JB

Johnson Bixby & Associates, LLC

13F
Johnson Bixby & Associates, LLC
Last update 2025-04-23 115 Stocks (7 new)
Value $669.00 Mil Turnover 14 %
Countries:
Top Holdings: CGCP(18.59%)ITOT(12.87%)CGDV(10.24%)CGGR(6.66%)VCSH(4.58%)
Summary Stock Picks Current Portfolio
Johnson Bixby & Associates, LL... Top Holdings of 2025-03-31 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
5,536,984
124,305.3
+25.78%
18.590
+3.81%
2.630
+2.45%
+3.35%
5,149.4
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
705,476
86,075.1
-15.17%
12.870
-2.48%
0.130
+24.14%
+6.48%
70,819.2
 
CGDV
Capital Group Dividend Value ETF
1,921,812
68,493.4
-3.35%
10.240
-0.36%
0.430
+24.88%
+14.35%
18,706.1
 
CGGR
Capital Group Growth ETF
1,300,674
44,548.1
+56.81%
6.660
+2.41%
0.390
+30.97%
+9.16%
13,306.5
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
387,956
30,625.2
+44.07%
4.580
+1.40%
0.090
+2.10%
+3.55%
34,682.1
 
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
777,254
28,090.0
+22.78%
4.200
+0.78%
0.190
+23.90%
+21.47%
16,458.6
 
CGIE
Capital Group International Equity ETF
Capital Group International Equity ETF
868,213
25,456.0
+29.34%
3.810
+0.86%
5.580
+24.39%
+19.56%
739.5
 
GOVT
iShares U.S. Treasury Bond ETF
1,016,147
23,356.1
-0.47%
3.490
-0.02%
0.090
-0.08%
+0.67%
27,271.1
 
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
214,782
22,283.6
-2.07%
3.330
-0.07%
0.220
-2.11%
+2.13%
11,281.8
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
52,561
22,069.4
+32.66%
3.300
+0.81%
0.060
+18.01%
+5.67%
38,672.5
 

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
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
2025-03-31
Reduce
Reduce
-4.47%
●
28.33 ($29.71) 30.84
$32.00
7.69%
Reduce -82.09%
218,467
-1,001,361
CGCP
Capital Group Core Plus Income ETF
2025-03-31
Add
Add
+3.81%
●
21.94 ($22.37) 22.64
$22.40
0.13%
Add 25.78%
5,536,984
1,134,805
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
Reduce
Reduce
-2.48%
●
120.29 ($128.89) 134.6
$136.16
5.64%
Reduce -15.17%
705,476
-126,157
CGGR
Capital Group Growth ETF
2025-03-31
Add
Add
+2.41%
●
33.98 ($37.42) 39.84
$40.63
8.56%
Add 56.81%
1,300,674
471,228
IXG
iShares Global Financials ETF
2025-03-31
New Buy
New Buy
+1.96%
●
94.45 ($101.55) 105.01
$111.61
9.91%
New holding
127,044
127,044
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+1.40%
●
77.7 ($78.41) 78.94
$79.07
0.84%
Add 44.07%
387,956
118,676
VO
Vanguard Mid-Cap ETF
2025-03-31
Reduce
Reduce
-1.22%
●
251.87 ($268.43) 277.95
$283.29
5.54%
Reduce -50.85%
29,254
-30,262
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
2025-03-31
Reduce
Reduce
-1.09%
●
38.99 ($39.77) 40.37
$39.71
-0.15%
Reduce -70.52%
75,746
-181,191
CGIE
Capital Group International Equity ETF
Capital Group International Equity ETF
2025-03-31
Add
Add
+0.86%
●
27.22 ($29.13) 30.58
$32.62
11.98%
Add 29.34%
868,213
196,965
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-03-31
Add
Add
+0.81%
●
408.78 ($432.49) 448.82
$445.85
3.09%
Add 32.66%
52,561
12,940

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 2025-03-31

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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