Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q2 2025 data
DOHJ, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

DOHJ, LLC

โ€ขCIK: 1801881โ€ขFiling: Q2 2025

DOHJ, LLC manages $344M across a diversified portfolio of 144 positions. The fund exhibits significant concentration in select names, notably holding MUB at $31.6M and ESGU at $16.7M. Further top holdings include ESGD ($15.2M), IEFA ($14.4M), and IWL ($12.3M). This allocation suggests a tactical, concentrated approach targeting specific sector and asset class opportunities.

Total AUM
$344.2M
QoQ Performance
-21.4%
Positions
100
Top 10 Concentration
38.2%
Latest Filing
Q2 2025

Top Holdings Allocation

MUB
MUB9.2%
ESGU4.8%
ESGD4.4%
IEFA4.2%
IWL3.6%
MBB3.5%
EAGG2.6%
AGG2.1%

๐Ÿ“ˆ Biggest Buys

MBB
ISHARES TR
+98.4%
3.5% of portfolio
SCHF
SCHWAB STRATEGIC TR
+838.0%
1.9% of portfolio
VOO
VANGUARD INDEX FDS
NEW
1.1% of portfolio
BND
VANGUARD BD INDEX FDS
+195.3%
1.6% of portfolio
FMB
FIRST TR EXCH TRADED FD III
+396.1%
1.2% of portfolio

๐Ÿ“‰ Biggest Sells

ITOT
ISHARES TR
-84.0%
1.2% of portfolio
SPY
SPDR S&P 500 ETF TR
-93.9%
0.3% of portfolio
ESGV
VANGUARD WORLD FD
-93.1%
0.3% of portfolio
IWL
ISHARES TR
-50.9%
3.6% of portfolio
DON
SPDR DOW JONES INDL AVERAGE
-96.4%
0.1% of portfolio

Sector Breakdown

Other75.8%
Technology8.6%
Consumer4.6%
Financial4.1%
Healthcare2.3%
ETF1.4%
Industrial1.3%
Consumer Staples0.8%

๐Ÿšช Exited Positionssold since Q1 2025

FALN
ISHARES TR
SOLD
$4.0M
FLOT
ISHARES TR
SOLD
$3.2M
EFG
ISHARES TR
SOLD
$3.1M
EFA
ISHARES TR
SOLD
$2.8M
VSGX
VANGUARD WORLD FD
SOLD
$2.1M
+25 more exited positions

Changes from Q1 2025

NEW26 new positions
โ†‘44 increased
โ†“71 decreased

Historical Filings

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023