Johanson Financial Advisors, Inc. 13F Holdings

CIK 0001665589 · Campbell, CA

As of Dec 31, 2021, Johanson Financial Advisors, Inc. reported 129 positions worth $326.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology189,745$33.7K10.32%
VANGUARD GROWTH INDEX FUNDVUG—63,552$20.4K6.25%
VANGUARD DIVIDEND APPREC ETFVIG—96,830 6.6K5.09%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—137,362 5.4K4.72%
MICROSOFT CORPMSFTTechnology40,708 3.7K4.19%
ISHARES S&P 500 GROWTH ETFIVW—126,289 0.6K3.24%
ISHARES RUSSELL 1000 GROWTH ETFIWF—32,572 0.0K3.05%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFICSH—158,634$8.0K2.45%
UNITEDHEALTH GROUP INCUNHHealthcare14,977$7.5K2.30%
ALPHABET INCGOOGLEquity2,504$7.3K2.22%
ISHARES S&P 500 VALUE ETFIVE—45,119$7.1K2.16%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB—130,442$7.0K2.15%
MASTERCARD INCMAFinancial Services18,432$6.6K2.03%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services20,097$6.0K1.84%
JPMORGAN ULTRA-SHORT INCOMEJPST—117,455$5.9K1.82%
WISDOMTREE US MIDCAP DIVIDEND FUNDDON—127,538$5.7K1.73%
VISA INC-CLASS A SHARESVFinancial Services26,008$5.6K1.73%
INTEL CORPINTCTechnology94,410$4.9K1.49%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDFVD—112,926$4.9K1.49%
VANGUARD VALUE INDEX FUNDVTV—32,477$4.8K1.46%
VANGUARD MID-CAP VALUE INDEX FUNDVOE—31,064$4.7K1.43%
WALT DISNEY CODISCommunication Services29,292$4.5K1.39%
AMAZON.COM INCAMZNEquity1,330$4.4K1.36%
JOHNSON & JOHNSONJNJHealthcare25,921$4.4K1.36%
JPMORGAN CHASE & COJPMFinancial Services26,189$4.1K1.27%