13F-HR filed by DOHJ, LLC
DOHJ, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-23, with 144 holding rows worth $344,176,272.
- Accession
- 0001085146-25-004104
- Filer
- CIK 1801881
- Filed
- 2025-07-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 144 entries on the cover page, a total value of $344,176,272 stated on the cover page (in dollars after the unit check, H1), rows summing to $344,176,272 with VALUE read as dollars as filed, 13F file number 028-19802. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 305,284 | $31,593,884 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 143,048 | $16,683,703 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 183,380 | $15,167,330 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 187,450 | $14,396,173 | dollars as filed | |
| ISHARES TR | 464289446 | RUS TOP 200 ETF | 93,113 | $12,262,920 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 129,231 | $11,938,355 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 191,789 | $8,979,568 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 73,506 | $7,181,579 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 17,885 | $6,695,826 | dollars as filed | |
| VANECK ETF TRUST | 92189F528 | VANECK SHRT MUNI | 389,766 | $6,598,736 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 36,481 | $6,588,514 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 326,812 | $6,562,385 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 161,262 | $6,247,298 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 37,091 | $6,070,704 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 13,321 | $6,055,204 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 54,854 | $5,634,104 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 74,164 | $5,379,082 | dollars as filed | |
| Apple Inc | 037833100 | COM | 24,075 | $4,925,677 | dollars as filed | |
| IJH | 464287507 | COM | 78,848 | $4,387,880 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 85,286 | $4,213,982 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 35,788 | $4,180,382 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 120,450 | $4,145,882 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 4,204 | $4,102,685 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 68,422 | $4,083,406 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 86,237 | $3,922,942 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,010 | $3,692,834 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 7,497 | $3,689,148 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 10,967 | $3,667,052 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 19,800 | $3,553,526 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 42,096 | $3,440,506 | dollars as filed | |
| ISHARES TR | 46429B291 | A RATE CP BD ETF | 71,607 | $3,351,215 | dollars as filed | |
| ISHARES TR | 46436E551 | ESG SELECT SCRE | 86,289 | $3,222,042 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 20,561 | $3,194,086 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 30,860 | $3,027,072 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 11,490 | $2,767,721 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 11,721 | $2,679,813 | dollars as filed | |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 46435G193 | ETF | 116,644 | $2,641,985 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 69,762 | $2,547,009 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E537 | NATL AMT MUNI | 102,232 | $2,289,998 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 3,717 | $2,215,259 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 30,013 | $2,199,940 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 22,388 | $2,191,556 | dollars as filed | |
| Deere & Company | 244199105 | COM | 4,764 | $2,174,369 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 41,562 | $2,163,287 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 4,978 | $2,130,274 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 5,925 | $2,111,835 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 13,574 | $2,109,180 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647X830 | SHARES FREE CASH | 64,373 | $2,070,874 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 12,401 | $2,055,172 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,856 | $2,006,154 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 47,991 | $1,859,667 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 8,820 | $1,855,925 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 4,997 | $1,758,668 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 21,010 | $1,736,922 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 5,963 | $1,657,123 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 16,437 | $1,485,438 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 22,777 | $1,483,927 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 25,178 | $1,479,975 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 13,077 | $1,375,473 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 6,924 | $1,296,740 | dollars as filed | |
| ISHARES TR | 46436E759 | COM | 18,783 | $1,278,377 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 20,176 | $1,253,333 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 2,648 | $1,245,253 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 12,271 | $1,231,981 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 16,378 | $1,150,217 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 10,615 | $1,139,740 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 7,400 | $1,062,502 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 5,989 | $1,059,572 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 8,853 | $1,046,131 | dollars as filed | |
| ISHARES TR | 46435G219 | INVESTMENT GRADE | 23,453 | $1,037,100 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C509 | ISHA US AWAR ETF | 17,151 | $997,485 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 4,795 | $995,800 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,855 | $993,182 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 10,578 | $992,641 | dollars as filed | |
| General Electric Company | 369604301 | COM | 5,034 | $974,901 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,875 | $971,530 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,152 | $955,534 | dollars as filed | |
| ISHARES TR | 46436E767 | COM | 21,231 | $952,401 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 3,522 | $913,315 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 17,242 | $894,361 | dollars as filed | |
| ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | 46436E619 | COM | 20,508 | $878,365 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 2,080 | $878,121 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 3,516 | $876,600 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 9,732 | $849,467 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 4,069 | $802,845 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 4,529 | $801,924 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,495 | $792,104 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 1,464 | $774,875 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 14,411 | $744,314 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 894 | $726,554 | dollars as filed | |
| iShares MSCI ACWI Low Carbon Target ETF | 46434V464 | SHS | 3,870 | $723,174 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 4,740 | $721,204 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 1,208 | $709,939 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 1,202 | $698,134 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 6,581 | $690,980 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 8,815 | $654,419 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 11,338 | $650,667 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V100 | AEROSPACE DEFN | 5,251 | $609,649 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 3,559 | $586,801 | dollars as filed | |
| JPMORGAN U.S. TECH LEADERS ETF | 46654Q732 | ETF | 8,817 | $578,043 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 4,249 | $576,650 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,995 | $569,326 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 3,870 | $569,122 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 6,996 | $565,119 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 10,580 | $563,597 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 10,511 | $560,341 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 11,175 | $543,226 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 359 | $495,600 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 7,241 | $487,130 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 3,348 | $479,512 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 98 | $463,508 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 3,781 | $454,732 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 1,305 | $438,508 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 2,978 | $438,331 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,191 | $425,318 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,093 | $422,800 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 857 | $422,004 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 5,252 | $421,123 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 3,132 | $411,491 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 3,185 | $403,062 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,408 | $400,562 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,775 | $394,746 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 750 | $373,961 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,824 | $358,063 | dollars as filed | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | 78468R796 | SHS | 7,804 | $343,591 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 650 | $330,870 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,940 | $326,581 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 4,170 | $326,290 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,334 | $315,641 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 6,237 | $315,263 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 1,319 | $313,786 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,250 | $313,177 | dollars as filed | |
| Linde plc | G54950103 | COM | 691 | $309,830 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 3,043 | $308,826 | dollars as filed | |
| SPDR SERIES TRUST | 78468R887 | ST STR R2K LOWV | 2,555 | $299,792 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 682 | $293,785 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,018 | $293,269 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 713 | $282,203 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 3,835 | $281,374 | dollars as filed | |
| ISHARES TR | 464288786 | U.S. INSRNCE ETF | 2,140 | $278,799 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,400 | $266,350 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 730 | $232,621 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 415 | $223,366 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 854 | $209,525 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-004104 | this filing | 2025-07-23 | acceptance time not in the bulk data set |