Johanson Financial Advisors, Inc. - Q4 2021 holdings

$326 Million is the total value of Johanson Financial Advisors, Inc.'s 129 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .

 Value Shares↓ Weighting
GS  GOLDMAN SACHS GROUP INC$420,000
+1.2%
1,0990.0%0.13%
-9.8%
GOOG  ALPHABET INCcap stk cl c$310,000
+8.8%
1070.0%0.10%
-3.1%
TYL  TYLER TECHNOLOGIES INC$244,000
+17.3%
4540.0%0.08%
+4.2%
VIR  VIR BIOTECHNOLOGY INC$213,000
-4.1%
5,0920.0%0.06%
-14.5%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-01-19
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS25Q4 202113.2%
VANGUARD WHITEHALL FDS INC25Q4 202118.8%
VANGUARD INDEX FDS25Q4 202125.1%
APPLE INC24Q4 202110.9%
VANGUARD SPECIALIZED PORTFOL24Q4 20216.6%
VANGUARD BD INDEX FDS24Q3 202128.9%
ISHARES TR24Q4 20216.3%
ISHARES TR24Q4 20215.1%
ISHARES TR24Q4 20214.4%
ISHARES TR24Q4 20215.7%

View Johanson Financial Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2022-01-19
13F-HR2021-10-19
13F-HR2021-07-21
13F-HR2021-04-20
13F-HR2021-01-19
13F-HR2020-10-13
13F-HR2020-07-13
13F-HR2020-04-10
13F-HR2020-01-14
13F-HR2019-10-29

View Johanson Financial Advisors, Inc.'s complete filings history.

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