 0.36% −0.01
EFAV iShares MSCI Eafe Min Vol Fa Reduce -11.5% 0.13% −0.01
VEA Vanguard Ftse Developed ETF Reduce -4.5% 0.17% −0.01
AVGO Broadcom Inc. Reduce -2.3% 0.21% −0.01
SMLV SS SPDR US SC Low Vol Idx Reduce -8.1% 0.07% −0.00
ANET Arista Networks Inc. Reduce -6.3% 0.12% −0.00
DHR Danaher Corp. Reduce -0.1% 0.11% +0.00
AAPL Apple Inc. Reduce -0.3% 1.05% +0.00
DGRO iShares Core Dividend Growth Reduce -0.1% 0.38% +0.00
AWK American Water Works Co. Inc. Reduce -2.9% 0.23% +0.01
RTX RTX Corp. Reduce -3.5% 0.07% +0.01
IAU iShares Gold Trust Reduce -2.8% 0.22% +0.01
PAYX Paychex Inc. Reduce -0.4% 0.11% +0.01
NEE Nextera Energy Inc. Reduce -2.1% 0.13% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.1% 0.59% +0.02
TSLA Tesla Inc. Reduce -1.3% 0.21% +0.03
HCA HCA Healthcare Inc. Reduce -0.9% 0.24% +0.03

Portfolio Buys Q2 2024 → Q3 2024

SPY SS SPDR S&P 500 ETF Trust-US Add +104.3% 3.50% +1.75
IVE iShares S&P 500 Value ETF Add +477.7% 1.50% +1.24
DIA SS SPDR Dow Jones Indus Avg Add +1567.8% 1.17% +1.10
IYR iShares US Real Estate ETF New 0.89% +0.89
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +55.6% 2.12% +0.72
TFLO iShares Treasury Floating Ra Add +1287.1% 0.71% +0.65
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.32% +0.32
AGG iShares Core U.S. Aggregate Add +145.9% 0.45% +0.26
GE General Electric New 0.20% +0.20
TMUS T-Mobile US Inc. Add +103.8% 0.36% +0.20
IEFA iShares Core MSCI Eafe ETF Add +5.6% 4.39% +0.20
IQV Iqvia Holdings Inc. Add +187.6% 0.29% +0.19
USXF iShares ESG Advance MSCI USA Add +81.5% 0.43% +0.19
WDAY Workday Inc. Class A Add +205.3% 0.27% +0.18
SPEM State Street SP PTF Em ETF Add +5.8% 1.67% +0.17
EAGG iShares ESG Aware US Aggrega Add +9.3% 2.32% +0.13
EFG iShares MSCI Eafe Growth ETF Add +23.6% 0.77% +0.13
AMT American Tower Corp. New 0.12% +0.12
TLT iShares 20+ Year Treasury BD New 0.12% +0.12
ESGE iShares Inc. iShares ESG Awar Add +6.4% 1.18% +0.12
APTV Aptiv Irish Holdings Ltd. Add +139.8% 0.21% +0.12
ASML ASML Holding NV-NY Reg SHS Add +163.9% 0.22% +0.11
AMZN Amazon.com Inc. Add +22.4% 1.25% +0.11
PGX Invesco Preferred ETF New 0.10% +0.10
VSGX Vanguard ESG Intl Stock ETF Add +8.6% 1.17% +0.10
IJH iShares Core S&P Midcap ETF Add +9.4% 1.26% +0.09
MUB iShares National Muni Bond E Add +6.4% 7.26% +0.09
TLH iShares 10-20 Year Treasury Add +71.1% 0.22% +0.09
LRCX Lam Research Corp. New 0.09% +0.09
SPYX SS SPDR S&P 500 Foss FL ETF New 0.08% +0.08
FIW First Trust Water ETF New 0.08% +0.08
CRBN Ish Low Car Opt Ms Ac ETF-US Add +73.0% 0.20% +0.08
IXUS iShares Core Intl Stock ETF Add +3.4% 2.17% +0.08
HD Home Depot Inc. Add +6.1% 0.48% +0.07
META Meta Platforms Inc. Class A Add +8.2% 0.55% +0.07
EFA iShares MSCI Eafe ETF Add +15.1% 0.58% +0.07
CRM Salesforce Inc. Add +18.7% 0.35% +0.06
SPGI S&P Global Inc. Add +2.6% 0.60% +0.06
HYMB SS SPDR N Ice HY Muni ETF Add +17.6% 0.44% +0.05
SCZ iShares MSCI Eafe Small-Cap Add +11.7% 0.42% +0.05
DE Deere & Co. Add +6.7% 0.47% +0.05
FISV Fiserv Inc. Add +14.9% 0.19% +0.04
NKE Nike Inc. Class B Add +30.5% 0.17% +0.04
ESGU iShares ESG Aware MSCI USA Add +3.1% 5.18% +0.04
IGEB iShares Investment Grade SYS Add +10.0% 0.58% +0.04
MA Mastercard Inc. Class A Add +9.8% 0.30% +0.04
MELI MercadoLibre Inc. Add +12.2% 0.19% +0.04
PDD PDD Holdings Inc. Add +12.5% 0.20% +0.03
KO The Coca-Cola Co. Add +2.5% 0.49% +0.03
NOW ServiceNow Inc. Add +6.3% 0.31% +0.03

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