Johanson Financial Advisors, Inc.

Q4 2021 13F Holdings

  • Location
    campbell, CA
  • Num holdings

    129

  • Value ($000)

    $326,460

  • Date Filed
    01/19/2022
  • Form type
    13F-HR
  • CIK
    0001665589
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$33.69M
10 %

189,745

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$20.39M
6 %

63,552

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$16.63M
5 %

96,830

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$15.40M
5 %

137,362

M
MSFT

MICROSOFT CORP

COM
594918104
$13.69M
4 %

40,708

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$10.57M
3 %

126,289

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$9.95M
3 %

32,572

I
ICSH

ISHARES TR

BLACKROCK ULTRA
46434V878
$7.99M
2 %

158,634

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$7.52M
2 %

14,977

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.25M
2 %

2,504

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