| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 17.2% |
| INVESCO ACTIVELY MANAGED ETF | 12 | Q3 2023 | 13.1% |
| SSGA ACTIVE ETF TR | 12 | Q3 2023 | 9.8% |
| SPDR DOW JONES INDL AVERAGE | 12 | Q3 2023 | 7.3% |
| ISHARES TR | 12 | Q3 2023 | 6.2% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 5.7% |
| INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 5.2% |
| VANGUARD WORLD FDS | 12 | Q3 2023 | 3.0% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 3.4% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.4% |
View Johnson Bixby & Associates, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-13 |
| 13F-HR/A | 2022-06-16 |
| 13F-HR | 2022-05-06 |
View Johnson Bixby & Associates, LLC'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.