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  Name: Johnson Bixby & Associates LLC
  City: VANCOUVER
  State: WA
  Zip: 98660
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $575,289,000
  Total Value Change : $45,559,000
  Securities Held Change : 7
   
All Securities Held : 115
  New Positions : 13
  Closed Positions : 6
  Increased Positions : 38
  Unchanged Positions : 20
  Decreased Positions : 44

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 115 Closed $51.02 $0 0 0% -213,000 -4,150 0    Closed - End Fund - E...
   (VONV)1 Year Chart         VONV Vanguard Russell 1000 Value... 114 Closed $77.09 $0 0 0% -344,000 -4,737 0    N/A
   (VYMI)1 Year Chart         VYMI Vanguard International High... 113 Closed $0.00 $0 0 0% -229,000 -3,443 0    N/A
   (BA)1 Year Chart         BA Boeing Co 118 Closed $172.21 $0 0 0% -217,000 -834 0    Aerospace/Defense - M...
   (DIVO)1 Year Chart         DIVO Amplify Yieldshares Cwp Div... 117 Closed $0.00 $0 0 0% -3,100,000 -84,805 0    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 116 Closed $81.80 $0 0 0% -211,000 -2,386 0    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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