Fund HoldingsJohnson Financial Group, Inc.

Total Portfolio Value
$1.44B
Total Bought
$113.67M
Total Sold
$92.96M
Net Transaction
+$20.71M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR
CORE MSCI TOTAL
1,246,7232,246,348+999,62578,070134,7589.36%+56,689
ISHARES TR1,067,6941,226,546+158,852123,062138,7969.64%+15,734
ISHARES TR659,990708,975+48,985294,164305,52121.23%+11,358
ISHARES TR49,98492,592+42,6087,88914,1020.98%+6,213
MCDONALDS CORP(MCD)08,232+8,23202,1690.15%+2,169
CISCO SYS INC(CSCO)58,51868,500+9,9823,0283,6830.26%+655
AMGEN INC(AMGN)11,34811,770+4222,5193,1630.22%+644
ISHARES TR53,32561,843+8,5185,2235,8160.40%+593
DICKS SPORTING GOODS INC(DKS)05,167+5,16705610.04%+561
DOLBY LABORATORIES INC(DLB)06,675+6,67505290.04%+529
COMCAST CORP NEW(CCZ)36,26744,328+8,0611,5071,9660.14%+459
ARCHER DANIELS MIDLAND CO010,807+10,80708150.06%+815
ABBVIE INC(ABBV)29,78729,926+1394,0134,4610.31%+448
BAKER HUGHES COMPANY(BKR)010,000+10,00003530.02%+353
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)04,890+4,89003310.02%+331
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
05,392+5,39203110.02%+311
ALPHABET INC(GOOG)79,01474,805-4,2099,5589,8630.69%+305
VANGUARD SPECIALIZED FUNDS18,82921,579+2,7503,0693,3650.23%+296
ISHARES TR
CORE 1 5 YR USD
92,83599,678+6,8434,3304,6230.32%+293
AMDOCS LTD(DOX)03,379+3,37902870.02%+287
ELI LILLY & CO(LLY)3,7213,747+261,7452,0130.14%+268
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
04,738+4,73802410.02%+241
ALPHABET INC(GOOG)18,87319,040+1672,2592,4920.17%+232
SYNOPSYS INC(SNPS)01,824+1,82408370.06%+837
CHEVRON CORP NEW(CVX)08,414+8,41401,4190.10%+1,419
CATERPILLAR INC(CAT)03,680+3,68001,0050.07%+1,005
US BANCORP DEL(USB)49,76455,613+5,8491,6611,8620.13%+202
ISHARES TR06,375+6,37506930.05%+693
ISHARES TR24,19127,375+3,1842,4112,5940.18%+184
ISHARES GOLD TR(IAU)04,995+4,99501750.01%+175
AUTHID INC020,305+20,30501570.01%+157
PHILLIPS 66(PSX)06,002+6,00207210.05%+721
ISHARES TR
ESG AWR MSCI USA
02,077+2,07701960.01%+196
PACCAR INC(PCAR)013,671+13,67101,1620.08%+1,162
AUTOMATIC DATA PROCESSING IN05,595+5,59501,3520.09%+1,352
ISHARES TR04,656+4,65607170.05%+717
BERKSHIRE HATHAWAY INC DEL15,06915,054-155,1395,2730.37%+135
UNITEDHEALTH GROUP INC(UNH)10,0759,869-2064,8424,9760.35%+133
ISHARES TR
CORE MSCI EAFE
204,189216,215+12,02613,78313,9130.97%+131
ISHARES TR
MSCI USA MIN ETF
30,05032,467+2,4172,2342,3580.16%+124
KEYSIGHT TECHNOLOGIES INC(KEYS)08,753+8,75301,1580.08%+1,158
ISHARES TR07,370+7,37006080.04%+608
APOLLO GLOBAL MGMT INC(APO)01,300+1,30001170.01%+117
ISHARES TR
ESG AW MSCI EAFE
02,064+2,06401430.01%+143
VANGUARD MUN BD FDS02,268+2,26801090.01%+109
WALMART INC(WMT)18,37418,721+3472,8882,9940.21%+106
MPLX LP(MPLX)02,730+2,7300970.01%+97
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
01,578+1,5780920.01%+92
ISHARES TR
CORE DIV GRWTH
01,726+1,7260850.01%+85
WISDOMTREE TR(WT)01,051+1,0510820.01%+82
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,953+2,95302670.02%+267
F5 INC(FFIV)03,057+3,05704930.03%+493
GLOBAL X FDS
GLB X MLP ENRG I
01,864+1,8640790.01%+79
MONOLITHIC PWR SYS INC(MPWR)0494+49402290.02%+229
COSTCO WHSL CORP NEW(COST)2,3492,374+251,2651,3410.09%+77
TJX COS INC NEW(TJX)04,706+4,70604180.03%+418
VALVOLINE INC(VVV)02,291+2,2910740.01%+74
BLACKSTONE INC(BX)02,668+2,66802860.02%+286
ISHARES TR07,991+7,99105480.04%+548
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
01,767+1,7670770.01%+77
MICROCHIP TECHNOLOGY INC.(MCHP)02,432+2,43201900.01%+190
GRAINGER W W INC(GWW)0146+14601010.01%+101
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
01,359+1,3590680.00%+68
COCA COLA CO(KO)05,097+5,09702870.02%+287
GENUINE PARTS CO(GPC)0455+4550660.00%+66
ENTERPRISE PRODS PARTNERS L(EPD)02,195+2,1950600.00%+60
BUNGE LIMITED05,648+5,64806110.04%+611
AON PLC(AON)0222+2220720.01%+72
PROGRESSIVE CORP(PGR)11,74711,579-1681,5551,6130.11%+58
EMERSON ELEC CO(EMR)0641+6410620.00%+62
CONSTELLATION ENERGY CORP(CEG)0658+6580720.00%+72
T-MOBILE US INC(TMUS)0986+98601380.01%+138
THE TRADE DESK INC(TTD)01,180+1,1800920.01%+92
DNP SELECT INCOME FD INC(DNP)05,573+5,5730530.00%+53
HUMANA INC(HUM)0698+69803400.02%+340
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
02,325+2,32501240.01%+124
INGREDION INC(INGR)0470+4700470.00%+47
PRUDENTIAL FINL INC(PFH)0749+7490710.00%+71
DOW INC(DOW)01,525+1,5250790.01%+79
GENMAB A/S(GMAB)01,225+1,2250430.00%+43
TILRAY BRANDS INC050,000+50,00001200.01%+120
MAGNITE INC(MGNI)05,500+5,5000410.00%+41
BARINGS BDC INC(BBDC)04,414+4,4140390.00%+39
VANECK ETF TRUST
BDC INCOME ETF
057,500+57,50009220.06%+922
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0674+6740390.00%+39
TIMKEN CO(TKR)0515+5150380.00%+38
CVS HEALTH CORP(CVS)03,557+3,55702480.02%+248
CONOCOPHILLIPS(COP)02,042+2,04202460.02%+246
SCHWAB STRATEGIC TR01,470+1,47001070.01%+107
ISHARES TR8,7559,195+4402,2282,2630.16%+35
J P MORGAN EXCHANGE TRADED F
BETA DEVE EX ETF
0828+8280370.00%+37
EATON CORP PLC(ETN)0312+3120670.00%+67
HERSHEY CO(HSY)0215+2150430.00%+43
LINCOLN ELEC HLDGS INC(LECO)0178+1780320.00%+32
THERMO FISHER SCIENTIFIC INC(TMO)01,921+1,92109730.07%+973
BOOKING HOLDINGS INC(BKNG)0125+12503850.03%+385
ISHARES TR
0-5 YR TIPS ETF
0316+3160310.00%+31
ARES CAPITAL CORP(ARCC)01,554+1,5540300.00%+30
OGE ENERGY CORP(OGE)029,460+29,46009820.07%+982
GILEAD SCIENCES INC(GILD)013,292+13,29209960.07%+996
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