Johnson Financial Group, LLC
Q1 2025 13F Holdings
- Locationdenver, CO
- Num holdings
99
- Value ($000)
$947,613
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001706327
- 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 |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $369.51M | 39 % | 1,437,632 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $163.51M | 17 % | 1,625,057 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $118.11M | 13 % | 2,323,538 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $59.49M | 6 % | 1,314,448 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $49.22M | 5 % | 179,092 | ||
SCHC SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | $31.52M | 3 % | 878,431 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $25.51M | 3 % | 115,052 | ||
PDBC INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | $21.49M | 2 % | 1,576,797 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $11.11M | 1 % | 122,738 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $10.07M | 1 % | 509,068 |
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