Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
24
1
1
1
2
0
17
4
1
JOHANSON FINANCIAL ADVISORS INC

Time Period2018-12-31

Total Holdings86

Total Value ($x1000)148,459
Activities
New4

Increased41

Unchanged1

Decreased40

Sold Out8

Top 10 Stock Holdingstotal 41.62%
AAPL6.37

VYM5.7

VUG5.38

CSJ4.31

VIG4.08

 
IWF3.39

IVW3.34

INTC3.27

IVE2.93

VOE2.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
6.37%
COM
VYM
5.7%
HIGH DIV YLD
VUG
5.38%
GROWTH ETF
CSJ
4.31%
1-3 YR CR BD ETF
VIG
4.08%
DIV APP ETF
IWF
3.39%
RUS 1000 GRW ETF
IVW
3.34%
S&P 500 GRWT ETF
INTC
3.27%
COM
IVE
2.93%
S&P 500 VAL ETF
VOE
2.85%
MCAP VL IDXVIP
BRK.B
2.77%
CL B NEW
DON
2.67%
MIDCAP DIVI FD
TRMB
2.64%
COM
V
2.6%
COM CL A
MA
2.6%
CL A
MSFT
2.5%
COM
BSV
2.03%
SHORT TRM BOND
VBR
1.74%
SM CP VAL ETF
UNH
1.68%
COM
JPM
1.62%
COM
VTV
1.51%
VALUE ETF
FVD
1.43%
SHS
GOOGL
1.32%
CAP STK CL A
ICSH
1.3%
LIQUID INC ETF
UNP
1.26%
COM
PG
1.23%
COM
VHT
1.21%
HEALTH CAR ETF
JNJ
1.21%
COM
NDSN
1.16%
COM
BA
1.12%
COM
AMZN
0.98%
COM
BABA
0.91%
SPONSORED ADS
CSCO
0.88%
COM
WMT
0.81%
COM
USFR
0.79%
BLMBRG FL TRFD
SDY
0.79%
S&P DIVID ETF
DIS
0.69%
COM DISNEY
CVX
0.68%
COM
SPLV
0.68%
S&P500 LOW VOL
LRCX
0.67%
COM
LMT
0.65%
COM
RTN
0.61%
COM NEW
QQQ
0.61%
UNIT SER 1
JPST
0.58%
ULTRA SHRT INC
WFC
0.57%
COM
AMGN
0.53%
COM
XOM
0.51%
COM
FB
0.5%
CL A
WM
0.49%
COM
VB
0.46%
SMALL CP ETF
HD
0.46%
COM
IWD
0.43%
RUS 1000 VAL ETF
VCIT
0.42%
INT-TERM CORP
TD
0.4%
COM NEW
VZ
0.37%
COM
BAC
0.36%
COM
ADBE
0.35%
COM
SLYV
0.31%
S&P 600 SMCP VAL
COST
0.31%
COM
NOC
0.31%
COM
CLX
0.3%
COM
ABT
0.29%
COM
VCSH
0.29%
SHRT TRM CORP BD
KMB
0.29%
COM
NFLX
0.28%
COM
EFA
0.28%
MSCI EAFE ETF
PYPL
0.27%
COM
QCOM
0.27%
COM
VLO
0.27%
COM
NVDA
0.27%
COM
HON
0.24%
COM
GLD
0.24%
GOLD SHS
QEFA
0.22%
EAFE QUAL MIX
TM
0.21%
SP ADR REP2COM
TSM
0.19%
SPONSORED ADR
FMC
0.18%
COM NEW
MCD
0.18%
COM
ABBV
0.18%
COM
IWB
0.18%
RUS 1000 ETF
CAT
0.18%
COM
IEFA
0.16%
CORE MSCI EAFE
CMI
0.15%
COM
WDAY
0.15%
CL A
HRC
0.15%
COM
O
0.14%
COM
PEP
0.14%
COM
CHFC
0.34%
COM
IBM
0.19%
COM
SJM
0.15%
COM NEW
C
0.14%
COM NEW
GS
0.13%
COM
VMW
0.13%
CL A COM
TMO
0.13%
COM
DVY
0.13%
SELECT DIVID ETF