Johnson Financial Group, Inc.
Q1 2025 13F Holdings
- Locationracine, WI
- Num holdings
846
- Value ($000)
$2,043,411
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001477024
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $589.94M | 29 % | 1,049,898 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $134.35M | 7 % | 372,080 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $111.80M | 6 % | 1,477,876 | ||
XLG INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $78.83M | 4 % | 1,712,968 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $66.07M | 3 % | 559,260 | ||
JW2 JOHNSON OUTDOORS INC | CL A | 479167108 | $56.11M | 3 % | 1,700,195 | ||
AAPL APPLE INC | COM | 037833100 | $44.54M | 2 % | 200,534 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $37.72M | 2 % | 100,479 | ||
ACWX ISHARES TR | MSCI ACWI EX US | 464288240 | $34.67M | 2 % | 625,222 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $33.94M | 2 % | 486,145 |
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