Johnson Financial Group, LLC: 13F holdings
CIK 17063272026Q2
| Positions | 279 |
|---|---|
| Reported value | $1.9bn |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VV VANGUARD INDEX FDS | 2,712,195 | $932.8m | 50.2% |
| VEA VANGUARD TAX-MANAGED FDS | 3,379,862 | $240.8m | 13.0% |
| VWO VANGUARD INTL EQUITY INDEX F | 2,337,550 | $139.5m | 7.5% |
| VTI VANGUARD INDEX FDS | 153,392 | $56.8m | 3.1% |
| SCHC SCHWAB STRATEGIC TR | 1,131,199 | $54.4m | 2.9% |
| VB VANGUARD INDEX FDS | 167,764 | $50.9m | 2.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 21,757 | $16.2m | 0.9% |
| AAPL APPLE INC | 46,982 | $13.6m | 0.7% |
| PDBC INVESCO ACTVELY MNGD ETC FD | 810,757 | $12.9m | 0.7% |
| SCHF SCHWAB STRATEGIC TR | 450,411 | $12.5m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1706327")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.