JB

Johnson Bixby & Associates, LLC

13F
Johnson Bixby & Associates, LLC
Last update 2025-07-17 123 Stocks (10 new)
Value $728.00 Mil Turnover 3 %
Countries:
Top Holdings: CGCP(17.40%)ITOT(13.20%)CGDV(10.68%)CGGR(7.39%)VCSH(4.41%)
Summary Stock Picks Current Portfolio
Johnson Bixby & Associates, LL... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGCP
Capital Group Core Plus Income ETF
5,631,675
126,712.7
+1.71%
17.400
+0.29%
2.450
+3.31%
+3.65%
5,164.3
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
711,669
96,103.8
+0.88%
13.200
+0.11%
0.140
+23.52%
+7.99%
72,539.3
 
CGDV
Capital Group Dividend Value ETF
1,968,586
77,739.5
+2.43%
10.680
+0.25%
0.420
+24.67%
+16.43%
19,046.4
 
CGGR
Capital Group Growth ETF
1,324,486
53,840.3
+1.83%
7.390
+0.13%
0.400
+31.12%
+11.72%
13,618.6
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
403,756
32,098.6
+4.07%
4.410
+0.17%
0.090
+2.19%
+3.91%
35,049.1
 
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
799,671
32,002.8
+2.88%
4.390
+0.12%
0.190
+13.92%
+22.43%
16,588.5
 
CGIE
Capital Group International Equity ETF
Capital Group International Equity ETF
947,768
31,200.5
+9.16%
4.280
+0.36%
4.180
+13.73%
+19.85%
741.3
 
GOVT
iShares U.S. Treasury Bond ETF
1,034,689
23,777.2
+1.82%
3.270
+0.06%
0.090
+1.22%
+0.96%
27,415.5
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
52,518
23,142.2
-0.08%
3.180
0%
0.060
+17.28%
+5.64%
38,556.8
 
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
217,703
22,118.6
+1.36%
3.040
+0.04%
0.190
+2.01%
+2.51%
11,412.9
 

Johnson Bixby & Associates, LLC's Historical Top Holdings Breakdowns

Johnson Bixby & Associates, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGIE
Capital Group International Equity ETF
Capital Group International Equity ETF
2025-06-30
Add
Add
+0.36%
●
26.4 ($31.06) 33.13
$32.70
5.28%
Add 9.16%
947,768
79,555
CGCP
Capital Group Core Plus Income ETF
2025-06-30
Add
Add
+0.29%
●
21.92 ($22.23) 22.56
$22.46
1.06%
Add 1.71%
5,631,675
94,691
CGDV
Capital Group Dividend Value ETF
2025-06-30
Add
Add
+0.25%
●
31.93 ($36.24) 39.49
$40.80
12.57%
Add 2.43%
1,968,586
46,774
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-06-30
Add
Add
+0.23%
●
50.47 ($50.56) 50.66
$50.59
0.07%
Add 62.66%
84,580
32,583
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
2025-06-30
Add
Add
+0.23%
●
39.36 ($39.77) 40.41
$39.88
0.29%
Add 54.86%
117,301
41,555
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Reduce
Reduce
-0.18%
●
45.65 ($53.52) 57.01
$57.16
6.79%
Reduce -12.42%
163,167
-23,149
CGNG
Capital Group New Geography Equity ETF
Capital Group New Geography Equity ETF
2025-06-30
Add
Add
+0.17%
●
22.52 ($26.42) 28.81
$28.92
9.46%
Add 9.46%
493,775
42,655
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.17%
●
77.94 ($78.77) 79.5
$79.33
0.71%
Add 4.07%
403,756
15,800
CALY
BLACKROCK ETF TRU2
2025-06-30
New Buy
New Buy
+0.14%
●
49.99 ($50.22) 50.45
$50.30
0.16%
New holding
19,922
19,922
CGGR
Capital Group Growth ETF
2025-06-30
Add
Add
+0.13%
●
30.53 ($36.46) 40.65
$41.52
13.89%
Add 1.83%
1,324,486
23,812

Johnson Bixby & Associates, LLC Total Holding History ($B)

To

Johnson Bixby & Associates, LLC's Asset Allocation

To

Johnson Bixby & Associates, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Johnson Bixby & Associates, LLC's Hypothetical Growth since 2025-06-30

Johnson Bixby & Associates, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Johnson Bixby & Associates, LLC's Holdings Heat Map

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Johnson Bixby & Associates, LLC's Holdings Bubble Chart

Johnson Bixby & Associates, LLC News

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