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
I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$102.53M
13 %

689,578

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$90.38M
11 %

2,071,128

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$62.02M
8 %

1,394,757

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$54.23M
7 %

2,044,780

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$43.21M
5 %

928,441

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$40.89M
5 %

512,807

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$38.49M
5 %

851,372

C
CGIE

CAPITAL GROUP INTERNATIONAL

SHS
14021M107
$32.16M
4 %

923,595

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$26.7M
3 %

505,962

D
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
78467X109
$24.87M
3 %

51,752

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