Johnson Financial Group, Inc. Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$1.4T

Holdings

646

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (646 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
659,990$294.2B20.34%
2
IEIISHARES TR
1,067,694$123.1B8.51%
3
IWFISHARES TR
378,045$104.0B7.19%
4
JOUTJOHNSON OUTDOORS INC
1,632,463$100.3B6.94%
5
ACWXISHARES TR
2,014,830$99.2B6.86%
6
IXUSISHARES TR
1,246,723$78.1B5.40%
7
VTIVANGUARD INDEX FDS
173,623$38.2B2.64%
8
OBDCOWL ROCK CAPITAL CORPORATION
2,205,263$30.3B2.09%
9
AAPLAPPLE INC
136,073$26.4B1.83%
10
SPYSPDR S&P 500 ETF TR
58,556$26.0B1.80%
11
IEMGISHARES INC
421,563$20.8B1.44%
12
IWBISHARES TR
75,640$18.4B1.27%
13
MSFTMICROSOFT CORP
50,739$17.3B1.19%
14
MUBISHARES TR
148,305$15.8B1.09%
15
GVIISHARES TR
147,734$15.2B1.05%
16
IJHISHARES TR
57,007$14.9B1.03%
17
AQLTISHARES TR
204,189$13.8B0.95%
18
XRNPXCOHEN & STEERS REIT & PFD &
708,937$13.5B0.93%
19
EFGISHARES TR
100,243$9.6B0.66%
20
GOOGALPHABET INC
79,014$9.6B0.66%
21
IWPISHARES TR
94,811$9.2B0.63%
22
IWDISHARES TR
49,984$7.9B0.55%
23
BTZBLACKROCK CR ALLOCATION INCO
745,480$7.6B0.52%
24
NVGNUVEEN AMT FREE MUN CR INC F
592,500$7.0B0.48%
25
JNJJOHNSON & JOHNSON
40,280$6.7B0.46%
26
MBBISHARES TR
66,396$6.2B0.43%
27
IEFISHARES TR
62,604$6.0B0.42%
28
DSIISHARES TR
68,894$5.8B0.40%
29
MOALTRIA GROUP INC
126,157$5.8B0.40%
30
IWRISHARES TR
76,725$5.6B0.39%
31
HDHOME DEPOT INC
17,543$5.4B0.38%
32
EFAISHARES TR
72,509$5.3B0.36%
33
AGGISHARES TR
53,325$5.2B0.36%
34
JPMJPMORGAN CHASE & CO
35,719$5.2B0.36%
35
NUVNUVEEN MUN VALUE FD INC
590,250$5.2B0.36%
36
BRK/BBERKSHIRE HATHAWAY INC DEL
15,069$5.1B0.36%
37
EFVISHARES TR
101,601$5.0B0.34%
38
UNHUNITEDHEALTH GROUP INC
10,075$4.8B0.33%
39
PFEPFIZER INC
130,994$4.8B0.33%
40
AMZNAMAZON COM INC
34,796$4.5B0.31%
41
TXNTEXAS INSTRS INC
24,879$4.5B0.31%
42
PGPROCTER AND GAMBLE CO
29,143$4.4B0.31%
43
ISTBISHARES TR
92,835$4.3B0.30%
44
ABBVABBVIE INC
29,787$4.0B0.28%
45
XOMEXXON MOBIL CORP
36,245$3.9B0.27%
46
VVISA INC
15,929$3.8B0.26%
47
FAFFIRST AMERN FINL CORP
61,500$3.5B0.24%
48
AVGOBROADCOM INC
3,979$3.5B0.24%
49
MRKMERCK & CO INC
29,008$3.4B0.23%
50
LMTLOCKHEED MARTIN CORP
6,966$3.2B0.22%
51
NVDANVIDIA CORPORATION
7,554$3.2B0.22%
52
4I1PHILIP MORRIS INTL INC
31,672$3.1B0.21%
53
VWOVANGUARD INTL EQUITY INDEX F
75,913$3.1B0.21%
54
PEPPEPSICO INC
16,624$3.1B0.21%
55
VIGVANGUARD SPECIALIZED FUNDS
18,829$3.1B0.21%
56
CSCOCISCO SYS INC
58,518$3.0B0.21%
57
METAMETA PLATFORMS INC
10,530$3.0B0.21%
58
WMTWALMART INC
18,374$2.9B0.20%
59
BACVERIZON COMMUNICATIONS INC
77,482$2.9B0.20%
60
ACNACCENTURE PLC IRELAND
9,053$2.8B0.19%
61
TSNTYSON FOODS INC
54,536$2.8B0.19%
62
BMIBADGER METER INC
18,838$2.8B0.19%
63
VNQVANGUARD INDEX FDS
32,724$2.8B0.19%
64
LNTALLIANT ENERGY CORP
52,536$2.8B0.19%
65
AMGNAMGEN INC
11,348$2.5B0.17%
66
EOGEOG RES INC
21,846$2.5B0.17%
67
IJRISHARES TR
24,191$2.4B0.17%
68
BSVVANGUARD BD INDEX FDS
30,442$2.3B0.16%
69
GOOGLALPHABET INC
18,873$2.3B0.16%
70
DHID R HORTON INC
18,390$2.2B0.15%
71
USMVISHARES TR
30,050$2.2B0.15%
72
IWVISHARES TR
8,755$2.2B0.15%
73
EXPDEXPEDITORS INTL WASH INC
17,966$2.2B0.15%
74
TROWPRICE T ROWE GROUP INC
19,346$2.2B0.15%
75
MDYSPDR S&P MIDCAP 400 ETF TR
4,501$2.2B0.15%
76
PEOEXELON CORP
52,678$2.1B0.15%
77
LRCXEURLAM RESEARCH CORP
3,176$2.0B0.14%
78
ADBEADOBE SYSTEMS INCORPORATED
4,099$2.0B0.14%
79
ABTABBOTT LABS
17,653$1.9B0.13%
80
IQLTISHARES TR
52,423$1.9B0.13%
81
VEAVANGUARD TAX-MANAGED FDS
39,524$1.8B0.13%
82
RHIROBERT HALF INTL INC
23,909$1.8B0.12%
83
LLYLILLY ELI & CO
3,721$1.7B0.12%
84
USBUS BANCORP DEL
49,764$1.7B0.11%
85
ADIANALOG DEVICES INC
8,509$1.7B0.11%
86
NUENUCOR CORP
9,670$1.6B0.11%
87
NTAPNETAPP INC
20,567$1.6B0.11%
88
PGRPROGRESSIVE CORP
11,747$1.6B0.11%
89
UNPUNION PAC CORP
7,497$1.5B0.11%
90
CMCSACOMCAST CORP NEW
36,267$1.5B0.10%
91
SCHWSCHWAB CHARLES CORP
26,549$1.5B0.10%
92
VXUSVANGUARD STAR FDS
26,768$1.5B0.10%
93
PAYXPAYCHEX INC
13,378$1.5B0.10%
94
FTNTFORTINET INC
19,443$1.5B0.10%
95
WFCWELLS FARGO CO NEW
32,653$1.4B0.10%
96
CMICUMMINS INC
5,505$1.3B0.09%
97
ODFLOLD DOMINION FREIGHT LINE IN
3,596$1.3B0.09%
98
UPSUNITED PARCEL SERVICE INC
7,405$1.3B0.09%
99
IWMISHARES TR
6,754$1.3B0.09%
100
COSTCOSTCO WHSL CORP NEW
2,349$1.3B0.09%
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