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Johnson Bixby & Associates, LLC

Q1 2026 13F Holdings

  • Location
    vancouver, WA
  • Num holdings

    127

  • Value ($000)

    $806,490

  • Date Filed
    04/16/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$89.75M
11 %

2,109,708

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$83.61M
10 %

587,001

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$57.35M
7 %

2,184,031

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$57.24M
7 %

1,424,119

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$47.04M
6 %

593,452

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$45.01M
6 %

974,524

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$42.85M
5 %

875,644

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$28.85M
4 %

555,500

C
CGIC

CAPITAL GROUP INTERNATIONAL

SHS
14021T102
$27.34M
3 %

825,821

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$25.13M
3 %

1,096,862

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