Johnson Bixby & Associates, LLC

Est. AUM

$804.5M

13F long equity, this entity only

Positions

124

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$89.7M	2109708	11.16%	SOLE
2	ISHARES TR	CORE S&P TTL STK	$83.6M	587001	10.39%	SOLE
3	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$57.4M	2184031	7.13%	SOLE
4	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$57.2M	1424119	7.11%	SOLE
5	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$47.0M	593452	5.85%	SOLE
6	ISHARES TR	CORE UNIVRSL USD	$45.0M	974524	5.60%	SOLE
7	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$42.8M	875644	5.33%	SOLE
8	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$28.8M	555500	3.59%	SOLE
9	CAPITAL GROUP INTERNATIONAL	SHS	$27.3M	825821	3.40%	SOLE
10	ISHARES TR	US TREAS BD ETF	$25.1M	1096862	3.12%	SOLE
11	STATE STR SPDR DOW JONES IND	UT SER 1	$23.8M	51398	2.96%	SOLE
12	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$21.9M	573053	2.73%	SOLE
13	SSGA ACTIVE ETF TR	STATE STREET MUL	$17.8M	492437	2.21%	SOLE
14	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$17.8M	637515	2.21%	SOLE
15	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$17.3M	775621	2.15%	SOLE
16	CAPITAL GROUP NEW GEOGRAPHY	SHS	$15.2M	482119	1.89%	SOLE
17	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$14.7M	292477	1.82%	SOLE
18	ISHARES TR	10-20 YR TRS ETF	$12.9M	128344	1.61%	SOLE
19	CAPITAL GROUP CORE BALANCED	SHS	$11.1M	323272	1.38%	SOLE
20	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.1M	172461	1.37%	SOLE
21	APPLE INC	COM	$9.8M	38705	1.22%	SOLE
22	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$9.7M	298854	1.20%	SOLE
23	VANGUARD INDEX FDS	SMALL CP ETF	$7.8M	29830	0.97%	SOLE
24	VANGUARD INDEX FDS	MID CAP ETF	$7.3M	25354	0.91%	SOLE
25	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$6.1M	184157	0.76%	SOLE
26	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.9M	30542	0.73%	SOLE
27	ISHARES TR	NATIONAL MUN ETF	$5.7M	54077	0.71%	SOLE
28	CAPITAL GROUP INTERNATIONAL	SHS	$5.5M	161778	0.68%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.8M	10103	0.60%	SOLE
30	SSGA ACTIVE ETF TR	STATE STREET DOU	$3.4M	86521	0.43%	SOLE
31	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.4M	62640	0.42%	SOLE
32	MICROSOFT CORP	COM	$3.2M	8653	0.40%	SOLE
33	ISHARES TR	SHRT NAT MUN ETF	$2.9M	27157	0.36%	SOLE
34	ISHARES TR	ISHS 1-5YR INVS	$2.5M	47557	0.31%	SOLE
35	INTEL CORP	COM	$2.5M	55867	0.31%	SOLE
36	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.4M	96526	0.30%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	7308	0.29%	SOLE
38	SPDR GOLD TR	GOLD SHS	$2.2M	5101	0.27%	SOLE
39	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	9379	0.25%	SOLE
40	VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.7M	19689	0.22%	SOLE
41	VANGUARD WORLD FD	ESG US STK ETF	$1.6M	14452	0.20%	SOLE
42	ISHARES TR	MSCI USA QLT FCT	$1.5M	8077	0.19%	SOLE
43	JOHNSON & JOHNSON	COM	$1.5M	6034	0.18%	SOLE
44	NVIDIA CORPORATION	COM	$1.3M	7258	0.16%	SOLE
45	META PLATFORMS INC	CL A	$1.2M	2176	0.15%	SOLE
46	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.2M	37551	0.15%	SOLE
47	ISHARES TR	IBONDS DEC2026	$1.2M	50792	0.15%	SOLE
48	ISHARES TR	CALIF MUN BD ETF	$1.2M	20582	0.15%	SOLE
49	VANGUARD WORLD FD	ESG INTL STK ETF	$1.2M	16209	0.14%	SOLE
50	ISHARES TR	MSCI INTL VLU FT	$1.0M	25863	0.13%	SOLE

1–50 of 124

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.