DOHJ, LLC portfolio
Latest available portfolio: Q2 2025 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$343.26M
Full value: $343,259,549 · USD · 30 Jun 2025Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | $0 | -$343,259,549 | -$343,259,549 | 13F-HR | 14 Oct 2025, 15:58 | |
| Q2 2025 | 144 | $343,259,549 | +$61,328,109 | -$142,795,587 | -$81,467,478 | MUB, ESGU, ESGD, IEFA, IWL | 13F-HR | 23 Jul 2025, 16:44 |
| Q1 2025 | 148 | $437,735,844 | +$42,813,996 | -$29,725,007 | +$13,088,989 | MUB, ITOT, IWL, ESGU, SPY | 13F-HR | 16 Apr 2025, 21:43 |
| Q4 2024 | 136 | $432,762,367 | +$35,065,776 | -$26,485,274 | +$8,580,502 | MUB, IWL, ITOT, ESGU, SPY | 13F-HR | 23 Jan 2025, 18:02 |
| Q3 2024 | 140 | $428,400,104 | +$55,140,625 | -$40,298,985 | +$14,841,640 | MUB, IWL, ITOT, ESGU, IEFA | 13F-HR | 15 Oct 2024, 17:43 |
| Q2 2024 | 138 | $400,161,310 | +$46,251,243 | -$22,675,446 | +$23,575,797 | MUB, IWL, ITOT, ESGU, IEFA | 13F-HR | 09 Aug 2024, 12:30 |
| Q1 2024 | 135 | $376,914,887 | +$47,500,933 | -$26,883,132 | +$20,617,801 | IWL, MUB, ITOT, ESGU, IEFA | 13F-HR | 15 Apr 2024, 21:17 |
| Q4 2023 | 138 | $338,399,835 | +$143,124,089 | -$52,818,897 | +$90,305,192 | IWL, ITOT, MUB, ESGU, IEFA | 13F-HR | 02 Feb 2024, 13:29 |
| Q3 2023 | 84 | $224,174,000 | +$14,350,325 | -$14,008,079 | +$342,246 | IEFA, ESGU, ITOT, MUB, IWL | 13F-HR | 19 Oct 2023, 11:45 |
| Q2 2023 | 86 | $233,136,761 | +$32,612,893 | -$7,910,858 | +$24,702,035 | IEFA, ITOT, ESGU, MUB, VO | 13F-HR | 24 Jul 2023, 14:26 |
| Q1 2023 | 88 | $197,667,486 | +$32,920,474 | -$24,775,294 | +$8,145,180 | IEFA, MUB, IXUS, IWL, VO | 13F-HR | 10 May 2023, 17:21 |
| Q4 2022 | 87 | $177,883,551 | +$38,708,101 | -$18,162,212 | +$20,545,889 | IEFA, MUB, IWL, ITOT, VO | 13F-HR | 09 Feb 2023, 21:03 |
| Q3 2022 | 78 | $148,091,000 | +$10,385,527 | -$24,734,697 | -$14,349,170 | MUB, IEFA, IWL, VO, ESGU | 13F-HR | 14 Nov 2022, 14:54 |
| Q2 2022 | 81 | $175,645,000 | +$24,128,564 | -$25,665,405 | -$1,536,841 | IEFA, MUB, IWL, VO, IAGG | 13F-HR | 08 Aug 2022, 15:17 |
| Q1 2022 | 92 | $207,759,000 | +$28,965,849 | -$32,382,796 | -$3,416,947 | MUB, IEFA, VO, IWL, ESGU | 13F-HR | 10 May 2022, 15:12 |
| Q4 2021 | 97 | $223,619,000 | +$23,538,496 | -$13,028,598 | +$10,509,898 | IEF, MUB, IEFA, IWL, VO | 13F-HR | 02 Feb 2022, 16:11 |
| Q3 2021 | 99 | $206,093,000 | +$28,583,115 | -$16,251,724 | +$12,331,391 | IEFA, VO, IWL, MUB, IJR | 13F-HR | 12 Nov 2021, 09:59 |
| Q2 2021 | 103 | $190,114,000 | +$26,011,918 | -$17,928,412 | +$8,083,506 | IEFA, MUB, VO, IJR, IWL | 13F-HR | 10 Aug 2021, 17:02 |
| Q1 2021 | 95 | $171,832,000 | +$19,969,738 | -$20,189,395 | -$219,657 | IEFA, MUB, IWL, IAGG, USMV | 13F-HR | 10 May 2021, 17:05 |
| Q4 2020 | 82 | $168,710,000 | +$15,147,601 | -$14,698,976 | +$448,625 | IEFA, MUB, IWL, USMV, IAGG | 13F-HR | 09 Feb 2021, 21:41 |
| Q3 2020 | 79 | $155,473,000 | +$8,432,594 | -$1,288,876 | +$7,143,718 | USMV, MUB, IEFA, IAGG, AGG | 13F-HR | 12 Nov 2020, 15:18 |
| Q2 2020 | 73 | $142,310,000 | +$41,480,583 | -$16,714,782 | +$24,765,801 | USMV, MUB, IEFA, IAGG, AGG | 13F-HR | 06 Aug 2020, 19:49 |
| Q1 2020 | 57 | $102,978,000 | +$11,918,058 | -$4,561,700 | +$7,356,358 | USMV, MUB, IEFA, IAGG, IVV | 13F-HR | 04 May 2020, 15:37 |
| Q4 2019 | 66 | $112,756,000 | $0 | $0 | $0 | USMV, IEFA, MUB, IAGG, IVV | 13F-HR | 07 Feb 2020, 20:09 |
Showing 1-24 of 24 filings.
Manager details and filing context
- Latest 13F filing
- Q2 2025 - 23 Jul 2025
- Latest reported 13F value
- $0
- Largest 13F holdings
-
MUB ESGU ESGD IEFA IWL MBB EAGG AGG MSFT SMB AMZN SCHF
+8 more
SPEM QUAL QQQ NVDA BND AAPL IJH FMB - Form 13F summary
-
- DOHJ, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- DOHJ, LLC reported 144 equity holdings with a total reported market value of $343,259,549 for Q2 2025. Top reported holdings included MUB, ESGU, ESGD, IEFA, and IWL.
- Manager signature
- Tracie A. Mitchell - Operations Director
- Manager location
- Seattle, WA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value