Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DOHJ LLC | 02-02-2024 | 12-31-2023 | 138 | 338,399,835 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS TOP 200 ETF | 1 | $24,670,002 | 214,354 | 0.01 | 0.01 | 91,304 | 74.20 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 2 | $22,932,072 | 217,923 | 0.01 | 0.01 | 56,831 | 35.28 | 12-31-2023 |
| ISHARES TR | NATIONAL MUN ETF | 3 | $22,510,243 | 207,640 | 0.01 | 0.01 | 79,249 | 61.72 | 12-31-2023 |
| ISHARES TR | ESG AWR MSCI USA | 4 | $19,876,132 | 189,441 | 0.01 | 0.01 | 25,201 | 15.34 | 12-31-2023 |
