Fund HoldingsJohnson Financial Group, Inc.

Total Portfolio Value
$2.19B
Total Bought
$205.12M
Total Sold
$107.28M
Net Transaction
+$97.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR755,547766,765+11,218413,458442,28520.20%+28,827
ISHARES TR
CORE MSCI EAFE
01,386,513+1,386,5130108,2174.94%+108,217
ISHARES TR0154,873+154,873029,3951.34%+29,395
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
1,521,2881,733,895+212,60769,59982,4123.76%+12,813
ISHARES TR0102,453+102,453011,9830.55%+11,983
ISHARES TR0412,717+412,717025,7211.17%+25,721
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0123,078+123,07806,2450.29%+6,245
APPLE INC(AAPL)207,741204,685-3,05643,75447,6922.18%+3,937
SPDR S&P 500 ETF TR(SPY)61,45362,790+1,33733,55236,1361.65%+2,584
AMPHENOL CORP NEW045,193+45,19302,9520.13%+2,952
BERKSHIRE HATHAWAY INC DEL29,18230,295+1,11311,87113,9440.64%+2,072
META PLATFORMS INC(META)18,83820,206+1,3689,49811,5670.53%+2,068
VANGUARD BD INDEX FDS028,329+28,32902,2290.10%+2,229
CUMMINS INC(CMI)13,37317,503+4,1303,7035,6670.26%+1,964
VANGUARD INDEX FDS015,830+15,83002,7630.13%+2,763
ACCENTURE PLC IRELAND
SHS CLASS A
22,02024,085+2,0656,6818,5140.39%+1,832
CHUBB LIMITED
COM
07,004+7,00402,0260.09%+2,026
ABBOTT LABS39,14849,701+10,5534,0685,6660.26%+1,599
VERIZON COMMUNICATIONS INC(VZ)85,488114,035+28,5473,5265,1210.23%+1,596
ISHARES TR0871,345+871,345049,8582.28%+49,858
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
378,103393,405+15,30217,51718,9780.87%+1,460
HOME DEPOT INC(HD)014,451+14,45105,8560.27%+5,856
MICROSOFT CORP(MSFT)84,95491,371+6,41737,97039,3171.80%+1,347
WALMART INC(WMT)80,14483,849+3,7055,4276,7710.31%+1,344
VANGUARD INDEX FDS0144,448+144,448014,1900.65%+14,190
LOCKHEED MARTIN CORP(LMT)14,75114,048-7036,8908,2120.38%+1,322
CISCO SYS INC(CSCO)120,265132,025+11,7605,7147,0260.32%+1,313
ISHARES TR
CORE 1 5 YR USD
383,206399,542+16,33618,15219,4500.89%+1,297
CATERPILLAR INC(CAT)13,74814,999+1,2514,5795,8660.27%+1,287
MCDONALDS CORP(MCD)17,69518,969+1,2744,5095,7760.26%+1,267
VISA INC(V)30,89134,055+3,1648,1089,3630.43%+1,255
JOHNSON & JOHNSON(JNJ)59,64961,445+1,7968,7189,9580.45%+1,239
AMAZON COM INC(AMZN)43,76052,014+8,2548,4579,6920.44%+1,235
DIAMONDBACK ENERGY INC(FANG)07,320+7,32001,2620.06%+1,262
ABBVIE INC(ABBV)36,90837,931+1,0236,3307,4910.34%+1,160
JPMORGAN CHASE & CO.(JPM)61,03563,902+2,86712,34513,4740.62%+1,129
D R HORTON INC(DHI)36,67532,994-3,6815,1696,2940.29%+1,126
UNITEDHEALTH GROUP INC(UNH)20,19619,461-73510,28511,3780.52%+1,093
PROGRESSIVE CORP(PGR)29,69528,479-1,2166,1687,2270.33%+1,059
PROCTER AND GAMBLE CO(PG)58,48861,687+3,1999,64610,6840.49%+1,038
WEC ENERGY GROUP INC(WEC)018,050+18,05001,7360.08%+1,736
QUANTA SVCS INC03,170+3,17009450.04%+945
AIRBNB INC013,759+13,75901,7450.08%+1,745
TEXAS INSTRS INC(TXN)36,51238,938+2,4267,1038,0430.37%+941
BANK AMERICA CORP039,608+39,60801,5720.07%+1,572
FORTINET INC(FTNT)48,32949,542+1,2132,9133,8420.18%+929
VANGUARD INDEX FDS03,943+3,94301,5140.07%+1,514
AMERICAN INTL GROUP INC013,311+13,31109750.04%+975
ISHARES TR067,211+67,21105,6210.26%+5,621
KEYSIGHT TECHNOLOGIES INC(KEYS)23,81025,709+1,8993,2564,0860.19%+830
ISHARES TR062,225+62,22505,4850.25%+5,485
TARGET CORP(TGT)05,799+5,79909040.04%+904
HCA HEALTHCARE INC(HCA)01,803+1,80307330.03%+733
GILEAD SCIENCES INC(GILD)020,347+20,34701,7060.08%+1,706
AT&T INC(T)81,850103,987+22,1371,5642,2880.10%+724
EXELON CORP(EXC)111,277112,582+1,3053,8514,5650.21%+714
TORO CO08,400+8,40007320.03%+732
CONOCOPHILLIPS(COP)011,820+11,82001,2440.06%+1,244
MEDTRONIC PLC(MDT)28,12132,024+3,9032,2322,9020.13%+670
WORLD GOLD TR(GLDM)012,830+12,83006690.03%+669
EXXON MOBIL CORP96,488100,465+3,97711,10811,7770.54%+669
COMCAST CORP NEW(CCZ)113,913122,773+8,8604,4615,1280.23%+667
PEPSICO INC(PEP)022,543+22,54303,8330.18%+3,833
CBRE GROUP INC(CBRE)18,65118,566-851,6622,3110.11%+649
PRICE T ROWE GROUP INC(TROW)33,26740,950+7,6833,8364,4610.20%+625
ISHARES INC
CORE MSCI EMKT
604,041573,791-30,25032,33432,9411.50%+607
ISHARES TR
MSCI USA MIN ETF
033,392+33,39203,0490.14%+3,049
VOYA FINANCIAL INC(VOYA)07,518+7,51805960.03%+596
ISHARES TR08,591+8,59101,8980.09%+1,898
ISHARES TR05,989+5,98905880.03%+588
ALLSTATE CORP(ALL)07,292+7,29201,3880.06%+1,388
DEERE & CO(DE)01,725+1,72507220.03%+722
BEST BUY INC(BBY)28,07727,805-2722,3912,8980.13%+507
PGIM ETF TR
PGIM ULTRA SH BD
010,140+10,14005050.02%+505
EXTRA SPACE STORAGE INC(EXR)02,800+2,80005050.02%+505
PARKER-HANNIFIN CORP(PH)0800+80005050.02%+505
ORACLE CORP(ORCL)11,55212,500+9481,6312,1300.10%+499
UNION PAC CORP(UNP)04,853+4,85301,1960.05%+1,196
FREEPORT-MCMORAN INC(FCX)09,311+9,31104650.02%+465
SYSCO CORP(SYY)06,280+6,28004900.02%+490
US BANCORP DEL(USB)53,98956,883+2,8942,1692,6290.12%+460
DEVON ENERGY CORP NEW(DVN)12,80227,174+14,3726071,0630.05%+456
SPDR SER TR
ST STR CONV ETF
05,875+5,87504500.02%+450
CARMAX INC(KMX)05,815+5,81504500.02%+450
ISHARES TR096,088+96,08805,2300.24%+5,230
AON PLC(AON)01,516+1,51605250.02%+525
EMERSON ELEC CO(EMR)06,886+6,88607530.03%+753
MERCK & CO INC(MRK)27,00533,147+6,1423,3643,7900.17%+426
L3HARRIS TECHNOLOGIES INC(LHX)02,114+2,11405030.02%+503
SS&C TECHNOLOGIES HLDGS INC(SSNC)05,621+5,62104170.02%+417
F5 INC(FFIV)8,0908,173+831,3931,8000.08%+406
SBA COMMUNICATIONS CORP NEW(SBAC)01,788+1,78804300.02%+430
GENERAL MTRS CO(GM)78,04389,541+11,4983,6264,0150.18%+389
ISHARES TR060,794+60,79406,1570.28%+6,157
VANGUARD INDEX FDS044,372+44,372012,6030.58%+12,603
ISHARES TR075,351+75,35108,1120.37%+8,112
STARBUCKS CORP(SBUX)08,214+8,21408010.04%+801
REGAL REXNORD CORPORATION(RRX)02,170+2,17003600.02%+360
GRAINGER W W INC(GWW)0468+46804860.02%+486
VALERO ENERGY CORP(VLO)06,676+6,67609010.04%+901
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