0001085146-22-001794.txt : 20220506 0001085146-22-001794.hdr.sgml : 20220506 20220506081559 ACCESSION NUMBER: 0001085146-22-001794 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220506 DATE AS OF CHANGE: 20220506 EFFECTIVENESS DATE: 20220506 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: 22898913 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 03-31-2022 03-31-2022 false Johnson Bixby & Associates, LLC

275 WEST THIRD STREET SUITE 600 VANCOUVER WA 98660

13F HOLDINGS REPORT 028-20639 N Heidi Johnson Bixby 360-695-1795 /s/Heidi Johnson Bixby Vancouver WA 04-12-2022 0 91 388025 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 225 81 SH SOLE 0 0 81 ALPHABET INC CAP STK CL C 02079K107 427 153 SH SOLE 0 0 153 AMAZON COM INC COM 023135106 518 159 SH SOLE 0 0 159 AMGEN INC COM 031162100 241 996 SH SOLE 0 0 996 APPLE INC COM 037833100 7693 44061 SH SOLE 0 0 44061 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2715 7693 SH SOLE 0 0 7693 CHASE CORP COM 16150R104 352 4055 SH SOLE 0 0 4055 CHEVRON CORP NEW COM 166764100 261 1603 SH SOLE 0 0 1603 COCA COLA CO COM 191216100 393 6335 SH SOLE 0 0 6335 COSTCO WHSL CORP NEW COM 22160K105 275 478 SH SOLE 0 0 478 DISNEY WALT CO COM 254687106 231 1682 SH SOLE 0 0 1682 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 5887 156823 SH SOLE 0 0 156823 EXXON MOBIL CORP COM 30231G102 217 2624 SH SOLE 0 0 2624 HOME DEPOT INC COM 437076102 403 1347 SH SOLE 0 0 1347 HONEYWELL INTL INC COM 438516106 472 2426 SH SOLE 0 0 2426 HP INC COM 40434L105 290 8001 SH SOLE 0 0 8001 INTEL CORP COM 458140100 2453 49505 SH SOLE 0 0 49505 INTUIT COM 461202103 349 725 SH SOLE 0 0 725 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 47604 955325 SH SOLE 0 0 955325 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 6514 369300 SH SOLE 0 0 369300 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 388 15051 SH SOLE 0 0 15051 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 12483 79154 SH SOLE 0 0 79154 ISHARES TR 0-5 YR TIPS ETF 46429B747 3131 29834 SH SOLE 0 0 29834 ISHARES TR 0-5YR HI YL CP 46434V407 14506 329979 SH SOLE 0 0 329979 ISHARES TR CORE S&P MCP ETF 464287507 1362 5074 SH SOLE 0 0 5074 ISHARES TR CORE S&P SCP ETF 464287804 1099 10186 SH SOLE 0 0 10186 ISHARES TR CORE S&P TTL STK 464287150 60033 594738 SH SOLE 0 0 594738 ISHARES TR CORE S&P500 ETF 464287200 732 1614 SH SOLE 0 0 1614 ISHARES TR ESG ADV TTL USD 46436E619 405 8709 SH SOLE 0 0 8709 ISHARES TR ESG AWARE MSCI 46435U663 209 5506 SH SOLE 0 0 5506 ISHARES TR ESG AWRE 1 5 YR 46435G243 682 27685 SH SOLE 0 0 27685 ISHARES TR ESG EAFE ETF 46436E759 274 4490 SH SOLE 0 0 4490 ISHARES TR FLTG RATE NT ETF 46429B655 1719 34029 SH SOLE 0 0 34029 ISHARES TR GL CLEAN ENE ETF 464288224 245 11407 SH SOLE 0 0 11407 ISHARES TR IBOXX INV CP ETF 464287242 334 2758 SH SOLE 0 0 2758 ISHARES TR MSCI USA MIN VOL 46429B697 342 4412 SH SOLE 0 0 4412 ISHARES TR MSCI USA QLT FCT 46432F339 2040 15156 SH SOLE 0 0 15156 ISHARES TR NATIONAL MUN ETF 464288414 1505 13727 SH SOLE 0 0 13727 ISHARES TR RUS 1000 VAL ETF 464287598 19967 120298 SH SOLE 0 0 120298 ISHARES TR SHORT TREAS BD 464288679 960 8704 SH SOLE 0 0 8704 ISHARES TR SHRT NAT MUN ETF 464288158 2117 20236 SH SOLE 0 0 20236 ISHARES TR US TREAS BD ETF 46429B267 16798 674336 SH SOLE 0 0 674336 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 203 5064 SH SOLE 0 0 5064 JOHNSON & JOHNSON COM 478160104 1296 7313 SH SOLE 0 0 7313 KROGER CO COM 501044101 487 8483 SH SOLE 0 0 8483 MARRIOTT INTL INC NEW CL A 571903202 246 1402 SH SOLE 0 0 1402 MCDONALDS CORP COM 580135101 388 1568 SH SOLE 0 0 1568 MERCK & CO INC COM 58933Y105 340 4140 SH SOLE 0 0 4140 META PLATFORMS INC CL A 30303M102 513 2309 SH SOLE 0 0 2309 MICROSOFT CORP COM 594918104 1964 6370 SH SOLE 0 0 6370 NIKE INC CL B 654106103 802 5959 SH SOLE 0 0 5959 NORFOLK SOUTHN CORP COM 655844108 268 938 SH SOLE 0 0 938 NUCOR CORP COM 670346105 548 3687 SH SOLE 0 0 3687 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 444 11684 SH SOLE 0 0 11684 ORACLE CORP COM 68389X105 265 3198 SH SOLE 0 0 3198 PFIZER INC COM 717081103 623 12029 SH SOLE 0 0 12029 PIMCO ETF TR ACTIVE BD ETF 72201R775 1004 9862 SH SOLE 0 0 9862 PROCTER AND GAMBLE CO COM 742718109 594 3885 SH SOLE 0 0 3885 REALTY INCOME CORP COM 756109104 394 5686 SH SOLE 0 0 5686 RIVERVIEW BANCORP INC COM 769397100 301 39904 SH SOLE 0 0 39904 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4134 148864 SH SOLE 0 0 148864 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2183 59462 SH SOLE 0 0 59462 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 400 6830 SH SOLE 0 0 6830 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 6860 128322 SH SOLE 0 0 128322 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 17424 540447 SH SOLE 0 0 540447 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 26636 76798 SH SOLE 0 0 76798 SPDR GOLD TR GOLD SHS 78463V107 1649 9130 SH SOLE 0 0 9130 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 31365 700579 SH SOLE 0 0 700579 STARBUCKS CORP COM 855244109 335 3687 SH SOLE 0 0 3687 TAYLOR DEVICES INC COM 877163105 196 20000 SH SOLE 0 0 20000 TESLA INC COM 88160R101 800 742 SH SOLE 0 0 742 US BANCORP DEL COM NEW 902973304 300 5635 SH SOLE 0 0 5635 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 238 4540 SH SOLE 0 0 4540 VANGUARD INDEX FDS SMALL CP ETF 922908751 6770 31858 SH SOLE 0 0 31858 VANGUARD INDEX FDS TOTAL STK MKT 922908769 354 1554 SH SOLE 0 0 1554 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8144 176551 SH SOLE 0 0 176551 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8849 172796 SH SOLE 0 0 172796 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 273 5298 SH SOLE 0 0 5298 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 217 3446 SH SOLE 0 0 3446 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 320 6389 SH SOLE 0 0 6389 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 221 3033 SH SOLE 0 0 3033 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4096 25258 SH SOLE 0 0 25258 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 18275 380500 SH SOLE 0 0 380500 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1105 9848 SH SOLE 0 0 9848 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 3572 45187 SH SOLE 0 0 45187 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 528 7801 SH SOLE 0 0 7801 VANGUARD WORLD FD ESG US STK ETF 921910733 817 10077 SH SOLE 0 0 10077 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 231 2155 SH SOLE 0 0 2155 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 11468 45082 SH SOLE 0 0 45082 VSE CORP COM 918284100 323 7000 SH SOLE 0 0 7000 WEYERHAEUSER CO MTN BE COM NEW 962166104 411 10857 SH SOLE 0 0 10857