Portfolio (Quarterly)
Guide ↗
Johnson Bixby & Associates, LLC
· CIK 0001844238| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORP | Technology | 555 | $817K | 0.10% | SOLD |
| 2 | INTU | INTUIT | Technology | 725 | $313K | 0.04% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 1,256 | $284K | 0.04% | SOLD |
| 4 | AOA | ISHARES TR | — | 3,034 | $268K | 0.03% | SOLD |
| 5 | SCHG | SCHWAB STRATEGIC TR | — | 9,034 | $263K | 0.03% | SOLD |
| 6 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,857 | $243K | 0.03% | SOLD |
| 7 | VHT | VANGUARD WORLD FD | — | 745 | $203K | 0.03% | SOLD |
Sector Allocation
Financial Services
42.9%
Technology
34.8%
Consumer Cyclical
4.9%
Communication Services
4.3%
Healthcare
4.2%
Industrials
3.1%
Consumer Defensive
2.9%
Energy
1.8%
Utilities
0.9%
Basic Materials
0.4%