Institutions / Johnson Bixby & Associates, LLC
Johnson Bixby & Associates, LLC
CIK 1844238 · Institution · as of Dec 31, 2025
Portfolio value
$806.80M
Positions
123
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 123 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $102.53M | 12.7% |
| Capital Group Dividend Value | $90.38M | 11.2% |
| Capital Group Growth ETF | $62.02M | 7.7% |
| Capital Grp Fixed Incm ETF T | $54.23M | 6.7% |
| iShares Tr | $43.21M | 5.4% |
| Vanguard Scottsdale Fds | $40.89M | 5.1% |
| Schwab Strategic Tr | $38.49M | 4.8% |
| Capital Group International | $32.16M | 4.0% |
| BlackRock ETF Trust II | $26.70M | 3.3% |
| SPDR Dow Jones Indl Average | $24.87M | 3.1% |
| iShares MSCI UAE ETF | $24.71M | 3.1% |
| iShares Tr | $23.55M | 2.9% |
| Capital Grp Fixed Incm ETF T | $20.00M | 2.5% |
| Schwab Strategic Tr | $19.25M | 2.4% |
| iShares Tr | $15.85M | 2.0% |
| Capital Group New Geography | $14.91M | 1.8% |
| Invesco Actively Managed Exc | $14.70M | 1.8% |
| Capital Group Core Balanced | $11.19M | 1.4% |
| Apple Inc. | $10.55M | 1.3% |
| Vanguard Tax-Managed Fds | $10.55M | 1.3% |
| Vanguard Index Fds | $7.59M | 0.9% |
| Vanguard Index Fds | $7.09M | 0.9% |
| Capital Group Gbl Growth Eqt | $6.79M | 0.8% |
| Schwab Strategic Tr | $6.76M | 0.8% |
| Invesco Exchange Traded Fd T | $6.01M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.