account_balance
Investment manager · 13F filer · SEC CIK 1706327
Johnson Financial Group, LLC
Reported value$2Bas of Sep 30, 2026
Positions143 10 new, 146 sold out
Top 10 weight89.9%VV alone is 54%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Index FDS
54.0%Added +13%
VEAVanguard Tax-Managed FDS
13.1%Added +10%
VWOVanguard Intl Equity Index F
8.0%Added +15%
JAAAJanus Detroit STR Tr
4.1%Added +933%
SCHCSchwab Strategic Tr
3.4%Added +20%
VBVanguard Index FDS
2.7%
VTIVanguard Index FDS
2.5%
PDBC0.8%
SCHF
SCHG
VSS
VVVanguard Index FDS
54.0%Added +13%
VEAVanguard Tax-Managed FDS
13.1%+10%
VWOVanguard Intl Equity Index F
8.0%
JAAA4.1%
SCHC
VB
VTI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VV Vanguard Index FDS 54.0% Added +13%
VEA Vanguard Tax-Managed FDS 13.1% Added +10%
VWO Vanguard Intl Equity Index F 8.0% Added +15%
JAAA Janus Detroit STR Tr 4.1% Added +933%
SCHC Schwab Strategic Tr 3.4% Added +20%
VB Vanguard Index FDS 2.7% Added +12%
VTI Vanguard Index FDS 2.5% Trimmed −15%
SPY SPDR S&P 500 ETF Trust 0.8% HeldPDBC Invesco Actvely MNGD Etc Fd 0.8% Trimmed −4%
SCHF Schwab Strategic Tr 0.6% Held
SCHG Schwab Strategic Tr 0.6% Added +72%
VSS Vanguard Intl Equity Index F 0.5% Held
What changed
Biggest moves since Jun 30, 2026
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