Johnson Bixby & Associates, LLC - Portfolio overview

Johnson Bixby & Associates, LLC has 136 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 11.08%
2. ITOT - ISHARES TR, 10.32%
3. CGCB - CAPITAL GRP FIXED INCM ETF T, 7.08%

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

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