Johnson Bixby & Associates, LLC
Q2 2025 13F Holdings
- Locationvancouver, WA
- Num holdings
123
- Value ($000)
$728,236
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $126.71M | 17 % | 5,631,675 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $96.10M | 13 % | 711,669 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $77.74M | 11 % | 1,968,586 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $53.84M | 7 % | 1,324,486 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $32.10M | 4 % | 403,756 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $32.00M | 4 % | 799,671 | ||
CGIE CAPITAL GROUP INTERNATIONAL | SHS | 14021M107 | $31.20M | 4 % | 947,768 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $23.78M | 3 % | 1,034,689 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $23.14M | 3 % | 52,518 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $22.12M | 3 % | 217,703 |
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