Johnson Financial as of June 30, 2017
Portfolio Holdings for Johnson Financial
Johnson Financial holds 67 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 27.8 | $33M | 266k | 124.45 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 19.9 | $24M | 233k | 101.72 | |
Vanguard Europe Pacific ETF (VEA) | 17.8 | $21M | 513k | 41.32 | |
Vanguard Emerging Markets ETF (VWO) | 7.1 | $8.4M | 206k | 40.83 | |
Vanguard REIT ETF (VNQ) | 4.3 | $5.1M | 61k | 83.23 | |
Vanguard Large-Cap ETF (VV) | 3.9 | $4.6M | 42k | 111.02 | |
Vanguard Mid-Cap ETF (VO) | 1.8 | $2.2M | 15k | 142.52 | |
Apple (AAPL) | 0.8 | $1000k | 7.0k | 143.88 | |
iShares Russell 3000 Index (IWV) | 0.8 | $981k | 6.8k | 143.95 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $825k | 9.0k | 91.39 | |
Microsoft Corporation (MSFT) | 0.7 | $788k | 11k | 68.89 | |
Ford Motor Company (F) | 0.5 | $590k | 53k | 11.17 | |
Deutsche Bank Ag-registered (DB) | 0.5 | $549k | 31k | 17.77 | |
Wells Fargo & Company (WFC) | 0.4 | $520k | 9.4k | 55.39 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.4 | $526k | 11k | 49.98 | |
Home Depot (HD) | 0.4 | $488k | 3.2k | 153.17 | |
Comcast Corporation (CMCSA) | 0.4 | $460k | 12k | 38.91 | |
Exxon Mobil Corporation (XOM) | 0.4 | $442k | 5.5k | 80.61 | |
Altria (MO) | 0.4 | $424k | 5.7k | 74.35 | |
Procter & Gamble Company (PG) | 0.3 | $420k | 4.8k | 87.03 | |
Chevron Corporation (CVX) | 0.3 | $375k | 3.6k | 104.20 | |
3M Company (MMM) | 0.3 | $384k | 1.8k | 208.13 | |
Amazon (AMZN) | 0.3 | $377k | 390.00 | 966.67 | |
Facebook Inc cl a (META) | 0.3 | $352k | 2.3k | 150.62 | |
Cisco Systems (CSCO) | 0.3 | $342k | 11k | 31.28 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $339k | 2.5k | 135.17 | |
Blackstone | 0.3 | $333k | 10k | 33.30 | |
Berkshire Hathaway (BRK.B) | 0.3 | $337k | 2.0k | 169.18 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $334k | 368.00 | 907.61 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.3 | $327k | 6.4k | 51.26 | |
Energy Transfer Partners | 0.3 | $329k | 16k | 20.36 | |
BlackRock (BLK) | 0.3 | $319k | 757.00 | 421.40 | |
Lockheed Martin Corporation (LMT) | 0.3 | $319k | 1.2k | 276.91 | |
Merck & Co (MRK) | 0.3 | $320k | 5.0k | 63.97 | |
Vodafone Group New Adr F (VOD) | 0.3 | $319k | 11k | 28.68 | |
Johnson & Johnson (JNJ) | 0.2 | $301k | 2.3k | 132.25 | |
At&t (T) | 0.2 | $300k | 8.0k | 37.66 | |
Philip Morris International (PM) | 0.2 | $299k | 2.6k | 117.07 | |
Verizon Communications (VZ) | 0.2 | $290k | 6.5k | 44.55 | |
Enterprise Products Partners (EPD) | 0.2 | $283k | 11k | 27.02 | |
Jp Morgan Alerian Mlp Index | 0.2 | $280k | 9.4k | 29.65 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $287k | 309.00 | 928.80 | |
Union Pacific Corporation (UNP) | 0.2 | $278k | 2.6k | 108.68 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $278k | 2.3k | 118.65 | |
Medtronic (MDT) | 0.2 | $279k | 3.2k | 88.46 | |
Bank of America Corporation (BAC) | 0.2 | $257k | 11k | 24.19 | |
Paychex (PAYX) | 0.2 | $261k | 4.6k | 56.92 | |
Accenture (ACN) | 0.2 | $261k | 2.1k | 123.29 | |
Visa (V) | 0.2 | $245k | 2.6k | 93.76 | |
Mplx (MPLX) | 0.2 | $254k | 7.6k | 33.37 | |
Broad | 0.2 | $252k | 1.1k | 232.69 | |
Honeywell International (HON) | 0.2 | $232k | 1.7k | 132.80 | |
Oracle Corporation (ORCL) | 0.2 | $232k | 4.6k | 49.99 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.2 | $232k | 1.9k | 123.08 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.2 | $226k | 2.1k | 107.98 | |
Bristol Myers Squibb (BMY) | 0.2 | $213k | 3.8k | 55.58 | |
Williams Companies (WMB) | 0.2 | $214k | 7.1k | 30.28 | |
Xcel Energy (XEL) | 0.2 | $217k | 4.7k | 45.76 | |
Energy Transfer Equity (ET) | 0.2 | $219k | 12k | 17.94 | |
Targa Res Corp (TRGP) | 0.2 | $209k | 4.6k | 44.98 | |
Duke Energy (DUK) | 0.2 | $212k | 2.5k | 83.40 | |
Shell Midstream Prtnrs master ltd part | 0.2 | $218k | 7.2k | 30.24 | |
Ipath S&p 500 Vix Short-term Futures Etn | 0.2 | $202k | 16k | 12.72 | |
Callaway Golf Company (MODG) | 0.1 | $155k | 12k | 12.70 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.1 | $140k | 17k | 8.33 | |
Banco Santander (SAN) | 0.1 | $79k | 12k | 6.66 | |
United Microelectronics (UMC) | 0.0 | $41k | 17k | 2.39 |