DOHJ, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (24 quarters reported)

$438M —

Q4 19 Q1 21 Q2 22 Q3 23 Q4 24 Q3 25

$113M in Q4 2019 → — now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2025. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
N N/a	NaN%	New	0	—

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended September 30, 2025 · filed October 14, 2025

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Exited	−305,284	−$31.6M	—
IT Ishares Tr	Exited	−143,048	−$16.7M	—
IT Ishares Tr	Exited	−183,380	−$15.2M	—
IT Ishares Tr	Exited	−187,450	−$14.4M	—
IT Ishares Tr	Exited	−93,113	−$12.3M	—
IT Ishares Tr	Exited	−129,231	−$11.9M	—
IT Ishares Tr	Exited	−191,789	−$8.98M	—
IT Ishares Tr	Exited	−73,506	−$7.18M	—
Microsoft Corp	Exited	−17,885	−$6.7M	—
VE Vaneck ETF Trust	Exited	−389,766	−$6.6M	—

Showing the 10 largest of 145 changes.

quarter ended June 30, 2025 · filed July 23, 2025

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Trimmed	−187,637	−$21.9M	1.2%
SS SPDR S&P 500 ETF Tr	Trimmed	−28,496	−$15.3M	0.3%
VW Vanguard World Fd	Trimmed	−143,434	−$13.5M	0.3%
IT Ishares Tr	Trimmed	−96,365	−$12.7M	3.6%
SD SPDR Dow Jones Indl Average	Trimmed	−19,245	−$7.62M	0.1%
IT Ishares Tr	Added	+64,078	+$5.92M	3.5%
SS Schwab Strategic Tr	Added	+291,970	+$5.86M	1.9%
IQ Invesco Qqq Tr	Trimmed	−9,719	−$4.42M	1.8%
IT Ishares Tr	Exited	−149,008	−$3.99M	—
VI Vanguard Index Fds	New	+7,497	+$3.69M	1.1%

Showing the 10 largest of 171 changes.

quarter ended March 31, 2025 · filed April 17, 2025

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Trimmed	−71,581	−$5M	0.9%
IT Ishares Tr	Added	+35,620	+$4.35M	6.2%
IT Ishares Tr	Added	+36,572	+$3.86M	7.7%
IT Ishares Tr	New	+43,348	+$3.59M	0.8%
IT Ishares Tr	Added	+31,897	+$3.16M	1.3%
VW Vanguard World Fd	Trimmed	−47,233	−$2.79M	0.5%
IT Ishares Tr	Trimmed	−58,126	−$2.68M	1.7%
IT Ishares Tr	Trimmed	−19,572	−$2.39M	4.4%
Cintas Corp	Trimmed	−9,086	−$1.87M	0.2%
VB Vanguard Bd Index Fds	New	+25,113	+$1.84M	0.4%

Showing the 10 largest of 154 changes.

quarter ended December 31, 2024 · filed January 24, 2025

Company	Action	Shares changed	Value of change	% of portfolio
IQ Invesco Qqq Tr	Added	+16,791	+$8.58M	2.6%
IT Ishares Tr	Exited	−49,895	−$4.72M	—
IT Ishares Tr	Trimmed	−23,801	−$4.54M	0.4%
SD SPDR Dow Jones Indl Average	Added	+8,234	+$3.5M	2.0%
IT Ishares Tr	Trimmed	−30,244	−$2.81M	0.2%
SS SPDR S&P 500 ETF Tr	Added	+3,961	+$2.32M	4.1%
Amazon Com Inc	Added	+9,311	+$2.04M	1.9%
IT Ishares Tr	Trimmed	−21,887	−$1.54M	3.6%
IT Ishares Tr	Added	+20,587	+$1.06M	0.4%
IT Ishares Tr	Added	+23,124	+$1.05M	2.3%

Showing the 10 largest of 147 changes.

quarter ended September 30, 2024 · filed October 16, 2024

Company	Action	Shares changed	Value of change	% of portfolio
SS SPDR S&P 500 ETF Tr	Added	+13,485	+$7.67M	3.5%
IQ Invesco Qqq Tr	Trimmed	−13,007	−$6.27M	0.6%
SS SPDR S&P Midcap 400 ETF Tr	Trimmed	−10,437	−$5.9M	0.1%
IT Ishares Tr	Exited	−62,869	−$5.54M	—
IT Ishares Tr	Added	+27,093	+$5.32M	1.5%
SD SPDR Dow Jones Indl Average	Added	+11,163	+$4.71M	1.2%
IT Ishares Tr	New	+37,801	+$3.81M	0.9%
IT Ishares Tr	Added	+69,109	+$3.25M	2.1%
IT Ishares Tr	Added	+55,655	+$2.81M	0.7%
IT Ishares Tr	Trimmed	−19,431	−$2.23M	0.7%

Showing the 10 largest of 146 changes.

quarter ended June 30, 2024 · filed August 09, 2024

Company	Action	Shares changed	Value of change	% of portfolio
Nvidia Corporation	Added	+54,906	+$6.78M	1.9%
SS SPDR S&P Midcap 400 ETF Tr	Added	+10,437	+$5.58M	1.5%
IT Ishares Tr	New	+62,869	+$5.54M	1.4%
IT Ishares Tr	Trimmed	−28,187	−$5.13M	0.3%
SD SPDR Dow Jones Indl Average	Trimmed	−12,965	−$5.07M	0.1%
IT Ishares Tr	Trimmed	−14,925	−$2M	6.7%
IT Ishares Tr	Trimmed	−37,083	−$1.88M	0.1%
IT Ishares Tr	Added	+17,422	+$1.86M	7.2%
IT Ishares Tr	Added	+11,843	+$1.31M	0.6%
IT Ishares Tr	Added	+6,449	+$1.1M	0.7%

Showing the 10 largest of 140 changes.

quarter ended March 31, 2024 · filed April 16, 2024

Company	Action	Shares changed	Value of change	% of portfolio
SD SPDR Dow Jones Indl Average	Added	+12,967	+$5.16M	1.4%
IT Ishares Tr	Exited	−61,218	−$4.85M	—
IT Ishares Tr	Added	+44,154	+$4.75M	7.2%
IT Ishares Tr	Trimmed	−33,806	−$3.9M	5.6%
IT Ishares Tr	Added	+56,738	+$3.85M	2.1%
IT Ishares Tr	Added	+62,393	+$3.79M	1.2%
VW Vanguard World Fd	Added	+57,748	+$3.32M	1.0%
IT Ishares Tr	Trimmed	−18,247	−$2.1M	5.2%
VE Vaneck ETF Trust	Added	+109,541	+$1.86M	1.6%
IT Ishares Tr	Added	+21,932	+$1.63M	4.4%

Showing the 10 largest of 145 changes.

quarter ended December 31, 2023 · filed February 02, 2024

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Added	+91,304	+$10.5M	7.3%
VW Vanguard World Fd	New	+121,801	+$10.4M	3.1%
VI Vanguard Index Fds	Trimmed	−39,820	−$9.26M	1.0%
IT Ishares Tr	Added	+79,249	+$8.59M	6.7%
IT Ishares Tr	New	+177,645	+$8.48M	2.5%
IT Ishares Tr	Added	+80,002	+$6.04M	3.8%
IT Ishares Tr	Trimmed	−92,183	−$5.99M	1.2%
IT Ishares Tr	Added	+56,831	+$5.98M	6.8%
IT Ishares Tr	Trimmed	−117,983	−$5.88M	0.2%
IT Ishares Tr	New	+126,498	+$5.83M	1.7%

Showing the 10 largest of 135 changes.

Comments