0001085146-22-002356.txt : 20220713
0001085146-22-002356.hdr.sgml : 20220713
20220713131611
ACCESSION NUMBER: 0001085146-22-002356
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220713
DATE AS OF CHANGE: 20220713
EFFECTIVENESS DATE: 20220713
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Johnson Bixby & Associates, LLC
CENTRAL INDEX KEY: 0001844238
IRS NUMBER: 911938373
STATE OF INCORPORATION: WA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20639
FILM NUMBER: 221080730
BUSINESS ADDRESS:
STREET 1: 275 WEST THIRD STREET
STREET 2: SUITE 600
CITY: VANCOUVER
STATE: WA
ZIP: 98660
BUSINESS PHONE: 360-695-1795
MAIL ADDRESS:
STREET 1: 275 WEST THIRD STREET
STREET 2: SUITE 600
CITY: VANCOUVER
STATE: WA
ZIP: 98660
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001844238
XXXXXXXX
06-30-2022
06-30-2022
false
Johnson Bixby & Associates, LLC
275 WEST THIRD STREET
SUITE 600
VANCOUVER
WA
98660
13F HOLDINGS REPORT
028-20639
N
Heidi Johnson Bixby
Owner & CCO
360-695-1795
/s/Heidi Johnson Bixby
Vancouver
WA
07-12-2022
0
98
409882
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL C
02079K107
335
153
SH
SOLE
0
0
153
AMAZON COM INC
COM
023135106
348
3280
SH
SOLE
0
0
3280
AMGEN INC
COM
031162100
242
996
SH
SOLE
0
0
996
APPLE INC
COM
037833100
6011
43963
SH
SOLE
0
0
43963
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2204
8073
SH
SOLE
0
0
8073
CAPITAL GROUP CORE PLUS INCO
SHS CREATION UNI
14020Y102
20436
878590
SH
SOLE
0
0
878590
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
19554
876083
SH
SOLE
0
0
876083
CHASE CORP
COM
16150R104
316
4055
SH
SOLE
0
0
4055
CHEVRON CORP NEW
COM
166764100
319
2205
SH
SOLE
0
0
2205
COCA COLA CO
COM
191216100
399
6335
SH
SOLE
0
0
6335
COSTCO WHSL CORP NEW
COM
22160K105
228
476
SH
SOLE
0
0
476
ETF SER SOLUTIONS
DEFIANCE NEXT
26922A289
5231
166023
SH
SOLE
0
0
166023
EXXON MOBIL CORP
COM
30231G102
223
2600
SH
SOLE
0
0
2600
HOME DEPOT INC
COM
437076102
369
1347
SH
SOLE
0
0
1347
HONEYWELL INTL INC
COM
438516106
422
2426
SH
SOLE
0
0
2426
HP INC
COM
40434L105
262
8001
SH
SOLE
0
0
8001
INTEL CORP
COM
458140100
1938
51807
SH
SOLE
0
0
51807
INTERNATIONAL BUSINESS MACHS
COM
459200101
213
1509
SH
SOLE
0
0
1509
INTUIT
COM
461202103
279
725
SH
SOLE
0
0
725
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
46090A887
44421
896482
SH
SOLE
0
0
896482
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
46090F100
4596
254743
SH
SOLE
0
0
254743
INVESCO EXCH TRADED FD TR II
CALIF AMT MUN
46138E206
368
15135
SH
SOLE
0
0
15135
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
10160
75694
SH
SOLE
0
0
75694
ISHARES TR
0-5 YR TIPS ETF
46429B747
481
4742
SH
SOLE
0
0
4742
ISHARES TR
0-5YR HI YL CP
46434V407
10869
268031
SH
SOLE
0
0
268031
ISHARES TR
CORE S&P MCP ETF
464287507
1105
4886
SH
SOLE
0
0
4886
ISHARES TR
CORE S&P SCP ETF
464287804
837
9057
SH
SOLE
0
0
9057
ISHARES TR
CORE S&P TTL STK
464287150
55056
657149
SH
SOLE
0
0
657149
ISHARES TR
CORE S&P500 ETF
464287200
612
1614
SH
SOLE
0
0
1614
ISHARES TR
ESG ADV TTL USD
46436E619
683
15524
SH
SOLE
0
0
15524
ISHARES TR
ESG AWARE MSCI
46435U663
263
8340
SH
SOLE
0
0
8340
ISHARES TR
ESG AWRE 1 5 YR
46435G243
919
38130
SH
SOLE
0
0
38130
ISHARES TR
ESG EAFE ETF
46436E759
298
5719
SH
SOLE
0
0
5719
ISHARES TR
FLTG RATE NT ETF
46429B655
1599
32037
SH
SOLE
0
0
32037
ISHARES TR
GL CLEAN ENE ETF
464288224
261
13686
SH
SOLE
0
0
13686
ISHARES TR
IBOXX INV CP ETF
464287242
321
2914
SH
SOLE
0
0
2914
ISHARES TR
MSCI INTL VLU FT
46435G409
747
33680
SH
SOLE
0
0
33680
ISHARES TR
MSCI USA MIN VOL
46429B697
304
4336
SH
SOLE
0
0
4336
ISHARES TR
MSCI USA QLT FCT
46432F339
1640
14681
SH
SOLE
0
0
14681
ISHARES TR
NATIONAL MUN ETF
464288414
2679
25188
SH
SOLE
0
0
25188
ISHARES TR
RUS 1000 VAL ETF
464287598
20687
142696
SH
SOLE
0
0
142696
ISHARES TR
SHORT TREAS BD
464288679
871
7911
SH
SOLE
0
0
7911
ISHARES TR
SHRT NAT MUN ETF
464288158
3596
34356
SH
SOLE
0
0
34356
ISHARES TR
US TREAS BD ETF
46429B267
17625
737435
SH
SOLE
0
0
737435
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
559
11169
SH
SOLE
0
0
11169
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
1198
23661
SH
SOLE
0
0
23661
JOHNSON & JOHNSON
COM
478160104
1225
6900
SH
SOLE
0
0
6900
KROGER CO
COM
501044101
402
8483
SH
SOLE
0
0
8483
MCDONALDS CORP
COM
580135101
428
1733
SH
SOLE
0
0
1733
MERCK & CO INC
COM
58933Y105
487
5340
SH
SOLE
0
0
5340
META PLATFORMS INC
CL A
30303M102
434
2693
SH
SOLE
0
0
2693
MICROSOFT CORP
COM
594918104
1728
6729
SH
SOLE
0
0
6729
NIKE INC
CL B
654106103
609
5959
SH
SOLE
0
0
5959
NORFOLK SOUTHN CORP
COM
655844108
213
938
SH
SOLE
0
0
938
NUCOR CORP
COM
670346105
228
2187
SH
SOLE
0
0
2187
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
606
18140
SH
SOLE
0
0
18140
ORACLE CORP
COM
68389X105
223
3198
SH
SOLE
0
0
3198
PFIZER INC
COM
717081103
631
12029
SH
SOLE
0
0
12029
PIMCO ETF TR
0-5 HIGH YIELD
72201R783
568
6416
SH
SOLE
0
0
6416
PIMCO ETF TR
ACTIVE BD ETF
72201R775
263
2761
SH
SOLE
0
0
2761
PORTLAND GEN ELEC CO
COM NEW
736508847
235
4869
SH
SOLE
0
0
4869
PROCTER AND GAMBLE CO
COM
742718109
550
3823
SH
SOLE
0
0
3823
REALTY INCOME CORP
COM
756109104
389
5694
SH
SOLE
0
0
5694
RIVERVIEW BANCORP INC
COM
769397100
263
39904
SH
SOLE
0
0
39904
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
3561
140292
SH
SOLE
0
0
140292
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
2411
76672
SH
SOLE
0
0
76672
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
1792
35206
SH
SOLE
0
0
35206
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
6549
144736
SH
SOLE
0
0
144736
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
808524730
5162
199080
SH
SOLE
0
0
199080
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
16293
575520
SH
SOLE
0
0
575520
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
24545
79739
SH
SOLE
0
0
79739
SPDR GOLD TR
GOLD SHS
78463V107
1521
9029
SH
SOLE
0
0
9029
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
28617
678453
SH
SOLE
0
0
678453
STARBUCKS CORP
COM
855244109
282
3687
SH
SOLE
0
0
3687
TAYLOR DEVICES INC
COM
877163105
174
20000
SH
SOLE
0
0
20000
TESLA INC
COM
88160R101
500
742
SH
SOLE
0
0
742
US BANCORP DEL
COM NEW
902973304
259
5635
SH
SOLE
0
0
5635
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
225
4540
SH
SOLE
0
0
4540
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5693
32328
SH
SOLE
0
0
32328
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1046
5546
SH
SOLE
0
0
5546
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6388
153373
SH
SOLE
0
0
153373
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5236
104478
SH
SOLE
0
0
104478
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
405
8118
SH
SOLE
0
0
8118
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
459
7511
SH
SOLE
0
0
7511
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
306
6410
SH
SOLE
0
0
6410
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
9484
124363
SH
SOLE
0
0
124363
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
646
10159
SH
SOLE
0
0
10159
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
3520
24532
SH
SOLE
0
0
24532
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
15619
382819
SH
SOLE
0
0
382819
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
936
9201
SH
SOLE
0
0
9201
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
2942
42886
SH
SOLE
0
0
42886
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
499
8491
SH
SOLE
0
0
8491
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
288
5877
SH
SOLE
0
0
5877
VANGUARD WORLD FD
ESG US STK ETF
921910733
873
13143
SH
SOLE
0
0
13143
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
11156
47370
SH
SOLE
0
0
47370
VSE CORP
COM
918284100
263
7000
SH
SOLE
0
0
7000
WASTE MGMT INC DEL
COM
94106L109
306
2000
SH
SOLE
0
0
2000
WEYERHAEUSER CO MTN BE
COM NEW
962166104
360
10857
SH
SOLE
0
0
10857