Johnson Bixby & Associates, LLC

CIK 0001844238 • 7 13F filings • Apr 23, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $728.2M123 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$287K	0.0%Prev: 0.1%	1,629 SH	Decreased-230 SH
ALPHABET INC	CAP STK CL C	$552K	0.1%Prev: 0.1%	3,109 SH	Decreased-96 SH
AMAZON COM INC	COM	$545K	0.1%Prev: 0.1%	2,486 SH	Decreased-417 SH
APPLE INC	COM	$8.1M	1.1%Prev: 1.2%	39,511 SH	Decreased+806 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$729K	0.1%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.1M	0.7%Prev: 0.6%	10,412 SH	Increased+309 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$271K	0.0%Prev: 3.6%	5,127 SH	Decreased-550,373 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$1.0M	0.1%	19,922 SH	New
BROADCOM INC	COM	$267K	0.0%Prev: 0.0%	970 SH	Decreased-139 SH
CAPITAL GROUP CORE BALANCED	SHS	$6.9M	1.0%Prev: 1.4%	206,975 SH	Decreased-116,297 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$77.7M	10.7%Prev: 11.1%	1,968,586 SH	Decreased-141,122 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$6.8M	0.9%Prev: 0.8%	212,662 SH	Increased+28,505 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$53.8M	7.4%Prev: 7.1%	1,324,486 SH	Decreased-99,633 SH
CAPITAL GROUP INTERNATIONAL	SHS	$31.2M	4.3%Prev: 4.1%	947,768 SH	Decreased-39,831 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$14.2M	2.0%Prev: 1.9%	493,775 SH	Decreased+11,656 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$218K	0.0%Prev: 7.1%	8,272 SH	Decreased-2,175,759 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$126.7M	17.4%Prev: 2.1%	5,631,675 SH	Increased+4,856,054 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$355K	0.0%Prev: 0.0%	13,304 SH	Decreased
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$202K	0.0%Prev: 0.0%	7,779 SH	Increased
CATERPILLAR INC	COM	$202K	0.0%Prev: 0.0%	521 SH	Decreased+27 SH
CHEVRON CORP NEW	COM	$298K	0.0%	2,083 SH	New
COCA COLA CO	COM	$433K	0.1%Prev: 0.1%	6,121 SH	Increased+528 SH
CONSTELLATION ENERGY CORP	COM	$228K	0.0%	706 SH	New
COSTCO WHSL CORP NEW	COM	$461K	0.1%	466 SH	New
ECOLAB INC	COM	$269K	0.0%Prev: 0.0%	1,000 SH	Increased
EXXON MOBIL CORP	COM	$445K	0.1%Prev: 0.1%	4,128 SH	Decreased
GE AEROSPACE	COM NEW	$354K	0.0%Prev: 0.0%	1,376 SH	Decreased+82 SH
HOME DEPOT INC	COM	$415K	0.1%Prev: 0.0%	1,131 SH	Increased+10 SH
HONEYWELL INTL INC	COM	$331K	0.0%Prev: 0.0%	1,421 SH	Increased+165 SH
HP INC	COM	$209K	0.0%	8,543 SH	New
INTEL CORP	COM	$1.4M	0.2%Prev: 0.3%	61,982 SH	Decreased+6,115 SH
INTERNATIONAL BUSINESS MACHS	COM	$356K	0.0%Prev: 0.0%	1,208 SH	Increased+37 SH
INTUIT	COM	$571K	0.1%Prev: 0.0%	725 SH	Increased
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$16.1M	2.2%Prev: 1.8%	321,577 SH	Increased+29,100 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.6M	0.9%Prev: 0.7%	36,472 SH	Increased+5,930 SH
ISHARES TR	0-5YR HI YL CP	$1.2M	0.2%Prev: 0.1%	28,343 SH	Increased+7,780 SH
ISHARES TR	10-20 YR TRS ETF	$22.1M	3.0%Prev: 1.6%	217,703 SH	Increased+89,359 SH
ISHARES TR	20 YR TR BD ETF	$219K	0.0%	2,484 SH	New
ISHARES TR	CALIF MUN BD ETF	$1.1M	0.2%Prev: 0.1%	20,582 SH	Decreased
ISHARES TR	CORE 80/20 AGGRE	$206K	0.0%Prev: 0.0%	2,467 SH	Decreased-567 SH
ISHARES TR	CORE S&P MCP ETF	$576K	0.1%Prev: 0.1%	9,291 SH	Increased+2,722 SH
ISHARES TR	CORE S&P SCP ETF	$471K	0.1%Prev: 0.0%	4,310 SH	Increased+1,406 SH
ISHARES TR	CORE S&P TTL STK	$96.1M	13.2%Prev: 10.4%	711,669 SH	Increased+124,668 SH
ISHARES TR	CORE S&P500 ETF	$871K	0.1%Prev: 0.1%	1,403 SH	Decreased+44 SH
ISHARES TR	ESG ADV TTL USD	$1.3M	0.2%	30,050 SH	New
ISHARES TR	ESG AWRE 1 5 YR	$492K	0.1%Prev: 0.1%	19,547 SH	Decreased-740 SH
ISHARES TR	ESG MSCI KLD 400	$559K	0.1%Prev: 0.1%	4,811 SH	Increased+313 SH
ISHARES TR	GL CLEAN ENE ETF	$138K	0.0%	10,492 SH	New
ISHARES TR	GLOBAL FINLS ETF	$14.4M	2.0%Prev: 0.1%	129,625 SH	Increased+125,277 SH
ISHARES TR	IBDS DEC28 ETF	$517K	0.1%Prev: 0.1%	20,330 SH	Decreased-425 SH
ISHARES TR	IBONDS 2026 TERM	$342K	0.0%Prev: 0.0%	14,719 SH	Decreased-308 SH
ISHARES TR	IBONDS 25 TRM HG	$473K	0.1%	20,350 SH	New
ISHARES TR	IBONDS 27 ETF	$775K	0.1%Prev: 0.1%	31,924 SH	Decreased-2,932 SH
ISHARES TR	IBONDS DEC 2030	$310K	0.0%Prev: 0.0%	14,082 SH	Decreased-487 SH
ISHARES TR	IBONDS DEC 2031	$219K	0.0%Prev: 0.0%	10,423 SH	Decreased-1,392 SH
ISHARES TR	IBONDS DEC 25	$205K	0.0%	7,665 SH	New
ISHARES TR	IBONDS DEC 29	$319K	0.0%Prev: 0.0%	13,653 SH	Decreased-480 SH
ISHARES TR	IBONDS DEC2026	$1.2M	0.2%Prev: 0.2%	50,008 SH	Decreased-784 SH
ISHARES TR	IBONDS DEC25 ETF	$575K	0.1%	22,824 SH	New
ISHARES TR	ISHS 1-5YR INVS	$253K	0.0%Prev: 0.3%	4,802 SH	Decreased-42,755 SH
ISHARES TR	MSCI INTL VLU FT	$886K	0.1%Prev: 0.1%	26,940 SH	Decreased+1,077 SH
ISHARES TR	MSCI USA QLT FCT	$1.5M	0.2%Prev: 0.2%	8,459 SH	Decreased+382 SH
ISHARES TR	NATIONAL MUN ETF	$4.1M	0.6%Prev: 0.7%	39,643 SH	Decreased-14,434 SH
ISHARES TR	RUS 1000 VAL ETF	$900K	0.1%Prev: 0.1%	4,633 SH	Increased+975 SH
ISHARES TR	SHRT NAT MUN ETF	$3.5M	0.5%Prev: 0.4%	33,148 SH	Increased+5,991 SH
ISHARES TR	TRS FLT RT BD	$4.3M	0.6%Prev: 0.1%	84,580 SH	Increased+72,551 SH
ISHARES TR	ULTRA SHORT DUR	$519K	0.1%Prev: 0.1%	10,243 SH	Decreased-9,015 SH
ISHARES TR	US TREAS BD ETF	$23.8M	3.3%Prev: 3.1%	1,034,689 SH	Decreased-62,173 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$332K	0.0%	5,844 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$602K	0.1%Prev: 0.1%	11,823 SH	Increased+1,426 SH
JOHNSON & JOHNSON	COM	$905K	0.1%Prev: 0.2%	5,924 SH	Decreased-110 SH
KLA CORP	COM NEW	$479K	0.1%Prev: 0.1%	535 SH	Decreased-20 SH
KROGER CO	COM	$601K	0.1%Prev: 0.1%	8,384 SH	Decreased
MARRIOTT INTL INC NEW	CL A	$501K	0.1%Prev: 0.1%	1,832 SH	Decreased+18 SH
MASTERCARD INCORPORATED	CL A	$235K	0.0%Prev: 0.0%	418 SH	Increased
MCDONALDS CORP	COM	$470K	0.1%Prev: 0.1%	1,609 SH	Decreased+10 SH
MERCK & CO INC	COM	$369K	0.1%Prev: 0.1%	4,662 SH	Decreased+444 SH
META PLATFORMS INC	CL A	$1.6M	0.2%Prev: 0.2%	2,128 SH	Increased-48 SH
MICROSOFT CORP	COM	$4.6M	0.6%Prev: 0.4%	9,184 SH	Increased+531 SH
NORFOLK SOUTHN CORP	COM	$271K	0.0%Prev: 0.0%	1,058 SH	Decreased+6 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$554K	0.1%Prev: 0.0%	13,211 SH	Increased+5,621 SH
NVIDIA CORPORATION	COM	$1.1M	0.2%Prev: 0.2%	7,064 SH	Decreased-194 SH
ORACLE CORP	COM	$743K	0.1%Prev: 0.1%	3,400 SH	Increased+180 SH
PFIZER INC	COM	$239K	0.0%Prev: 0.0%	9,860 SH	Decreased+1,100 SH
PORTLAND GEN ELEC CO	COM NEW	$222K	0.0%Prev: 0.0%	5,456 SH	Decreased+619 SH
PROCTER AND GAMBLE CO	COM	$549K	0.1%	3,446 SH	New
RIVERVIEW BANCORP INC	COM	$129K	0.0%Prev: 0.0%	23,534 SH
SAP SE	SPON ADR	$258K	0.0%	850 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	0.2%Prev: 0.2%	42,305 SH	Increased+4,754 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$13.9M	1.9%Prev: 2.7%	419,921 SH	Decreased-153,132 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$32.0M	4.4%Prev: 5.3%	799,671 SH	Decreased-75,973 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.2M	0.3%Prev: 2.2%	90,467 SH	Decreased-547,048 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$7.0M	1.0%Prev: 1.2%	242,897 SH	Decreased-55,957 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.3M	0.3%Prev: 0.3%	104,471 SH	Decreased+7,945 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$222K	0.0%Prev: 0.0%	9,326 SH	Decreased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$281K	0.0%Prev: 0.0%	10,592 SH	Decreased+950 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$23.1M	3.2%	52,518 SH	New
SPDR GOLD TR	GOLD SHS	$1.4M	0.2%Prev: 0.3%	4,716 SH	Decreased-385 SH
SPDR S&P 500 ETF TR	TR UNIT	$730K	0.1%	1,181 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$319K	0.0%	4,265 SH	New
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$4.7M	0.6%	117,301 SH	New
STARBUCKS CORP	COM	$264K	0.0%Prev: 0.0%	2,886 SH	Increased+104 SH
TESLA INC	COM	$754K	0.1%Prev: 0.1%	2,373 SH	Decreased-218 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$361K	0.0%Prev: 0.0%	3,569 SH	Increased+1,083 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.8M	1.1%Prev: 0.9%	27,877 SH	Increased+2,523 SH
VANGUARD INDEX FDS	SMALL CP ETF	$8.1M	1.1%Prev: 1.0%	34,186 SH	Increased+4,356 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	0.4%Prev: 0.3%	9,486 SH	Increased+2,178 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.9M	0.4%Prev: 0.4%	58,608 SH	Decreased-4,032 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$246K	0.0%	4,891 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.2%Prev: 0.1%	23,639 SH	Increased+11,469 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$264K	0.0%Prev: 0.0%	4,410 SH	Increased+23 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$32.1M	4.4%Prev: 5.8%	403,756 SH	Decreased-189,696 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.9M	0.4%Prev: 0.3%	14,002 SH	Increased+4,623 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.3M	1.3%Prev: 1.4%	163,167 SH	Decreased-9,294 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$358K	0.0%Prev: 0.0%	2,687 SH	Increased+301 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.0M	0.3%Prev: 0.2%	22,581 SH	Increased+2,892 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$948K	0.1%Prev: 0.1%	14,475 SH	Decreased-1,734 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.8M	0.2%Prev: 0.2%	16,540 SH	Increased+2,088 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$350K	0.0%Prev: 0.0%	1,411 SH	Increased+666 SH
WALMART INC	COM	$220K	0.0%Prev: 0.0%	2,247 SH	Decreased-98 SH
WASTE MGMT INC DEL	COM	$458K	0.1%Prev: 0.1%	2,000 SH	Decreased-83 SH
WEYERHAEUSER CO MTN BE	COM NEW	$206K	0.0%	8,022 SH	New
WILLIAMS COS INC	COM	$345K	0.0%Prev: 0.1%	5,500 SH	Decreased-394 SH

Sold (vs prior filing)

BLACKROCK ENHANCED EQUITY DI — $156K
CHEVRON CORPORATION — $465K
CISCO SYS INC — $220K
COSTCO WHOLESALE CORPORATION — $479K
DUKE ENERGY CORP NEW — $243K
ELI LILLY & CO — $304K
GE VERNOVA INC — $284K
GOLDMAN SACHS ETF TR — $849K
ISHARES TR — $45.0M
ISHARES TR — $411K
ISHARES TR — $1.3M
J P MORGAN EXCHANGE TRADED F — $396K
JPMORGAN CHASE & CO — $222K
PROCTER & GAMBLE CO — $424K
RTX CORPORATION — $222K
SCHWAB STRATEGIC TR — $263K
SPDR SERIES TRUST — $334K
SSGA ACTIVE ETF TR — $3.4M
SSGA ACTIVE ETF TR — $17.8M
STATE STR SPDR DOW JONES IND — $23.8M
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001844238-26-000006	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001844238-26-000001	$806.8M	View
Oct 16, 2025	Q3 2025