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: $806.8M123 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$557K	0.1%Prev: 0.1%	1,778 SH	Increased+149 SH
ALPHABET INC	CAP STK CL C	$994K	0.1%Prev: 0.1%	3,168 SH	Increased+59 SH
AMAZON COM INC	COM	$670K	0.1%Prev: 0.1%	2,903 SH	Increased+57 SH
APPLE INC	COM	$10.5M	1.3%Prev: 1.3%	38,801 SH	Increased-440 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.1%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.2M	0.6%Prev: 0.7%	10,293 SH	Decreased-6 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$26.7M	3.3%Prev: 0.0%	505,962 SH	Increased+500,181 SH
BROADCOM INC	COM	$342K	0.0%Prev: 0.0%	988 SH	Increased+18 SH
CAPITAL GROUP CORE BALANCED	SHS	$11.2M	1.4%Prev: 1.1%	316,835 SH	Increased+63,697 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$90.4M	11.2%Prev: 10.8%	2,071,128 SH	Increased+62,875 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$6.8M	0.8%Prev: 0.9%	196,011 SH	Decreased-16,684 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$62.0M	7.7%Prev: 7.6%	1,394,757 SH	Increased+48,837 SH
CAPITAL GROUP INTERNATIONAL	SHS	$32.2M	4.0%Prev: 4.3%	923,595 SH	Decreased-63,793 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$14.9M	1.8%Prev: 2.0%	466,836 SH	Decreased-42,721 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$54.2M	6.7%Prev: 0.0%	2,044,780 SH	Increased+2,030,891 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$20.0M	2.5%Prev: 16.9%	883,426 SH	Decreased-4,928,476 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$364K	0.0%Prev: 0.0%	13,304 SH	Increased
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$202K	0.0%Prev: 0.0%	7,779 SH	Increased
CATERPILLAR INC	COM	$298K	0.0%Prev: 0.0%	521 SH	Increased
CHEVRON CORP NEW	COM	$317K	0.0%Prev: 0.0%	2,083 SH	Decreased
CISCO SYS INC	COM	$207K	0.0%	2,683 SH	New
COCA COLA CO	COM	$391K	0.0%Prev: 0.0%	5,589 SH	Increased-198 SH
CONSTELLATION ENERGY CORP	COM	$251K	0.0%Prev: 0.0%	710 SH	Increased+4 SH
COSTCO WHSL CORP NEW	COM	$414K	0.1%Prev: 0.1%	481 SH	Decreased+15 SH
ECOLAB INC	COM	$263K	0.0%Prev: 0.0%	1,000 SH	Decreased
EXXON MOBIL CORP	COM	$497K	0.1%Prev: 0.1%	4,128 SH	Increased
GE AEROSPACE	COM NEW	$399K	0.0%Prev: 0.1%	1,294 SH	Decreased-82 SH
GE VERNOVA INC	COM	$212K	0.0%Prev: 0.0%	325 SH	Increased-9 SH
HOME DEPOT INC	COM	$386K	0.0%Prev: 0.1%	1,121 SH	Decreased
HONEYWELL INTL INC	COM	$245K	0.0%Prev: 0.0%	1,256 SH	Decreased-80 SH
INTEL CORP	COM	$2.0M	0.3%Prev: 0.2%	55,089 SH	Increased-1,525 SH
INTERNATIONAL BUSINESS MACHS	COM	$347K	0.0%Prev: 0.0%	1,171 SH	Increased+3 SH
INTUIT	COM	$480K	0.1%Prev: 0.1%	725 SH	Decreased
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$14.7M	1.8%Prev: 2.2%	292,626 SH	Decreased-56,592 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.0M	0.7%Prev: 0.8%	31,384 SH	Decreased-3,011 SH
ISHARES TR	0-5YR HI YL CP	$930K	0.1%Prev: 0.2%	21,703 SH	Decreased-6,942 SH
ISHARES TR	10-20 YR TRS ETF	$23.6M	2.9%Prev: 2.9%	231,648 SH	Increased+8,825 SH
ISHARES TR	20 YR TR BD ETF	$217K	0.0%Prev: 0.0%	2,484 SH	Decreased
ISHARES TR	CALIF MUN BD ETF	$1.2M	0.1%Prev: 0.2%	20,582 SH	Increased
ISHARES TR	CORE 80/20 AGGRE	$221K	0.0%Prev: 0.0%	2,470 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$433K	0.1%Prev: 0.1%	6,566 SH	Decreased-2,044 SH
ISHARES TR	CORE S&P SCP ETF	$376K	0.0%Prev: 0.1%	3,126 SH	Decreased-374 SH
ISHARES TR	CORE S&P TTL STK	$102.5M	12.7%Prev: 13.2%	689,578 SH	Decreased-18,263 SH
ISHARES TR	CORE S&P500 ETF	$932K	0.1%Prev: 0.1%	1,361 SH	Decreased-97 SH
ISHARES TR	CORE UNIVRSL USD	$43.2M	5.4%	928,441 SH	New
ISHARES TR	CORE US AGGBD ET	$413K	0.1%Prev: 0.1%	4,138 SH	Decreased
ISHARES TR	ESG ADVANCED UNI	$1.3M	0.2%	29,643 SH	New
ISHARES TR	ESG AWRE 1 5 YR	$481K	0.1%Prev: 0.1%	19,072 SH	Increased+257 SH
ISHARES TR	ESG MSCI KLD 400	$577K	0.1%Prev: 0.1%	4,475 SH	Decreased-151 SH
ISHARES TR	GLOBAL FINLS ETF	$15.8M	2.0%Prev: 2.0%	131,212 SH	Increased+144 SH
ISHARES TR	IBDS DEC28 ETF	$526K	0.1%Prev: 0.1%	20,662 SH	Increased+192 SH
ISHARES TR	IBONDS 2026 TERM	$345K	0.0%Prev: 0.0%	14,963 SH	Decreased+140 SH
ISHARES TR	IBONDS 27 ETF	$840K	0.1%Prev: 0.1%	34,614 SH	Increased+486 SH
ISHARES TR	IBONDS DEC 2030	$319K	0.0%Prev: 0.0%	14,461 SH	Increased+217 SH
ISHARES TR	IBONDS DEC 2031	$248K	0.0%Prev: 0.0%	11,725 SH	Increased+1,177 SH
ISHARES TR	IBONDS DEC 29	$328K	0.0%Prev: 0.0%	14,027 SH	Increased+215 SH
ISHARES TR	IBONDS DEC2026	$1.2M	0.2%Prev: 0.2%	50,635 SH	Increased+406 SH
ISHARES TR	ISHS 1-5YR INVS	$3.2M	0.4%Prev: 0.1%	60,424 SH	Increased+44,082 SH
ISHARES TR	MSCI INTL VLU FT	$1.1M	0.1%Prev: 0.1%	28,637 SH	Increased+955 SH
ISHARES TR	MSCI USA QLT FCT	$1.6M	0.2%Prev: 0.2%	8,238 SH	Decreased-222 SH
ISHARES TR	NATIONAL MUN ETF	$5.0M	0.6%Prev: 0.6%	46,640 SH	Increased+5,692 SH
ISHARES TR	RUS 1000 VAL ETF	$793K	0.1%Prev: 0.1%	3,771 SH	Increased-110 SH
ISHARES TR	SHRT NAT MUN ETF	$2.8M	0.4%Prev: 0.5%	26,603 SH	Decreased-7,757 SH
ISHARES TR	TRS FLT RT BD	$1.8M	0.2%Prev: 0.6%	36,397 SH	Decreased-55,651 SH
ISHARES TR	ULTRA SHORT DUR	$409K	0.1%Prev: 0.1%	8,094 SH	Increased+254 SH
ISHARES TR	US TREAS BD ETF	$24.7M	3.1%Prev: 3.2%	1,073,202 SH	Decreased+3,627 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$999K	0.1%	19,782 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$565K	0.1%Prev: 0.1%	11,097 SH	Decreased
JOHNSON & JOHNSON	COM	$1.2M	0.2%Prev: 0.1%	5,908 SH	Increased-16 SH
JPMORGAN CHASE & CO.	COM	$209K	0.0%	648 SH	New
KLA CORP	COM NEW	$650K	0.1%Prev: 0.1%	535 SH	Increased
KROGER CO	COM	$524K	0.1%Prev: 0.1%	8,384 SH	Decreased
MARRIOTT INTL INC NEW	CL A	$563K	0.1%Prev: 0.1%	1,814 SH	Increased-18 SH
MASTERCARD INCORPORATED	CL A	$239K	0.0%Prev: 0.0%	418 SH	Increased
MCDONALDS CORP	COM	$489K	0.1%Prev: 0.1%	1,599 SH	Decreased-10 SH
MERCK & CO INC	COM	$445K	0.1%Prev: 0.0%	4,231 SH	Increased-177 SH
META PLATFORMS INC	CL A	$1.4M	0.2%Prev: 0.2%	2,151 SH	Decreased+23 SH
MICROSOFT CORP	COM	$4.0M	0.5%Prev: 0.6%	8,315 SH	Decreased-159 SH
NORFOLK SOUTHN CORP	COM	$304K	0.0%Prev: 0.0%	1,052 SH	Decreased-6 SH
NORTHWEST NAT HLDG CO	COM	$206K	0.0%	4,399 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGVL	$442K	0.1%Prev: 0.1%	9,807 SH	Decreased-2,276 SH
NVIDIA CORPORATION	COM	$1.4M	0.2%Prev: 0.2%	7,258 SH	Increased+194 SH
ORACLE CORP	COM	$628K	0.1%Prev: 0.1%	3,220 SH	Decreased-180 SH
PFIZER INC	COM	$232K	0.0%Prev: 0.0%	9,310 SH	Decreased
PORTLAND GEN ELEC CO	COM NEW	$232K	0.0%Prev: 0.0%	4,837 SH	Decreased-627 SH
PROCTER AND GAMBLE CO	COM	$436K	0.1%Prev: 0.1%	3,040 SH	Decreased-138 SH
RIVERVIEW BANCORP INC	COM	$118K	0.0%Prev: 0.0%	23,534 SH	Decreased
RTX CORPORATION	COM	$211K	0.0%	1,153 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	0.2%Prev: 0.2%	39,813 SH	Decreased-1,771 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$19.3M	2.4%Prev: 2.0%	533,933 SH	Increased+102,219 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$38.5M	4.8%Prev: 4.5%	851,372 SH	Increased+34,976 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.5M	0.3%Prev: 0.3%	90,684 SH	Increased+769 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$6.8M	0.8%Prev: 1.0%	214,633 SH	Decreased-26,620 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.5M	0.3%Prev: 0.3%	102,743 SH	Decreased-3,644 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$245K	0.0%Prev: 0.0%	9,326 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$264K	0.0%Prev: 0.0%	9,642 SH	Increased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$24.9M	3.1%Prev: 3.1%	51,752 SH	Increased-903 SH
SPDR GOLD TR	GOLD SHS	$1.9M	0.2%Prev: 0.2%	4,883 SH	Increased+334 SH
SPDR S&P 500 ETF TR	TR UNIT	$883K	0.1%Prev: 0.1%	1,295 SH	Increased+114 SH
SPDR SERIES TRUST	STATE STREET SPD	$348K	0.0%	4,223 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$4.1M	0.5%	101,091 SH	New
SSGA ACTIVE ETF TR	STATE STREET MUL	$566K	0.1%	18,007 SH	New
STARBUCKS CORP	COM	$233K	0.0%Prev: 0.0%	2,767 SH	Decreased-119 SH
TAYLOR DEVICES INC	COM	$234K	0.0%	4,000 SH	New
TESLA INC	COM	$981K	0.1%Prev: 0.1%	2,181 SH	Decreased-58 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$309K	0.0%Prev: 0.0%	2,787 SH	Decreased-415 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.1M	0.9%Prev: 1.1%	24,416 SH	Decreased-3,498 SH
VANGUARD INDEX FDS	SMALL CP ETF	$7.6M	0.9%Prev: 1.1%	29,436 SH	Decreased-4,061 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	0.4%Prev: 0.4%	9,254 SH	Decreased-203 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.3M	0.4%Prev: 0.4%	60,486 SH	Increased+1,136 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.1%Prev: 0.2%	21,848 SH	Decreased-5,202 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$287K	0.0%Prev: 0.0%	4,792 SH	Increased+332 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$40.9M	5.1%Prev: 4.5%	512,807 SH	Increased+73,008 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.4M	0.3%Prev: 0.4%	10,811 SH	Decreased-1,947 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.5M	1.3%Prev: 1.3%	168,855 SH	Increased+4,577 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$342K	0.0%Prev: 0.0%	2,384 SH	Decreased-183 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.8M	0.2%Prev: 0.3%	20,052 SH	Decreased-2,501 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.0M	0.1%Prev: 0.1%	14,559 SH	Increased-132 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.9M	0.2%Prev: 0.2%	15,936 SH	Decreased-417 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$209K	0.0%	725 SH	New
WALMART INC	COM	$250K	0.0%Prev: 0.0%	2,247 SH	Increased
WASTE MGMT INC DEL	COM	$439K	0.1%Prev: 0.1%	2,000 SH	Decreased
WILLIAMS COS INC	COM	$335K	0.0%Prev: 0.0%	5,578 SH	Decreased+78 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST II — $1.0M
HP INC — $205K
ISHARES TR — $1.3M
ISHARES TR — $478K
ISHARES TR — $205K
ISHARES TR — $538K
SAP SE — $227K
SPDR SERIES TRUST — $344K
SSGA ACTIVE ETF TR — $5.0M
VANGUARD MALVERN FDS — $248K

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