Johnson Bixby & Associates, LLC
Q4 2024 13F Holdings
- Locationvancouver, WA
- Num holdings
116
- Value ($000)
$655,411
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001844238
- 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 |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $106.96M | 16 % | 831,633 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $97.73M | 15 % | 4,402,179 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $70.12M | 11 % | 1,988,521 | ||
CGGO CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $35.64M | 5 % | 1,219,828 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $30.83M | 5 % | 829,446 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $23.46M | 4 % | 1,020,991 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $21.83M | 3 % | 219,324 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $21.02M | 3 % | 633,036 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $21.01M | 3 % | 269,280 | ||
CGIE CAPITAL GROUP INTERNATIONAL | SHS | 14021M107 | $18.47M | 3 % | 671,248 |
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