Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JOHANSON FINANCIAL ADVISORS INC | 10-19-2021 | 09-30-2021 | 125 | 290,336,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $27,075,000 | 191,344 | 9.33 | 9.68 | -1,289 | -0.67 | 09-30-2021 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $17,904,000 | 61,703 | 6.17 | 6.10 | -12 | -0.02 | 09-30-2021 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $13,610,000 | 88,605 | 4.69 | 4.55 | 3,402 | 3.99 | 09-30-2021 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 4 | $13,595,000 | 131,541 | 4.68 | 4.64 | 772 | 0.59 | 09-30-2021 |
