Fund HoldingsJohnson Financial Group, LLC

Total Portfolio Value
$947.61M
Total Bought
$126.79M
Total Sold
$35.79M
Net Transaction
+$91.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PIMCO ETF TR
ENHAN SHRT MA AC
875,2941,625,057+749,76387,827163,51317.26%+75,686
VANGUARD TAX-MANAGED FDS2,244,6642,323,538+78,874107,340118,10512.46%+10,766
VANGUARD INTL EQUITY INDEX F1,263,2901,314,448+51,15855,63559,4926.28%+3,857
APPLE INC(AAPL)3,16419,464+16,3007924,3240.46%+3,531
VANGUARD INDEX FDS06,472+6,47203,3260.35%+3,326
MICROSOFT CORP(MSFT)08,443+8,44303,1700.33%+3,170
ALPHABET INC(GOOG)2,30010,667+8,3674381,6670.18%+1,228
ISHARES TR3,79417,686+13,8922871,4450.15%+1,159
AMAZON COM INC(AMZN)05,634+5,63401,0720.11%+1,072
NVIDIA CORPORATION(NVDA)09,143+9,14309910.10%+991
ALPHABET INC(GOOG)2,0008,256+6,2563791,2770.13%+898
SCHWAB STRATEGIC TR892,224878,431-13,79330,63031,5183.33%+888
ISHARES TR04,410+4,41008300.09%+830
VISA INC(V)02,263+2,26307930.08%+793
QUALCOMM INC(QCOM)05,080+5,08007800.08%+780
ACCOLADE INC426,615317,026-109,5891,4592,2130.23%+754
ISHARES TR
MSCI USA QLT FCT
04,151+4,15107090.07%+709
SCHWAB STRATEGIC TR507,309509,068+1,7599,38510,0691.06%+684
JPMORGAN CHASE & CO.(JPM)02,729+2,72906690.07%+669
ISHARES TR05,906+5,90606560.07%+656
META PLATFORMS INC(META)01,133+1,13306530.07%+653
ISHARES TR08,535+8,53505420.06%+542
ABBVIE INC(ABBV)02,449+2,44905130.05%+513
DBX ETF TR011,716+11,71605070.05%+507
ISHARES TR1,9682,956+9881,1591,6610.18%+502
VANGUARD MALVERN FDS09,929+9,92904950.05%+495
BERKSHIRE HATHAWAY INC DEL4402,7243,1940.34%+470
VANGUARD INTL EQUITY INDEX F72,61275,544+2,9328,3138,7330.92%+420
ISHARES TR
CORE MSCI EAFE
3,4678,381+4,9142446340.07%+390
ORACLE CORP(ORCL)02,727+2,72703810.04%+381
ISHARES TR01,013+1,01303660.04%+366
GILEAD SCIENCES INC(GILD)03,233+3,23303620.04%+362
ISHARES TR04,342+4,34203620.04%+362
MASTERCARD INCORPORATED(MA)0649+64903560.04%+356
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,129+2,12903530.04%+353
MERCK & CO INC(MRK)03,859+3,85903460.04%+346
DANAHER CORPORATION(DHR)01,672+1,67203430.04%+343
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
08,649+8,64903400.04%+340
CAPITAL ONE FINL CORP(COF)01,893+1,89303390.04%+339
JOHNSON & JOHNSON(JNJ)02,004+2,00403320.04%+332
ILLINOIS TOOL WKS INC(ITW)01,263+1,26303130.03%+313
CHEVRON CORP NEW(CVX)01,812+1,81203030.03%+303
INTERCONTINENTAL EXCHANGE IN(ICE)01,634+1,63402820.03%+282
SAP SE(SAP)01,045+1,04502810.03%+281
TARGET CORP(TGT)02,631+2,63102750.03%+275
HOME DEPOT INC(HD)0744+74402730.03%+273
BROADCOM INC(AVGO)01,618+1,61802710.03%+271
EXXON MOBIL CORP7,7959,327+1,5328391,1090.12%+271
HONEYWELL INTL INC(HON)01,266+1,26602680.03%+268
SHOPIFY INC(SHOP)02,796+2,79602670.03%+267
AMGEN INC(AMGN)0855+85502660.03%+266
GOLDMAN SACHS GROUP INC(GS)0486+48602650.03%+265
VANGUARD WORLD FD
UTILITIES ETF
01,545+1,54502640.03%+264
COCA COLA CO(KO)03,660+3,66002620.03%+262
ENBRIDGE INC(ENB)05,876+5,87602600.03%+260
WALMART INC(WMT)02,859+2,85902510.03%+251
SPDR S&P MIDCAP 400 ETF TR(MDY)0463+46302470.03%+247
ECOLAB INC(ECL)3,6494,337+6888551,0990.12%+244
METLIFE INC(MET)02,965+2,96502380.03%+238
INVESCO QQQ TR0500+50002340.02%+234
JANUS DETROIT STR TR
HENDERSON MTG
05,073+5,07302290.02%+229
VANGUARD INTL EQUITY INDEX F05,436+5,43602200.02%+220
BANK AMERICA CORP05,054+5,05402110.02%+211
ISHARES TR02,203+2,20302100.02%+210
NETFLIX INC(NFLX)0221+22102060.02%+206
ISHARES INC
CORE MSCI EMKT
03,767+3,76702030.02%+203
PROCTER AND GAMBLE CO(PG)01,188+1,18802020.02%+202
DIMENSIONAL ETF TRUST
US LARG VALU ETF
06,561+6,56102010.02%+201
IMMUNOME INC(IMNM)20,00048,000+28,0002123230.03%+111
BERKSHIRE HATHAWAY INC DEL1,8611,790-718449530.10%+110
GENERAL MTRS CO(GM)8,53511,769+3,2344555530.06%+99
ISHARES TR
ESG AW MSCI EAFE
16,38016,38001,2471,3380.14%+91
WIPRO LTD(WIT)029,020+29,0200890.01%+89
SCHWAB STRATEGIC TR105,772106,666+8942,2282,2940.24%+67
HERBALIFE LTD(HLF)33,00033,00002212850.03%+64
ENEL CHILE S.A.(ENIC)010,613+10,6130350.00%+35
SCHWAB STRATEGIC TR18,17518,352+1774414560.05%+15
ISHARES TR
USD GRN BOND ETF
14,03914,028-116546640.07%+10
HYDROFARM HLDGS GROUP INC10,5000-10,50060-6
INVENTRUST PPTYS CORP(IVT)11,53311,53303473390.04%-9
INVESCO EXCH TRADED FD TR II
GBL CLEAN ENRG
18,78118,78102171980.02%-19
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
15,08915,08905224980.05%-24
VANGUARD INDEX FDS125,144122,738-2,40611,14811,1131.17%-35
GLACIER BANCORP INC NEW(GBCI)6,0006,00003012650.03%-36
ISHARES TR
ESG AWARE MSCI
11,41511,41504804380.05%-42
VANGUARD INDEX FDS1,0951,09504494060.04%-43
SPDR S&P 500 ETF TR(SPY)3,2633,300+371,9121,8460.19%-66
SCPHARMACEUTICALS INC85,18485,18403022240.02%-78
SCHWAB STRATEGIC TR108,068103,188-4,8802,6002,5120.27%-89
SCHWAB STRATEGIC TR128,344128,587+2432,9752,8390.30%-136
SPDR SER TR
ST NUVE TERM ETF
27,70024,708-2,9921,3131,1760.12%-137
VANGUARD WORLD FD
INF TECH ETF
3370-3372100-210
FLAGSTAR FINANCIAL INC(FLG)30,0000-30,0002800-280
SCHWAB STRATEGIC TR206,794188,537-18,2575,5075,1980.55%-309
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
1,682,7381,576,797-105,94121,85921,4922.27%-367
VANGUARD INDEX FDS108,009115,052+7,04325,95325,5132.69%-440
INTEL CORP(INTC)38,5000-38,5007720-772
VANGUARD INDEX FDS3,5550-3,5559390-939
SPDR INDEX SHS FDS
ST MARKE CAP ETF
77,04061,315-15,7254,5153,4720.37%-1,043
SPDR SER TR
ST STR NUVEE ETF
91,96067,942-24,0184,1953,0620.32%-1,133
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