WJ

Willis Johnson & Associates, Inc.

13F
Willis Johnson & Associates, Inc.
Last update 2025-05-15 170 Stocks (18 new)
Value $1.32 Bil Turnover 3 %
Countries:
Top Holdings: SPYV(15.98%)SPYG(14.23%)VGK(8.20%)VWO(5.27%)IJJ(4.16%)
Summary Stock Picks Current Portfolio
Willis Johnson & Associates, I... 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
SPYV
SPDR Portfolio S&P 500 Value ETF
4,133,351
211,090.3
+1.95%
15.980
+0.31%
0.820
+17.66%
+4.16%
26,959.8
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
2,338,521
187,946.9
-2.28%
14.230
-0.37%
0.610
+32.87%
+8.74%
37,783.6
 
VGK
Vanguard FTSE Europe ETF
1,542,512
108,299.8
+2.45%
8.200
+0.20%
0.530
+25.38%
+24.42%
25,255.3
 
VWO
Vanguard FTSE Emerging Markets ETF
1,538,293
69,623.1
+1.25%
5.270
+0.06%
0.090
+24.63%
+13.00%
84,596.8
 
IJJ
iShares S&P Mid-Cap 400 Value ETF
459,024
54,959.0
+0.87%
4.160
+0.04%
0.720
+22.84%
+2.50%
7,903.0
 
IJK
iShares S&P Mid-Cap 400 Growth ETF
647,630
53,934.6
+0.20%
4.080
+0.01%
0.670
+25.15%
+1.58%
8,959.4
 
MBB
iShares MBS ETF
567,327
53,203.9
+6.79%
4.030
+0.26%
0.140
+1.22%
+3.30%
38,861.3
 
VPL
Vanguard FTSE Pacific ETF
585,378
42,416.5
+2.26%
3.210
+0.07%
0.640
+24.83%
+14.93%
7,597.8
 
FRDM
Alpha Architect Freedom 100 Emerging Markets ETF
Alpha Architect Freedom 100 Emerging Markets ETF
941,414
32,998.7
+3.99%
2.500
+0.10%
3.360
+30.83%
+24.88%
1,186.7
 
IEF
iShares 7-10 Year Treasury Bond ETF
322,923
30,797.1
+7.37%
2.330
+0.16%
0.090
+0.24%
+3.89%
34,472.5
 

Willis Johnson & Associates, Inc.'s Historical Top Holdings Breakdowns

Willis Johnson & Associates, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.37%
●
80.05 ($87.3) 92.39
$95.30
9.16%
Reduce -2.28%
2,338,521
-54,464
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.31%
●
49.78 ($51.86) 53.19
$52.81
1.84%
Add 1.95%
4,133,351
78,946
SHEL
Shell PLC
2025-03-31
Add
Add
+0.28%
●
63.1 ($67.37) 73.29
$70.66
4.88%
Add 21.12%
292,987
51,081
MBB
iShares MBS ETF
2025-03-31
Add
Add
+0.26%
●
90.37 ($92.49) 94.08
$92.72
0.25%
Add 6.79%
567,327
36,073
VGK
Vanguard FTSE Europe ETF
2025-03-31
Add
Add
+0.20%
●
63.07 ($68.94) 73.5
$77.51
12.43%
Add 2.45%
1,542,512
36,883
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.16%
●
91.17 ($93.56) 95.39
$94.23
0.72%
Add 7.37%
322,923
22,157
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-03-31
Add
Add
+0.14%
●
105.3 ($105.71) 106.24
$106.28
0.54%
Add 6.72%
272,187
17,140
FRDM
Alpha Architect Freedom 100 Emerging Markets ETF
Alpha Architect Freedom 100 Emerging Markets ETF
2025-03-31
Add
Add
+0.10%
●
32.66 ($34.85) 36.43
$40.16
15.24%
Add 3.99%
941,414
36,145
FLOT
iShares Floating Rate Bond ETF
2025-03-31
Add
Add
+0.10%
●
50.87 ($50.99) 51.09
$50.89
-0.20%
Add 5.86%
452,046
25,006
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.10%
●
182.82 ($190.45) 196.21
$195.68
2.75%
Add 11.08%
69,795
6,960

Willis Johnson & Associates, Inc. Total Holding History ($B)

To

Willis Johnson & Associates, Inc.'s Asset Allocation

To

Willis Johnson & Associates, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Willis Johnson & Associates, Inc.'s Hypothetical Growth since 2025-03-31

Willis Johnson & Associates, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Willis Johnson & Associates, Inc.'s Holdings Heat Map

Size field:

Willis Johnson & Associates, Inc.'s Holdings Bubble Chart

Willis Johnson & Associates, Inc. News

  • 1

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