JF
| |
Johanson Financial Advisors, Inc.13F | |
| Johanson Financial Advisors, Inc. | |
| Last update 2022-01-19 | 129 Stocks (9 new) |
| Value $326.00 Mil | Turnover 4 % |
Johanson Financial Advisors, I... Top Holdings of 2021-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 189,745 | 33,693.0 | -0.84% | 10.320 | -0.08% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VUG | Vanguard Growth ETF | 63,552 | 20,394.0 | +3.00% | 6.250 | +0.18% | 0.020 | +27.33% | +9.25% | 167,127.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 96,830 | 16,631.0 | +9.28% | 5.090 | +0.43% | 0.020 | +12.10% | +5.24% | 89,349.2 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 137,362 | 15,400.0 | +4.43% | 4.720 | +0.20% | 0.030 | +11.46% | +5.56% | 58,807.4 | ||
MSFT | Microsoft Corp | 40,708 | 13,691.0 | -0.32% | 4.190 | -0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
IVW | iShares S&P 500 Growth ETF | 126,289 | 10,567.0 | -2.13% | 3.240 | -0.07% | 0.030 | +26.96% | +10.62% | 61,778.2 | ||
IWF | iShares Russell 1000 Growth ETF | 32,572 | 9,954.0 | -1.74% | 3.050 | -0.05% | 0.010 | +27.12% | +8.14% | 113,776.0 | ||
ICSH | BlackRock Ultra Short-Term Bond ETF | 158,634 | 7,994.0 | +8.96% | 2.450 | +0.20% | 0.130 | +0.06% | +0.38% | 5,970.3 | ||
UNH | UnitedHealth Group Inc | 14,977 | 7,521.0 | +3.17% | 2.300 | +0.07% | 0.000 | -37.32% | -43.49% | 256,403.2 | Healthcare Plans | |
GOOGL | Alphabet Inc | 50,080 | 7,254.0 | +5.25% | 2.220 | +0.11% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media |
Johanson Financial Advisors, Inc.'s Historical Top Holdings Breakdowns
Johanson Financial Advisors, Inc. Total Holding History ($B)
Johanson Financial Advisors, Inc.'s Asset Allocation
Johanson Financial Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Johanson Financial Advisors, Inc.'s Hypothetical Growth since 2021-12-31
Johanson Financial Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Johanson Financial Advisors, Inc.'s Holdings Heat Map
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Johanson Financial Advisors, Inc.'s Holdings Bubble Chart
Johanson Financial Advisors, Inc. News
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