St. Johns Investment Management Company, LLC - Portfolio overview

St. Johns Investment Management Company, LLC has 212 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 11.01%
2. SCHA - SCHWAB STRATEGIC TR, 5.38%
3. AAPL - APPLE INC, 5.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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