Johnson Bixby & Associates, LLC

Q4 2025 13F Holdings

  • Location
    vancouver, WA
  • Num holdings

    123

  • Value ($000)

    $806,802

  • Date Filed
    01/14/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ITOT

ISHARES TR

CORE S&P TTL STK
$102.53M
13 %

689,578

CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
$90.38M
11 %

2,071,128

CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
$62.02M
8 %

1,394,757

CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
$54.23M
7 %

2,044,780

IUSB

ISHARES TR

CORE UNIVRSL USD
$43.21M
5 %

928,441

VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$40.89M
5 %

512,807

FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$38.49M
5 %

851,372

CGIE

CAPITAL GROUP INTERNATIONAL

SHS
$32.16M
4 %

923,595

BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
$26.7M
3 %

505,962

DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$24.87M
3 %

51,752

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