CIK 1844238
Johnson Bixby & Associates, LLC
Institutional 13F holdings & portfolio
Holdings
123
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
7
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 123
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ITOT | ISHARES TR | 690K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.1M | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.4M | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 2.0M | $1M+ | SH |
| IUSB | ISHARES TR | 928K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 513K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 851K | $1M+ | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 924K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 506K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 52K | $1M+ | SH |
| GOVT | ISHARES TR | 1.1M | $1M+ | SH |
| TLH | ISHARES TR | 232K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 883K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 534K | $1M+ | SH |
| IXG | ISHARES TR | 131K | $1M+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 467K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 293K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 317K | $1M+ | SH |
| AAPL | APPLE INC | 39K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 169K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 196K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 215K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 31K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10K | $1M+ | SH |
| MUB | ISHARES TR | 47K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 101K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 8K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 60K | $1M+ | SH |
| IGSB | ISHARES TR | 60K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| SUB | ISHARES TR | 27K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 103K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 91K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 11K | $1M+ | SH |
| INTC | INTEL CORP | 55K | $1M+ | SH |
| GLD | SPDR GOLD TR | 5K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 16K | $1M+ | SH |
| TFLO | ISHARES TR | 36K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 20K | $1M+ | SH |
| QUAL | ISHARES TR | 8K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 40K | $1M+ | SH |
| EUSB | ISHARES TR | 30K | $1M+ | SH |
| IBDR | ISHARES TR | 51K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| CMF | ISHARES TR | 21K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 22K | $1M+ | SH |