Johnson Bixby & Associates, LLC
Q3 2025 13F Holdings
- Locationvancouver, WA
- Num holdings
121
- Value ($000)
$780,198
- Date Filed 10/16/2025
- Form type13F-HR
- CIK 0001844238
- 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 |
|---|---|---|---|---|---|---|---|
C CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $132.05M | 17 % | 5,811,902 | ||
I ISHARES TR | CORE S&P TTL STK | 464287150 | $103.10M | 13 % | 707,841 | ||
C CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $84.41M | 11 % | 2,008,253 | ||
C CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $59.11M | 8 % | 1,345,920 | ||
V VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $35.15M | 5 % | 439,799 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $35.07M | 5 % | 816,396 | ||
C CAPITAL GROUP INTERNATIONAL | SHS | 14021M107 | $33.29M | 4 % | 987,388 | ||
G ISHARES TR | US TREAS BD ETF | 46429B267 | $24.73M | 3 % | 1,069,575 | ||
D SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $24.42M | 3 % | 52,655 | ||
T ISHARES TR | 10-20 YR TRS ETF | 464288653 | $22.95M | 3 % | 222,823 |
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