Johnson Financial Group

$1.5B Assets Reported
194 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
VVVANGUARD INDEX FDS2,555,957$764M50.9%
VEAVANGUARD TAX-MANAGED FDS3,654,573$234M15.6%
VWOVANGUARD INTL EQUITY INDEX F2,133,041$115M7.7%
VTIVANGUARD INDEX FDS154,167$49M3.3%
VBVANGUARD INDEX FDS164,577$43M2.9%
SCHCSCHWAB STRATEGIC TR604,360$28M1.9%
VNQVANGUARD INDEX FDS209,248$19M1.2%
PDBCINVESCO ACTVELY MNGD ETC FD948,117$16M1.1%
SCHFSCHWAB STRATEGIC TR646,762$16M1.1%
SPYSTATE STR SPDR S&P 500 ETF T18,671$12M0.8%

Track Johnson Financial Group's 13F portfolio: $1.5B in reported holdings, 194 positions. Top holdings, AUM, and quarterly changes on SentiSense.