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: $780.2M121 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$396K	0.1%Prev: 0.1%	1,629 SH	Decreased-313 SH
ALPHABET INC	CAP STK CL C	$757K	0.1%Prev: 0.1%	3,109 SH	Decreased-166 SH
AMAZON COM INC	COM	$625K	0.1%Prev: 0.1%	2,846 SH	Decreased-191 SH
APPLE INC	COM	$10.0M	1.3%Prev: 1.4%	39,241 SH	Decreased-2,605 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.1%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.2M	0.7%Prev: 0.5%	10,299 SH	Increased+646 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$308K	0.0%	5,781 SH	New
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$1.0M	0.1%	19,922 SH	New
BROADCOM INC	COM	$320K	0.0%Prev: 0.0%	970 SH	Decreased-2 SH
CAPITAL GROUP CORE BALANCED	SHS	$8.8M	1.1%Prev: 1.5%	253,138 SH	Decreased-89,258 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$84.4M	10.8%	2,008,253 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$7.3M	0.9%	212,695 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$59.1M	7.6%	1,345,920 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$33.3M	4.3%Prev: 4.1%	987,388 SH	Decreased-27,600 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$15.7M	2.0%Prev: 2.1%	509,557 SH	Decreased+10,292 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$369K	0.0%Prev: 6.9%	13,889 SH	Decreased-2,343,602 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$132.0M	16.9%Prev: 1.6%	5,811,902 SH	Increased+5,173,759 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$363K	0.0%	13,304 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$202K	0.0%Prev: 0.0%	7,779 SH	Increased
CATERPILLAR INC	COM	$249K	0.0%Prev: 0.1%	521 SH	Decreased+29 SH
CHEVRON CORP NEW	COM	$323K	0.0%	2,083 SH	New
COCA COLA CO	COM	$384K	0.0%Prev: 0.1%	5,787 SH	Decreased+246 SH
CONSTELLATION ENERGY CORP	COM	$232K	0.0%	706 SH	New
COSTCO WHSL CORP NEW	COM	$431K	0.1%	466 SH	New
ECOLAB INC	COM	$274K	0.0%Prev: 0.0%	1,000 SH	Decreased
EXXON MOBIL CORP	COM	$465K	0.1%Prev: 0.1%	4,128 SH	Decreased+266 SH
GE AEROSPACE	COM NEW	$414K	0.1%Prev: 0.1%	1,376 SH	Decreased+70 SH
GE VERNOVA INC	COM	$205K	0.0%Prev: 0.0%	334 SH	Decreased+6 SH
HOME DEPOT INC	COM	$454K	0.1%Prev: 0.0%	1,121 SH	Increased
HONEYWELL INTL INC	COM	$281K	0.0%	1,336 SH	New
HP INC	COM	$205K	0.0%	7,523 SH	New
INTEL CORP	COM	$1.9M	0.2%Prev: 0.6%	56,614 SH	Decreased+16,949 SH
INTERNATIONAL BUSINESS MACHS	COM	$330K	0.0%Prev: 0.0%	1,168 SH	Increased-3 SH
INTUIT	COM	$495K	0.1%	725 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$17.5M	2.2%Prev: 1.7%	349,218 SH	Increased+51,862 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.5M	0.8%Prev: 0.7%	34,395 SH	Increased+3,886 SH
ISHARES TR	0-5YR HI YL CP	$1.2M	0.2%Prev: 0.1%	28,645 SH	Increased+10,580 SH
ISHARES TR	10-20 YR TRS ETF	$22.9M	2.9%Prev: 0.0%	222,823 SH	Increased+219,140 SH
ISHARES TR	20 YR TR BD ETF	$222K	0.0%	2,484 SH	New
ISHARES TR	CALIF MUN BD ETF	$1.2M	0.2%Prev: 0.1%	20,582 SH	Decreased
ISHARES TR	CORE 80/20 AGGRE	$218K	0.0%	2,470 SH	New
ISHARES TR	CORE S&P MCP ETF	$562K	0.1%Prev: 0.1%	8,610 SH	Increased+2,373 SH
ISHARES TR	CORE S&P SCP ETF	$416K	0.1%Prev: 0.0%	3,500 SH	Decreased+680 SH
ISHARES TR	CORE S&P TTL STK	$103.1M	13.2%Prev: 10.8%	707,841 SH	Increased+119,209 SH
ISHARES TR	CORE S&P500 ETF	$976K	0.1%Prev: 0.1%	1,458 SH	Decreased+13 SH
ISHARES TR	CORE US AGGBD ET	$415K	0.1%Prev: 0.0%	4,138 SH	Increased
ISHARES TR	ESG ADV TTL USD	$1.3M	0.2%	30,068 SH	New
ISHARES TR	ESG AWRE 1 5 YR	$476K	0.1%Prev: 0.1%	18,815 SH	Decreased-5,080 SH
ISHARES TR	ESG MSCI KLD 400	$583K	0.1%	4,626 SH	New
ISHARES TR	GLOBAL FINLS ETF	$15.3M	2.0%Prev: 0.0%	131,068 SH	Increased+128,230 SH
ISHARES TR	IBDS DEC28 ETF	$522K	0.1%Prev: 0.1%	20,470 SH	Decreased-395 SH
ISHARES TR	IBONDS 2026 TERM	$347K	0.0%	14,823 SH	New
ISHARES TR	IBONDS 25 TRM HG	$478K	0.1%	20,588 SH	New
ISHARES TR	IBONDS 27 ETF	$831K	0.1%Prev: 0.1%	34,128 SH	Decreased-991 SH
ISHARES TR	IBONDS DEC 2030	$316K	0.0%Prev: 0.0%	14,244 SH	Decreased-451 SH
ISHARES TR	IBONDS DEC 2031	$224K	0.0%Prev: 0.0%	10,548 SH	Decreased-1,365 SH
ISHARES TR	IBONDS DEC 25	$205K	0.0%	7,665 SH	New
ISHARES TR	IBONDS DEC 29	$324K	0.0%Prev: 0.0%	13,812 SH	Decreased-447 SH
ISHARES TR	IBONDS DEC2026	$1.2M	0.2%Prev: 0.1%	50,229 SH	Decreased-702 SH
ISHARES TR	IBONDS DEC25 ETF	$538K	0.1%	21,343 SH	New
ISHARES TR	ISHS 1-5YR INVS	$867K	0.1%Prev: 0.2%	16,342 SH	Decreased-13,825 SH
ISHARES TR	MSCI INTL VLU FT	$982K	0.1%Prev: 0.1%	27,682 SH	Decreased+2,191 SH
ISHARES TR	MSCI USA QLT FCT	$1.6M	0.2%Prev: 0.2%	8,460 SH	Decreased+407 SH
ISHARES TR	NATIONAL MUN ETF	$4.4M	0.6%Prev: 0.8%	40,948 SH	Decreased-22,883 SH
ISHARES TR	RUS 1000 VAL ETF	$790K	0.1%Prev: 0.1%	3,881 SH	Decreased+219 SH
ISHARES TR	SHRT NAT MUN ETF	$3.7M	0.5%Prev: 0.4%	34,360 SH	Increased+4,680 SH
ISHARES TR	TRS FLT RT BD	$4.7M	0.6%Prev: 0.3%	92,048 SH	Increased+36,383 SH
ISHARES TR	ULTRA SHORT DUR	$398K	0.1%Prev: 0.2%	7,840 SH	Decreased-26,293 SH
ISHARES TR	US TREAS BD ETF	$24.7M	3.2%Prev: 3.6%	1,069,575 SH	Decreased-334,408 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$566K	0.1%Prev: 0.1%	11,097 SH	Increased+1,649 SH
JOHNSON & JOHNSON	COM	$1.1M	0.1%Prev: 0.2%	5,924 SH	Decreased-288 SH
KLA CORP	COM NEW	$577K	0.1%	535 SH	New
KROGER CO	COM	$565K	0.1%Prev: 0.1%	8,384 SH	Increased+1 SH
MARRIOTT INTL INC NEW	CL A	$477K	0.1%Prev: 0.1%	1,832 SH	Decreased+15 SH
MASTERCARD INCORPORATED	CL A	$238K	0.0%Prev: 0.0%	418 SH	Increased
MCDONALDS CORP	COM	$489K	0.1%Prev: 0.0%	1,609 SH	Increased+10 SH
MERCK & CO INC	COM	$370K	0.0%Prev: 0.1%	4,408 SH	Decreased+159 SH
META PLATFORMS INC	CL A	$1.6M	0.2%Prev: 0.1%	2,128 SH	Increased-43 SH
MICROSOFT CORP	COM	$4.4M	0.6%Prev: 0.4%	8,474 SH	Increased-458 SH
NORFOLK SOUTHN CORP	COM	$318K	0.0%Prev: 0.0%	1,058 SH	Decreased+6 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$530K	0.1%Prev: 0.0%	12,083 SH	Increased+4,518 SH
NVIDIA CORPORATION	COM	$1.3M	0.2%Prev: 0.2%	7,064 SH	Decreased-2,285 SH
ORACLE CORP	COM	$956K	0.1%Prev: 0.1%	3,400 SH	Increased+180 SH
PFIZER INC	COM	$237K	0.0%Prev: 0.0%	9,310 SH	Increased+459 SH
PORTLAND GEN ELEC CO	COM NEW	$240K	0.0%Prev: 0.0%	5,464 SH	Decreased+627 SH
PROCTER AND GAMBLE CO	COM	$488K	0.1%	3,178 SH	New
RIVERVIEW BANCORP INC	COM	$126K	0.0%Prev: 0.0%	23,534 SH	Decreased
SAP SE	SPON ADR	$227K	0.0%	850 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.4M	0.2%Prev: 0.2%	41,584 SH	Increased+3,837 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$15.6M	2.0%	431,714 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$35.1M	4.5%Prev: 5.3%	816,396 SH	Decreased-76,506 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.4M	0.3%Prev: 2.3%	89,915 SH	Decreased-570,671 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$7.5M	1.0%Prev: 1.3%	241,253 SH	Decreased-66,246 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.5M	0.3%Prev: 0.3%	106,387 SH	Decreased+9,032 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$240K	0.0%Prev: 0.0%	9,326 SH	Decreased-400 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$263K	0.0%Prev: 0.0%	9,642 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$24.4M	3.1%	52,655 SH	New
SPDR GOLD TR	GOLD SHS	$1.6M	0.2%Prev: 0.2%	4,549 SH	Decreased-540 SH
SPDR S&P 500 ETF TR	TR UNIT	$787K	0.1%	1,181 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$344K	0.0%	4,265 SH	New
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$5.0M	0.6%	123,969 SH	New
STARBUCKS CORP	COM	$244K	0.0%Prev: 0.0%	2,886 SH	Increased+736 SH
TESLA INC	COM	$996K	0.1%Prev: 0.1%	2,239 SH	Decreased-381 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$354K	0.0%Prev: 0.0%	3,202 SH	Increased+789 SH
VANGUARD INDEX FDS	MID CAP ETF	$8.2M	1.1%Prev: 1.0%	27,914 SH	Decreased-87,011 SH
VANGUARD INDEX FDS	SMALL CP ETF	$8.5M	1.1%Prev: 1.1%	33,497 SH	Decreased+470 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	0.4%Prev: 0.3%	9,457 SH	Increased+2,234 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.2M	0.4%Prev: 0.4%	59,350 SH	Decreased-3,885 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$248K	0.0%	4,895 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	0.2%Prev: 0.1%	27,050 SH	Increased+14,131 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$268K	0.0%Prev: 0.0%	4,460 SH	Increased+727 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$35.2M	4.5%Prev: 5.3%	439,799 SH	Decreased-156,247 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.8M	0.4%Prev: 0.2%	12,758 SH	Increased+3,522 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.8M	1.3%Prev: 1.4%	164,278 SH	Decreased-9,662 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$362K	0.0%Prev: 0.0%	2,567 SH	Increased+451 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.0M	0.3%Prev: 0.2%	22,553 SH	Increased+4,047 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.0M	0.1%Prev: 0.1%	14,691 SH	Decreased-1,234 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.9M	0.2%Prev: 0.2%	16,353 SH	Increased+2,241 SH
WALMART INC	COM	$232K	0.0%Prev: 0.0%	2,247 SH	Decreased-66 SH
WASTE MGMT INC DEL	COM	$442K	0.1%Prev: 0.0%	2,000 SH	Decreased
WILLIAMS COS INC	COM	$348K	0.0%Prev: 0.0%	5,500 SH	Decreased-99 SH

Sold (vs prior filing)

AMGEN INC — $252K
APPLIED MATLS INC — $429K
BLACKROCK ENHANCED EQUITY DI — $174K
BLACKROCK ETF TRUST II — $35.5M
CAPITAL GROUP DIVIDEND VALUE — $105.5M
CAPITAL GROUP GBL GROWTH EQT — $7.8M
CAPITAL GROUP GROWTH ETF — $67.5M
CAPITAL GRP FIXED INCM ETF T — $365K
CHEVRON CORPORATION — $315K
CISCO SYS INC — $340K
COSTCO WHOLESALE CORPORATION — $449K
ELI LILLY & CO — $409K
FIRST TR EXCH TRADED FD III — $200K
GOLDMAN SACHS ETF TR — $880K
INVESCO QQQ TR — $379K
ISHARES TR — $47.3M
ISHARES TR — $1.4M
ISHARES TR — $201K
ISHARES TR — $638K
ISHARES TR — $342K
… and 18 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