DL

DOHJ, LLC

13F
DOHJ, LLC
Last update 2024-10-16 140 Stocks (9 new)
Value $429.00 Mil Turnover 12 %
Countries:
Top Holdings: MUB(7.26%)IWL(6.41%)ITOT(5.43%)ESGU(5.18%)IEFA(4.39%)
Summary Stock Picks Current Portfolio
DOHJ, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MUB 		iShares National Muni Bond ETF
286,464
31,124.3
+6.41%
7.260
+0.44%
0.080
-0.34%
+1.68%
41,027.1
 
IWL 		iShares Russell Top 200 ETF
197,632
27,494.5
-1.96%
6.410
-0.13%
1.830
+8.72%
+30.60%
1,706.9
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
187,087
23,294.2
-0.54%
5.430
-0.03%
0.040
+8.60%
+27.65%
66,177.7
 
ESGU 		iShares MSCI USA ESG Optimized ETF
177,825
22,224.6
+3.09%
5.180
+0.16%
0.170
+8.06%
+28.02%
14,357.8
 
IEFA 		iShares Core MSCI EAFE ETF
243,778
18,831.9
+5.58%
4.390
+0.23%
0.010
-3.35%
+6.27%
121,455.0
 
SPY 		S&P 500 ETF TRUST ETF
26,410
15,023.5
+104.33%
3.500
+1.79%
0.000
+7.85%
+28.33%
636,161.9
 
ESGD 		iShares MSCI EAFE ESG Select ETF
175,838
14,654.3
-5.80%
3.420
-0.21%
0.170
-3.47%
+6.71%
8,400.1
 
ESGV 		Vanguard ESG U.S. Stock ETF
138,445
13,912.3
+2.21%
3.240
+0.07%
0.160
+9.20%
+28.64%
9,475.3
 
EAGG 		iShares ESG Aware U.S. Aggregate Bond ETF
205,586
9,966.8
+9.31%
2.320
+0.20%
0.270
-2.93%
+1.89%
3,694.9
 
IXUS 		iShares Core MSCI Total International Stock ETF
128,095
9,301.0
+3.44%
2.170
+0.07%
0.020
-0.97%
+8.22%
38,510.7
 

DOHJ, LLC's Historical Top Holdings Breakdowns

DOHJ, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2022-12-31Add
+4.85%
●
79.08 ($85.04) 90.06
$133.09
56.50%
Add 3356.74%
104,601
101,575
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2023-06-30Add
+4.35%
●
88.76 ($92.22) 97.84
$133.09
44.32%
Add 214.09%
152,071
103,655
VO 		Vanguard Mid-Cap ETF2023-12-31Reduce
-3.66%
●
195.66 ($213.71) 233.95
$276.42
29.34%
Reduce -73.16%
14,609
-39,820
ESGU 		iShares MSCI USA ESG Optimized ETF2023-06-30Add
+3.42%
●
88.69 ($92.1) 97.46
$133.07
44.48%
Add 120.08%
149,812
81,739
IWL 		iShares Russell Top 200 ETF2023-12-31Add
+3.11%
●
99.76 ($108.19) 115.49
$149.07
37.79%
Add 74.2%
214,354
91,304
IEFA 		iShares Core MSCI EAFE ETF2023-03-31Add
+3.09%
●
62.17 ($65.56) 67.7
$73.46
12.05%
Add 51.08%
270,314
91,390
IXUS 		iShares Core MSCI Total International Stock ETF2022-12-31New Buy
+3.08%
●
50.14 ($55.44) 59.53
$69.23
24.87%
New holding
94,577
94,577
ESGV 		Vanguard ESG U.S. Stock ETF2023-12-31New Buy
+3.06%
●
71.95 ($78.81) 85.41
$108.51
37.69%
New holding
121,801
121,801
SPY 		S&P 500 ETF TRUST ETF2023-03-31Add
+2.68%
●
377.94 ($397.73) 415.2
$604.27
51.93%
Add 1450.62%
13,785
12,896
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2023-03-31Reduce
-2.68%
●
83.78 ($88.46) 92.77
$133.09
50.45%
Reduce -53.71%
48,416
-56,185

DOHJ, LLC Total Holding History ($B)

To

DOHJ, LLC's Asset Allocation

To

DOHJ, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DOHJ, LLC's Hypothetical Growth since 2024-09-30

DOHJ, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DOHJ, LLC's Holdings Heat Map

Size field:

DOHJ, LLC's Holdings Bubble Chart

DOHJ, LLC News

  • 1

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