Johnson Bixby & Associates, LLC
Q1 2025 13F Holdings
- Locationvancouver, WA
- Num holdings
115
- Value ($000)
$668,785
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001844238
- 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 |
|---|---|---|---|---|---|---|---|
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $124.31M | 19 % | 5,536,984 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $86.08M | 13 % | 705,476 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $68.49M | 10 % | 1,921,812 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $44.55M | 7 % | 1,300,674 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $30.63M | 5 % | 387,956 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $28.09M | 4 % | 777,254 | ||
CGIE CAPITAL GROUP INTERNATIONAL | SHS | 14021M107 | $25.46M | 4 % | 868,213 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $23.36M | 4 % | 1,016,147 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $22.28M | 3 % | 214,782 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $22.07M | 3 % | 52,561 |
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