0001085146-20-001071.txt : 20200410
0001085146-20-001071.hdr.sgml : 20200410
20200409173226
ACCESSION NUMBER: 0001085146-20-001071
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200410
DATE AS OF CHANGE: 20200409
EFFECTIVENESS DATE: 20200410
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Johanson Financial Advisors, Inc.
CENTRAL INDEX KEY: 0001665589
IRS NUMBER: 453247522
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17106
FILM NUMBER: 20785537
BUSINESS ADDRESS:
STREET 1: 2105 S. BASCOM AVENUE, SUITE 255
CITY: CAMPBELL
STATE: CA
ZIP: 95008
BUSINESS PHONE: 408-404-0009
MAIL ADDRESS:
STREET 1: 2105 S. BASCOM AVENUE, SUITE 255
CITY: CAMPBELL
STATE: CA
ZIP: 95008
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001665589
XXXXXXXX
03-31-2020
03-31-2020
false
Johanson Financial Advisors, Inc.
2105 S. Bascom Avenue, Suite 255
Campbell
CA
95008
13F HOLDINGS REPORT
028-17106
N
Lynda Tu
Chief Compliance Officer
408-404-0009
/s/ Lynda Tu
Campbell
CA
04-07-2020
0
94
173767
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ABBOTT LABS
COM
002824100
512
6483
SH
SOLE
0
0
6483
ABBVIE INC
COM
00287Y109
340
4452
SH
SOLE
0
0
4452
ADOBE INC
COM
00724F101
880
2771
SH
SOLE
0
0
2771
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
2355
12047
SH
SOLE
0
0
12047
ALPHABET INC
CAP STK CL A
02079K305
2497
2153
SH
SOLE
0
0
2153
AMAZON COM INC
COM
023135106
2255
1158
SH
SOLE
0
0
1158
AMGEN INC
COM
031162100
1083
5360
SH
SOLE
0
0
5360
APPLE INC
COM
037833100
14400
56635
SH
SOLE
0
0
56635
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3597
19714
SH
SOLE
0
0
19714
BK OF AMERICA CORP
COM
060505104
507
23854
SH
SOLE
0
0
23854
BLACKSTONE GROUP INC
COM CL A
09260D107
253
5559
SH
SOLE
0
0
5559
BOEING CO
COM
097023105
1427
9562
SH
SOLE
0
0
9562
CANADIAN PAC RY LTD
COM
13645T100
229
1048
SH
SOLE
0
0
1048
CHEVRON CORP NEW
COM
166764100
450
6235
SH
SOLE
0
0
6235
CISCO SYS INC
COM
17275R102
1067
27158
SH
SOLE
0
0
27158
CLOROX CO DEL
COM
189054109
487
2802
SH
SOLE
0
0
2802
COSTCO WHSL CORP NEW
COM
22160K105
1170
4109
SH
SOLE
0
0
4109
DISNEY WALT CO
COM DISNEY
254687106
2774
28658
SH
SOLE
0
0
28658
EMERSON ELEC CO
COM
291011104
266
5582
SH
SOLE
0
0
5582
EXXON MOBIL CORP
COM
30231G102
210
5594
SH
SOLE
0
0
5594
F M C CORP
COM NEW
302491303
275
3369
SH
SOLE
0
0
3369
FACEBOOK INC
CL A
30303M102
1067
6400
SH
SOLE
0
0
6400
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
2532
91504
SH
SOLE
0
0
91504
GILEAD SCIENCES INC
COM
375558103
297
4045
SH
SOLE
0
0
4045
HILL ROM HLDGS INC
COM
431475102
217
2187
SH
SOLE
0
0
2187
HOME DEPOT INC
COM
437076102
811
4333
SH
SOLE
0
0
4333
HONEYWELL INTL INC
COM
438516106
403
3010
SH
SOLE
0
0
3010
IDACORP INC
COM
451107106
747
8517
SH
SOLE
0
0
8517
INTEL CORP
COM
458140100
5543
102453
SH
SOLE
0
0
102453
INTUITIVE SURGICAL INC
COM NEW
46120E602
320
646
SH
SOLE
0
0
646
INVESCO EXCHANGE-TRADED FD T
S&P500 LOW VOL
46138E354
1044
22194
SH
SOLE
0
0
22194
INVESCO QQQ TR
UNIT SER 1
46090E103
1238
6488
SH
SOLE
0
0
6488
ISHARES TR
MSCI EAFE ETF
464287465
209
3917
SH
SOLE
0
0
3917
ISHARES TR
RUS 1000 ETF
464287622
245
1733
SH
SOLE
0
0
1733
ISHARES TR
RUS 1000 GRW ETF
464287614
5372
35660
SH
SOLE
0
0
35660
ISHARES TR
RUS 1000 VAL ETF
464287598
587
5924
SH
SOLE
0
0
5924
ISHARES TR
S&P 500 GRWT ETF
464287309
5666
34297
SH
SOLE
0
0
34297
ISHARES TR
S&P 500 VAL ETF
464287408
4180
43457
SH
SOLE
0
0
43457
ISHARES TR
SH TR CRPORT ETF
464288646
7286
139206
SH
SOLE
0
0
139206
ISHARES TR
ULTR SH TRM BD
46434V878
5005
100256
SH
SOLE
0
0
100256
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
3800
76490
SH
SOLE
0
0
76490
JOHNSON & JOHNSON
COM
478160104
2299
17497
SH
SOLE
0
0
17497
JPMORGAN CHASE & CO
COM
46625H100
2133
23680
SH
SOLE
0
0
23680
KIMBERLY CLARK CORP
COM
494368103
824
6427
SH
SOLE
0
0
6427
LOCKHEED MARTIN CORP
COM
539830109
1285
3794
SH
SOLE
0
0
3794
MASTERCARD INC
CL A
57636Q104
4838
20031
SH
SOLE
0
0
20031
MCDONALDS CORP
COM
580135101
236
1427
SH
SOLE
0
0
1427
MERCK & CO. INC
COM
58933Y105
214
2785
SH
SOLE
0
0
2785
MFA FINL INC
COM
55272X102
28
18000
SH
SOLE
0
0
18000
MICROSOFT CORP
COM
594918104
6282
39801
SH
SOLE
0
0
39801
NETFLIX INC
COM
64110L106
372
989
SH
SOLE
0
0
989
NEXTERA ENERGY INC
COM
65339F101
641
2673
SH
SOLE
0
0
2673
NORDSON CORP
COM
655663102
1709
12645
SH
SOLE
0
0
12645
NORTHROP GRUMMAN CORP
COM
666807102
547
1817
SH
SOLE
0
0
1817
NVIDIA CORP
COM
67066G104
683
2573
SH
SOLE
0
0
2573
PAYPAL HLDGS INC
COM
70450Y103
518
5441
SH
SOLE
0
0
5441
PEPSICO INC
COM
713448108
312
2602
SH
SOLE
0
0
2602
PRICE T ROWE GROUP INC
COM
74144T108
210
2162
SH
SOLE
0
0
2162
PROCTER & GAMBLE CO
COM
742718109
2159
19641
SH
SOLE
0
0
19641
QUALCOMM INC
COM
747525103
749
11098
SH
SOLE
0
0
11098
RAYTHEON CO
COM NEW
755111507
462
3506
SH
SOLE
0
0
3506
SPDR GOLD TRUST
GOLD SHS
78463V107
842
5685
SH
SOLE
0
0
5685
SPDR INDEX SHS FDS
MSCI EAFE STRTGC
78463X434
354
6659
SH
SOLE
0
0
6659
SPDR SER TR
PRTFLO S&P500 GW
78464A409
212
5959
SH
SOLE
0
0
5959
SPDR SER TR
S&P 600 SMCP VAL
78464A300
304
7487
SH
SOLE
0
0
7487
SPDR SER TR
S&P DIVID ETF
78464A763
1245
15586
SH
SOLE
0
0
15586
SYNOPSYS INC
COM
871607107
395
3068
SH
SOLE
0
0
3068
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
363
7581
SH
SOLE
0
0
7581
TARGET CORP
COM
87612E106
345
3726
SH
SOLE
0
0
3726
THERMO FISHER SCIENTIFIC INC
COM
883556102
231
806
SH
SOLE
0
0
806
TORONTO DOMINION BK ONT
COM NEW
891160509
462
10879
SH
SOLE
0
0
10879
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
210
1753
SH
SOLE
0
0
1753
TRIMBLE INC
COM
896239100
3218
101138
SH
SOLE
0
0
101138
TYLER TECHNOLOGIES INC
COM
902252105
305
1022
SH
SOLE
0
0
1022
UNION PAC CORP
COM
907818108
1956
13884
SH
SOLE
0
0
13884
UNITEDHEALTH GROUP INC
COM
91324P102
3062
12263
SH
SOLE
0
0
12263
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1064
12949
SH
SOLE
0
0
12949
VANGUARD INDEX FDS
GROWTH ETF
922908736
9489
60558
SH
SOLE
0
0
60558
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
3792
46609
SH
SOLE
0
0
46609
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1875
21098
SH
SOLE
0
0
21098
VANGUARD INDEX FDS
SMALL CP ETF
922908751
565
4875
SH
SOLE
0
0
4875
VANGUARD INDEX FDS
VALUE ETF
922908744
2594
29102
SH
SOLE
0
0
29102
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
841
9637
SH
SOLE
0
0
9637
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
656
8299
SH
SOLE
0
0
8299
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
7884
76253
SH
SOLE
0
0
76253
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
9149
129331
SH
SOLE
0
0
129331
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
985
5924
SH
SOLE
0
0
5924
VANGUARD WORLD FDS
INF TECH ETF
92204A702
271
1282
SH
SOLE
0
0
1282
VERIZON COMMUNICATIONS INC
COM
92343V104
648
12098
SH
SOLE
0
0
12098
VISA INC
COM CL A
92826C839
4386
27220
SH
SOLE
0
0
27220
WALMART INC
COM
931142103
1456
12787
SH
SOLE
0
0
12787
WASTE MGMT INC DEL
COM
94106L109
753
8131
SH
SOLE
0
0
8131
WELLS FARGO CO NEW
COM
949746101
222
7768
SH
SOLE
0
0
7768
WISDOMTREE TR
US MIDCAP DIVID
97717W505
3529
145948
SH
SOLE
0
0
145948