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Portfolio (Quarterly) Guide ↗

Johnson Bixby & Associates, LLC

· CIK 0001844238
13F Portfolio $896M AUM 131 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 53 Added 30 Reduced 7 Exited
Page 2 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FNDA SCHWAB STRATEGIC TR 307,499.0 $11.7M 1.31% +9K +2.9% $38.06 +0.0%
22 VB VANGUARD INDEX FDS 33,027.0 $10.0M 1.12% +3K +10.7% $303.12 +0.8%
23 VO VANGUARD INDEX FDS 114,925.0 $9.3M 1.03% +90K +353.3% $80.57 +3.8%
24 CGGO CAPITAL GROUP GBL GROWTH EQT 183,217.0 $7.8M 0.87% -940.0 -0.5% $42.33 -3.8%
25 MUB ISHARES TR 63,831.0 $6.9M 0.77% +10K +18.0% $107.62 -2.1%
26 RSP INVESCO EXCHANGE TRADED FD T 30,509.0 $6.5M 0.72% $212.77 +3.9%
27 CGIE CAPITAL GROUP INTERNATIONAL 153,507.0 $5.6M 0.63% -8K -5.1% $36.78 +2.8%
28 INTC INTEL CORP Technology 39,665.0 $5.5M 0.62% -16K -29.0% $139.63 -30.8%
29 BERKSHIRE HATHAWAY INC DEL 9,653.0 $4.8M 0.54% -450.0 -4.5% $500.39
30 VWO VANGUARD INTL EQUITY INDEX F 63,235.0 $3.8M 0.42% +595.0 +0.9% $59.69 +0.1%
31 MSFT MICROSOFT CORP Technology 8,932.0 $3.3M 0.37% +279.0 +3.2% $373.03 +29.0%
32 SUB ISHARES TR 29,680.0 $3.2M 0.35% +3K +9.3% $106.47 -0.2%
33 TFLO ISHARES TR 55,665.0 $2.8M 0.32% +44K +362.8% $50.63 -0.1%
34 SCHF SCHWAB STRATEGIC TR 97,355.0 $2.7M 0.30% +829.0 +0.9% $27.70 +1.6%
35 VTI VANGUARD INDEX FDS 7,223.0 $2.7M 0.30% -85.0 -1.2% $370.06 +2.6%
36 TOTL SSGA ACTIVE ETF TR 58,851.0 $2.3M 0.26% -28K -32.0% $39.47 -1.6%
37 VIG VANGUARD SPECIALIZED FUNDS 9,236.0 $2.2M 0.24% -143.0 -1.5% $236.61 +3.4%
38 GLD SPDR GOLD TR Financial Services 5,089.0 $1.9M 0.21% $368.38 +9.0%
39 NVDA NVIDIA CORPORATION Technology 9,349.0 $1.9M 0.21% +2K +28.8% $200.09 +9.6%
40 ESGV VANGUARD WORLD FD 14,112.0 $1.9M 0.21% -340.0 -2.4% $132.24 +2.7%
Page 2 of 7  ·  131 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 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%