Johnson Financial Group, LLC

Q4 2024 13F Holdings

  • Location
    denver, CO
  • Num holdings

    50

  • Value ($000)

    $854,001

  • Date Filed
    02/04/2025
  • Form type
    13F-HR
  • CIK
    0001706327
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$391.44M
46 %

1,451,374

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$107.34M
13 %

2,244,664

MINT
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
72201R833
$87.83M
10 %

875,294

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$55.64M
7 %

1,263,290

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$52.47M
6 %

181,053

SCHC
SCHC

SCHWAB STRATEGIC TR

INTL SCEQT ETF
808524888
$30.63M
4 %

892,224

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$25.95M
3 %

108,009

PDBC
PDBC

INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD
46090F100
$21.86M
3 %

1,682,738

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$11.15M
1 %

125,144

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$9.39M
1 %

507,309

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