Johanson Financial Advisors, Inc.
Q4 2021 13F Holdings
- Locationcampbell, CA
- Num holdings
129
- Value ($000)
$326,460
- Date Filed01/19/2022
- Form type13F-HR
- CIK0001665589
- 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 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $33.69M | 10 % | 189,745 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $20.39M | 6 % | 63,552 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $16.63M | 5 % | 96,830 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $15.40M | 5 % | 137,362 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $13.69M | 4 % | 40,708 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $10.57M | 3 % | 126,289 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $9.95M | 3 % | 32,572 | ||
ICSH ISHARES TR | BLACKROCK ULTRA | 46434V878 | $7.99M | 2 % | 158,634 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $7.52M | 2 % | 14,977 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.25M | 2 % | 2,504 |
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