Johnson Bixby & Associates, LLC

Q3 2025 13F Holdings

  • Location
    vancouver, WA
  • Num holdings

    121

  • Value ($000)

    $780,198

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0001844238
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CGCP
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
$132.05M
17 %

5,811,902

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$103.10M
13 %

707,841

CGDV
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
$84.41M
11 %

2,008,253

CGGR
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
$59.11M
8 %

1,345,920

VCSH
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$35.15M
5 %

439,799

FNDF
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$35.07M
5 %

816,396

CGIE
CGIE

CAPITAL GROUP INTERNATIONAL

SHS
$33.29M
4 %

987,388

GOVT
GOVT

ISHARES TR

US TREAS BD ETF
$24.73M
3 %

1,069,575

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$24.42M
3 %

52,655

TLH
TLH

ISHARES TR

10-20 YR TRS ETF
$22.95M
3 %

222,823

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