Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Johnson Bixby & Associates, LLC (CIK 1844238) reported $806.5M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($89.7M, 11.13%), ITOT ($83.6M, 10.37%), CGCB ($57.4M, 7.11%), CGGR ($57.2M, 7.10%), VCSH ($47.0M, 5.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $89.7M | 11.13% | 2.1M | Added |
| 2 | ITOT | ISHARES TR | $83.6M | 10.37% | 587,001 | Trimmed |
| 3 | CGCB | CAPITAL GRP FIXED INCM ETF T | $57.4M | 7.11% | 2.2M | Added |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $57.2M | 7.10% | 1.4M | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $47.0M | 5.83% | 593,452 | Added |
| 6 | IUSB | ISHARES TR | $45.0M | 5.58% | 974,524 | Added |
| 7 | FNDF | SCHWAB STRATEGIC TR | $42.8M | 5.31% | 875,644 | Added |
| 8 | BINC | BLACKROCK ETF TRUST II | $28.8M | 3.58% | 555,500 | Added |
| 9 | CGIC | CAPITAL GROUP INTERNATIONAL | $27.3M | 3.39% | 825,821 | New |
| 10 | GOVT | ISHARES TR | $25.1M | 3.12% | 1.1M | Added |
| 11 | DIA | STATE STR SPDR DOW JONES IND | $23.8M | 2.95% | 51,398 | Trimmed |
| 12 | FNDE | SCHWAB STRATEGIC TR | $21.9M | 2.72% | 573,053 | Added |
| 13 | RLY | SSGA ACTIVE ETF TR | $17.8M | 2.21% | 492,437 | Added |
| 14 | FNDX | SCHWAB STRATEGIC TR | $17.8M | 2.20% | 637,515 | Added |
| 15 | CGCP | CAPITAL GRP FIXED INCM ETF T | $17.3M | 2.15% | 775,621 | Trimmed |
| 16 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $15.2M | 1.89% | 482,119 | Added |
| 17 | GSY | INVESCO ACTIVELY MANAGED EXC | $14.7M | 1.82% | 292,477 | Trimmed |
| 18 | TLH | ISHARES TR | $12.9M | 1.60% | 128,344 | Trimmed |
| 19 | CGBL | CAPITAL GROUP CORE BALANCED | $11.1M | 1.38% | 323,272 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $11.1M | 1.37% | 172,461 | Added |
| 21 | AAPL | APPLE INC | $9.8M | 1.22% | 38,705 | Trimmed |
| 22 | FNDA | SCHWAB STRATEGIC TR | $9.7M | 1.20% | 298,854 | Added |
| 23 | VB | VANGUARD INDEX FDS | $7.8M | 0.97% | 29,830 | Added |
| 24 | VO | VANGUARD INDEX FDS | $7.3M | 0.90% | 25,354 | Added |
| 25 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $6.1M | 0.76% | 184,157 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31