Dohj

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
  null,
  "AKAM",
  "ACN",
  "ABBV",
  "ADBE",
  "A",
  "GOOGL",
  "ASML",
  "AVGO",
  null,
  null,
  "HD",
  "INTU",
  null,
  "ITW",
  "AMAT",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "IQV",
  null,
  null,
  "MA",
  "MSFT",
  "TMUS",
  null,
  "GE",
  "ORLY",
  "FAST",
  "IJR",
  "EFG",
  "PAYX",
  null,
  "EEM",
  "PANW",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  "NVDA",
  "PG",
  null,
  "AMGN",
  "REGN",
  "IEFA",
  "SPGI",
  "NOW",
  null,
  "SPYG",
  "IBM",
  "SNPS",
  "TMO",
  "VO",
  "MET",
  null,
  null,
  null,
  null,
  null,
  "APTV",
  "FI",
  "WM",
  "IWR",
  null,
  null,
  "AMZN",
  null,
  "IVE",
  "HCA",
  "ESGD",
  null,
  null,
  "PDD",
  null,
  "ESGV",
  "VEA",
  "VTEB",
  "BND",
  "VB",
  "V",
  "WDAY",
  "PTC",
  "BIIB",
  "SCHF",
  "NXPI",
  "MGM",
  null,
  "CRM",
  "DIA",
  null,
  "IXUS",
  null,
  null,
  "MELI",
  "DGRO",
  null,
  "ESGU",
  null,
  "BAC",
  "BRK-B",
  null,
  null,
  "CTAS",
  "KO",
  "COP",
  "STZ",
  "COST",
  "DHR",
  "DE",
  "EFA",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  null,
  "AWK",
  null,
  null,
  "MLM",
  "ITOT",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 148
Total Value: 437735844
Accession Number: 0001085146-25-002127
Form Type: 13F-HR
CIK: dohj
Manager Name: Dohj

Data Enrichment

71% identified

105 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

148 positions • $437.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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464288414

MUB|464288414

Shares:318.2K

Value:$33.6M

% of Portfolio:7.7% ($33.6M/$437.7M)

464287150

ITOT|464287150

Shares:223.4K

Value:$27.3M

% of Portfolio:6.2% ($27.3M/$437.7M)

464289446

Shares:189.5K

Value:$26.0M

% of Portfolio:5.9% ($26.0M/$437.7M)

46435G425

ESGU|46435G425

Shares:157.4K

Value:$19.2M

% of Portfolio:4.4% ($19.2M/$437.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:30.4K

Value:$17.0M

% of Portfolio:3.9% ($17.0M/$437.7M)

46432F842

IEFA|46432F842

Shares:221.6K

Value:$16.8M

% of Portfolio:3.8% ($16.8M/$437.7M)

921910733

ESGV|921910733

Shares:154.0K

Value:$15.1M

% of Portfolio:3.4% ($15.1M/$437.7M)

46435G516

ESGD|46435G516

Shares:175.2K

Value:$14.3M

% of Portfolio:3.3% ($14.3M/$437.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:23.0K

Value:$10.8M

% of Portfolio:2.5% ($10.8M/$437.7M)

46435U549

Shares:201.5K

Value:$9.6M

% of Portfolio:2.2% ($9.6M/$437.7M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:20.0K

Value:$8.4M

% of Portfolio:1.9% ($8.4M/$437.7M)

AMAZON COM INC

AMZN|023135106

Shares:39.0K

Value:$7.4M

% of Portfolio:1.7% ($7.4M/$437.7M)

46434V613

Shares:158.3K

Value:$7.3M

% of Portfolio:1.7% ($7.3M/$437.7M)

MICROSOFT CORP

MSFT|594918104

Shares:18.6K

Value:$7.0M

% of Portfolio:1.6% ($7.0M/$437.7M)

78463X509

Shares:162.6K

Value:$6.4M

% of Portfolio:1.5% ($6.4M/$437.7M)

92189F528

Shares:364.3K

Value:$6.2M

% of Portfolio:1.4% ($6.2M/$437.7M)

464288588

Shares:65.2K

Value:$6.1M

% of Portfolio:1.4% ($6.1M/$437.7M)

464287226

Shares:56.0K

Value:$5.5M

% of Portfolio:1.3% ($5.5M/$437.7M)

NVIDIA CORP

NVDA|67066G104

Shares:48.7K

Value:$5.3M

% of Portfolio:1.2% ($5.3M/$437.7M)

Apple Inc.

AAPL|037833100

Shares:23.6K

Value:$5.2M

% of Portfolio:1.2% ($5.2M/$437.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(MUBcusip464288414)	318.2K	QoQ +12.98% (+36.6K) YoY +26.37% (+66.4K)	All Managers (Combined)	$33.6M	7.7% ($33.6M/$437.7M)	QoQ +11.80% (+$3.5M) YoY +23.83% (+$6.5M)
(ITOTcusip464287150)	223.4K	QoQ +18.96% (+35.6K) YoY +21.34% (+39.3K)	All Managers (Combined)	$27.3M	6.2% ($27.3M/$437.7M)	QoQ +12.85% (+$3.1M) YoY +28.41% (+$6.0M)
(cusip464289446)✕	189.5K	QoQ -5.96% (-12.0K) YoY -12.48% (-27.0K)	All Managers (Combined)	$26.0M	5.9% ($26.0M/$437.7M)	QoQ -10.70% (-$3.1M) YoY -5.40% (-$1.5M)
(ESGUcusip46435G425)	157.4K	QoQ -11.05% (-19.6K) YoY -8.04% (-13.8K)	All Managers (Combined)	$19.2M	4.4% ($19.2M/$437.7M)	QoQ -15.82% (-$3.6M) YoY -2.48% (-$488.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	30.4K	QoQ -0.06% (-20) YoY +150.95% (+18.3K)	All Managers (Combined)	$17.0M	3.9% ($17.0M/$437.7M)	QoQ -4.61% (-$822.2K) YoY +168.37% (+$10.7M)
(IEFAcusip46432F842)	221.6K	QoQ -0.14% (-331) YoY -0.51% (-1.1K)	All Managers (Combined)	$16.8M	3.8% ($16.8M/$437.7M)	QoQ +7.48% (-$1.2M) YoY +1.40% (-$231.9K)
(ESGVcusip921910733)	154.0K	QoQ +7.69% (+11.0K) YoY +19.29% (+24.9K)	All Managers (Combined)	$15.1M	3.4% ($15.1M/$437.7M)	QoQ +0.56% (+$85.3K) YoY +25.38% (+$3.1M)
(ESGDcusip46435G516)	175.2K	QoQ +5.32% (+8.9K) YoY +0.60% (+1.0K)	All Managers (Combined)	$14.3M	3.3% ($14.3M/$437.7M)	QoQ +13.00% (+$1.6M) YoY +2.84% (+$395.7K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	23.0K	QoQ +4.14% (-916) YoY +31.85% (+5.6K)	All Managers (Combined)	$10.8M	2.5% ($10.8M/$437.7M)	QoQ -4.48% (-$506.8K) YoY +39.25% (+$3.0M)
(cusip46435U549)✕	201.5K	QoQ -10.93% (-24.7K) YoY +16.45% (+28.5K)	All Managers (Combined)	$9.6M	2.2% ($9.6M/$437.7M)	QoQ -8.94% (-$939.6K) YoY +17.49% (+$1.4M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	20.0K	QoQ -0.75% (-151) YoY +45.92% (+6.3K)	All Managers (Combined)	$8.4M	1.9% ($8.4M/$437.7M)	QoQ -2.06% (-$176.4K) YoY +54.03% (+$2.9M)
AMAZON COM INC(AMZNcusip023135106)	39.0K	QoQ +1.60% (-616) YoY +64.64% (+15.3K)	All Managers (Combined)	$7.4M	1.7% ($7.4M/$437.7M)	QoQ -11.88% (-$1.0M) YoY +73.66% (+$3.1M)
(cusip46434V613)✕	158.3K	QoQ -26.85% (-58.1K) YoY +20.31% (+26.7K)	All Managers (Combined)	$7.3M	1.7% ($7.3M/$437.7M)	QoQ -25.43% (-$2.5M) YoY +21.60% (+$1.3M)
MICROSOFT CORP(MSFTcusip594918104)	18.6K	QoQ +11.60% (-1.9K) YoY +22.97% (+3.5K)	All Managers (Combined)	$7.0M	1.6% ($7.0M/$437.7M)	QoQ -0.60% (-$42.9K) YoY +9.72% (+$619.5K)
(cusip78463X509)✕	162.6K	QoQ -0.73% (-1.2K) YoY +7.43% (+11.3K)	All Managers (Combined)	$6.4M	1.5% ($6.4M/$437.7M)	QoQ +1.85% (-$116.4K) YoY +16.87% (+$924.2K)
(cusip92189F528)✕	364.3K	QoQ -0.78% (-2.9K) YoY +1.65% (+5.9K)	All Managers (Combined)	$6.2M	1.4% ($6.2M/$437.7M)	QoQ -0.52% (-$32.9K) YoY +2.34% (+$142.9K)
(cusip464288588)✕	65.2K	QoQ +26.23% (+13.5K) YoY +5.64% (+3.5K)	All Managers (Combined)	$6.1M	1.4% ($6.1M/$437.7M)	QoQ +29.12% (+$1.4M) YoY +7.20% (+$410.6K)
(cusip464287226)✕	56.0K	QoQ +132.36% (+31.9K) YoY +496.31% (+46.6K)	All Managers (Combined)	$5.5M	1.3% ($5.5M/$437.7M)	QoQ +137.21% (+$3.2M) YoY +502.31% (+$4.6M)
NVIDIA CORP(NVDAcusip67066G104)	48.7K	QoQ -5.06% (-2.6K) YoY +604.84% (-41.8K)	All Managers (Combined)	$5.3M	1.2% ($5.3M/$437.7M)	QoQ -23.38% (-$1.6M) YoY -15.45% (-$964.7K)
Apple Inc.(AAPLcusip037833100)	23.6K	QoQ +10.32% (-2.2K) YoY +21.73% (+4.2K)	All Managers (Combined)	$5.2M	1.2% ($5.2M/$437.7M)	QoQ -2.13% (-$114.7K) YoY +57.68% (+$1.9M)