Johnson Financial Group, LLC
Q3 2025 13F Holdings
- Locationdenver, CO
- Num holdings
90
- Value ($000)
$1,093,737
- Date Filed 10/30/2025
- Form type13F-HR
- CIK 0001706327
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $493.69M | 45 % | 1,603,631 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $148.65M | 14 % | 2,480,815 | ||
M PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $129.45M | 12 % | 1,285,625 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $79.37M | 7 % | 1,464,924 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $59.27M | 5 % | 180,615 | ||
S SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | $36.00M | 3 % | 791,102 | ||
V VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $29.01M | 3 % | 114,106 | ||
V VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $12.17M | 1 % | 133,175 | ||
S SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $11.71M | 1 % | 502,945 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | $9.27M | 1 % | 64,995 |
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