Johanson Financial Advisors, Inc. 13F 持仓 · 最近申报 2021年Q4
Johanson Financial Advisors 在 2021年Q4（报告期截至 2021-12-31）的 SEC 13F 申报中报告了 129 只证券，申报市值合计 3.26 亿美元。前几大持仓：AAPL（10.32%）、VUG（6.25%）、VIG（5.09%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $33.7M | 10.32% | 189,745 | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $20.4M | 6.25% | 63,552 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $16.6M | 5.09% | 96,830 | 增持 |
| 4 | VYM | VANGUARD WHITEHALL FDS | $15.4M | 4.72% | 137,362 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $13.7M | 4.19% | 40,708 | 减持 |
| 6 | IVW | ISHARES TR | $10.6M | 3.24% | 126,289 | 减持 |
| 7 | IWF | ISHARES TR | $10.0M | 3.05% | 32,572 | 减持 |
| 8 | ICSH | ISHARES TR | $8.0M | 2.45% | 158,634 | 增持 |
| 9 | UNH | UNITEDHEALTH GROUP INC | $7.5M | 2.30% | 14,977 | 增持 |
| 10 | GOOGL | ALPHABET INC | $7.3M | 2.22% | 2,504 | 增持 |
| 11 | IVE | ISHARES TR | $7.1M | 2.16% | 45,119 | 增持 |
| 12 | IGSB | ISHARES TR | $7.0M | 2.15% | 130,442 | 减持 |
| 13 | MA | MASTERCARD INCORPORATED | $6.6M | 2.03% | 18,432 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.0M | 1.84% | 20,097 | 增持 |
| 15 | JPST | J P MORGAN EXCHANGE-TRADED F | $5.9M | 1.82% | 117,455 | 减持 |
| 16 | DON | WISDOMTREE TR | $5.7M | 1.73% | 127,538 | 增持 |
| 17 | V | VISA INC | $5.6M | 1.73% | 26,008 | 减持 |
| 18 | FVD | FIRST TR VALUE LINE DIVID IN | $4.9M | 1.49% | 112,926 | 增持 |
| 19 | INTC | INTEL CORP | $4.9M | 1.49% | 94,410 | 增持 |
| 20 | VTV | VANGUARD INDEX FDS | $4.8M | 1.46% | 32,477 | 增持 |
| 21 | VOE | VANGUARD INDEX FDS | $4.7M | 1.43% | 31,064 | 增持 |
| 22 | DIS | DISNEY WALT CO | $4.5M | 1.39% | 29,292 | 减持 |
| 23 | AMZN | AMAZON COM INC | $4.4M | 1.36% | 1,330 | 减持 |
| 24 | JNJ | JOHNSON & JOHNSON | $4.4M | 1.36% | 25,921 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO | $4.1M | 1.27% | 26,189 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR