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Heidi Johnson Bixby

@Johnson Bixby & Associates, Llc

Latest period2024 - Q4ReportedManaged Assets$655.411MTotal holdings116
Assets growth rate-0.12%Assets growth rate (2-Q avg)4.9%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Johnson Bixby & Associates, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Johnson Bixby & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 655.411M in assets, with a quarterly growth rate of -0.12% and a 2-quarter average growth rate of 4.9%. The portfolio is managed by Heidi Johnson Bixby, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Tr
Recent Activity
Decreased -0.21%
16.33%
$106.965M
831,633 shares@ $128.62 avg price
CGCP
Capital Grp Fixed Incm Etf T
Recent Activity
Increased 8.3%
14.92%
$97.728M
4.402M shares@ $22.2 avg price
CGDV
Capital Group Dividend Value
Recent Activity
Increased 2.68%
10.7%
$70.115M
1.989M shares@ $35.27 avg price
CGGO
Capital Group Gbl Growth Eqt
Recent Activity
Decreased -7.92%
5.44%
$35.643M
1.22M shares@ $29.22 avg price
CGGR
Capital Group Growth Etf
Recent Activity
Increased 5.41%
4.71%
$30.83M
829,446 shares@ $37.17 avg price
GOVT
Ishares Tr
Recent Activity
Decreased -0.42%
3.58%
$23.462M
1.021M shares@ $22.98 avg price
TLH
Ishares Tr
Recent Activity
Increased 2.45%
3.34%
$21.832M
219,324 shares@ $99.55 avg price
FNDF
Schwab Strategic Tr
Recent Activity
Increased 4.97%
3.21%
$21.023M
633,036 shares@ $33.21 avg price
VCSH
Vanguard Scottsdale Fds
Recent Activity
Increased 9.04%
3.21%
$21.007M
269,280 shares@ $78.01 avg price
CGIE
Capital Group International
Recent Activity
Increased 9.23%
2.82%
$18.466M
671,248 shares@ $27.51 avg price

1-10 of 116