AI Portfolio Summary
In 2025 Q3, DOHJ, LLC maintained a portfolio of 144 distinct positions.
Total Positions
144
Quarter
2025 Q3
Top Holding
MUB (9.2%)
Top 10 Concentration
38.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 144
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MUB
ISHARES TR
|
ETF | 9.18% | 9.18% |
#1
Prev: #1
|
6.7 | no change | no change |
P
S
|
305,284 | $31,593,884 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ESGU
ISHARES TR
|
ETF | 4.85% | 4.85% |
#2
Prev: #2
|
4.4 | no change | no change |
P
S
|
143,048 | $16,683,703 | 2021 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ESGD
ISHARES TR
|
ETF | 4.41% | 4.41% |
#3
Prev: #3
|
3.8 | no change | no change |
P
S
|
183,380 | $15,167,330 | 2020 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 4.18% | 4.18% |
#4
Prev: #4
|
3.2 | no change | no change |
P
S
|
187,450 | $14,396,173 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IWL
ISHARES TR
|
ETF | 3.56% | 3.56% |
#5
Prev: #5
|
2.9 | no change | no change |
P
S
|
93,113 | $12,262,920 | 2020 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MBB
ISHARES TR
|
ETF | 3.47% | 3.47% |
#6
Prev: #6
|
2.4 | no change | no change |
P
S
|
129,231 | $11,938,355 | 2020 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
EAGG
ISHARES TR
|
ETF | 2.61% | 2.61% |
#7
Prev: #7
|
2.0 | no change | no change |
P
S
|
191,789 | $8,979,568 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 2.09% | 2.09% |
#8
Prev: #8
|
1.8 | no change | no change |
P
S
|
73,506 | $7,181,579 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.95% | 1.95% |
#9
Prev: #9
|
1.8 | no change | no change |
P
S
|
17,885 | $6,695,826 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SMB
VANECK ETF TRUS...
|
ETF | 1.92% | 1.92% |
#10
Prev: #10
|
1.8 | no change | no change |
P
S
|
389,766 | $6,598,736 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.91% | 1.91% |
#11
Prev: #11
|
1.8 | no change | no change |
P
S
|
36,481 | $6,588,514 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 1.91% | 1.91% |
#12
Prev: #12
|
1.8 | no change | no change |
P
S
|
326,812 | $6,562,385 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 1.82% | 1.82% |
#13
Prev: #13
|
1.7 | no change | no change |
P
S
|
161,262 | $6,247,298 | 2020 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
QUAL
ISHARES TR
|
ETF | 1.76% | 1.76% |
#14
Prev: #14
|
1.7 | no change | no change |
P
S
|
37,091 | $6,070,704 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.76% | 1.76% |
#15
Prev: #15
|
1.7 | no change | no change |
P
S
|
13,321 | $6,055,204 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.64% | 1.64% |
#16
Prev: #16
|
1.7 | no change | no change |
P
S
|
54,854 | $5,634,104 | 2020 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 1.56% | 1.56% |
#17
Prev: #17
|
1.6 | no change | no change |
P
S
|
74,164 | $5,379,082 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.43% | 1.43% |
#18
Prev: #18
|
1.6 | no change | no change |
P
S
|
24,075 | $4,925,677 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 1.27% | 1.27% |
#19
Prev: #19
|
1.5 | no change | no change |
P
S
|
78,848 | $4,387,880 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
FMB
FIRST TR EXCH T...
|
ETF | 1.22% | 1.22% |
#20
Prev: #20
|
1.5 | no change | no change |
P
S
|
85,286 | $4,213,982 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ITOT
ISHARES TR
|
ETF | 1.21% | 1.21% |
#21
Prev: #21
|
1.5 | no change | no change |
P
S
|
35,788 | $4,180,382 | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ESGE
ISHARES INC
|
ETF | 1.20% | 1.20% |
#22
Prev: #22
|
1.5 | no change | no change |
P
S
|
120,450 | $4,145,882 | 2021 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 1.19% | 1.19% |
#23
Prev: #23
|
1.5 | no change | no change |
P
S
|
4,204 | $4,102,685 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
EFV
ISHARES TR
|
ETF | 1.19% | 1.19% |
#24
Prev: #24
|
1.5 | no change | no change |
P
S
|
68,422 | $4,083,406 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IUSB
ISHARES TR
|
ETF | 1.14% | 1.14% |
#25
Prev: #25
|
1.5 | no change | no change |
P
S
|
86,237 | $3,922,942 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.07% | 1.07% |
#26
Prev: #26
|
1.4 | no change | no change |
P
S
|
7,010 | $3,692,834 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.07% | 1.07% |
#27
Prev: #27
|
1.4 | no change | no change |
P
S
|
7,497 | $3,689,148 | 2025 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 1.07% | 1.07% |
#28
Prev: #28
|
1.4 | no change | no change |
P
S
|
10,967 | $3,667,052 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IVE
ISHARES TR
|
ETF | 1.03% | 1.03% |
#29
Prev: #29
|
1.4 | no change | no change |
P
S
|
19,800 | $3,553,526 | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IWR
ISHARES TR
|
ETF | 1.00% | 1.00% |
#30
Prev: #30
|
1.4 | no change | no change |
P
S
|
42,096 | $3,440,506 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
QLTA
ISHARES TR
|
ETF | 0.97% | 0.97% |
#31
Prev: #31
|
1.4 | no change | no change |
P
S
|
71,607 | $3,351,215 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
XJH
ISHARES TR
|
ETF | 0.94% | 0.94% |
#32
Prev: #32
|
1.4 | no change | no change |
P
S
|
86,289 | $3,222,042 | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.93% | 0.93% |
#33
Prev: #33
|
1.4 | no change | no change |
P
S
|
20,561 | $3,194,086 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
DSI
ISHARES TR
|
ETF | 0.88% | 0.88% |
#34
Prev: #34
|
1.4 | no change | no change |
P
S
|
30,860 | $3,027,072 | 2022 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.80% | 0.80% |
#35
Prev: #35
|
1.3 | no change | no change |
P
S
|
11,490 | $2,767,721 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.78% | 0.78% |
#36
Prev: #36
|
1.3 | no change | no change |
P
S
|
11,721 | $2,679,813 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SUSC
ISHARES TR
|
ETF | 0.77% | 0.77% |
#37
Prev: #37
|
1.3 | no change | no change |
P
S
|
116,644 | $2,641,985 | 2021 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ESML
ISHARES TR
|
ETF | 0.74% | 0.74% |
#38
Prev: #38
|
1.3 | no change | no change |
P
S
|
69,762 | $2,547,009 | 2021 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PZA
INVESCO EXCH TR...
|
ETF | 0.67% | 0.67% |
#39
Prev: #39
|
1.3 | no change | no change |
P
S
|
102,232 | $2,289,998 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
INTU
INTUIT
|
Technology | 0.64% | 0.64% |
#40
Prev: #40
|
1.3 | no change | no change |
P
S
|
3,717 | $2,215,259 | 2020 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.64% | 0.64% |
#41
Prev: #41
|
1.3 | no change | no change |
P
S
|
30,013 | $2,199,940 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 0.64% | 0.64% |
#42
Prev: #42
|
1.3 | no change | no change |
P
S
|
22,388 | $2,191,556 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
DE
DEERE & CO
|
Industrials | 0.63% | 0.63% |
#43
Prev: #43
|
1.3 | no change | no change |
P
S
|
4,764 | $2,174,369 | 2021 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IGSB
ISHARES TR
|
ETF | 0.63% | 0.63% |
#44
Prev: #44
|
1.3 | no change | no change |
P
S
|
41,562 | $2,163,287 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.62% | 0.62% |
#45
Prev: #45
|
1.2 | no change | no change |
P
S
|
4,978 | $2,130,274 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.61% | 0.61% |
#46
Prev: #46
|
1.2 | no change | no change |
P
S
|
5,925 | $2,111,835 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.61% | 0.61% |
#47
Prev: #47
|
1.2 | no change | no change |
P
S
|
13,574 | $2,109,180 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VFLO
VICTORY PORTFOL...
|
Unknown | 0.60% | 0.60% |
#48
Prev: #48
|
1.2 | no change | no change |
P
S
|
64,373 | $2,070,874 | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.60% | 0.60% |
#49
Prev: #49
|
1.2 | no change | no change |
P
S
|
12,401 | $2,055,172 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.58% | 0.58% |
#50
Prev: #50
|
1.2 | no change | no change |
P
S
|
3,856 | $2,006,154 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-50 of 144 holdings