Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DOHJ, LLC (CIK 1801881) reported $344.2M across 144 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: MUB ($31.6M, 9.18%), ESGU ($16.7M, 4.85%), ESGD ($15.2M, 4.41%), IEFA ($14.4M, 4.18%), IWL ($12.3M, 3.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MUB | ISHARES TR | $31.6M | 9.18% | 305,284 | Trimmed |
| 2 | ESGU | ISHARES TR | $16.7M | 4.85% | 143,048 | Trimmed |
| 3 | ESGD | ISHARES TR | $15.2M | 4.41% | 183,380 | Added |
| 4 | IEFA | ISHARES TR | $14.4M | 4.18% | 187,450 | Trimmed |
| 5 | IWL | ISHARES TR | $12.3M | 3.56% | 93,113 | Trimmed |
| 6 | MBB | ISHARES TR | $11.9M | 3.47% | 129,231 | Added |
| 7 | EAGG | ISHARES TR | $9.0M | 2.61% | 191,789 | Trimmed |
| 8 | AGG | ISHARES TR | $7.2M | 2.09% | 73,506 | Added |
| 9 | MSFT | MICROSOFT CORP | $6.7M | 1.95% | 17,885 | Trimmed |
| 10 | SMB | VANECK ETF TRUST | $6.6M | 1.92% | 389,766 | Added |
| 11 | AMZN | AMAZON COM INC | $6.6M | 1.91% | 36,481 | Trimmed |
| 12 | SCHF | SCHWAB STRATEGIC TR | $6.6M | 1.91% | 326,812 | Added |
| 13 | SPEM | SPDR INDEX SHS FDS | $6.2M | 1.82% | 161,262 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $6.1M | 1.76% | 13,321 | Trimmed |
| 15 | QUAL | ISHARES TR | $6.1M | 1.76% | 37,091 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $5.6M | 1.64% | 54,854 | Added |
| 17 | BND | VANGUARD BD INDEX FDS | $5.4M | 1.56% | 74,164 | Added |
| 18 | AAPL | APPLE INC | $4.9M | 1.43% | 24,075 | Added |
| 19 | IJH | ISHARES TR | $4.4M | 1.27% | 78,848 | Trimmed |
| 20 | FMB | FIRST TR EXCH TRADED FD III | $4.2M | 1.22% | 85,286 | Added |
| 21 | ITOT | ISHARES TR | $4.2M | 1.21% | 35,788 | Trimmed |
| 22 | ESGE | ISHARES INC | $4.1M | 1.20% | 120,450 | Trimmed |
| 23 | COST | COSTCO WHSL CORP NEW | $4.1M | 1.19% | 4,204 | Added |
| 24 | EFV | ISHARES TR | $4.1M | 1.19% | 68,422 | Added |
| 25 | IUSB | ISHARES TR | $3.9M | 1.14% | 86,237 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30