Ferguson Johnson Wealth Management

Ferguson Johnson Wealth Management as of March 31, 2026

Portfolio Holdings for Ferguson Johnson Wealth Management

Ferguson Johnson Wealth Management holds 34 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Core Fixed Incom (DFCF) 24.0 $30M 699k 42.22
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.9 $12M 313k 38.86
American Centy Etf Tr Avantis Core Fi (AVIG) 9.2 $11M 272k 41.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.9 $9.7M 88k 110.46
American Centy Etf Tr Avantis Shfxdinc (AVSF) 7.3 $9.0M 192k 46.80
Ishares Tr Rus 1000 Grw Etf (IWF) 6.9 $8.5M 20k 426.35
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.0 $6.2M 73k 84.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.9 $6.1M 97k 62.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $4.9M 63k 78.40
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.5 $4.3M 54k 80.57
Dimensional Etf Trust Intl High Profit (DIHP) 2.5 $3.0M 94k 32.22
Dimensional Etf Trust Internatnal Val (DFIV) 2.1 $2.6M 50k 52.77
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.8 $2.2M 62k 35.70
Dimensional Etf Trust Us Real Estate E (DFAR) 1.7 $2.0M 87k 23.64
Dimensional Etf Trust Intl Small Cap V (DISV) 1.6 $1.9M 49k 39.42
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $1.4M 4.6k 302.14
Apple (AAPL) 1.1 $1.3M 5.1k 253.70
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $718k 1.00 718000.00
Spdr Series Trust State Street Spd (SDY) 0.6 $713k 4.9k 145.90
American Centy Etf Tr Avantis All Eqt (AVGE) 0.5 $648k 7.4k 87.98
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $522k 15k 33.96
Amazon (AMZN) 0.4 $459k 2.2k 208.16
Dimensional Etf Trust World Equity Etf (DFAW) 0.4 $437k 5.9k 73.77
Microsoft Corporation (MSFT) 0.3 $399k 1.1k 369.44
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $387k 1.9k 205.52
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $331k 3.5k 94.38
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $329k 2.4k 138.18
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $326k 14k 24.23
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $324k 6.7k 48.39
Marriott Intl Cl A (MAR) 0.3 $319k 977.00 326.51
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $314k 3.9k 80.45
Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $309k 12k 25.31
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $305k 13k 24.22
Danaher Corporation (DHR) 0.2 $203k 1.1k 189.19