Johnson Financial Group, Inc.
Q4 2024 13F Holdings
- Locationracine, WI
- Num holdings
833
- Value ($000)
$2,115,074
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001477024
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $615.42M | 29 % | 1,017,793 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $178.42M | 8 % | 435,911 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $111.12M | 5 % | 1,510,144 | ||
XLG INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $84.45M | 4 % | 1,662,671 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $70.36M | 3 % | 605,888 | ||
JW2 JOHNSON OUTDOORS INC | CL A | 479167108 | $56.11M | 3 % | 1,700,195 | ||
AAPL APPLE INC | COM | 037833100 | $48.25M | 2 % | 204,458 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $36.42M | 2 % | 87,739 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $35.06M | 2 % | 512,603 | ||
ACWX ISHARES TR | MSCI ACWI EX US | 464288240 | $35.04M | 2 % | 649,185 |
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