Johnson Financial Group, Inc. Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$1.4B

Holdings

646

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (646 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
659,990$294.2T20341333.54%
2
IEIISHARES TR
1,067,694$123.1T8509726.67%
3
IWFISHARES TR
378,045$104.0T7193678.96%
4
JOUTJOHNSON OUTDOORS INC
1,632,463$100.3T6936741.24%
5
ACWXISHARES TR
2,014,830$99.2T6857568.64%
6
IXUSISHARES TR
1,246,723$78.1T5398499.18%
7
VTIVANGUARD INDEX FDS
173,623$38.2T2644678.65%
8
OBDCOWL ROCK CAPITAL CORPORATION
2,205,263$30.3T2093396.90%
9
AAPLAPPLE INC
136,073$26.4T1825148.57%
10
SPYSPDR S&P 500 ETF TR
58,556$26.0T1797465.73%
11
IEMGISHARES INC
421,563$20.8T1436851.88%
12
IWBISHARES TR
75,640$18.4T1274877.99%
13
MSFTMICROSOFT CORP
50,739$17.3T1194814.05%
14
MUBISHARES TR
148,305$15.8T1094542.43%
15
GVIISHARES TR
147,734$15.2T1051200.23%
16
IJHISHARES TR
57,007$14.9T1030757.37%
17
AQLTISHARES TR
204,189$13.8T953073.50%
18
XRNPXCOHEN & STEERS REIT & PFD &
708,937$13.5T930942.41%
19
EFGISHARES TR
100,243$9.6T661360.46%
20
GOOGALPHABET INC
79,014$9.6T660955.11%
21
IWPISHARES TR
94,811$9.2T633520.94%
22
IWDISHARES TR
49,984$7.9T545520.21%
23
BTZBLACKROCK CR ALLOCATION INCO
745,480$7.6T523229.59%
24
NVGNUVEEN AMT FREE MUN CR INC F
592,500$7.0T481036.66%
25
JNJJOHNSON & JOHNSON
40,280$6.7T461031.10%
26
MBBISHARES TR
66,396$6.2T428204.22%
27
IEFISHARES TR
62,604$6.0T418186.02%
28
DSIISHARES TR
68,894$5.8T400987.11%
29
MOALTRIA GROUP INC
126,157$5.8T398502.36%
30
IWRISHARES TR
76,725$5.6T387461.43%
31
HDHOME DEPOT INC
17,543$5.4T376835.20%
32
EFAISHARES TR
72,509$5.3T363513.30%
33
AGGISHARES TR
53,325$5.2T361178.46%
34
JPMJPMORGAN CHASE & CO
35,719$5.2T359230.79%
35
NUVNUVEEN MUN VALUE FD INC
590,250$5.2T356264.75%
36
BRK/BBERKSHIRE HATHAWAY INC DEL
15,069$5.1T355327.71%
37
EFVISHARES TR
101,601$5.0T343836.69%
38
UNHUNITEDHEALTH GROUP INC
10,075$4.8T334853.80%
39
PFEPFIZER INC
130,994$4.8T332254.60%
40
AMZNAMAZON COM INC
34,796$4.5T313663.50%
41
TXNTEXAS INSTRS INC
24,879$4.5T309701.91%
42
PGPROCTER AND GAMBLE CO
29,143$4.4T305791.01%
43
ISTBISHARES TR
92,835$4.3T299406.07%
44
ABBVABBVIE INC
29,787$4.0T277511.76%
45
XOMEXXON MOBIL CORP
36,245$3.9T268804.01%
46
VVISA INC
15,929$3.8T261580.84%
47
FAFFIRST AMERN FINL CORP
61,500$3.5T242489.31%
48
AVGOBROADCOM INC
3,979$3.5T238670.51%
49
MRKMERCK & CO INC
29,008$3.4T231939.34%
50
LMTLOCKHEED MARTIN CORP
6,966$3.2T221763.62%
51
NVDANVIDIA CORPORATION
7,554$3.2T220967.43%
52
4I1PHILIP MORRIS INTL INC
31,672$3.1T213893.35%
53
VWOVANGUARD INTL EQUITY INDEX F
75,913$3.1T213544.07%
54
PEPPEPSICO INC
16,624$3.1T212918.68%
55
VIGVANGUARD SPECIALIZED FUNDS
18,829$3.1T212210.73%
56
CSCOCISCO SYS INC
58,518$3.0T209365.98%
57
METAMETA PLATFORMS INC
10,530$3.0T208963.46%
58
WMTWALMART INC
18,374$2.9T199706.11%
59
BACVERIZON COMMUNICATIONS INC
77,482$2.9T199258.72%
60
ACNACCENTURE PLC IRELAND
9,053$2.8T193174.86%
61
TSNTYSON FOODS INC
54,536$2.8T192479.42%
62
BMIBADGER METER INC
18,838$2.8T192217.82%
63
VNQVANGUARD INDEX FDS
32,724$2.8T190788.02%
64
LNTALLIANT ENERGY CORP
52,536$2.8T190651.93%
65
AMGNAMGEN INC
11,348$2.5T174221.55%
66
EOGEOG RES INC
21,846$2.5T172878.18%
67
IJRISHARES TR
24,191$2.4T166694.60%
68
BSVVANGUARD BD INDEX FDS
30,442$2.3T159076.73%
69
GOOGLALPHABET INC
18,873$2.3T156216.00%
70
DHID R HORTON INC
18,390$2.2T154748.72%
71
USMVISHARES TR
30,050$2.2T154453.93%
72
IWVISHARES TR
8,755$2.2T154063.65%
73
EXPDEXPEDITORS INTL WASH INC
17,966$2.2T150485.09%
74
TROWPRICE T ROWE GROUP INC
19,346$2.2T149857.00%
75
MDYSPDR S&P MIDCAP 400 ETF TR
4,501$2.2T149177.74%
76
PEOEXELON CORP
52,678$2.1T148402.30%
77
LRCXEURLAM RESEARCH CORP
3,176$2.0T141323.65%
78
ADBEADOBE SYSTEMS INCORPORATED
4,099$2.0T138601.64%
79
ABTABBOTT LABS
17,653$1.9T133080.66%
80
IQLTISHARES TR
52,423$1.9T129051.24%
81
VEAVANGUARD TAX-MANAGED FDS
39,524$1.8T126214.44%
82
RHIROBERT HALF INTL INC
23,909$1.8T124361.30%
83
LLYLILLY ELI & CO
3,721$1.7T120671.40%
84
USBUS BANCORP DEL
49,764$1.7T114833.30%
85
ADIANALOG DEVICES INC
8,509$1.7T114625.16%
86
NUENUCOR CORP
9,670$1.6T109776.38%
87
NTAPNETAPP INC
20,567$1.6T108656.23%
88
PGRPROGRESSIVE CORP
11,747$1.6T107524.32%
89
UNPUNION PAC CORP
7,497$1.5T106078.12%
90
CMCSACOMCAST CORP NEW
36,267$1.5T104201.26%
91
SCHWSCHWAB CHARLES CORP
26,549$1.5T104056.32%
92
VXUSVANGUARD STAR FDS
26,768$1.5T103803.37%
93
PAYXPAYCHEX INC
13,378$1.5T103489.29%
94
FTNTFORTINET INC
19,443$1.5T101629.10%
95
WFCWELLS FARGO CO NEW
32,653$1.4T96369.16%
96
CMICUMMINS INC
5,505$1.3T93324.84%
97
ODFLOLD DOMINION FREIGHT LINE IN
3,596$1.3T91942.89%
98
UPSUNITED PARCEL SERVICE INC
7,405$1.3T91785.64%
99
IWMISHARES TR
6,754$1.3T87462.05%
100
COSTCOSTCO WHSL CORP NEW
2,349$1.3T87450.51%
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