Operations Director

0001085146-24-000675.txt : 20240202 0001085146-24-000675.hdr.sgml : 20240202 20240202132920 ACCESSION NUMBER: 0001085146-24-000675 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240202 DATE AS OF CHANGE: 20240202 EFFECTIVENESS DATE: 20240202 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: 24590007 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 12-31-2023 12-31-2023 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 02-02-2024 0 138 338399835 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 2526601 4235 SH SOLE 4147 0 88 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 759187 5461 SH SOLE 5419 0 42 ALBEMARLE CORP COM 012653101 BBG001S7SBP9 583266 4037 SH SOLE 4037 0 0 ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 441414 1611 SH SOLE 1611 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2809306 20111 SH SOLE 19863 0 248 AMAZON COM INC COM 023135106 BBG001S5PQL7 3589022 23621 SH SOLE 22310 0 1311 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 813826 6166 SH SOLE 6130 0 35 APPLE INC COM 037833100 BBG001S5N8V8 3736123 19405 SH SOLE 19067 0 339 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 392851 2424 SH SOLE 2320 0 104 APTIV PLC SHS G6095L109 BBG001TRL2T7 399344 4451 SH SOLE 4360 0 91 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 392124 1665 SH SOLE 1630 0 35 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 389845 515 SH SOLE 492 0 23 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1561356 46372 SH SOLE 45009 0 1364 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1942656 5447 SH SOLE 5351 0 96 BIOGEN INC COM 09062X103 BBG001S67826 950980 3675 SH SOLE 3642 0 33 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 BBG00ZS43SF2 746043 14254 SH SOLE 14185 0 68 BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 329891 93 SH SOLE 93 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 571930 512 SH SOLE 512 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 359256 1319 SH SOLE 1259 0 60 CINTAS CORP COM 172908105 BBG001S7CRG1 2328088 3863 SH SOLE 3803 0 60 CISCO SYS INC COM 17275R102 BBG001S6HC62 476415 9430 SH SOLE 9430 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 1601376 27174 SH SOLE 26501 0 673 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 502741 2080 SH SOLE 2080 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2242354 3397 SH SOLE 3330 0 67 CUMMINS INC COM 231021106 BBG001S5Q9M3 325337 1358 SH SOLE 1358 0 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 377084 1630 SH SOLE 1596 0 34 DEERE & CO COM 244199105 BBG001S5QFF7 1556485 3892 SH SOLE 3811 0 82 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 508916 3282 SH SOLE 3282 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 726051 8041 SH SOLE 7541 0 501 ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 506172 1073 SH SOLE 1073 0 0 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 389318 10808 SH SOLE 10808 0 0 EOG RES INC COM 26875P101 BBG001S5ZB93 508962 4208 SH SOLE 4208 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 736652 7368 SH SOLE 7067 0 301 FASTENAL CO COM 311900104 BBG001S5R1F7 333524 5149 SH SOLE 5149 0 0 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 945041 3491 SH SOLE 3461 0 30 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1472472 4249 SH SOLE 4152 0 97 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 329900 1259 SH SOLE 1259 0 0 INTUIT COM 461202103 BBG001S6TWR2 2317211 3707 SH SOLE 3614 0 93 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 BBG001T06LF6 638065 30944 SH SOLE 29615 0 1329 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 7033984 17176 SH SOLE 16293 0 883 IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 942642 4074 SH SOLE 3997 0 77 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 776268 19889 SH SOLE 19883 0 6 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 3574479 111493 SH SOLE 110374 0 1119 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 1539548 36465 SH SOLE 35654 0 811 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 1530747 28442 SH SOLE 26679 0 1763 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 636296 12777 SH SOLE 11258 0 1519 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 14124336 200772 SH SOLE 190241 0 10531 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 3919879 60371 SH SOLE 58029 0 2342 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 3648508 13164 SH SOLE 12296 0 868 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 3691154 34098 SH SOLE 32435 0 1663 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 22932072 217923 SH SOLE 210801 0 7123 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 5827742 126498 SH SOLE 124260 0 2238 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 914935 9218 SH SOLE 7200 0 2018 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 2240039 23129 SH SOLE 21771 0 1358 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1328739 21466 SH SOLE 20321 0 1145 ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 2665239 51156 SH SOLE 48349 0 2807 ISHARES TR ESG ADV TTL USD 46436E619 BBG00VJ13GZ1 751802 17379 SH SOLE 17125 0 253 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 12775491 169122 SH SOLE 167224 0 1898 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 2650903 69742 SH SOLE 68849 0 894 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 19876132 189441 SH SOLE 187503 0 1938 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 8480783 177645 SH SOLE 175064 0 2582 ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 250120 10217 SH SOLE 10217 0 0 ISHARES TR ESG AWRE USD ETF 46435G193 BBG00H4BH3F2 3289303 141354 SH SOLE 139452 0 1901 ISHARES TR ESG SCRD S&P MID 46436E551 BBG00XDJF7W4 1166558 30923 SH SOLE 30145 0 778 ISHARES TR FALN ANGLS USD 46435G474 BBG00D332C84 2364474 89563 SH SOLE 87935 0 1629 ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 2773879 54798 SH SOLE 53355 0 1443 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 639009 8257 SH SOLE 7902 0 355 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 651870 5891 SH SOLE 5644 0 247 ISHARES TR INVESTMENT GRADE 46435G219 BBG00H4BPM52 1510116 33376 SH SOLE 32637 0 740 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 956767 18660 SH SOLE 18355 0 305 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 5432384 57742 SH SOLE 56768 0 974 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 1841492 24439 SH SOLE 23389 0 1050 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 738564 10651 SH SOLE 10156 0 495 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 325945 8106 SH SOLE 7758 0 348 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 4777180 52468 SH SOLE 52405 0 62 ISHARES TR MSCI LW CRB TG 46434V464 BBG007PGJH85 344589 2082 SH SOLE 2082 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 1719890 22041 SH SOLE 21280 0 761 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 2538903 17255 SH SOLE 15210 0 2045 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 22510243 207640 SH SOLE 204703 0 2937 ISHARES TR RUS TOP 200 ETF 464289446 BBG001T5LBQ8 24670002 214354 SH SOLE 198853 0 15501 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 280994 1400 SH SOLE 1400 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 4699471 62576 SH SOLE 58877 0 3699 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 4804359 27629 SH SOLE 25993 0 1635 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 4849709 61218 SH SOLE 57588 0 3630 ISHARES TR TRS FLT RT BD 46434V860 BBG005YTNMS3 3265898 64710 SH SOLE 63521 0 1189 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 955235 7782 SH SOLE 6950 0 832 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1761415 11238 SH SOLE 10981 0 257 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1454623 8552 SH SOLE 8232 0 319 KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 417770 2626 SH SOLE 2570 0 56 LAM RESEARCH CORP COM 512807108 BBG001S5SW40 500441 639 SH SOLE 629 0 10 LINDE PLC SHS G54950103 BBG01FND0CH6 500552 1219 SH SOLE 1219 0 0 LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 1019001 1993 SH SOLE 1976 0 17 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 374476 878 SH SOLE 860 0 18 MCDONALDS CORP COM 580135101 BBG001S5T110 661727 2232 SH SOLE 2232 0 0 MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 510751 325 SH SOLE 325 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1474243 4165 SH SOLE 4037 0 128 METLIFE INC COM 59156R108 BBG001S5T3R8 558506 8446 SH SOLE 8446 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 5713281 15193 SH SOLE 15069 0 125 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 434977 7161 SH SOLE 7161 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 618880 5700 SH SOLE 5520 0 181 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3312510 6689 SH SOLE 6519 0 170 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 327778 345 SH SOLE 345 0 0 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 996694 3380 SH SOLE 3320 0 60 PAYCHEX INC COM 704326107 BBG001S5V135 386203 3242 SH SOLE 3242 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 635278 4342 SH SOLE 4342 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 BBG001T618D9 632569 6339 SH SOLE 6067 0 272 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 904307 6171 SH SOLE 5975 0 196 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 376556 2825 SH SOLE 2825 0 0 PTC INC COM 69370C100 BBG001S6DNK6 401883 2297 SH SOLE 2193 0 104 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 557826 6630 SH SOLE 6170 0 460 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2056032 4667 SH SOLE 4640 0 27 SALESFORCE INC COM 79466L302 BBG001SDLP09 271824 1033 SH SOLE 1033 0 0 SERVICENOW INC COM 81762P102 BBG001T4JFC0 913492 1293 SH SOLE 1282 0 11 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 267578 710 SH SOLE 710 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 5148338 145392 SH SOLE 137149 0 8244 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 5488429 11547 SH SOLE 10946 0 601 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 329797 650 SH SOLE 650 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 BBG001V11QG4 1015796 40150 SH SOLE 39480 0 670 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 245313 3771 SH SOLE 3771 0 0 SPDR SER TR SSGA US SMAL ETF 78468R887 BBG0045LCCP2 436091 3876 SH SOLE 3694 0 181 STARBUCKS CORP COM 855244109 BBG001S72KH6 622612 6485 SH SOLE 6485 0 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 337781 656 SH SOLE 642 0 14 TARGET CORP COM 87612E106 BBG001SC0K41 525344 3689 SH SOLE 3655 0 34 TESLA INC COM 88160R101 BBG001SQKGD7 2298626 9251 SH SOLE 9110 0 141 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 842710 4944 SH SOLE 4918 0 25 TJX COS INC NEW COM 872540109 BBG001S5WQ93 529238 5642 SH SOLE 5642 0 0 ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 419431 856 SH SOLE 838 0 18 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 3026664 5749 SH SOLE 5683 0 66 VANECK ETF TRUST VANECK SHRT MUNI 92189F528 BBG001SSZW79 4252531 248832 SH SOLE 244463 0 4369 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 3398542 14609 SH SOLE 14425 0 184 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1270873 5957 SH SOLE 5842 0 115 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 205217 865 SH SOLE 865 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 1994686 39073 SH SOLE 39073 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 686494 14332 SH SOLE 14332 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 445375 8057 SH SOLE 8057 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 10360417 121801 SH SOLE 120346 0 1456 VISA INC COM CL A 92826C839 BBG001SRCFY3 3063061 11765 SH SOLE 11595 0 170 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 2079439 11610 SH SOLE 11394 0 217