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Portfolio (Quarterly) Guide ↗

Johnson Bixby & Associates, LLC

· CIK 0001844238
13F Portfolio $806M AUM 127 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 48 Added 33 Reduced 3 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWD ISHARES TR 3,658.0 $782K 0.10% -113.0 -3.0% $213.66 +8.5%
22 TFLO ISHARES TR 12,029.0 $609K 0.08% -24K -67.0% $50.63 -0.1%
23 VTEB VANGUARD MUN BD FDS 12,170.0 $607K 0.07% -10K -44.3% $49.89 -0.4%
24 JMST J P MORGAN EXCHANGE TRADED F 10,397.0 $530K 0.07% -700.0 -6.3% $50.98 -0.2%
25 IXG ISHARES TR 4,348.0 $496K 0.06% -127K -96.7% $114.00 +5.6%
26 PG PROCTER & GAMBLE CO Consumer Defensive 2,938.0 $424K 0.05% -102.0 -3.4% $144.44 -1.4%
27 JMUB J P MORGAN EXCHANGE TRADED F 7,912.0 $396K 0.05% -12K -60.0% $49.99 -0.3%
28 IJR ISHARES TR 2,904.0 $361K 0.04% -222.0 -7.1% $124.33 +7.1%
29 CAT CATERPILLAR INC Industrials 494.0 $350K 0.04% -27.0 -5.2% $708.46 +21.4%
30 NULV NUSHARES ETF TR 7,590.0 $345K 0.04% -2K -22.6% $45.50 +9.4%
31 VIOO VANGUARD ADMIRAL FDS INC 2,486.0 $285K 0.04% -301.0 -10.8% $114.83 +7.2%
32 VGIT VANGUARD SCOTTSDALE FDS 4,387.0 $261K 0.03% -405.0 -8.4% $59.55 -1.8%
33 PFE PFIZER INC Healthcare 8,760.0 $246K 0.03% -550.0 -5.9% $28.08 -9.8%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.2%
Technology 30.8%
Consumer Cyclical 5.3%
Communication Services 4.3%
Healthcare 4.1%
Industrials 3.6%
Consumer Defensive 3.6%
Energy 2.6%
Utilities 1.3%
Basic Materials 0.4%