Johnson Financial Group, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
132
Quarter
2025 Q4
Top Holding
VV (48.9%)
Top 10 Concentration
89.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 132
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VV
VANGUARD INDEX ...
ETF 48.94% 45.14% #1
Prev: #1
10.0 908,240 56.6%
P
S
2,511,871 $790,737,105 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 14.14% 13.59% #2
Prev: #2
7.8 1,177,377 47.5%
P
S
3,658,192 $228,527,249 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MINT
PIMCO ETF TR
ETF 7.45% 11.84% #3
Prev: #3
3.0 -86,554 -6.7%
P
S
1,199,071 $120,314,796 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 7.33% 7.26% #4
Prev: #4
5.1 736,899 50.3%
P
S
2,201,823 $118,370,031 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 3.51% 5.42% #5
Prev: #5
1.4 -11,300 -6.3%
P
S
169,315 $56,766,240 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
ETF 2.76% 2.65% #6 1
Prev: #7
3.3 58,669 51.4%
P
S
172,775 $44,567,233 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHC
SCHWAB STRATEGI...
Bond/Debt 2.09% 3.29% #7 1
Prev: #6
0.9 -49,418 -6.2%
P
S
741,684 $33,768,878 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 1.16% 1.11% #8
Prev: #8
2.6 78,189 58.7%
P
S
211,364 $18,703,556 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.96% 1.07% #9
Prev: #9
2.5 143,434 28.5%
P
S
646,379 $15,538,961 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.91% 0.15% #10 15
Prev: #25
2.7 19,114 778.3%
P
S
21,570 $14,708,709 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PDBC
INVESCO ACTVELY...
ETF 0.79% 0.82% #11
Prev: #11
2.5 301,875 45.4%
P
S
966,809 $12,810,214 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VSS
VANGUARD INTL E...
ETF 0.74% 0.85% #12 2
Prev: #10
2.4 18,664 28.7%
P
S
83,659 $11,990,879 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.56% 0.13% #13 14
Prev: #27
2.5 40,733 547.1%
P
S
48,178 $8,985,188 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB STRATEGI...
ETF 0.42% 0.24% #14 6
Prev: #20
2.5 150,621 149.7%
P
S
251,219 $6,760,315 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.39% 0.36% #15
Prev: #15
2.3 7,710 49.6%
P
S
23,254 $6,321,716 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHE
SCHWAB STRATEGI...
ETF 0.39% 0.47% #16 3
Prev: #13
2.2 37,218 24.1%
P
S
191,573 $6,274,007 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EEMS
ISHARES INC
ETF 0.38% 0.39% #17 3
Prev: #14
2.3 28,160 44.8%
P
S
91,039 $6,143,312 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 0.36% 0.33% #18 2
Prev: #16
2.3 3,153 59.3%
P
S
8,469 $5,800,781 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HLF
HERBALIFE LTD
Consumer Defensive 0.33% 0.03% #19 49
Prev: #68
2.4 381,500 1156.1%
P
S
414,500 $5,342,905 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/A
BERKSHIRE HATHA...
Financial Services 0.28% 0.28% #20 2
Prev: #18
2.3 2 50.0%
P
S
6 $4,528,800 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHO
SCHWAB STRATEGI...
ETF 0.25% 0.23% #21
Prev: #21
2.3 66,025 64.4%
P
S
168,497 $4,106,269 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWX
SPDR INDEX SHS ...
ETF 0.25% 0.30% #22 5
Prev: #17
2.2 12,542 25.9%
P
S
60,964 $4,002,665 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAYC
PAYCOM SOFTWARE...
Technology 0.25% 0.48% #23 11
Prev: #12
2.1 91 0.4%
P
S
25,091 $3,998,502 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLK
BLACKROCK INC
Financial Services 0.23% #24
Prev: #—
2.1 3,539 no change
NEW
3,539 $3,787,933 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.22% 0.21% #25 3
Prev: #22
2.1 1,824 19.0%
P
S
11,444 $3,591,219 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #57)
0.3 -835 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 0.00% 0.03%
Sold All 😨
(Was: #58)
0.3 -1,565 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GBDC
GOLUB CAP BDC I...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #62)
0.3 -23,465 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE
NEXTERA ENERGY ...
Utilities 0.00% 0.03%
Sold All 😨
(Was: #64)
0.3 -4,099 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VO
VANGUARD INDEX ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #71)
0.3 -915 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PG
PROCTER AND GAM...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #72)
0.3 -1,714 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #73)
0.3 -281 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JMBS
JANUS DETROIT S...
ETF 0.00% 0.02%
Sold All 😨
(Was: #77)
0.3 -5,345 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
T
AT&T INC
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #83)
0.3 -7,935 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LNC
LINCOLN NATL CO...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #85)
0.3 -5,515 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MET
METLIFE INC
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #89)
0.3 -2,480 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TFC
TRUIST FINL COR...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #90)
0.3 -4,446 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 132 holdings

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