Johnson Bixby & Associates, LLC
Johnson Bixby & Associates, LLC is a financial planning and investment advisory firm headquartered in Vancouver, Washington. The firm is registered with the SEC and serves individuals and institutional clients by providing personalized financial planning, investment management, and advisory services. With a dedicated team focused on client-centered advice, Johnson Bixby aims to help clients navigate complex financial decisions and achieve long-term goals. The firm traces its leadership to Owner & CCO Heidi Johnson Bixby. While its precise founding year is not disclosed in public filings, it is recognized as an established presence in the Vancouver, WA financial advisory community.
Investment Strategy
Johnson Bixby & Associates, LLC provides client-driven investment management with a focus on building custom portfolios tailored to each client’s goals, risk tolerance, and time horizon. The firm emphasizes diversified asset allocation and strategic investment selection using a mix of equities, fixed income, and ETFs. They apply a long-term perspective, integrating financial planning with disciplined portfolio management to help clients achieve sustainable growth and manage risk. Continuous client engagement and ongoing review of market conditions are integral to their philosophy.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGCP | CAPITAL GRP FIXED INCM ETF T | 16.92% | $132.0M | 5,811,902 | $22.41 | $22.72 | +$5.3M |
I ITOT | ISHARES TR | 13.21% | $103.1M | 707,841 | $90.03 | $145.65 | +$7.0M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 10.82% | $84.4M | 2,008,253 | $27.97 | $42.03 | +$6.7M |
C CGGR | CAPITAL GROUP GROWTH ETF | 7.58% | $59.1M | 1,345,920 | $33.30 | $43.92 | +$5.3M |
V VCSH | VANGUARD SCOTTSDALE FDS | 4.51% | $35.2M | 439,799 | $77.36 | $79.93 | +$3.1M |