Operations Director

0001085146-23-002194.txt : 20230510 0001085146-23-002194.hdr.sgml : 20230510 20230510172145 ACCESSION NUMBER: 0001085146-23-002194 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 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: 23907781 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 03-31-2023 03-31-2023 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 05-10-2023 0 88 197667486 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 1898718 4927 SH SOLE 39 0 4888 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 911943 6592 SH SOLE 4 0 6588 ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 299389 896 SH SOLE 0 0 896 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2194616 21157 SH SOLE 78 0 21079 AMAZON COM INC COM 023135106 BBG001S5PQL7 2494832 24154 SH SOLE 490 0 23664 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 912647 6230 SH SOLE 5 0 6225 APPLE INC COM 037833100 BBG001S5N8V8 3422312 20754 SH SOLE 96 0 20658 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1088683 38066 SH SOLE 539 0 37527 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1979833 6412 SH SOLE 51 0 6361 BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 251979 95 SH SOLE 0 0 95 CINTAS CORP COM 172908105 BBG001S7CRG1 2311246 4995 SH SOLE 51 0 4944 CISCO SYS INC COM 17275R102 BBG001S6HC62 434351 8309 SH SOLE 0 0 8309 COCA COLA CO COM 191216100 BBG001S5SMQ8 1863210 30037 SH SOLE 258 0 29779 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2139608 4306 SH SOLE 26 0 4280 CUMMINS INC COM 231021106 BBG001S5Q9M3 268356 1123 SH SOLE 0 0 1123 DEERE & CO COM 244199105 BBG001S5QFF7 1661980 4025 SH SOLE 39 0 3986 DISNEY WALT CO COM 254687106 BBG001S5QHF3 782282 7813 SH SOLE 193 0 7620 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 251739 6599 SH SOLE 0 0 6599 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 876158 7990 SH SOLE 200 0 7790 FASTENAL CO COM 311900104 BBG001S5R1F7 280471 5200 SH SOLE 0 0 5200 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1369357 4640 SH SOLE 52 0 4588 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 310687 1276 SH SOLE 0 0 1276 INTUIT COM 461202103 BBG001S6TWR2 1654877 3712 SH SOLE 31 0 3681 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 BBG001SNZTS4 389503 16407 SH SOLE 0 0 16407 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 7135188 22233 SH SOLE 105 0 22128 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 455391 12186 SH SOLE 0 0 12186 ISHARES INC ESG AWR MSCI EM 46434G863 BBG00D7BDH70 1529025 48571 SH SOLE 325 0 48246 ISHARES INC MSCI EMERG MRKT 464286533 BBG0025X3FS0 278762 5108 SH SOLE 0 0 5108 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 427811 7703 SH SOLE 0 0 7703 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 5740802 114839 SH SOLE 1978 0 112861 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 6555448 133921 SH SOLE 147 0 133774 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 18070504 270314 SH SOLE 4262 0 266052 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 9210891 148683 SH SOLE 1156 0 147527 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 430127 1719 SH SOLE 0 0 1719 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 419600 4339 SH SOLE 0 0 4339 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 4384047 48416 SH SOLE 169 0 48247 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 5232459 52514 SH SOLE 13 0 52501 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 2198376 36941 SH SOLE 955 0 35986 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 6003563 83569 SH SOLE 106 0 83463 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 6157195 68073 SH SOLE 21 0 68052 ISHARES TR ESG SCRD S&P MID 46436E551 BBG00XDJF7W4 542877 15972 SH SOLE 0 0 15972 ISHARES TR GLOBAL MATER ETF 464288695 BBG001SNVXP2 470164 5619 SH SOLE 0 0 5619 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 956222 13370 SH SOLE 0 0 13370 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 1133425 16754 SH SOLE 0 0 16754 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 2002899 25681 SH SOLE 0 0 25681 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 2449560 33676 SH SOLE 0 0 33676 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 11759066 109143 SH SOLE 1050 0 108093 ISHARES TR RUS TOP 200 ETF 464289446 BBG001T5LBQ8 8772872 90154 SH SOLE 772 0 89382 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 249760 1400 SH SOLE 0 0 1400 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 2615465 40937 SH SOLE 260 0 40677 ISHARES TR U.S. BAS MTL ETF 464287838 BBG001SFGY10 616805 4654 SH SOLE 0 0 4654 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1892139 12207 SH SOLE 102 0 12105 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1121066 8603 SH SOLE 161 0 8442 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 833560 3933 SH SOLE 129 0 3804 METLIFE INC COM 59156R108 BBG001S5T3R8 480580 8294 SH SOLE 0 0 8294 MICROSOFT CORP COM 594918104 BBG001S5TD05 5245615 18195 SH SOLE 122 0 18073 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 514372 6673 SH SOLE 0 0 6673 NIKE INC CL B 654106103 BBG001S6NTK2 919424 7497 SH SOLE 5 0 7492 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 BBG00FJ5GY57 460524 8262 SH SOLE 0 0 8262 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2251166 8104 SH SOLE 58 0 8046 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 249600 294 SH SOLE 0 0 294 PAYCHEX INC COM 704326107 BBG001S5V135 284686 2484 SH SOLE 0 0 2484 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1023844 6886 SH SOLE 151 0 6735 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 358397 2872 SH SOLE 0 0 2872 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 614044 6270 SH SOLE 194 0 6076 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 1061079 3078 SH SOLE 2 0 3076 SALESFORCE INC COM 79466L302 BBG001SDLP09 219558 1099 SH SOLE 0 0 1099 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 236160 710 SH SOLE 0 0 710 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 4171488 122223 SH SOLE 3358 0 118865 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 5643529 13785 SH SOLE 130 0 13655 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 297967 650 SH SOLE 0 0 650 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 213357 3854 SH SOLE 0 0 3854 SPDR SER TR SSGA US SMAL ETF 78468R887 BBG0045LCCP2 634593 6036 SH SOLE 0 0 6036 STARBUCKS CORP COM 855244109 BBG001S72KH6 853511 8197 SH SOLE 6 0 8191 TARGET CORP COM 87612E106 BBG001SC0K41 689400 4162 SH SOLE 19 0 4143 TESLA INC COM 88160R101 BBG001SQKGD7 2045691 9861 SH SOLE 140 0 9721 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 853441 4588 SH SOLE 18 0 4570 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 258684 1786 SH SOLE 0 0 1786 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2417567 5116 SH SOLE 32 0 5084 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 8659144 41054 SH SOLE 890 0 40164 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 5206564 27467 SH SOLE 478 0 26989 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 225003 1102 SH SOLE 0 0 1102 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 934978 17486 SH SOLE 0 0 17486 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 5211293 102868 SH SOLE 0 0 102868 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 832258 18425 SH SOLE 0 0 18425 VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 294603 5626 SH SOLE 0 0 5626 VISA INC COM CL A 92826C839 BBG001SRCFY3 2290664 10160 SH SOLE 69 0 10091 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 2320856 14224 SH SOLE 145 0 14079