Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DOHJ LLC | 02-02-2024 | 12-31-2023 | 138 | 338,399,835 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $1,942,656 | 5,447 | 0.00 | 0.00 | -1,217 | -18.26 | 12-31-2023 |
ISHARES TR | MSCI EAFE ETF | 52 | $1,841,492 | 24,439 | 0.00 | 0.00 | 16,784 | 219.26 | 12-31-2023 |
JOHNSON & JOHNSON | COM | 53 | $1,761,415 | 11,238 | 0.00 | 0.00 | -2,133 | -15.95 | 12-31-2023 |
ISHARES TR | MSCI USA MIN VOL | 54 | $1,719,890 | 22,041 | 0.00 | 0.00 | -10,582 | -32.44 | 12-31-2023 |