Regulatory Consultant

0001085146-23-000986.txt : 20230210 0001085146-23-000986.hdr.sgml : 20230210 20230209210313 ACCESSION NUMBER: 0001085146-23-000986 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230209 EFFECTIVENESS DATE: 20230210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DOHJ, LLC CENTRAL INDEX KEY: 0001801881 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: 23608238 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 12-31-2022 12-31-2022 false DOHJ, LLC

1215 FOURTH AVE. SUITE 935 SEATTLE WA 98161

13F HOLDINGS REPORT 028-19802 000299817 801-116668 N Alex Butters Regulatory Consultant 310-275-7300 /s/ Alex Butters Beverly Hills CA 02-09-2023 0 87 177883551 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 1828031 5432 SH SOLE 0 0 5432 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 1070915 7156 SH SOLE 0 0 7156 ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 268265 1272 SH SOLE 0 0 1272 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1829714 20738 SH SOLE 0 0 20738 AMAZON COM INC COM 023135106 BBG001S5PQL7 2132575 25388 SH SOLE 280 0 25108 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 971250 6372 SH SOLE 0 0 6372 APPLE INC COM 037833100 BBG001S5N8V8 2841567 21870 SH SOLE 0 0 21870 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1215428 36698 SH SOLE 0 0 36698 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2074572 6716 SH SOLE 0 0 6716 BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 310353 154 SH SOLE 0 0 154 CINTAS CORP COM 172908105 BBG001S7CRG1 2546201 5638 SH SOLE 0 0 5638 CISCO SYS INC COM 17275R102 BBG001S6HC62 546957 11481 SH SOLE 0 0 11481 COCA COLA CO COM 191216100 BBG001S5SMQ8 2020919 31770 SH SOLE 0 0 31770 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1934149 4237 SH SOLE 0 0 4237 CUMMINS INC COM 231021106 BBG001S5Q9M3 346353 1429 SH SOLE 0 0 1429 DEERE & CO COM 244199105 BBG001S5QFF7 1902325 4437 SH SOLE 0 0 4437 DISNEY WALT CO COM 254687106 BBG001S5QHF3 652558 7511 SH SOLE 0 0 7511 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 296466 7582 SH SOLE 0 0 7582 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1040511 9433 SH SOLE 0 0 9433 FASTENAL CO COM 311900104 BBG001S5R1F7 256278 5416 SH SOLE 0 0 5416 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1453801 4603 SH SOLE 0 0 4603 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 286982 1303 SH SOLE 0 0 1303 INTUIT COM 461202103 BBG001S6TWR2 1467624 3771 SH SOLE 0 0 3771 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 BBG001SNZTS4 404434 16407 SH SOLE 0 0 16407 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 3661423 13750 SH SOLE 0 0 13750 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 422240 12207 SH SOLE 0 0 12207 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 941687 31316 SH SOLE 0 0 31316 ISHARES INC MSCI EMERG MRKT 464286533 BBG0025X3FS0 319025 6014 SH SOLE 6 0 6008 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 420317 7664 SH SOLE 0 0 7664 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 4095355 81907 SH SOLE 0 0 81907 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 5895995 123996 SH SOLE 0 0 123996 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 11028880 178924 SH SOLE 0 0 178924 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 5474110 94577 SH SOLE 0 0 94577 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 426865 1765 SH SOLE 0 0 1765 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 494218 5222 SH SOLE 0 0 5222 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 8870201 104601 SH SOLE 0 0 104601 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 247942 645 SH SOLE 0 0 645 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 5276146 54399 SH SOLE 0 0 54399 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1724384 30531 SH SOLE 0 0 30531 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 2416111 36753 SH SOLE 0 0 36753 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 231324 7035 SH SOLE 0 0 7035 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 7529614 88845 SH SOLE 0 0 88845 ISHARES TR ESG SCRD S&P MID 46436E551 BBG00XDJF7W4 671546 20472 SH SOLE 0 0 20472 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 1066225 16769 SH SOLE 15 0 16754 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 1943429 27071 SH SOLE 0 0 27071 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 2470681 34267 SH SOLE 23 0 34244 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 10963197 103897 SH SOLE 18 0 103879 ISHARES TR RUS TOP 200 ETF 464289446 BBG001T5LBQ8 10422669 115846 SH SOLE 9 0 115837 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 244104 1400 SH SOLE 0 0 1400 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 2687712 18527 SH SOLE 0 0 18527 ISHARES TR S&P MC 400VL ETF 464287705 BBG001SFQJM9 2690050 26687 SH SOLE 0 0 26687 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 487960 4584 SH SOLE 0 0 4584 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2152662 12186 SH SOLE 0 0 12186 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1368722 10207 SH SOLE 0 0 10207 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 486414 4042 SH SOLE 0 0 4042 METLIFE INC COM 59156R108 BBG001S5T3R8 632883 8745 SH SOLE 0 0 8745 MICROSOFT CORP COM 594918104 BBG001S5TD05 5039506 21014 SH SOLE 667 0 20347 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 741927 8875 SH SOLE 0 0 8875 NIKE INC CL B 654106103 BBG001S6NTK2 979251 8369 SH SOLE 0 0 8369 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1515494 10370 SH SOLE 0 0 10370 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 390786 463 SH SOLE 0 0 463 PAYCHEX INC COM 704326107 BBG001S5V135 359160 3108 SH SOLE 0 0 3108 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1112961 7343 SH SOLE 20 0 7323 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 337685 2996 SH SOLE 0 0 2996 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 593734 5883 SH SOLE 0 0 5883 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 1110579 3316 SH SOLE 0 0 3316 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 2904439 8766 SH SOLE 0 0 8766 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 2960910 89833 SH SOLE 0 0 89833 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 339980 889 SH SOLE 49 0 840 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 287814 650 SH SOLE 0 0 650 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 255695 5046 SH SOLE 0 0 5046 SPDR SER TR SSGA US SMAL ETF 78468R887 BBG0045LCCP2 688878 6399 SH SOLE 5 0 6394 STARBUCKS CORP COM 855244109 BBG001S72KH6 956471 9642 SH SOLE 0 0 9642 TARGET CORP COM 87612E106 BBG001SC0K41 635875 4266 SH SOLE 0 0 4266 TESLA INC COM 88160R101 BBG001SQKGD7 1114982 9052 SH SOLE 0 0 9052 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 777727 4707 SH SOLE 0 0 4707 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 202580 1447 SH SOLE 0 0 1447 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2906089 5481 SH SOLE 0 0 5481 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 BBG002XRNHT5 217509 3351 SH SOLE 0 0 3351 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 7738272 37968 SH SOLE 0 0 37968 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 5227186 28480 SH SOLE 386 0 28094 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 201340 1053 SH SOLE 0 0 1053 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 5090509 102859 SH SOLE 0 0 102859 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 770577 18360 SH SOLE 0 0 18360 VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 267152 5431 SH SOLE 0 0 5431 VISA INC COM CL A 92826C839 BBG001SRCFY3 2267714 10915 SH SOLE 0 0 10915 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 2428450 15480 SH SOLE 0 0 15480