Johnson Financial Group as of Sept. 30, 2017
Portfolio Holdings for Johnson Financial Group
Johnson Financial Group holds 74 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 28.4 | $34M | 264k | 129.52 | |
Vanguard Europe Pacific ETF (VEA) | 18.7 | $22M | 516k | 43.41 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 14.4 | $17M | 170k | 101.80 | |
Vanguard Emerging Markets ETF (VWO) | 7.3 | $8.8M | 202k | 43.57 | |
Vanguard Large-Cap ETF (VV) | 4.4 | $5.3M | 46k | 115.39 | |
Vanguard REIT ETF (VNQ) | 4.3 | $5.1M | 62k | 83.07 | |
Vanguard Mid-Cap ETF (VO) | 2.1 | $2.5M | 17k | 146.98 | |
Barclays Bk Plc Ipath S&p500 Vix etf | 1.1 | $1.3M | 32k | 39.17 | |
Apple (AAPL) | 0.9 | $1.1M | 7.2k | 154.01 | |
iShares Russell 3000 Index (IWV) | 0.8 | $974k | 6.5k | 149.18 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $944k | 9.9k | 95.42 | |
Microsoft Corporation (MSFT) | 0.8 | $901k | 12k | 74.46 | |
Home Depot (HD) | 0.5 | $565k | 3.5k | 163.39 | |
Wells Fargo & Company (WFC) | 0.5 | $559k | 10k | 55.08 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.5 | $554k | 11k | 52.64 | |
Comcast Corporation (CMCSA) | 0.4 | $500k | 13k | 38.48 | |
Exxon Mobil Corporation (XOM) | 0.4 | $471k | 5.7k | 81.96 | |
Procter & Gamble Company (PG) | 0.4 | $467k | 5.1k | 90.82 | |
3M Company (MMM) | 0.4 | $440k | 2.1k | 209.52 | |
Berkshire Hathaway (BRK.B) | 0.4 | $434k | 2.4k | 183.12 | |
Chevron Corporation (CVX) | 0.4 | $434k | 3.7k | 117.30 | |
Lockheed Martin Corporation (LMT) | 0.3 | $417k | 1.3k | 310.04 | |
Altria (MO) | 0.3 | $422k | 6.7k | 63.35 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $425k | 3.0k | 141.29 | |
BlackRock (BLK) | 0.3 | $394k | 882.00 | 446.71 | |
Amazon (AMZN) | 0.3 | $393k | 409.00 | 960.88 | |
Cisco Systems (CSCO) | 0.3 | $387k | 12k | 33.63 | |
Facebook Inc cl a (META) | 0.3 | $390k | 2.3k | 170.68 | |
Blackstone | 0.3 | $366k | 11k | 33.32 | |
Union Pacific Corporation (UNP) | 0.3 | $353k | 3.0k | 115.93 | |
Merck & Co (MRK) | 0.3 | $346k | 5.4k | 63.98 | |
Philip Morris International (PM) | 0.3 | $343k | 3.1k | 110.90 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $350k | 365.00 | 958.90 | |
Paychex (PAYX) | 0.3 | $335k | 5.6k | 59.95 | |
Verizon Communications (VZ) | 0.3 | $337k | 6.8k | 49.49 | |
Accenture (ACN) | 0.3 | $339k | 2.5k | 134.90 | |
Enterprise Products Partners (EPD) | 0.3 | $336k | 13k | 26.05 | |
Mplx (MPLX) | 0.3 | $341k | 9.8k | 34.96 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.3 | $329k | 6.4k | 51.58 | |
Energy Transfer Partners | 0.3 | $330k | 18k | 18.28 | |
At&t (T) | 0.3 | $312k | 8.0k | 39.08 | |
Vodafone Group New Adr F (VOD) | 0.3 | $318k | 11k | 28.41 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $313k | 322.00 | 972.05 | |
Johnson & Johnson (JNJ) | 0.2 | $303k | 2.3k | 129.71 | |
Energy Transfer Equity (ET) | 0.2 | $302k | 17k | 17.35 | |
Williams Companies (WMB) | 0.2 | $285k | 9.5k | 29.99 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $290k | 2.3k | 123.77 | |
Bristol Myers Squibb (BMY) | 0.2 | $279k | 4.4k | 63.71 | |
Visa (V) | 0.2 | $274k | 2.6k | 105.06 | |
Targa Res Corp (TRGP) | 0.2 | $277k | 5.9k | 47.25 | |
Medtronic (MDT) | 0.2 | $274k | 3.5k | 77.75 | |
Bank of America Corporation (BAC) | 0.2 | $261k | 10k | 25.25 | |
Abbott Laboratories (ABT) | 0.2 | $261k | 4.9k | 53.20 | |
Dowdupont | 0.2 | $262k | 3.8k | 69.00 | |
Honeywell International (HON) | 0.2 | $255k | 1.8k | 141.20 | |
Xcel Energy (XEL) | 0.2 | $254k | 5.4k | 47.24 | |
Broad | 0.2 | $253k | 1.0k | 242.11 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.2 | $240k | 2.1k | 114.67 | |
Duke Energy (DUK) | 0.2 | $246k | 2.9k | 83.84 | |
Boeing Company (BA) | 0.2 | $223k | 878.00 | 253.99 | |
Royal Dutch Shell | 0.2 | $224k | 3.6k | 62.41 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.2 | $232k | 1.9k | 123.08 | |
Oracle Corporation (ORCL) | 0.2 | $219k | 4.5k | 48.30 | |
Phillips 66 Partners | 0.2 | $217k | 4.1k | 52.56 | |
Shell Midstream Prtnrs master ltd part | 0.2 | $215k | 7.7k | 27.77 | |
Schlumberger (SLB) | 0.2 | $205k | 2.9k | 69.59 | |
Vanguard Small-Cap Value ETF (VBR) | 0.2 | $206k | 1.6k | 127.24 | |
Kinder Morgan (KMI) | 0.2 | $204k | 11k | 19.13 | |
Andeavor Logistics Lp Com Unit Lp Int | 0.2 | $209k | 4.2k | 49.88 | |
Deutsche Bank Ag-registered (DB) | 0.2 | $191k | 11k | 17.25 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.1 | $157k | 18k | 8.88 | |
Banco Santander (SAN) | 0.1 | $87k | 13k | 6.87 | |
Mizuho Financial (MFG) | 0.0 | $36k | 10k | 3.47 | |
United Microelectronics (UMC) | 0.0 | $42k | 17k | 2.45 |