$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% | 1,099 | 0.0% | 0.13% | -9.8% | |
GOOG | ALPHABET INCcap stk cl c | $310,000 | +8.8% | 107 | 0.0% | 0.10% | -3.1% | |
TYL | TYLER TECHNOLOGIES INC | $244,000 | +17.3% | 454 | 0.0% | 0.08% | +4.2% | |
VIR | VIR BIOTECHNOLOGY INC | $213,000 | -4.1% | 5,092 | 0.0% | 0.06% | -14.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 25 | Q4 2021 | 13.2% |
VANGUARD WHITEHALL FDS INC | 25 | Q4 2021 | 18.8% |
VANGUARD INDEX FDS | 25 | Q4 2021 | 25.1% |
APPLE INC | 24 | Q4 2021 | 10.9% |
VANGUARD SPECIALIZED PORTFOL | 24 | Q4 2021 | 6.6% |
VANGUARD BD INDEX FDS | 24 | Q3 2021 | 28.9% |
ISHARES TR | 24 | Q4 2021 | 6.3% |
ISHARES TR | 24 | Q4 2021 | 5.1% |
ISHARES TR | 24 | Q4 2021 | 4.4% |
ISHARES TR | 24 | Q4 2021 | 5.7% |
View Johanson Financial Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-01-19 |
13F-HR | 2021-10-19 |
13F-HR | 2021-07-21 |
13F-HR | 2021-04-20 |
13F-HR | 2021-01-19 |
13F-HR | 2020-10-13 |
13F-HR | 2020-07-13 |
13F-HR | 2020-04-10 |
13F-HR | 2020-01-14 |
13F-HR | 2019-10-29 |
View Johanson Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.