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: $806.5M126 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$535K	0.1%Prev: 0.0%	1,859 SH	Increased+230 SH
ALPHABET INC	CAP STK CL C	$919K	0.1%Prev: 0.1%	3,205 SH	Increased+116 SH
AMAZON COM INC	COM	$605K	0.1%Prev: 0.1%	2,903 SH	Increased+429 SH
APPLE INC	COM	$9.8M	1.2%Prev: 1.3%	38,705 SH	Increased-676 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.1%	1 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.8M	0.6%Prev: 0.8%	10,103 SH	Decreased-300 SH
BLACKROCK ENHANCED EQUITY DI	COM	$156K	0.0%	18,140 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$28.8M	3.6%Prev: 0.0%	555,500 SH	Increased+550,928 SH
BROADCOM INC	COM	$343K	0.0%	1,109 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$11.1M	1.4%Prev: 1.0%	323,272 SH	Increased+115,061 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$89.7M	11.1%Prev: 10.2%	2,109,708 SH	Increased+187,896 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$6.1M	0.8%Prev: 0.9%	184,157 SH	Decreased-34,310 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$57.2M	7.1%Prev: 6.7%	1,424,119 SH	Increased+123,445 SH
CAPITAL GROUP INTERNATIONAL	SHS	$32.8M	4.1%Prev: 3.8%	987,599 SH	Increased+119,386 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$15.2M	1.9%Prev: 1.7%	482,119 SH	Increased+30,999 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$57.4M	7.1%Prev: 0.0%	2,184,031 SH	Increased+2,175,759 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$17.3M	2.1%Prev: 18.6%	775,621 SH	Decreased-4,761,363 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$361K	0.0%Prev: 0.1%	13,304 SH	Increased
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$201K	0.0%Prev: 0.0%	7,779 SH	Decreased
CATERPILLAR INC	COM	$350K	0.0%	494 SH	New
CHEVRON CORPORATION	COM	$465K	0.1%	2,249 SH	New
CISCO SYS INC	COM	$220K	0.0%	2,836 SH	New
COCA COLA CO	COM	$425K	0.1%Prev: 0.1%	5,593 SH	Decreased-787 SH
COSTCO WHOLESALE CORPORATION	COM	$479K	0.1%	481 SH	New
DUKE ENERGY CORP NEW	COM NEW	$243K	0.0%	1,857 SH	New
ECOLAB INC	COM	$266K	0.0%Prev: 0.0%	1,000 SH	Increased
ELI LILLY & CO	COM	$304K	0.0%	330 SH	New
EXXON MOBIL CORP	COM	$700K	0.1%Prev: 0.1%	4,128 SH	Increased
GE AEROSPACE	COM NEW	$367K	0.0%Prev: 0.0%	1,294 SH	Increased-82 SH
GE VERNOVA INC	COM	$284K	0.0%	325 SH	New
GOLDMAN SACHS ETF TR	MUNI INCOME ETF	$849K	0.1%	16,667 SH	New
HOME DEPOT INC	COM	$369K	0.0%Prev: 0.1%	1,121 SH	Decreased-10 SH
HONEYWELL INTL INC	COM	$284K	0.0%Prev: 0.0%	1,256 SH	Decreased-165 SH
INTEL CORP	COM	$2.5M	0.3%Prev: 0.2%	55,867 SH	Increased-4,643 SH
INTERNATIONAL BUSINESS MACHS	COM	$284K	0.0%Prev: 0.0%	1,171 SH	Decreased+2 SH
INTUIT	COM	$313K	0.0%Prev: 0.1%	725 SH	Decreased
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$14.7M	1.8%Prev: 2.4%	292,477 SH	Decreased-23,237 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.9M	0.7%Prev: 1.0%	30,542 SH	Decreased-6,712 SH
ISHARES TR	0-5YR HI YL CP	$870K	0.1%Prev: 0.2%	20,563 SH	Decreased-9,606 SH
ISHARES TR	10-20 YR TRS ETF	$12.9M	1.6%Prev: 3.3%	128,344 SH	Decreased-86,438 SH
ISHARES TR	CALIF MUN BD ETF	$1.2M	0.1%Prev: 0.2%	20,582 SH	Decreased-9,064 SH
ISHARES TR	CORE 80/20 AGGRE	$268K	0.0%	3,034 SH	New
ISHARES TR	CORE S&P MCP ETF	$444K	0.1%Prev: 0.1%	6,569 SH	Decreased-2,849 SH
ISHARES TR	CORE S&P SCP ETF	$361K	0.0%Prev: 0.1%	2,904 SH	Decreased-1,528 SH
ISHARES TR	CORE S&P TTL STK	$83.6M	10.4%Prev: 12.9%	587,001 SH	Decreased-118,475 SH
ISHARES TR	CORE S&P500 ETF	$888K	0.1%Prev: 0.1%	1,359 SH	Increased-28 SH
ISHARES TR	CORE UNIVRSL USD	$45.0M	5.6%	974,524 SH	New
ISHARES TR	CORE US AGGBD ET	$411K	0.1%	4,138 SH	New
ISHARES TR	ESG ADVANCED UNI	$1.3M	0.2%	30,267 SH	New
ISHARES TR	ESG AWRE 1 5 YR	$508K	0.1%Prev: 0.1%	20,287 SH	Decreased-2,122 SH
ISHARES TR	ESG MSCI KLD 400	$545K	0.1%Prev: 0.1%	4,498 SH	Increased-458 SH
ISHARES TR	GLOBAL FINLS ETF	$496K	0.1%Prev: 2.0%	4,348 SH	Decreased-122,696 SH
ISHARES TR	IBDS DEC28 ETF	$526K	0.1%Prev: 0.1%	20,755 SH	Decreased-1,365 SH
ISHARES TR	IBONDS 2026 TERM	$345K	0.0%Prev: 0.1%	15,027 SH	Increased+605 SH
ISHARES TR	IBONDS 27 ETF	$845K	0.1%Prev: 0.1%	34,856 SH	Increased+5,167 SH
ISHARES TR	IBONDS DEC 2030	$319K	0.0%Prev: 0.0%	14,569 SH	Increased+697 SH
ISHARES TR	IBONDS DEC 2031	$247K	0.0%Prev: 0.0%	11,815 SH	Increased+1,520 SH
ISHARES TR	IBONDS DEC 29	$329K	0.0%Prev: 0.1%	14,133 SH	Decreased-1,395 SH
ISHARES TR	IBONDS DEC2026	$1.2M	0.2%Prev: 0.2%	50,792 SH	Increased+1,344 SH
ISHARES TR	ISHS 1-5YR INVS	$2.5M	0.3%	47,557 SH	New
ISHARES TR	MSCI INTL VLU FT	$1.0M	0.1%Prev: 0.1%	25,863 SH	Increased-1,032 SH
ISHARES TR	MSCI USA QLT FCT	$1.5M	0.2%Prev: 0.2%	8,077 SH	Increased-557 SH
ISHARES TR	NATIONAL MUN ETF	$5.7M	0.7%Prev: 0.6%	54,077 SH	Increased+17,263 SH
ISHARES TR	RUS 1000 VAL ETF	$782K	0.1%Prev: 0.2%	3,658 SH	Decreased-1,897 SH
ISHARES TR	SHRT NAT MUN ETF	$2.9M	0.4%Prev: 0.5%	27,157 SH	Decreased-5,746 SH
ISHARES TR	TRS FLT RT BD	$609K	0.1%Prev: 0.4%	12,029 SH	Decreased-39,968 SH
ISHARES TR	ULTRA SHORT DUR	$975K	0.1%	19,258 SH	New
ISHARES TR	US TREAS BD ETF	$25.1M	3.1%Prev: 3.5%	1,096,862 SH	Increased+80,715 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$396K	0.0%	7,912 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$530K	0.1%Prev: 0.1%	10,397 SH	Decreased-1,426 SH
JOHNSON & JOHNSON	COM	$1.5M	0.2%Prev: 0.1%	6,034 SH	Increased+68 SH
JPMORGAN CHASE & CO	COM	$222K	0.0%	753 SH	New
KLA CORP	COM NEW	$817K	0.1%Prev: 0.1%	555 SH	Increased+20 SH
KROGER CO	COM	$607K	0.1%Prev: 0.1%	8,384 SH	Increased
MARRIOTT INTL INC NEW	CL A	$593K	0.1%Prev: 0.1%	1,814 SH	Increased-18 SH
MASTERCARD INCORPORATED	CL A	$209K	0.0%Prev: 0.0%	418 SH	Decreased
MCDONALDS CORP	COM	$497K	0.1%Prev: 0.1%	1,599 SH	Decreased-10 SH
MERCK & CO INC	COM	$507K	0.1%Prev: 0.1%	4,218 SH	Increased-444 SH
META PLATFORMS INC	CL A	$1.2M	0.2%Prev: 0.2%	2,176 SH	Decreased-229 SH
MICROSOFT CORP	COM	$3.2M	0.4%Prev: 0.4%	8,653 SH	Increased+1,234 SH
NORFOLK SOUTHN CORP	COM	$302K	0.0%Prev: 0.0%	1,052 SH	Increased-6 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$345K	0.0%Prev: 0.1%	7,590 SH	Decreased-6,548 SH
NVIDIA CORPORATION	COM	$1.3M	0.2%Prev: 0.1%	7,258 SH	Increased+194 SH
ORACLE CORP	COM	$474K	0.1%Prev: 0.1%	3,220 SH	Decreased-180 SH
PFIZER INC	COM	$246K	0.0%Prev: 0.0%	8,760 SH	Decreased-1,125 SH
PORTLAND GEN ELEC CO	COM NEW	$255K	0.0%Prev: 0.0%	4,837 SH	Increased-613 SH
PROCTER & GAMBLE CO	COM	$424K	0.1%	2,938 SH	New
RIVERVIEW BANCORP INC	COM	$129K	0.0%Prev: 0.0%	23,534 SH	Decreased
RTX CORPORATION	COM	$222K	0.0%	1,153 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.2M	0.2%Prev: 0.2%	37,551 SH	Decreased-8,245 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$21.9M	2.7%Prev: 1.8%	573,053 SH	Increased+173,483 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$42.8M	5.3%Prev: 4.2%	875,644 SH	Increased+98,390 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$17.8M	2.2%Prev: 0.3%	637,515 SH	Increased+546,313 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$9.7M	1.2%Prev: 1.0%	298,854 SH	Increased+51,404 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.4M	0.3%Prev: 0.3%	96,526 SH	Increased-7,510 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$234K	0.0%Prev: 0.0%	9,326 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$296K	0.0%Prev: 0.0%	9,642 SH	Decreased-950 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$263K	0.0%	9,034 SH	New
SPDR GOLD TR	GOLD SHS	$2.2M	0.3%Prev: 0.2%	5,101 SH	Increased+15 SH
SPDR SERIES TRUST	STATE STREET SPD	$334K	0.0%	4,223 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$3.4M	0.4%	86,521 SH	New
SSGA ACTIVE ETF TR	STATE STREET MUL	$17.8M	2.2%	492,437 SH	New
STARBUCKS CORP	COM	$249K	0.0%Prev: 0.0%	2,782 SH	Decreased-104 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$23.8M	3.0%	51,398 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$832K	0.1%	1,279 SH	New
TAYLOR DEVICES INC	COM	$228K	0.0%	4,000 SH	New
TESLA INC	COM	$963K	0.1%Prev: 0.1%	2,591 SH	Increased+326 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$298K	0.0%	5,942 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$285K	0.0%Prev: 0.1%	2,486 SH	Decreased-1,143 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.3M	0.9%Prev: 1.1%	25,354 SH	Decreased-3,900 SH
VANGUARD INDEX FDS	SMALL CP ETF	$7.8M	1.0%Prev: 1.2%	29,830 SH	Decreased-5,991 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	0.3%Prev: 0.4%	7,308 SH	Decreased-2,254 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.4M	0.4%Prev: 0.5%	62,640 SH	Increased-8,173 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$607K	0.1%Prev: 0.2%	12,170 SH	Decreased-14,627 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$261K	0.0%	4,387 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$47.0M	5.8%Prev: 4.6%	593,452 SH	Increased+205,496 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	0.3%Prev: 0.4%	9,379 SH	Decreased-5,245 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.1M	1.4%Prev: 1.4%	172,461 SH	Increased-13,855 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$353K	0.0%Prev: 0.1%	2,386 SH	Increased-298 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.7M	0.2%Prev: 0.3%	19,689 SH	Decreased-2,964 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.2M	0.1%Prev: 0.1%	16,209 SH	Increased+1,640 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.6M	0.2%Prev: 0.3%	14,452 SH	Decreased-2,822 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$203K	0.0%Prev: 0.1%	745 SH	Decreased-906 SH
WALMART INC	COM	$291K	0.0%	2,345 SH	New
WASTE MGMT INC DEL	COM	$479K	0.1%Prev: 0.1%	2,083 SH	Increased+83 SH
WILLIAMS COS INC	COM	$429K	0.1%Prev: 0.0%	5,894 SH	Increased+394 SH

Sold (vs prior filing)

AMGEN INC — $221K
CAPITAL GRP FIXED INCM ETF T — $215K
CHEVRON CORP NEW — $348K
COSTCO WHSL CORP NEW — $440K
HP INC — $237K
ISHARES TR — $205K
ISHARES TR — $1.3M
ISHARES TR — $132K
ISHARES TR — $456K
ISHARES TR — $205K
ISHARES TR — $387K
ISHARES TR — $1.1M
J P MORGAN EXCHANGE TRADED F — $354K
PROCTER AND GAMBLE CO — $635K
SAP SE — $242K
SPDR DOW JONES INDL AVERAGE — $22.1M
SPDR S&P 500 ETF TR — $687K
SPDR SER TR — $327K
SSGA ACTIVE ETF TR — $3.1M
WEYERHAEUSER CO MTN BE — $235K

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