Fund HoldingsDOHJ, LLC

Total Portfolio Value
$0
Total Bought
$0
Total Sold
$344.18M
Net Transaction
-$344.18M
Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
N/A000000
INTERNATIONAL BUSINESS MACHS(IBM)8540-8542100-210
ISHARES TR4150-4152230-223
MCDONALDS CORP(MCD)7300-7302330-233
ISHARES TR1,4000-1,4002660-266
ISHARES TR2,1400-2,1402790-279
INGERSOLL RAND INC(IR)3,8350-3,8352810-281
SPDR DOW JONES INDL AVERAGE(DIA)000000
ACCENTURE PLC IRELAND
SHS CLASS A
1,0180-1,0182930-293
MOODYS CORP(MCO)6820-6822940-294
SPDR SERIES TRUST
ST STR R2K LOWV
2,5550-2,5553000-300
PROLOGIS INC.(PLD)3,0430-3,0433090-309
LINDE PLC(LIN)6910-6913100-310
SALESFORCE INC(CRM)000000
ECOLAB INC(ECL)1,3190-1,3193140-314
ISHARES TR
CORE INTL AGGR
6,2370-6,2373150-315
ILLINOIS TOOL WKS INC(ITW)1,3340-1,3343160-316
SPDR SERIES TRUST
ST STR P500GRW
4,1700-4,1703260-326
PALO ALTO NETWORKS INC(PANW)000000
SPDR S&P MIDCAP 400 ETF TR(MDY)6500-6503310-331
SPDR SERIES TRUST
ST STR SP500FF
7,8040-7,8043440-344
DANAHER CORPORATION(DHR)000000
MARTIN MARIETTA MATLS INC(MLM)7500-7503740-374
PEPSICO INC(PEP)2,7750-2,7753950-395
CHUBB LIMITED
COM
1,4080-1,4084010-401
APOLLO GLOBAL MGMT INC(APO)3,1850-3,1854030-403
ORACLE CORP(ORCL)3,1320-3,1324110-411
FASTENAL CO(FAST)5,2520-5,2524210-421
VERTEX PHARMACEUTICALS INC(VRTX)8570-8574220-422
CHEVRON CORP NEW(CVX)3,0930-3,0934230-423
STRYKER CORPORATION(SYK)1,1910-1,1914250-425
AMERICAN WTR WKS CO INC NEW2,9780-2,9784380-438
HCA HEALTHCARE INC(HCA)1,3050-1,3054390-439
RTX CORPORATION(RTX)3,7810-3,7814550-455
BOOKING HOLDINGS INC(BKNG)000000
PAYCHEX INC(PAYX)3,3480-3,3484800-480
NEXTERA ENERGY INC(NEE)7,2410-7,2414870-487
OREILLY AUTOMOTIVE INC(ORLY)3590-3594960-496
VANGUARD MUN BD FDS11,1750-11,1755430-543
APTIV PLC(APTV)000000
ISHARES INC
CORE MSCI EMKT
10,5800-10,5805640-564
ISHARES TR
MSCI EAFE MIN VL
6,9960-6,9965650-565
IQVIA HLDGS INC(IQV)000000
WALMART INC(WMT)5,9950-5,9955690-569
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,2490-4,2495770-577
J P MORGAN EXCHANGE TRADED F
U S TEC LEA ETF
8,8170-8,8175780-578
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,5590-3,5595870-587
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
5,2510-5,2516100-610
NIKE INC(NKE)11,3380-11,3386510-651
METLIFE INC(MET)8,8150-8,8156540-654
AGILENT TECHNOLOGIES INC(A)6,5810-6,5816910-691
PARKER-HANNIFIN CORP(PH)1,2020-1,2026980-698
REGENERON PHARMACEUTICALS(REGN)1,2080-1,2087100-710
TEXAS INSTRS INC(TXN)4,7400-4,7407210-721
ISHARES TR
LOW CA OP MS ETF
3,8700-3,8707230-723
SERVICENOW INC(NOW)000000
VANGUARD TAX-MANAGED FDS14,4110-14,4117440-744
GOLDMAN SACHS GROUP INC(GS)1,4640-1,4647750-775
MASTERCARD INCORPORATED(MA)000000
ABBVIE INC(ABBV)4,5290-4,5298020-802
HONEYWELL INTL INC(HON)4,0690-4,0698030-803
DISNEY WALT CO(DIS)9,7320-9,7328490-849
VANGUARD INDEX FDS3,5160-3,5168770-877
SYNOPSYS INC(SNPS)000000
ISHARES TR20,5080-20,5088780-878
BLACKROCK ETF TRUST II17,2420-17,2428940-894
T-MOBILE US INC(TMUS)3,5220-3,5229130-913
ISHARES TR000000
ELI LILLY & CO(LLY)1,1520-1,1529560-956
TESLA INC(TSLA)3,8750-3,8759720-972
GE AEROSPACE(GE)000000
VANGUARD WORLD FD000000
SPDR S&P 500 ETF TR(SPY)000000
CINTAS CORP(CTAS)4,7950-4,7959960-996
BLACKROCK ETF TRUST
ISHA US AWAR ETF
17,1510-17,1519970-997
ISHARES TR
INVT GRAD SY ETF
000000
BIOGEN INC(BIIB)8,8530-8,8531,0460-1,046
BROADCOM INC(AVGO)5,9890-5,9891,0600-1,060
APPLIED MATLS INC7,4000-7,4001,0630-1,063
EXXON MOBIL CORP10,6150-10,6151,1400-1,140
ISHARES TR
CORE MSCI TOTAL
000000
ISHARES TR000000
S&P GLOBAL INC(SPGI)000000
ISHARES GOLD TR(IAU)20,1760-20,1761,2530-1,253
ISHARES TR000000
CONSTELLATION BRANDS INC(STZ)6,9240-6,9241,2970-1,297
ISHARES TR13,0770-13,0771,3750-1,375
ISHARES TR
CORE DIV GRWTH
25,1780-25,1781,4800-1,480
ISHARES TR22,7770-22,7771,4840-1,484
ISHARES TR
MSCI USA MIN ETF
16,4370-16,4371,4850-1,485
AMGEN INC(AMGN)5,9630-5,9631,6570-1,657
ISHARES TR000000
ADOBE INC(ADBE)000000
VANGUARD INDEX FDS8,8200-8,8201,8560-1,856
BANK AMERICA CORP000000
META PLATFORMS INC(META)000000
PROCTER AND GAMBLE CO(PG)12,4010-12,4012,0550-2,055
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
64,3730-64,3732,0710-2,071
JOHNSON & JOHNSON(JNJ)000000
HOME DEPOT INC(HD)000000
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