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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
29
2
2
1
2
0
21
4
1
JOHANSON FINANCIAL ADVISORS INC

Time Period2019-03-31

Total Holdings99

Total Value ($x1000)178,240
Activities
New13

Increased66

Unchanged0

Decreased20

Sold Out0

Top 10 Stock Holdingstotal 40.19%
AAPL6.37

VYM5.68

VUG5.34

VIG3.93

CSJ3.71

 
IWF3.32

IVW3.25

INTC3.11

VOE2.76

IVE2.72

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
6.37%
COM
VYM
5.68%
HIGH DIV YLD
VUG
5.34%
GROWTH ETF
VIG
3.93%
DIV APP ETF
CSJ
3.71%
1-3 YR CR BD ETF
IWF
3.32%
RUS 1000 GRW ETF
IVW
3.25%
S&P 500 GRWT ETF
INTC
3.11%
COM
VOE
2.76%
MCAP VL IDXVIP
IVE
2.72%
S&P 500 VAL ETF
DON
2.68%
MIDCAP DIVI FD
MA
2.67%
CL A
V
2.53%
COM CL A
MSFT
2.49%
COM
TRMB
2.4%
COM
BRK.B
2.35%
CL B NEW
ICSH
1.86%
LIQUID INC ETF
VBR
1.68%
SM CP VAL ETF
FVD
1.53%
SHS
UNH
1.52%
COM
VTV
1.45%
VALUE ETF
JPM
1.44%
COM
BA
1.42%
COM
GOOGL
1.32%
CAP STK CL A
UNP
1.28%
COM
JNJ
1.27%
COM
PG
1.26%
COM
BSV
1.23%
SHORT TRM BOND
BABA
1.22%
SPONSORED ADS
VHT
1.08%
HEALTH CAR ETF
NDSN
1.08%
COM
AMZN
1.04%
COM
CVX
1.02%
COM
CSCO
0.94%
COM
JPST
0.92%
ULTRA SHRT INC
WMT
0.7%
COM
SDY
0.7%
S&P DIVID ETF
USFR
0.7%
BLMBRG FL TRFD
XOM
0.69%
COM
LRCX
0.67%
COM
SPLV
0.67%
S&P500 LOW VOL
QQQ
0.63%
UNIT SER 1
DIS
0.6%
COM DISNEY
LMT
0.6%
COM
RTN
0.57%
COM NEW
FB
0.53%
CL A
WFC
0.52%
COM
WM
0.51%
COM
HD
0.46%
COM
AMGN
0.45%
COM
VCIT
0.43%
INT-TERM CORP
BAC
0.43%
COM
IWD
0.42%
RUS 1000 VAL ETF
VB
0.4%
SMALL CP ETF
ADBE
0.38%
COM
TD
0.37%
COM NEW
NVDA
0.35%
COM
COST
0.34%
COM
VZ
0.34%
COM
IDA
0.32%
COM
PYPL
0.32%
COM
KMB
0.31%
COM
NFLX
0.31%
COM
ABT
0.3%
COM
SLYV
0.3%
S&P 600 SMCP VAL
HON
0.27%
COM
CLX
0.27%
COM
VCSH
0.26%
SHRT TRM CORP BD
NOC
0.26%
COM
VLO
0.26%
COM
QCOM
0.25%
COM
QEFA
0.24%
EAFE QUAL MIX
EFA
0.24%
MSCI EAFE ETF
GLD
0.21%
GOLD SHS
TM
0.18%
SP ADR REP2COM
TSM
0.17%
SPONSORED ADR
VMW
0.17%
CL A COM
PEP
0.17%
COM
WDAY
0.16%
CL A
FMC
0.16%
COM NEW
MCD
0.16%
COM
HRC
0.16%
COM
CAT
0.16%
COM
ABBV
0.15%
COM
IWB
0.15%
RUS 1000 ETF
O
0.14%
COM
CMI
0.14%
COM
MO
0.14%
COM
TGT
0.14%
COM
MRK
0.13%
COM
PFE
0.13%
COM
SJM
0.13%
COM NEW
TMO
0.13%
COM
IEFA
0.12%
CORE MSCI EAFE
VWO
0.12%
FTSE EMR MKT ETF
TROW
0.12%
COM
DVY
0.12%
SELECT DIVID ETF
SBUX
0.12%
COM
EMR
0.11%
COM