DOHJ, LLC
données du 30/06/2025
Capitalisation
Taille du portefeuille
Performance du portefeuille
Performance du portefeuille %
Performances par rapport au S&P 500 (%)
Entreprise dans DOHJ, LLC
| Date | Symbol | Nom | Poids | Capitalisation | Nombre d'action | 1er ajout | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/06/30 | MUB | ISHARES TR | 9.18% | 31.594 M $ | 305284 | 2019/12/31 | -305.476 K $ | -0.91 % |
| 2025/06/30 | ESGU | ISHARES TR | 4.85% | 16.684 M $ | 143048 | 2021/06/30 | 2.108 M $ | 10.98 % |
| 2025/06/30 | ESGD | ISHARES TR | 4.41% | 15.167 M $ | 183380 | 2020/12/31 | 1.319 M $ | 9.22 % |
| 2025/06/30 | IEFA | ISHARES TR | 4.18% | 14.396 M $ | 187450 | 2019/12/31 | 1.735 M $ | 10.35 % |
| 2025/06/30 | IWL | ISHARES TR | 3.56% | 12.263 M $ | 93113 | 2020/06/30 | 2.977 M $ | 11.43 % |
| 2025/06/30 | MBB | ISHARES TR | 3.47% | 11.938 M $ | 129231 | 2023/12/31 | 7.166 K $ | 0.12 % |
| 2025/06/30 | EAGG | ISHARES TR | 2.61% | 8.980 M $ | 191789 | 2023/12/31 | 12.090 K $ | 0.13 % |
| 2025/06/30 | AGG | ISHARES TR | 2.09% | 7.182 M $ | 73506 | 2019/12/31 | 15.678 K $ | 0.28 % |
| 2025/06/30 | MSFT | MICROSOFT CORP | 1.95% | 6.696 M $ | 17885 | 2019/12/31 | 2.272 M $ | 32.51 % |
| 2025/06/30 | SMB | VANECK ETF TRUST | 1.92% | 6.599 M $ | 389766 | 2023/12/31 | 43.716 K $ | 0.70 % |
| 2025/06/30 | AMZN | AMAZON COM INC | 1.91% | 6.589 M $ | 36481 | 2019/12/31 | 1.137 M $ | 15.31 % |
| 2025/06/30 | SCHF | SCHWAB STRATEGIC TR | 1.91% | 6.562 M $ | 326812 | 2025/03/31 | 80.833 K $ | 11.73 % |
| 2025/06/30 | SPEM | SPDR INDEX SHS FDS | 1.82% | 6.247 M $ | 161262 | 2020/06/30 | 547.837 K $ | 8.56 % |
| 2025/06/30 | QUAL | ISHARES TR | 1.76% | 6.071 M $ | 37091 | 2023/12/31 | 247.750 K $ | 6.98 % |
| 2025/06/30 | QQQ | INVESCO QQQ TR | 1.76% | 6.055 M $ | 13321 | 2019/12/31 | 1.906 M $ | 17.64 % |
| 2025/06/30 | NVDA | NVIDIA CORPORATION | 1.64% | 5.634 M $ | 54854 | 2020/06/30 | 2.416 M $ | 45.77 % |
| 2025/06/30 | BND | VANGUARD BD INDEX FDS | 1.56% | 5.379 M $ | 74164 | 2025/03/31 | 4.520 K $ | 0.25 % |
| 2025/06/30 | AAPL | APPLE INC | 1.43% | 4.926 M $ | 24075 | 2019/12/31 | -400.527 K $ | -7.64 % |
| 2025/06/30 | IJH | ISHARES TR | 1.27% | 4.388 M $ | 78848 | 2022/12/31 | 302.147 K $ | 6.29 % |
| 2025/06/30 | FMB | FIRST TR EXCH TRADED FD III | 1.22% | 4.214 M $ | 85286 | 2025/03/31 | -10.314 K $ | -1.19 % |
| 2025/06/30 | ITOT | ISHARES TR | 1.21% | 4.180 M $ | 35788 | 2021/12/31 | 2.911 M $ | 10.68 % |
| 2025/06/30 | ESGE | ISHARES INC | 1.20% | 4.146 M $ | 120450 | 2021/09/30 | 527.200 K $ | 12.07 % |
| 2025/06/30 | COST | COSTCO WHSL CORP NEW | 1.19% | 4.103 M $ | 4204 | 2019/12/31 | 157.872 K $ | 4.67 % |
| 2025/06/30 | EFV | ISHARES TR | 1.19% | 4.083 M $ | 68422 | 2023/12/31 | 285.674 K $ | 7.70 % |
| 2025/06/30 | IUSB | ISHARES TR | 1.14% | 3.923 M $ | 86237 | 2023/12/31 | 23.746 K $ | 0.33 % |
| 2025/06/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.07% | 3.693 M $ | 7010 | 2019/12/31 | -298.179 K $ | -8.79 % |
| 2025/06/30 | VOO | VANGUARD INDEX FDS | 1.07% | 3.689 M $ | 7497 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | V | VISA INC | 1.07% | 3.667 M $ | 10967 | 2019/12/31 | 59.408 K $ | 1.31 % |
| 2025/06/30 | IVE | ISHARES TR | 1.03% | 3.554 M $ | 19800 | 2022/03/31 | 54.227 K $ | 2.54 % |
| 2025/06/30 | IWR | ISHARES TR | 1.00% | 3.441 M $ | 42096 | 2025/03/31 | 18.740 K $ | 8.11 % |
| 2025/06/30 | QLTA | ISHARES TR | 0.97% | 3.351 M $ | 71607 | 2025/03/31 | 4.241 K $ | 0.65 % |
| 2025/06/30 | XJH | ISHARES TR | 0.94% | 3.222 M $ | 86289 | 2022/03/31 | 146.497 K $ | 6.22 % |
| 2025/06/30 | GOOGL | ALPHABET INC | 0.93% | 3.194 M $ | 20561 | 2019/12/31 | 468.956 K $ | 13.96 % |
| 2025/06/30 | DSI | ISHARES TR | 0.88% | 3.027 M $ | 30860 | 2022/12/31 | 687.472 K $ | 13.43 % |
| 2025/06/30 | JPM | JPMORGAN CHASE & CO. | 0.80% | 2.768 M $ | 11490 | 2019/12/31 | 442.977 K $ | 18.19 % |
| 2025/06/30 | WM | WASTE MGMT INC DEL | 0.78% | 2.680 M $ | 11721 | 2019/12/31 | -32.164 K $ | -1.16 % |
| 2025/06/30 | SUSC | ISHARES TR | 0.77% | 2.642 M $ | 116644 | 2023/12/31 | 29.579 K $ | 0.74 % |
| 2025/06/30 | ESML | ISHARES TR | 0.74% | 2.547 M $ | 69762 | 2023/12/31 | 169.783 K $ | 7.60 % |
| 2025/06/30 | PZA | INVESCO EXCH TRADED FD TR II | 0.67% | 2.290 M $ | 102232 | 2025/03/31 | -10.234 K $ | -2.82 % |
| 2025/06/30 | INTU | INTUIT | 0.64% | 2.215 M $ | 3717 | 2020/06/30 | 688.482 K $ | 28.28 % |
| 2025/06/30 | KO | COCA COLA CO | 0.64% | 2.200 M $ | 30013 | 2021/03/31 | -27.097 K $ | -1.21 % |
| 2025/06/30 | IJR | ISHARES TR | 0.64% | 2.192 M $ | 22388 | 2019/12/31 | 108.347 K $ | 4.51 % |
| 2025/06/30 | DE | DEERE & CO | 0.63% | 2.174 M $ | 4764 | 2021/09/30 | 189.320 K $ | 8.34 % |
| 2025/06/30 | IGSB | ISHARES TR | 0.63% | 2.163 M $ | 41562 | 2023/12/31 | 15.531 K $ | 0.74 % |
| 2025/06/30 | UNH | UNITEDHEALTH GROUP INC | 0.62% | 2.130 M $ | 4978 | 2019/12/31 | -1.067 M $ | -40.43 % |
| 2025/06/30 | HD | HOME DEPOT INC | 0.61% | 2.112 M $ | 5925 | 2019/12/31 | 943.000 $ | 0.04 % |
| 2025/06/30 | JNJ | JOHNSON & JOHNSON | 0.61% | 2.109 M $ | 13574 | 2019/12/31 | -187.069 K $ | -7.89 % |
| 2025/06/30 | VFLO | VICTORY PORTFOLIOS II | 0.60% | 2.071 M $ | 64373 | 2025/03/31 | 8.139 K $ | 3.12 % |
| 2025/06/30 | PG | PROCTER AND GAMBLE CO | 0.60% | 2.055 M $ | 12401 | 2019/12/31 | -95.504 K $ | -6.51 % |
| 2025/06/30 | META | META PLATFORMS INC | 0.58% | 2.006 M $ | 3856 | 2019/12/31 | 722.447 K $ | 28.06 % |
| 2025/06/30 | BAC | BANK AMERICA CORP | 0.54% | 1.860 M $ | 47991 | 2022/03/31 | 292.899 K $ | 13.40 % |
| 2025/06/30 | VB | VANGUARD INDEX FDS | 0.54% | 1.856 M $ | 8820 | 2021/09/30 | 19.235 K $ | 6.87 % |
| 2025/06/30 | ADBE | ADOBE INC | 0.51% | 1.759 M $ | 4997 | 2020/03/31 | 24.776 K $ | 0.87 % |
| 2025/06/30 | SHY | ISHARES TR | 0.50% | 1.737 M $ | 21010 | 2025/03/31 | 5.635 K $ | 0.16 % |
| 2025/06/30 | AMGN | AMGEN INC | 0.48% | 1.657 M $ | 5963 | 2024/12/31 | -120.531 K $ | -10.38 % |
| 2025/06/30 | USMV | ISHARES TR | 0.43% | 1.485 M $ | 16437 | 2019/12/31 | 3.500 K $ | 0.22 % |
| 2025/06/30 | SCZ | ISHARES TR | 0.43% | 1.484 M $ | 22777 | 2019/12/31 | 217.221 K $ | 14.40 % |
| 2025/06/30 | DGRO | ISHARES TR | 0.43% | 1.480 M $ | 25178 | 2020/06/30 | 56.341 K $ | 3.50 % |
| 2025/06/30 | SUB | ISHARES TR | 0.40% | 1.375 M $ | 13077 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | STZ | CONSTELLATION BRANDS INC | 0.38% | 1.297 M $ | 6924 | 2023/12/31 | -146.213 K $ | -11.36 % |
| 2025/06/30 | DMXF | ISHARES TR | 0.37% | 1.278 M $ | 18783 | 2024/03/31 | 215.910 K $ | 10.54 % |
| 2025/06/30 | IAU | ISHARES GOLD TR | 0.36% | 1.253 M $ | 20176 | 2021/06/30 | 71.263 K $ | 5.77 % |
| 2025/06/30 | SPGI | S&P GLOBAL INC | 0.36% | 1.245 M $ | 2648 | 2020/06/30 | 95.566 K $ | 3.78 % |
| 2025/06/30 | TLH | ISHARES TR | 0.36% | 1.232 M $ | 12271 | 2024/06/30 | -41.370 K $ | -2.07 % |
| 2025/06/30 | IXUS | ISHARES TR | 0.33% | 1.150 M $ | 16378 | 2020/12/31 | 422.557 K $ | 10.74 % |
| 2025/06/30 | XOM | EXXON MOBIL CORP | 0.33% | 1.140 M $ | 10615 | 2021/09/30 | -117.521 K $ | -9.36 % |
| 2025/06/30 | AMAT | APPLIED MATLS INC | 0.31% | 1.063 M $ | 7400 | 2023/12/31 | 184.740 K $ | 26.15 % |
| 2025/06/30 | AVGO | BROADCOM INC | 0.31% | 1.060 M $ | 5989 | 2023/12/31 | 577.894 K $ | 64.63 % |
| 2025/06/30 | BIIB | BIOGEN INC | 0.30% | 1.046 M $ | 8853 | 2023/12/31 | -96.660 K $ | -8.22 % |
| 2025/06/30 | IGEB | ISHARES TR | 0.30% | 1.037 M $ | 23453 | 2023/12/31 | 35.811 K $ | 0.96 % |
| 2025/06/30 | LCTU | BLACKROCK ETF TRUST | 0.29% | 997.485 K $ | 17151 | 2023/12/31 | 110.356 K $ | 10.99 % |
| 2025/06/30 | CTAS | CINTAS CORP | 0.29% | 995.800 K $ | 4795 | 2020/06/30 | 85.607 K $ | 8.44 % |
| 2025/06/30 | SPY | SPDR S&P 500 ETF TR | 0.29% | 993.182 K $ | 1855 | 2019/12/31 | 1.774 M $ | 10.45 % |
| 2025/06/30 | ESGV | VANGUARD WORLD FD | 0.29% | 992.641 K $ | 10578 | 2023/12/31 | 1.800 M $ | 11.93 % |
| 2025/06/30 | GE | GE AEROSPACE | 0.28% | 974.901 K $ | 5034 | 2024/09/30 | 529.126 K $ | 28.60 % |
| 2025/06/30 | TSLA | TESLA INC | 0.28% | 971.530 K $ | 3875 | 2020/12/31 | 222.475 K $ | 22.58 % |
| 2025/06/30 | LLY | ELI LILLY & CO | 0.28% | 955.534 K $ | 1152 | 2025/03/31 | -14.563 K $ | -5.61 % |
| 2025/06/30 | USXF | ISHARES TR | 0.28% | 952.401 K $ | 21231 | 2024/03/31 | 269.846 K $ | 15.56 % |
| 2025/06/30 | TMUS | T-MOBILE US INC | 0.27% | 913.315 K $ | 3522 | 2024/03/31 | -100.883 K $ | -10.67 % |
| 2025/06/30 | BINC | BLACKROCK ETF TRUST II | 0.26% | 894.361 K $ | 17242 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | EUSB | ISHARES TR | 0.26% | 878.365 K $ | 20508 | 2023/12/31 | 4.693 K $ | 0.53 % |
| 2025/06/30 | SNPS | SYNOPSYS INC | 0.26% | 878.121 K $ | 2080 | 2023/12/31 | 355.103 K $ | 19.55 % |
| 2025/06/30 | VO | VANGUARD INDEX FDS | 0.25% | 876.600 K $ | 3516 | 2020/06/30 | 75.443 K $ | 8.20 % |
| 2025/06/30 | DIS | DISNEY WALT CO | 0.25% | 849.467 K $ | 9732 | 2019/12/31 | 250.796 K $ | 25.64 % |
| 2025/06/30 | HON | HONEYWELL INTL INC | 0.23% | 802.845 K $ | 4069 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | ABBV | ABBVIE INC | 0.23% | 801.924 K $ | 4529 | 2025/03/31 | -76.336 K $ | -11.41 % |
| 2025/06/30 | MA | MASTERCARD INCORPORATED | 0.23% | 792.104 K $ | 1495 | 2023/12/31 | 34.494 K $ | 2.52 % |
| 2025/06/30 | GS | GOLDMAN SACHS GROUP INC | 0.23% | 774.875 K $ | 1464 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.22% | 744.314 K $ | 14411 | 2022/12/31 | 89.090 K $ | 12.16 % |
| 2025/06/30 | NOW | SERVICENOW INC | 0.21% | 726.554 K $ | 894 | 2023/12/31 | 260.236 K $ | 29.13 % |
| 2025/06/30 | CRBN | ISHARES TR | 0.21% | 723.174 K $ | 3870 | 2023/12/31 | 80.888 K $ | 10.80 % |
| 2025/06/30 | TXN | TEXAS INSTRS INC | 0.21% | 721.204 K $ | 4740 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | REGN | REGENERON PHARMACEUTICALS | 0.21% | 709.939 K $ | 1208 | 2024/12/31 | -64.336 K $ | -17.23 % |
| 2025/06/30 | PH | PARKER-HANNIFIN CORP | 0.20% | 698.134 K $ | 1202 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | A | AGILENT TECHNOLOGIES INC | 0.20% | 690.980 K $ | 6581 | 2020/06/30 | 6.018 K $ | 0.88 % |
| 2025/06/30 | MET | METLIFE INC | 0.19% | 654.419 K $ | 8815 | 2021/09/30 | 1.198 K $ | 0.16 % |
| 2025/06/30 | NKE | NIKE INC | 0.19% | 650.667 K $ | 11338 | 2019/12/31 | 75.804 K $ | 11.91 % |
| 2025/06/30 | PPA | INVESCO EXCHANGE TRADED FD T | 0.18% | 609.649 K $ | 5251 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | RSP | INVESCO EXCHANGE TRADED FD T | 0.17% | 586.801 K $ | 3559 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | JTEK | J P MORGAN EXCHANGE TRADED F | 0.17% | 578.043 K $ | 8817 | 2025/06/30 | 0.000 $ | 0.00 % |