DOHJ, LLC

Filed: 7/23/2025ACC: 0001085146-25-004104

📋 What this filing means

DOHJ, LLC filed this quarterly 13F‑HR report disclosing 144 equity positions with a total reported market value of $344.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

144

Positions

$344.18M

Total AUM (reported)

4.38M

Total Shares

Allocation by class

COM$82.39M23.9%

NATIONAL MUN ETF$31.59M9.2%

ESG AWR MSCI USA$16.68M4.8%

ESG AW MSCI EAFE$15.17M4.4%

CORE MSCI EAFE$14.40M4.2%

RUS TOP 200 ETF$12.26M3.6%

MBS ETF$11.94M3.5%

Portfolio Concentration

Top 3$63.44M18.4%

4–10$68.05M19.8%

11–25$76.50M22.2%

Rest$136.18M39.6%

Top 3 weight

18.4%

Top 10 weight

38.2%

Voting Authority Distribution

Total shares with voting rights: 4.38M

Sole

Full voting authority

4.13M

% of voting shares94.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

254.17K

% of voting shares5.8%

Investment Discretion (by position count)

Sole144

Shared0

Other0

Dominant voting typeSole · 94.2% of voting shares

Institutional Holdings144

Rows:

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares305.28K

TypeSH

Market value$31.59M

9.18%

Sole

291.32K

Shared

0.00

None

13.96K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares143.05K

TypeSH

Market value$16.68M

4.85%

Sole

138.09K

Shared

0.00

None

4.96K

ISHARES TR

SOLE

ESG AW MSCI EAFE

Shares183.38K

TypeSH

Market value$15.17M

4.41%

Sole

175.69K

Shared

0.00

None

7.69K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares187.45K

TypeSH

Market value$14.40M

4.18%

Sole

180.47K

Shared

0.00

None

6.98K

ISHARES TR

SOLE

RUS TOP 200 ETF

Shares93.11K

TypeSH

Market value$12.26M

3.56%

Sole

85.97K

Shared

0.00

None

7.14K

ISHARES TR

SOLE

MBS ETF

Shares129.23K

TypeSH

Market value$11.94M

3.47%

Sole

127.26K

Shared

0.00

None

1.97K

ISHARES TR

SOLE

ESG AWR US AGRGT

Shares191.79K

TypeSH

Market value$8.98M

2.61%

Sole

188.59K

Shared

0.00

None

3.20K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares73.51K

TypeSH

Market value$7.18M

2.09%

Sole

60.85K

Shared

0.00

None

12.66K

MICROSOFT CORP

SOLE

COM

Shares17.89K

TypeSH

Market value$6.70M

1.95%

Sole

13.48K

Shared

0.00

None

4.41K

VANECK ETF TRUST

SOLE

VANECK SHRT MUNI

Shares389.77K

TypeSH

Market value$6.60M

1.92%

Sole

374.53K

Shared

0.00

None

15.23K

AMAZON COM INC

SOLE

COM

Shares36.48K

TypeSH

Market value$6.59M

1.91%

Sole

31.25K

Shared

0.00

None

5.23K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares326.81K

TypeSH

Market value$6.56M

1.91%

Sole

301.27K

Shared

0.00

None

25.54K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares161.26K

TypeSH

Market value$6.25M

1.82%

Sole

152.41K

Shared

0.00

None

8.85K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares37.09K

TypeSH

Market value$6.07M

1.76%

Sole

33.30K

Shared

0.00

None

3.79K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares13.32K

TypeSH

Market value$6.06M

1.76%

Sole

12.13K

Shared

0.00

None

1.19K

NVIDIA CORPORATION

SOLE

COM

Shares54.85K

TypeSH

Market value$5.63M

1.64%

Sole

47.35K

Shared

0.00

None

7.50K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares74.16K

TypeSH

Market value$5.38M

1.56%

Sole

71.23K

Shared

0.00

None

2.93K

APPLE INC

SOLE

COM

Shares24.07K

TypeSH

Market value$4.93M

1.43%

Sole

20.17K

Shared

0.00

None

3.90K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares78.85K

TypeSH

Market value$4.39M

1.27%

Sole

70.27K

Shared

0.00

None

8.58K

FIRST TR EXCH TRADED FD III

SOLE

MANAGD MUN ETF

Shares85.29K

TypeSH

Market value$4.21M

1.22%

Sole

83.22K

Shared

0.00

None

2.06K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares35.79K

TypeSH

Market value$4.18M

1.21%

Sole

31.95K

Shared

0.00

None

3.83K

ISHARES INC

SOLE

ESG AWR MSCI EM

Shares120.45K

TypeSH

Market value$4.15M

1.20%

Sole

117.59K

Shared

0.00

None

2.86K

COSTCO WHSL CORP NEW

SOLE

COM

Shares4.20K

TypeSH

Market value$4.10M

1.19%

Sole

3.81K

Shared

0.00

None

392.00

ISHARES TR

SOLE

EAFE VALUE ETF

Shares68.42K

TypeSH

Market value$4.08M

1.19%

Sole

65.25K

Shared

0.00

None

3.17K

ISHARES TR

SOLE

CORE TOTAL USD

Shares86.24K

TypeSH

Market value$3.92M

1.14%

Sole

85.35K

Shared

0.00

None

888.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	NATIONAL MUN ETF	305.28K	SH	$31.59M 9.18%	291.32K	13.96K
ISHARES TRSOLE	ESG AWR MSCI USA	143.05K	SH	$16.68M 4.85%	138.09K	4.96K
ISHARES TRSOLE	ESG AW MSCI EAFE	183.38K	SH	$15.17M 4.41%	175.69K	7.69K
ISHARES TRSOLE	CORE MSCI EAFE	187.45K	SH	$14.40M 4.18%	180.47K	6.98K
ISHARES TRSOLE	RUS TOP 200 ETF	93.11K	SH	$12.26M 3.56%	85.97K	7.14K
ISHARES TRSOLE	MBS ETF	129.23K	SH	$11.94M 3.47%	127.26K	1.97K
ISHARES TRSOLE	ESG AWR US AGRGT	191.79K	SH	$8.98M 2.61%	188.59K	3.20K
ISHARES TRSOLE	CORE US AGGBD ET	73.51K	SH	$7.18M 2.09%	60.85K	12.66K
MICROSOFT CORPSOLE	COM	17.89K	SH	$6.70M 1.95%	13.48K	4.41K
VANECK ETF TRUSTSOLE	VANECK SHRT MUNI	389.77K	SH	$6.60M 1.92%	374.53K	15.23K
AMAZON COM INCSOLE	COM	36.48K	SH	$6.59M 1.91%	31.25K	5.23K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	326.81K	SH	$6.56M 1.91%	301.27K	25.54K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	161.26K	SH	$6.25M 1.82%	152.41K	8.85K
ISHARES TRSOLE	MSCI USA QLT FCT	37.09K	SH	$6.07M 1.76%	33.30K	3.79K
INVESCO QQQ TRSOLE	UNIT SER 1	13.32K	SH	$6.06M 1.76%	12.13K	1.19K
NVIDIA CORPORATIONSOLE	COM	54.85K	SH	$5.63M 1.64%	47.35K	7.50K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	74.16K	SH	$5.38M 1.56%	71.23K	2.93K
APPLE INCSOLE	COM	24.07K	SH	$4.93M 1.43%	20.17K	3.90K
ISHARES TRSOLE	CORE S&P MCP ETF	78.85K	SH	$4.39M 1.27%	70.27K	8.58K
FIRST TR EXCH TRADED FD IIISOLE	MANAGD MUN ETF	85.29K	SH	$4.21M 1.22%	83.22K	2.06K
ISHARES TRSOLE	CORE S&P TTL STK	35.79K	SH	$4.18M 1.21%	31.95K	3.83K
ISHARES INCSOLE	ESG AWR MSCI EM	120.45K	SH	$4.15M 1.20%	117.59K	2.86K
COSTCO WHSL CORP NEWSOLE	COM	4.20K	SH	$4.10M 1.19%	3.81K	392.00
ISHARES TRSOLE	EAFE VALUE ETF	68.42K	SH	$4.08M 1.19%	65.25K	3.17K
ISHARES TRSOLE	CORE TOTAL USD	86.24K	SH	$3.92M 1.14%	85.35K	888.00

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