Operations Director

0001085146-24-001835.txt : 20240416 0001085146-24-001835.hdr.sgml : 20240416 20240415211759 ACCESSION NUMBER: 0001085146-24-001835 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240416 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DOHJ, LLC CENTRAL INDEX KEY: 0001801881 ORGANIZATION NAME: IRS NUMBER: 811452741 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19802 FILM NUMBER: 24845970 BUSINESS ADDRESS: STREET 1: 1215 FOURTH AVE. STREET 2: SUITE 935 CITY: SEATTLE STATE: WA ZIP: 98161 BUSINESS PHONE: 206-317-6822 MAIL ADDRESS: STREET 1: 1215 FOURTH AVE. STREET 2: SUITE 935 CITY: SEATTLE STATE: WA ZIP: 98161 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001801881 XXXXXXXX 03-31-2024 03-31-2024 false DOHJ, LLC

1215 FOURTH AVE. SUITE 935 SEATTLE WA 98161

13F HOLDINGS REPORT 028-19802 000299817 801-116668 N Tracie A. Mitchell Operations Director 206-317-6822 /s/ Tracie A. Mitchell Seattle WA 04-15-2024 0 135 376914887 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 2140009 4241 SH SOLE 4150 0 91 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 794827 5462 SH SOLE 5420 0 42 ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 497783 1518 SH SOLE 1518 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3035051 20109 SH SOLE 19846 0 263 AMAZON COM INC COM 023135106 BBG001S5PQL7 4275962 23705 SH SOLE 22394 0 1311 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 771750 6315 SH SOLE 6279 0 36 APPLE INC COM 037833100 BBG001S5N8V8 3326753 19400 SH SOLE 19051 0 349 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 996592 4832 SH SOLE 4738 0 94 APTIV PLC SHS G6095L109 BBG001TRL2T7 680291 8541 SH SOLE 8450 0 91 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 477887 1648 SH SOLE 1613 0 35 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 1157457 1193 SH SOLE 1170 0 23 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1894381 49957 SH SOLE 48582 0 1375 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2326654 5533 SH SOLE 5432 0 101 BIOGEN INC COM 09062X103 BBG001S67826 1413670 6556 SH SOLE 6451 0 105 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 BBG00ZS43SF2 838664 14608 SH SOLE 14531 0 78 BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 338202 93 SH SOLE 93 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 652479 492 SH SOLE 492 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 418360 1344 SH SOLE 1284 0 60 CINTAS CORP COM 172908105 BBG001S7CRG1 2575171 3748 SH SOLE 3686 0 62 COCA COLA CO COM 191216100 BBG001S5SMQ8 1725250 28200 SH SOLE 27499 0 700 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 616959 4847 SH SOLE 4847 0 0 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1833489 6747 SH SOLE 6557 0 190 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2573258 3512 SH SOLE 3442 0 70 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 835192 3345 SH SOLE 3310 0 34 DEERE & CO COM 244199105 BBG001S5QFF7 1706896 4156 SH SOLE 4070 0 86 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 705208 3559 SH SOLE 3559 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 1083431 8854 SH SOLE 8333 0 522 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 926904 7974 SH SOLE 7648 0 326 FASTENAL CO COM 311900104 BBG001S5R1F7 380104 4927 SH SOLE 4927 0 0 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 910932 2731 SH SOLE 2701 0 30 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1736618 4527 SH SOLE 4425 0 102 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 337650 1258 SH SOLE 1258 0 0 INTUIT COM 461202103 BBG001S6TWR2 2359880 3631 SH SOLE 3536 0 94 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 7758476 17474 SH SOLE 16579 0 894 IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 421568 1667 SH SOLE 1590 0 77 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 808146 19237 SH SOLE 19229 0 8 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 3519107 109187 SH SOLE 107751 0 1436 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 1634282 38409 SH SOLE 37856 0 552 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 1567916 27005 SH SOLE 25353 0 1652 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 570404 11419 SH SOLE 10002 0 1417 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 16529101 222704 SH SOLE 209682 0 13022 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 7947034 117109 SH SOLE 112146 0 4963 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 4589306 75557 SH SOLE 70838 0 4719 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 4132529 37392 SH SOLE 35473 0 1919 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 21228729 184117 SH SOLE 177698 0 6419 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 214524 408 SH SOLE 16 0 392 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 5998770 131581 SH SOLE 130309 0 1272 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 919614 9390 SH SOLE 7375 0 2015 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 1909476 18397 SH SOLE 17376 0 1021 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1459055 23039 SH SOLE 21497 0 1542 ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 2649880 48711 SH SOLE 46047 0 2664 ISHARES TR ESG ADV TTL USD 46436E619 BBG00VJ13GZ1 752437 17568 SH SOLE 17313 0 255 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 13915414 174139 SH SOLE 171759 0 2379 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 3208872 79684 SH SOLE 78342 0 1342 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 19680508 171194 SH SOLE 169244 0 1950 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 8143160 173038 SH SOLE 170675 0 2362 ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 4472252 194530 SH SOLE 191694 0 2836 ISHARES TR ESG EAFE ETF 46436E759 BBG00VHK1HS9 1592811 23379 SH SOLE 23044 0 335 ISHARES TR ESG MSCI USA ETF 46436E767 BBG00VHK2B74 588950 13044 SH SOLE 12949 0 95 ISHARES TR ESG SCRD S&P MID 46436E551 BBG00XDJF7W4 1694860 41258 SH SOLE 40480 0 777 ISHARES TR FALN ANGLS USD 46435G474 BBG00D332C84 2885060 107411 SH SOLE 106093 0 1318 ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 2458081 48141 SH SOLE 47400 0 741 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 841753 10829 SH SOLE 10356 0 473 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 845591 7763 SH SOLE 7426 0 337 ISHARES TR INVESTMENT GRADE 46435G219 BBG00H4BPM52 1541758 34376 SH SOLE 33888 0 488 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 985280 19214 SH SOLE 19050 0 163 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 5699475 61669 SH SOLE 60876 0 793 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 1864687 23349 SH SOLE 22300 0 1050 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 746518 10532 SH SOLE 10037 0 495 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 323349 7871 SH SOLE 7523 0 348 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 4813744 47751 SH SOLE 47656 0 94 ISHARES TR MSCI LW CRB TG 46434V464 BBG007PGJH85 412727 2299 SH SOLE 2299 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1822801 21809 SH SOLE 21045 0 765 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 1562955 9510 SH SOLE 8472 0 1038 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 27093043 251794 SH SOLE 247891 0 3903 ISHARES TR RUS TOP 200 ETF 464289446 BBG001T5LBQ8 27523697 216517 SH SOLE 200509 0 16009 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 294420 1400 SH SOLE 1400 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 5383143 63751 SH SOLE 60017 0 3734 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 6325278 33859 SH SOLE 31617 0 2242 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1007836 9117 SH SOLE 8969 0 148 ISHARES TR TRS FLT RT BD 46434V860 BBG005YTNMS3 2098928 41407 SH SOLE 40781 0 626 ISHARES TR U.S. BAS MTL ETF 464287838 BBG001SFGY10 725530 4911 SH SOLE 4744 0 168 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 1059952 7848 SH SOLE 7054 0 794 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1855865 11732 SH SOLE 11462 0 270 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1734855 8661 SH SOLE 8333 0 329 KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 410028 2622 SH SOLE 2566 0 56 LINDE PLC SHS G54950103 BBG01FND0CH6 613640 1322 SH SOLE 1322 0 0 LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 805911 2063 SH SOLE 2046 0 17 MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 933031 1520 SH SOLE 1504 0 16 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1055051 2191 SH SOLE 2173 0 18 MCDONALDS CORP COM 580135101 BBG001S5T110 665441 2360 SH SOLE 2360 0 0 MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 511042 338 SH SOLE 338 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 808843 6130 SH SOLE 6130 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2031702 4184 SH SOLE 4056 0 128 METLIFE INC COM 59156R108 BBG001S5T3R8 608232 8207 SH SOLE 8207 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 6371189 15144 SH SOLE 15015 0 129 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 435980 6822 SH SOLE 6822 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 594459 6325 SH SOLE 6144 0 181 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6241838 6908 SH SOLE 6741 0 167 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 386077 342 SH SOLE 342 0 0 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 848980 2988 SH SOLE 2930 0 58 PAYCHEX INC COM 704326107 BBG001S5V135 401004 3266 SH SOLE 3266 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 446400 3840 SH SOLE 3840 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1083973 6681 SH SOLE 6471 0 210 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 367875 2825 SH SOLE 2825 0 0 PTC INC COM 69370C100 BBG001S6DNK6 435696 2306 SH SOLE 2202 0 104 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 282533 2897 SH SOLE 2722 0 175 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 1985920 4668 SH SOLE 4641 0 27 SALESFORCE INC COM 79466L302 BBG001SDLP09 311119 1033 SH SOLE 1033 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 703601 17799 SH SOLE 17218 0 581 SERVICENOW INC COM 81762P102 BBG001T4JFC0 1013992 1330 SH SOLE 1319 0 11 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 5440335 13677 SH SOLE 12924 0 754 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 5475883 151309 SH SOLE 142872 0 8438 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 6326237 12094 SH SOLE 11171 0 923 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 361660 650 SH SOLE 650 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 BBG001T2PMD1 423278 5795 SH SOLE 5542 0 253 SPDR SER TR NUVEEN BLOOMBERG 78464A284 BBG001V11QG4 1461923 56906 SH SOLE 56219 0 687 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 276221 3776 SH SOLE 3776 0 0 SPDR SER TR SSGA US SMAL ETF 78468R887 BBG0045LCCP2 431111 3848 SH SOLE 3666 0 182 SYNOPSYS INC COM 871607107 BBG001S5VTR8 817245 1430 SH SOLE 1415 0 15 TARGET CORP COM 87612E106 BBG001SC0K41 281523 1589 SH SOLE 1589 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 801382 4559 SH SOLE 4559 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 600390 1033 SH SOLE 1033 0 0 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 564178 3457 SH SOLE 3457 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2963465 5990 SH SOLE 5920 0 70 VANECK ETF TRUST VANECK SHRT MUNI 92189F528 BBG001SSZW79 6099506 358373 SH SOLE 353988 0 4385 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 3003987 12023 SH SOLE 11888 0 135 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 993622 4347 SH SOLE 4341 0 5 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 231271 890 SH SOLE 881 0 9 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 1557678 30784 SH SOLE 30784 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 725146 14454 SH SOLE 14454 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 3781799 65805 SH SOLE 64897 0 908 VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 12031138 129103 SH SOLE 127577 0 1526 VISA INC COM CL A 92826C839 BBG001SRCFY3 3303232 11836 SH SOLE 11661 0 175 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 2451899 11503 SH SOLE 11278 0 225