Johnson Bixby & Associates

Latest statistics and disclosures from Johnson Bixby & Associates's latest quarterly 13F-HR filing:

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Positions held by Johnson Bixby & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Johnson Bixby & Associates

Companies in the Johnson Bixby & Associates portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 15.7 $48M 552k 86.22
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 11.1 $34M 665k 50.58
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 9.8 $30M 599k 49.28
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 7.2 $22M 71k 305.80
Ishares Tr Us Treas Bd Etf (GOVT) 5.7 $17M 634k 27.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.2 $16M 123k 127.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 4.6 $14M 296k 47.21
Vanguard Specialized Funds Div App Etf (VIG) 3.6 $11M 78k 141.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $10M 206k 50.11
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.7 $8.3M 162k 51.10
Vanguard Index Fds Small Cp Etf (VB) 2.6 $7.7M 40k 194.69
Vanguard World Fds Health Car Etf (VHT) 2.4 $7.3M 33k 223.74
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.3 $7.1M 61k 116.21
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.2 $6.7M 83k 81.38

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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $6.5M 214k 30.65
Spdr Gold Tr Gold Shs (GLD) 2.0 $6.0M 34k 178.36
Apple (AAPL) 1.9 $5.7M 43k 132.70
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.5 $4.6M 101k 45.44
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.5 $4.4M 87k 50.72
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $2.7M 26k 104.42
Intel Corporation (INTC) 0.8 $2.4M 48k 49.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $2.3M 64k 36.02
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $2.1M 15k 138.11
Ishares Tr Short Treas Bd (SHV) 0.6 $1.8M 16k 110.52
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.6 $1.7M 32k 54.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.6M 6.9k 231.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.6M 6.8k 229.86
Nike CL B (NKE) 0.4 $1.1M 7.7k 141.51
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.1M 12k 91.92
Microsoft Corporation (MSFT) 0.3 $1.1M 4.8k 222.36
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $996k 15k 67.91
Johnson & Johnson (JNJ) 0.3 $993k 6.3k 157.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $986k 11k 91.53
Ishares Tr Core S&p500 Etf (IVV) 0.2 $644k 1.7k 375.29
Etf Ser Solutions Defiance Next (FIVG) 0.2 $637k 19k 33.58
Ishares Tr National Mun Etf (MUB) 0.2 $531k 4.5k 117.30
Honeywell International (HON) 0.2 $527k 2.5k 212.84
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $502k 8.3k 60.74
Amazon (AMZN) 0.2 $482k 148.00 3256.76
Procter & Gamble Company (PG) 0.1 $448k 3.2k 139.04
Pfizer (PFE) 0.1 $443k 12k 36.80
Tesla Motors (TSLA) 0.1 $442k 627.00 704.94
Starbucks Corporation (SBUX) 0.1 $420k 3.9k 106.98
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $420k 14k 30.45
Facebook Cl A (FB) 0.1 $411k 1.5k 273.09
Chase Corporation (CCF) 0.1 $410k 4.1k 101.11
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $410k 15k 28.03
Realty Income (O) 0.1 $399k 6.4k 62.16
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $399k 12k 33.57
Coca-Cola Company (KO) 0.1 $393k 7.2k 54.87
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $386k 1.4k 267.31
Merck & Co (MRK) 0.1 $374k 4.6k 81.84
McDonald's Corporation (MCD) 0.1 $336k 1.6k 214.29
Home Depot (HD) 0.1 $322k 1.2k 265.24
Walt Disney Company (DIS) 0.1 $310k 1.7k 181.07
Us Bancorp Del Com New (USB) 0.1 $303k 6.5k 46.52
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $293k 2.7k 108.04
Ark Etf Tr Innovation Etf (ARKK) 0.1 $281k 2.3k 124.45
Intuit (INTU) 0.1 $275k 725.00 379.31
VSE Corporation (VSEC) 0.1 $269k 7.0k 38.43
Kroger (KR) 0.1 $269k 8.5k 31.71
Alphabet Cap Stk Cl C (GOOG) 0.1 $268k 153.00 1751.63
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $266k 4.5k 58.59
Amgen (AMGN) 0.1 $263k 1.1k 229.49
Riverview Ban (RVSB) 0.1 $252k 48k 5.27
Ishares Tr Tips Bd Etf (TIP) 0.1 $246k 1.9k 127.86
Norfolk Southern (NSC) 0.1 $243k 1.0k 237.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $232k 2.8k 83.09
Hp (HPQ) 0.1 $216k 8.8k 24.59
Ecolab (ECL) 0.1 $216k 1.0k 216.00
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.1 $216k 6.5k 33.29
Taylor Devices (TAYD) 0.1 $208k 20k 10.40
Oracle Corporation (ORCL) 0.1 $207k 3.2k 64.73
International Business Machines (IBM) 0.1 $207k 1.6k 126.07
Nucor Corporation (NUE) 0.1 $203k 3.8k 53.10
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.1 $203k 13k 15.27
General Electric Company (GE) 0.0 $116k 11k 10.77

Past Filings by Johnson Bixby & Associates

SEC 13F filings are viewable for Johnson Bixby & Associates going back to 2020