Dohj, LLC — Q3 2020 13F Holdings

Name: Dohj, LLC — 13F Holdings, Q3 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001801881

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	6.45%	—	+4.13%
2	MUB	Ishares National Muni Bond E	ETF-Other	6.06%	-7.66%	EXIT
3	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	5.72%	-3.83%	EXIT
4	IAGG	Ishares Intl Aggregate Bond	ETF-Other	5.26%	—	+5.33%
5	AGG	Ishares Core U.s. Aggregate	ETF-Other	4.73%	-1.27%	EXIT
6	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	4.63%	-2.47%	EXIT
7	IWL	Ishares Russell Top 200 ETF	ETF-Other	4.37%	-5.95%	EXIT
8	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-Other	3.98%	—	+2.30%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	3.70%	-1.70%	EXIT
10	MSFT	Microsoft CORP	Stock-Tech	2.66%	-1.60%	EXIT
11	AAPL	Apple INC	Stock-Tech	2.41%	-1.20%	EXIT
12	DGRO	Ishares Core Dividend Growth	ETF-Other	1.90%	—	+6.94%
13	IAUUSD	Ishares Gold Trust	ETF-Commodities	1.83%	—	+6.50%
14	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.71%	-0.77%	EXIT
15	UNH	Unitedhealth Group INC	Stock-Healthcare	1.67%	-0.60%	EXIT
16	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.59%	-0.77%	EXIT
17	VO	Vanguard Mid-cap ETF	ETF-Other	1.57%	—	+6.08%
18	ADBE	Adobe INC	Stock-Tech	1.55%	-0.65%	EXIT
19	HD	Home Depot INC	Stock-Consumer Disc	1.54%	-0.53%	EXIT
20	CMI	Cummins INC	Stock-Industrials	1.54%	—	+8.06%
21	NKE	Nike INC -cl B	Stock-Consumer Disc	1.51%	—	+1.94%
22	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.51%	-1.46%	EXIT
23	V	Visa Inc-class A Shares	Stock-Financials	1.47%	-1.04%	EXIT
24	PLD	Prologis INC	Stock-Real Estate	1.37%	—	+7.91%
25	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.31%	-0.55%	EXIT
26	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	1.29%	—	-0.74%
27	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-Other	1.27%	—	+2.83%
28	CLX	Clorox Company	Stock-Consumer Staples	1.25%	—	+4.73%
29	INTC	Intel CORP	Stock-Tech	1.25%	—	+9.50%
30	JNJ	Johnson & Johnson	Stock-Healthcare	1.23%	-0.54%	EXIT
31	MRK	Merck & Co. INC.	Stock-Healthcare	1.17%	—	+1.21%
32	CSCO	Cisco Systems INC	Stock-Tech	1.16%	—	+9.58%
33	PG	Procter & Gamble Co/the	Stock-Consumer Staples	1.10%	—	+0.10%
34	META	Meta Platforms Inc-class A	Stock-Comm Services	1.01%	-0.59%	EXIT
35	AWK	American Water Works Co INC	Stock-Utilities	0.91%	—	+5.46%
36	ICF	Ishares Select U.s. Reit ETF	ETF-Other	0.90%	—	+2.64%
37	SMLV	Ss Spdr US Sc Low Vol Idx	ETF-Other	0.88%	—	+2.58%
38	AMGN	Amgen INC	Stock-Healthcare	0.88%	—	+1.99%
39	NEE	Nextera Energy INC	Stock-Utilities	0.84%	—	+336.34%
40	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.84%	—	+1.97%
41	DIS	Walt Disney Co/the	Stock-Comm Services	0.82%	—	+4.42%
42	WM	Waste Management INC	Stock-Industrials	0.80%	-0.63%	EXIT
43	CTAS	Cintas CORP	Stock-Industrials	0.74%	—	+14.79%
44	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.73%	-0.78%	EXIT
45	SPGI	S&p Global INC	Stock-Financials	0.71%	-0.58%	EXIT
46	MMM	3m Co	Stock-Industrials	0.65%	—	+3.57%
47	SBUX	Starbucks CORP	Stock-Consumer Disc	0.62%	—	+6.03%
48	A	Agilent Technologies INC	Stock-Healthcare	0.58%	—	+13.89%
49	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.55%	—	-4.91%
50	INTU	Intuit INC	Stock-Tech	0.46%	-0.56%	EXIT

1–50 of 79

Holding changes this quarter

Position changes disclosed by Dohj, LLC for the quarter ending Q3 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NKE	Nike INC -cl B	+0.3%	+1.94%	Add
2	INTU	Intuit INC	+0.3%	+109.61%	Add
3	CMI	Cummins INC	+0.2%	+8.06%	Add
4	GOOGL	Alphabet Inc-cl A	+0.2%	+4.20%	Add
5	UNH	Unitedhealth Group INC	+0.2%	+3.48%	Add
6	CTAS	Cintas CORP	+0.1%	+14.79%	Add
7	SPGI	S&p Global INC	+0.1%	+22.26%	Add
8	SBUX	Starbucks CORP	+0.1%	+6.03%	Add
9	A	Agilent Technologies INC	+0.1%	+13.89%	Add
10	ADBE	Adobe INC	+0.1%	+3.25%	Add
11	META	Meta Platforms Inc-class A	+0.1%	-0.40%	Trim
12	NVDA	Nvidia CORP	+0.1%	+26.25%	Add
13	VO	Vanguard Mid-cap ETF	+0.1%	+6.08%	Add
14	SPEM	State Street Sp Ptf Em ETF	+0.1%	+5.88%	Add
15	WM	Waste Management INC	+0.1%	+7.71%	Add
16	QQQ	Invesco Qqq Trust Series 1	0%	+1.35%	Add
17	NEE	Nextera Energy INC	0%	+336.34%	Add
18	IWL	Ishares Russell Top 200 ETF	0%	+3.07%	Add
19	DGRO	Ishares Core Dividend Growth	0%	+6.94%	Add
20	AWK	American Water Works Co INC	0%	+5.46%	Add
21	DIS	Walt Disney Co/the	0%	+4.42%	Add
22	IJR	Ishares Core S&p Small-cap E	0%	+3.31%	Add
23	V	Visa Inc-class A Shares	0%	+5.77%	Add
24	PLD	Prologis INC	0%	+7.91%	Add
25	EEMV	Ishares Msci Emg Mkt Min Vol	0%	+2.83%	Add
26	COST	Costco Wholesale CORP	0%	-5.13%	Trim
27	SCZ	Ishares Msci Eafe Small-cap	0%	-0.74%	Trim
28	HD	Home Depot INC	0%	+0.37%	Add
29	IEFA	Ishares Core Msci Eafe ETF	-0.1%	+3.47%	Add
30	MSFT	Microsoft CORP	-0.1%	+0.52%	Add
31	AGG	Ishares Core U.s. Aggregate	-0.1%	+7.96%	Add
32	AAPL	Apple INC	-0.1%	+280.15%	Add
33	MUB	Ishares National Muni Bond E	-0.2%	+7.41%	Add
34	EFAV	Ishares Msci Eafe Min Vol Fa	-0.2%	+2.30%	Add
35	USMV	Ishares Msci USA Min Vol Fac	-0.2%	+4.13%	Add
36	IAGG	Ishares Intl Aggregate Bond	-0.2%	+5.33%	Add
37	AMZN	Amazon.com INC	-0.2%	-1.98%	Trim
38	CLX	Clorox Company	-0.2%	+4.73%	Add
39	JPM	Jpmorgan Chase & Co	-0.3%	-47.36%	Trim
40	CSCO	Cisco Systems INC	-0.3%	+9.58%	Add
41	ALGN	Align Technology INC	—	NEW	New buy
42	BKNG	Booking Holdings INC	—	NEW	New buy
43	ITW	Illinois Tool Works	—	NEW	New buy
44	VEEV	Veeva Systems Inc-class A	—	NEW	New buy
45	BYND	Beyond Meat INC	—	NEW	New buy
46	ORLY	O'reilly Automotive INC	—	NEW	New buy
47	EA	Electronic Arts INC	—	NEW	New buy
48	IJH	Ishares Core S&p Midcap ETF	—	EXIT	Sold out
49	CRM	Salesforce INC	—	NEW	New buy
50	SMB	Vaneck Short Muni ETF	—	EXIT	Sold out