Fund HoldingsDOHJ, LLC

Total Portfolio Value
$400.16M
Total Bought
$46.74M
Total Sold
$21.71M
Net Transaction
+$25.03M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P MIDCAP 400 ETF TR(MDY)65011,087+10,4373625,9321.48%+5,571
ISHARES TR062,869+62,86905,5391.38%+5,539
ISHARES TR251,794269,216+17,42227,09328,6857.17%+1,592
NVIDIA CORPORATION(NVDA)6,90861,814+54,9066,2427,6371.91%+1,395
ISHARES TR9,11720,960+11,8431,0082,3160.58%+1,308
ADOBE INC(ADBE)06,030+6,03003,3500.84%+3,350
ISHARES TR
MSCI USA QLT FCT
015,959+15,95902,7250.68%+2,725
ISHARES TR0188,104+188,104022,3435.58%+22,343
MICROSOFT CORP(MSFT)15,14416,709+1,5656,3717,4681.87%+1,097
COSTCO WHSL CORP NEW(COST)3,5124,275+7632,5733,6330.91%+1,060
VANGUARD WORLD FD129,103135,453+6,35012,03113,0873.27%+1,056
INVESCO QQQ TR17,47418,340+8667,7588,7872.20%+1,028
ISHARES TR63,75168,860+5,1095,3836,3721.59%+989
ISHARES TR
FLTG RATE NT ETF
066,247+66,24703,3850.85%+3,385
ISHARES TR
ESG AWR MSCI USA
0172,498+172,498020,5825.14%+20,582
APPLE INC(AAPL)019,917+19,91704,1951.05%+4,195
SALESFORCE INC(CRM)1,0334,527+3,4943111,1640.29%+853
ISHARES TR
ESG AW MSCI EAFE
174,139186,659+12,52013,91514,7053.67%+790
ISHARES INC
ESG AWR MSCI EM
0127,058+127,05804,2601.06%+4,260
SPDR S&P 500 ETF TR(SPY)12,09412,925+8316,3267,0341.76%+708
ISHARES TR
0-5YR HI YL CP
38,40954,175+15,7661,6342,2860.57%+652
ALPHABET INC(GOOG)20,10920,225+1163,0353,6840.92%+649
ISHARES TR024,907+24,90702,5480.64%+2,548
ISHARES TR
ESG AWR US AGRGT
0188,076+188,07608,7662.19%+8,766
ROSS STORES INC(ROST)04,226+4,22606140.15%+614
ISHARES TR
INVT GRAD SY ETF
34,37648,407+14,0311,5422,1470.54%+606
ISHARES TR37,39244,292+6,9004,1334,7241.18%+592
ISHARES TR
FALN ANGLS USD
107,411132,671+25,2602,8853,4750.87%+590
FISERV INC(FISV)03,802+3,80205670.14%+567
SPDR INDEX SHS FDS
ST PORT MARK ETF
151,309159,817+8,5085,4766,0201.50%+544
ISHARES TR05,079+5,07905220.13%+522
VANGUARD WORLD FD65,80575,105+9,3003,7824,3011.07%+519
UNITEDHEALTH GROUP INC(UNH)06,820+6,82003,4730.87%+3,473
INVESCO EXCH TRADED FD TR II024,052+24,05204810.12%+481
FEDEX CORP(FDX)01,508+1,50804520.11%+452
COCA-COLA EUROPACIFIC PARTNE
SHS
06,037+6,03704400.11%+440
DECKERS OUTDOOR CORP(DECK)0453+45304380.11%+438
BIOGEN INC(BIIB)6,5567,932+1,3761,4141,8390.46%+425
ISHARES TR
CORE MSCI TOTAL
117,109123,840+6,7317,9478,3672.09%+420
ISHARES TR13,04420,755+7,7115899670.24%+378
WORKDAY INC(WDAY)01,593+1,59303560.09%+356
AMAZON COM INC(AMZN)23,70523,768+634,2764,5931.15%+317
PALO ALTO NETWORKS INC(PANW)03,429+3,42901,1620.29%+1,162
ISHARES TR
ESG AWRE USD ETF
194,530208,642+14,1124,4724,7401.18%+268
ISHARES TR
CORE MSCI EAFE
222,704230,898+8,19416,52916,7724.19%+243
ISHARES TR19,21423,617+4,4039851,2100.30%+225
BROADCOM INC(AVGO)492539+476528650.22%+213
PDD HOLDINGS INC(PDD)04,934+4,93406560.16%+656
S&P GLOBAL INC(SPGI)04,882+4,88202,1770.54%+2,177
ISHARES TR23,34926,202+2,8531,8652,0520.51%+188
PROCTER AND GAMBLE CO(PG)6,6817,608+9271,0841,2550.31%+171
ISHARES TR7,8488,087+2391,0601,2170.30%+157
ISHARES TR47,75147,793+424,8144,9631.24%+150
ISHARES TR052,623+52,62302,7910.70%+2,791
CONSTELLATION BRANDS INC(STZ)6,7477,633+8861,8331,9640.49%+130
BANK AMERICA CORP49,95750,796+8391,8942,0200.50%+126
ISHARES TR61,66963,377+1,7085,6995,8191.45%+119
COCA COLA CO(KO)28,20028,927+7271,7251,8410.46%+116
AMERICAN WTR WKS CO INC NEW06,852+6,85208850.22%+885
ISHARES TR23,37925,281+1,9021,5931,7050.43%+112
ISHARES TR7,7638,932+1,1698469570.24%+111
ISHARES TR75,55780,088+4,5314,5894,6871.17%+97
MERCADOLIBRE INC(MELI)0370+37006080.15%+608
SERVICENOW INC(NOW)1,3301,406+761,0141,1060.28%+92
JPMORGAN CHASE & CO.(JPM)8,6619,020+3591,7351,8240.46%+90
T-MOBILE US INC(TMUS)3,4573,683+2265646490.16%+85
SPDR SER TR
ST NUVE HIGH ETF
56,90660,704+3,7981,4621,5440.39%+82
SELECT SECTOR SPDR TR
ST STR REAL ETF
17,79920,417+2,6187047840.20%+81
BLACKROCK ETF TRUST
ISHA US AWAR ETF
14,60815,256+6488399060.23%+68
ISHARES TR
ESG AWARE MSCI
79,68485,055+5,3713,2093,2750.82%+66
INTUIT(INTU)3,6313,688+572,3602,4240.61%+64
SYNOPSYS INC(SNPS)1,4301,480+508178810.22%+63
SPDR SER TR
ST STR CONV ETF
5,7956,601+8064234760.12%+52
NEXTERA ENERGY INC(NEE)06,867+6,86704860.12%+486
ISHARES TR08,764+8,76403730.09%+373
APPLIED MATLS INC4,8324,432-4009971,0460.26%+49
ISHARES TR018,746+18,74607980.20%+798
ISHARES TR
LOW CA OP MS ETF
2,2992,486+1874134560.11%+43
ISHARES TR408454+462152490.06%+34
CINTAS CORP(CTAS)3,7483,725-232,5752,6090.65%+34
BOOKING HOLDINGS INC(BKNG)939303383700.09%+32
SPDR SER TR
ST STR P500GRW
3,7763,782+62763030.08%+27
ISHARES TR4,9115,370+4597267520.19%+26
ISHARES TR23,03924,094+1,0551,4591,4850.37%+26
ISHARES GOLD TR(IAU)19,23718,974-2638088340.21%+25
ARISTA NETWORKS INC1,6481,404-2444784920.12%+14
PTC INC(PTC)2,3062,457+1514364460.11%+11
ISHARES TR41,25842,872+1,6141,6951,6960.42%+2
VANGUARD TAX-MANAGED FDS14,45414,546+927257190.18%-6
EXXON MOBIL CORP7,9747,991+179279200.23%-7
ISHARES TR1,4001,40002942840.07%-10
PAYCHEX INC(PAYX)3,2663,292+264013900.10%-11
WASTE MGMT INC DEL(WM)11,50311,422-812,4522,4370.61%-15
MCDONALDS CORP(MCD)02,549+2,54906490.16%+649
JOHNSON & JOHNSON(JNJ)11,73212,578+8461,8561,8380.46%-18
OREILLY AUTOMOTIVE INC(ORLY)34234203863610.09%-25
METLIFE INC(MET)8,2078,286+796085820.15%-27
DEERE & CO(DE)4,1564,496+3401,7071,6800.42%-27
IQVIA HLDGS INC(IQV)01,856+1,85603920.10%+392
MASTERCARD INCORPORATED(MA)2,1912,324+1331,0551,0250.26%-30
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