Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JOHNSON BIXBY & ASSOCIATES LLC 07-19-2024 06-30-2024 111 596,982,342
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P TTL STK 1 $99,027,138 833,702 0.02 0.02 15,691 1.92 06-30-2024
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 2 $81,689,643 3,676,402 0.01 0.01 351,363 10.57 06-30-2024
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 3 $60,631,044 1,837,304 0.01 0.01 104,172 6.01 06-30-2024
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 4 $37,967,443 1,289,655 0.01 0.01 48,341 3.89 06-30-2024
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