Form 13F-HR DOHJ, LLC For: Jun 30
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The Securities and Exchange Commission has not necessarily reviewed
the information in this filing and has not determined if it is
accurate and complete.
The reader should not assume that the information is accurate
and complete.
|
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F
FORM 13F COVER PAGE
|
OMB APPROVAL |
OMB Number: |
3235-0006 |
Expires: |
July 31, 2015 |
Estimated average burden |
hours per response: |
23.8 |
|
|
Report for the Calendar Year or Quarter Ended: |
06-30-2022 |
Check here if Amendment |
|
Amendment Number: |
|
This Amendment (Check only one.): |
|
is a restatement. |
|
|
adds new holdings entries. |
Institutional Investment Manager Filing
this Report: |
Name: |
DOHJ, LLC |
Address: |
1215 FOURTH AVE. |
|
SUITE 935 |
|
|
|
SEATTLE
,
WA98161
|
Form 13F File Number: |
028-19802 |
The institutional investment manager filing this report and
the person by whom it is signed hereby represent that the person
signing the report is authorized to submit it, that all information
contained herein is true, correct and complete, and that it is
understood that all required items, statements, schedules, lists, and
tables, are considered integral parts of this form.
Person Signing this Report on Behalf of
Reporting Manager: |
Name: |
Alex Butters |
Title: |
Regulatory Consultant |
Phone: |
310-275-7300 |
Signature, Place, and Date of Signing: |
/s/ Alex Butters |
Beverly Hills
,
CA
|
08-08-2022 |
[Signature] |
[City, State] |
[Date] |
|
Report Type (Check only one.): |
X |
13F HOLDINGS REPORT. (Check here if all holdings of
this reporting manager are reported in this report.) |
|
13F NOTICE. (Check here if no holdings reported are in
this report, and all holdings are reported by other reporting
manager(s).) |
|
13F COMBINATION REPORT. (Check here if a portion of
the holdings for this reporting manager are reported in this
report and a portion are reported by other reporting manager(s).) |
Form 13F Summary Page |
|
Report Summary: |
|
Number of Other Included
Managers: |
0 |
|
|
|
Form 13F Information Table Entry Total: |
81 |
|
Form 13F Information Table Value Total: |
175,645 |
|
(thousands) |
|
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
|
|
|
Form 13F File Number |
Name |
List of Other Included
Managers: |
Provide a numbered list of the name(s) and Form 13F file number(s)
of all institutional investment managers with respect to which this
report is filed, other than the
manager filing this report.
|
[If there are no entries in this list, state “NONE” and omit the
column headings and list entries.]
|
|
No. |
Form 13F File Number |
Name |
The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
The reader should not assume that the information is
accurate and complete.
|
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F
FORM 13F INFORMATION TABLE
|
OMB APPROVAL |
OMB Number: |
3235-0006 |
Expires: |
July 31, 2015 |
Estimated average
burden |
hours per response:
|
23.8 |
|
|
COLUMN 1 |
COLUMN 2 |
COLUMN 3 |
COLUMN 4 |
COLUMN 5 |
COLUMN 6 |
COLUMN 7 |
COLUMN 8 |
|
|
|
VALUE |
SHRS OR |
SH/ |
PUT/ |
INVESTMENT |
OTHER |
VOTING AUTHORITY |
NAME OF ISSUER |
TITLE OF CLASS |
CUSIP |
(x$1000) |
PRN AMT |
PRN |
CALL |
DISCRETION |
MANAGER |
SOLE |
SHARED |
NONE |
ADOBE SYSTEMS INCORPORATED |
COM |
00724F101 |
1,560 |
4,261 |
SH |
|
SOLE |
|
0 |
0 |
4,261 |
AGILENT TECHNOLOGIES INC |
COM |
00846U101 |
783 |
6,593 |
SH |
|
SOLE |
|
0 |
0 |
6,593 |
ALPHABET INC |
CAP STK CL A |
02079K305 |
2,103 |
965 |
SH |
|
SOLE |
|
0 |
0 |
965 |
AMAZON COM INC |
COM |
023135106 |
2,590 |
24,388 |
SH |
|
SOLE |
|
0 |
0 |
24,388 |
AMERICAN WTR WKS CO INC NEW |
COM |
030420103 |
803 |
5,400 |
SH |
|
SOLE |
|
0 |
0 |
5,400 |
APPLE INC |
COM |
037833100 |
2,839 |
20,766 |
SH |
|
SOLE |
|
0 |
0 |
20,766 |
BERKSHIRE HATHAWAY INC DEL |
CL B NEW |
084670702 |
1,732 |
6,343 |
SH |
|
SOLE |
|
0 |
0 |
6,343 |
BK OF AMERICA CORP |
COM |
060505104 |
739 |
23,733 |
SH |
|
SOLE |
|
0 |
0 |
23,733 |
CINTAS CORP |
COM |
172908105 |
2,075 |
5,555 |
SH |
|
SOLE |
|
0 |
0 |
5,555 |
CISCO SYS INC |
COM |
17275R102 |
627 |
14,702 |
SH |
|
SOLE |
|
0 |
0 |
14,702 |
COCA COLA CO |
COM |
191216100 |
1,860 |
29,565 |
SH |
|
SOLE |
|
0 |
0 |
29,565 |
COSTCO WHSL CORP NEW |
COM |
22160K105 |
1,864 |
3,888 |
SH |
|
SOLE |
|
0 |
0 |
3,888 |
CUMMINS INC |
COM |
231021106 |
270 |
1,396 |
SH |
|
SOLE |
|
0 |
0 |
1,396 |
DEERE & CO |
COM |
244199105 |
1,009 |
3,370 |
SH |
|
SOLE |
|
0 |
0 |
3,370 |
DISNEY WALT CO |
COM |
254687106 |
671 |
7,107 |
SH |
|
SOLE |
|
0 |
0 |
7,107 |
ENBRIDGE INC |
COM |
29250N105 |
249 |
5,894 |
SH |
|
SOLE |
|
0 |
0 |
5,894 |
EXXON MOBIL CORP |
COM |
30231G102 |
853 |
9,965 |
SH |
|
SOLE |
|
0 |
0 |
9,965 |
FASTENAL CO |
COM |
311900104 |
255 |
5,103 |
SH |
|
SOLE |
|
0 |
0 |
5,103 |
HOME DEPOT INC |
COM |
437076102 |
973 |
3,547 |
SH |
|
SOLE |
|
0 |
0 |
3,547 |
ILLINOIS TOOL WKS INC |
COM |
452308109 |
224 |
1,229 |
SH |
|
SOLE |
|
0 |
0 |
1,229 |
INTUIT |
COM |
461202103 |
1,236 |
3,205 |
SH |
|
SOLE |
|
0 |
0 |
3,205 |
INVESCO QQQ TR |
UNIT SER 1 |
46090E103 |
4,573 |
16,316 |
SH |
|
SOLE |
|
0 |
0 |
16,316 |
ISHARES GOLD TR |
ISHARES NEW |
464285204 |
3,480 |
101,430 |
SH |
|
SOLE |
|
0 |
0 |
101,430 |
ISHARES INC |
ESG AWR MSCI EM |
46434G863 |
927 |
28,697 |
SH |
|
SOLE |
|
0 |
0 |
28,697 |
ISHARES INC |
MSCI EMERG MRKT |
464286533 |
407 |
7,342 |
SH |
|
SOLE |
|
0 |
0 |
7,342 |
ISHARES TR |
COHEN STEER REIT |
464287564 |
268 |
4,416 |
SH |
|
SOLE |
|
0 |
0 |
4,416 |
ISHARES TR |
CORE DIV GRWTH |
46434V621 |
4,989 |
104,725 |
SH |
|
SOLE |
|
0 |
0 |
104,725 |
ISHARES TR |
CORE INTL AGGR |
46435G672 |
6,727 |
135,045 |
SH |
|
SOLE |
|
0 |
0 |
135,045 |
ISHARES TR |
CORE MSCI EAFE |
46432F842 |
15,589 |
264,898 |
SH |
|
SOLE |
|
0 |
0 |
264,898 |
ISHARES TR |
CORE MSCI TOTAL |
46432F834 |
2,262 |
39,658 |
SH |
|
SOLE |
|
0 |
0 |
39,658 |
ISHARES TR |
CORE S&P SCP ETF |
464287804 |
1,736 |
18,790 |
SH |
|
SOLE |
|
0 |
0 |
18,790 |
ISHARES TR |
CORE S&P TTL STK |
464287150 |
3,578 |
42,706 |
SH |
|
SOLE |
|
0 |
0 |
42,706 |
ISHARES TR |
CORE US AGGBD ET |
464287226 |
3,660 |
35,996 |
SH |
|
SOLE |
|
0 |
0 |
35,996 |
ISHARES TR |
EAFE SML CP ETF |
464288273 |
2,679 |
49,074 |
SH |
|
SOLE |
|
0 |
0 |
49,074 |
ISHARES TR |
ESG AW MSCI EAFE |
46435G516 |
1,793 |
28,575 |
SH |
|
SOLE |
|
0 |
0 |
28,575 |
ISHARES TR |
ESG AWARE MSCI |
46435U663 |
471 |
14,955 |
SH |
|
SOLE |
|
0 |
0 |
14,955 |
ISHARES TR |
ESG AWR MSCI USA |
46435G425 |
5,791 |
69,026 |
SH |
|
SOLE |
|
0 |
0 |
69,026 |
ISHARES TR |
ESG SCRD S&P MID |
46436E551 |
389 |
12,729 |
SH |
|
SOLE |
|
0 |
0 |
12,729 |
ISHARES TR |
MSCI EAFE MIN VL |
46429B689 |
1,247 |
19,699 |
SH |
|
SOLE |
|
0 |
0 |
19,699 |
ISHARES TR |
MSCI USA MIN VOL |
46429B697 |
2,990 |
42,581 |
SH |
|
SOLE |
|
0 |
0 |
42,581 |
ISHARES TR |
NATIONAL MUN ETF |
464288414 |
13,780 |
129,564 |
SH |
|
SOLE |
|
0 |
0 |
129,564 |
ISHARES TR |
RUS TOP 200 ETF |
464289446 |
13,349 |
148,635 |
SH |
|
SOLE |
|
0 |
0 |
148,635 |
ISHARES TR |
RUSSELL 2000 ETF |
464287655 |
246 |
1,454 |
SH |
|
SOLE |
|
0 |
0 |
1,454 |
ISHARES TR |
S&P 500 VAL ETF |
464287408 |
859 |
6,249 |
SH |
|
SOLE |
|
0 |
0 |
6,249 |
ISHARES TR |
S&P MC 400VL ETF |
464287705 |
825 |
8,743 |
SH |
|
SOLE |
|
0 |
0 |
8,743 |
ISHARES TR |
SP SMCP600VL ETF |
464287879 |
850 |
9,551 |
SH |
|
SOLE |
|
0 |
0 |
9,551 |
ISHARES TR |
TIPS BD ETF |
464287176 |
5,784 |
50,773 |
SH |
|
SOLE |
|
0 |
0 |
50,773 |
JOHNSON & JOHNSON |
COM |
478160104 |
2,066 |
11,641 |
SH |
|
SOLE |
|
0 |
0 |
11,641 |
JPMORGAN CHASE & CO |
COM |
46625H100 |
1,044 |
9,268 |
SH |
|
SOLE |
|
0 |
0 |
9,268 |
META PLATFORMS INC |
CL A |
30303M102 |
618 |
3,831 |
SH |
|
SOLE |
|
0 |
0 |
3,831 |
METLIFE INC |
COM |
59156R108 |
752 |
11,969 |
SH |
|
SOLE |
|
0 |
0 |
11,969 |
MICROSOFT CORP |
COM |
594918104 |
4,480 |
17,442 |
SH |
|
SOLE |
|
0 |
0 |
17,442 |
NEXTERA ENERGY INC |
COM |
65339F101 |
714 |
9,216 |
SH |
|
SOLE |
|
0 |
0 |
9,216 |
NIKE INC |
CL B |
654106103 |
851 |
8,322 |
SH |
|
SOLE |
|
0 |
0 |
8,322 |
NVIDIA CORPORATION |
COM |
67066G104 |
1,346 |
8,879 |
SH |
|
SOLE |
|
0 |
0 |
8,879 |
OREILLY AUTOMOTIVE INC |
COM |
67103H107 |
283 |
448 |
SH |
|
SOLE |
|
0 |
0 |
448 |
PAYCHEX INC |
COM |
704326107 |
359 |
3,157 |
SH |
|
SOLE |
|
0 |
0 |
3,157 |
PROCTER AND GAMBLE CO |
COM |
742718109 |
1,054 |
7,331 |
SH |
|
SOLE |
|
0 |
0 |
7,331 |
PROLOGIS INC. |
COM |
74340W103 |
347 |
2,946 |
SH |
|
SOLE |
|
0 |
0 |
2,946 |
RAYTHEON TECHNOLOGIES CORP |
COM |
75513E101 |
547 |
5,693 |
SH |
|
SOLE |
|
0 |
0 |
5,693 |
S&P GLOBAL INC |
COM |
78409V104 |
992 |
2,942 |
SH |
|
SOLE |
|
0 |
0 |
2,942 |
SELECT SECTOR SPDR TR |
RL EST SEL SEC |
81369Y860 |
2,708 |
66,284 |
SH |
|
SOLE |
|
0 |
0 |
66,284 |
SPDR DOW JONES INDL AVERAGE |
UT SER 1 |
78467X109 |
219 |
710 |
SH |
|
SOLE |
|
0 |
0 |
710 |
SPDR INDEX SHS FDS |
PORTFOLIO EMG MK |
78463X509 |
4,867 |
139,972 |
SH |
|
SOLE |
|
0 |
0 |
139,972 |
SPDR S&P 500 ETF TR |
TR UNIT |
78462F103 |
325 |
860 |
SH |
|
SOLE |
|
0 |
0 |
860 |
SPDR S&P MIDCAP 400 ETF TR |
UTSER1 S&PDCRP |
78467Y107 |
273 |
659 |
SH |
|
SOLE |
|
0 |
0 |
659 |
SPDR SER TR |
PRTFLO S&P500 GW |
78464A409 |
262 |
5,020 |
SH |
|
SOLE |
|
0 |
0 |
5,020 |
SPDR SER TR |
SSGA US SMAL ETF |
78468R887 |
762 |
7,306 |
SH |
|
SOLE |
|
0 |
0 |
7,306 |
STARBUCKS CORP |
COM |
855244109 |
713 |
9,336 |
SH |
|
SOLE |
|
0 |
0 |
9,336 |
TARGET CORP |
COM |
87612E106 |
472 |
3,343 |
SH |
|
SOLE |
|
0 |
0 |
3,343 |
TESLA INC |
COM |
88160R101 |
2,686 |
3,989 |
SH |
|
SOLE |
|
0 |
0 |
3,989 |
TEXAS INSTRS INC |
COM |
882508104 |
620 |
4,038 |
SH |
|
SOLE |
|
0 |
0 |
4,038 |
UNITEDHEALTH GROUP INC |
COM |
91324P102 |
2,754 |
5,361 |
SH |
|
SOLE |
|
0 |
0 |
5,361 |
VANECK ETF TRUST |
MRNGSTR WDE MOAT |
92189F643 |
211 |
3,310 |
SH |
|
SOLE |
|
0 |
0 |
3,310 |
VANGUARD INDEX FDS |
MID CAP ETF |
922908629 |
9,237 |
46,895 |
SH |
|
SOLE |
|
0 |
0 |
46,895 |
VANGUARD INDEX FDS |
SMALL CP ETF |
922908751 |
4,144 |
23,531 |
SH |
|
SOLE |
|
0 |
0 |
23,531 |
VANGUARD INDEX FDS |
VALUE ETF |
922908744 |
419 |
3,179 |
SH |
|
SOLE |
|
0 |
0 |
3,179 |
VANGUARD MUN BD FDS |
TAX EXEMPT BD |
922907746 |
257 |
5,154 |
SH |
|
SOLE |
|
0 |
0 |
5,154 |
VISA INC |
COM CL A |
92826C839 |
2,051 |
10,418 |
SH |
|
SOLE |
|
0 |
0 |
10,418 |
WASTE MGMT INC DEL |
COM |
94106L109 |
2,288 |
14,958 |
SH |
|
SOLE |
|
0 |
0 |
14,958 |
YUM BRANDS INC |
COM |
988498101 |
360 |
3,168 |
SH |
|
SOLE |
|
0 |
0 |
3,168 |