$290 Million is the total value of Johanson Financial Advisors, Inc.'s 125 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MS | New | MORGAN STANLEY | $352,000 | – | 3,616 | +100.0% | 0.12% | – |
| VIR | New | VIR BIOTECHNOLOGY INC | $222,000 | – | 5,092 | +100.0% | 0.08% | – |
| WDAY | New | WORKDAY INCcl a | $212,000 | – | 850 | +100.0% | 0.07% | – |
| AXP | New | AMERICAN EXPRESS CO | $207,000 | – | 1,238 | +100.0% | 0.07% | – |
| ALL | New | ALLSTATE CORP | $206,000 | – | 1,614 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-19
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.