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Cindi Hill

Ferguson Johnson Wealth Management Inc

Assets Managed
$123.229M
Holdings
34
Last Quarter
2026 - Q1
Filed Date
1mo 26d ago
Growth Rate
2.48%(2Q avg: 1.24%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ferguson Johnson Wealth Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Ferguson Johnson Wealth Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 123.229M in assets, with a quarterly growth rate of 2.48% and a 2-quarter average growth rate of 1.24%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 5.71%
23.96%
$29.522M
699,262 shares@ $42.22 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 4.32%
9.87%
$12.152M
312,731 shares@ $38.86 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 4.64%
9.17%
$11.289M
271,782 shares@ $41.54 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -2.29%
7.91%
$9.736M
88,141 shares@ $110.46 avg price
AVSF
Avantis Short-term Fixed Inc
Recent Activity
Increased 7.05%
7.29%
$8.972M
191,720 shares@ $46.8 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -1.33%
6.87%
$8.455M
19,831 shares@ $426.36 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 0.96%
5.05%
$6.216M
73,274 shares@ $84.84 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -1.05%
4.93%
$6.07M
97,208 shares@ $62.45 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 3.59%
4.01%
$4.932M
62,905 shares@ $78.41 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -1.04%
3.51%
$4.321M
53,632 shares@ $80.57 avg price

1-10 of 34