Johnson Financial Group, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    racine, WI
  • CIK
    0001477024
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

833

$2.12B
IVV, IWF, IEFA, XLG
13F-HR
Feb 14, 2025
000089271225000037

911

$2.19B
IVV, IWF, IEI, IEFA
13F-HR
Nov 13, 2024
000089271224000132

821

$2.06B
IVV, IWF, IEI, IEFA
13F-HR
Aug 14, 2024
000089271224000103

770

$1.86B
IVV, IWF, IEI, IEFA
13F-HR
May 14, 2024
000089271224000076

917

$1.83B
IVV, IWF, IEI, JW2
RESTATEMENT
Feb 9, 2024
000089271224000045

630

$1.44B
IVV, IEI, IXUS, IWF
13F-HR
Nov 14, 2023
000089271223000139

647

$1.45B
IVV, IEI, IWF, JW2
13F-HR
Aug 14, 2023
000089271223000120

612

$1.40B
IVV, ACWX, JW2, IWF
13F-HR
May 12, 2023
000089271223000096

626

$1.26B
IVV, JW2, ACWX, IEF
13F-HR
Feb 13, 2023
000089271223000046

651

$1.08B
IVV, ACWX, JW2, IXUS
13F-HR
Nov 14, 2022
000089271222000206

712

$1.40B
IVV, ACWX, JW2, IXUS
13F-HR
Aug 15, 2022
000089271222000173

672

$1.42B
IVV, ACWX, JW2, IXUS
13F-HR
May 16, 2022
000089271222000117

830

$1.58B
IVV, ACWX, JW2, VTI
13F-HR
Feb 14, 2022
000089271222000056

778

$1.47B
IVV, ACWX, JW2, VTI
13F-HR
Nov 12, 2021
000089271221000330

785

$1.53B
IVV, ACWX, JW2, VTI
13F-HR
Aug 13, 2021
000089271221000280

648

$1.49B
IVV, JW2, ACWX, OBDC
13F-HR
May 14, 2021
000089271221000218

504

$1.17B
IVV, JW2, ACWX, VTI
13F-HR
Feb 12, 2021
000089271221000055

453

$978.53M
IVV, JW2, ACWX, VTI
13F-HR
Nov 12, 2020
000089271220000331

450

$930.99M
IVV, JW2, ACWX, VTI
13F-HR
Aug 11, 2020
000089271220000283

485

$836.63M
IVV, JW2, IWD, ACWX
13F-HR
May 14, 2020
000089271220000186

516

$1.11B
IVV, JW2, IWD, ACWX
13F-HR
Feb 14, 2020
000089271220000093

564

$1.09B
IVV, JW2, IWD, ACWX
13F-HR
Nov 12, 2019
000089271219000389

555

$1.12B
IVV, JW2, IWD, ACWX
13F-HR
Aug 9, 2019
000089271219000300

542

$1.13B
IVV, JW2, GVI, IWD
13F-HR
May 13, 2019
000089271219000195

545

$971.57M
IVV, JW2, GVI, EFA
13F-HR
Feb 11, 2019
000089271219000046

554

$980.30M
JW2, IVV, GVI, PCEF
13F-HR
Nov 9, 2018
000089271218000458

551

$911.40M
JW2, IVV, GVI, PCEF
13F-HR
Aug 7, 2018
000089271218000347

583

$836.68M
JW2, IVV, POWERSHARES ETF TRUST II, IWB
13F-HR
May 7, 2018
000089271218000206

622

$816.52M
JW2, IVV, IWB, POWERSHARES ETF TRUST II
13F-HR
Feb 12, 2018
000089271218000094

612

$760.26M
JW2, IWB, POWERSHARES ETF TRUST II, IVV
13F-HR
Nov 9, 2017
000089271217000750

600

$695.24M
JW2, POWERSHARES ETF TRUST II, IWB, EFA
13F-HR
Aug 10, 2017
000089271217000600

697

$794.36M
JW2, POWERSHARES ETF TRUST II, IWB, EFA
13F-HR
May 12, 2017
000089271217000419

686

$725.21M
JW2, POWERSHARES ETF TRUST II, IWB, EFA
RESTATEMENT
Feb 7, 2017
000089271217000129

746

$748.79M
JW2, POWERSHARES ETF TRUST II, IWB, EFA
13F-HR
Nov 14, 2016
000089271216001999

813

$722.10M
JW2, POWERSHARES ETF TRUST II, IWB, VOE
13F-HR
Aug 12, 2016
000089271216001818

758

$500.12M
JW2, KMB, SPY, IWF
13F-HR
May 9, 2016
000089271216001641

794

$481.23M
JW2, KMB, IWF, MO
13F-HR
Feb 8, 2016
000089271216001349

828

$456.90M
JW2, KMB, IWF, IWD
13F-HR
Nov 2, 2015
000089271215000960

902

$482.46M
JW2, KMB, IWF, IWD
13F-HR
Aug 11, 2015
000089271215000762

851

$465.94M
JW2, IWF, IWD, AAPL
13F-HR
May 12, 2015
000089271215000569

805

$431.10M
JW2, SPY, PM, AAPL
13F-HR
Feb 10, 2015
000089271215000208

780

$383.49M
JW2, PM, MSFT, MO
13F-HR
Nov 14, 2014
000089271214000819

705

$379.30M
JW2, PM, MSFT, MO
13F-HR
Aug 6, 2014
000089271214000568

724

$342.19M
JW2, PM, MO, MSFT
13F-HR
May 14, 2014
000089271214000359

704

$345.59M
JW2, PM, AAPL, MO
13F-HR
Feb 11, 2014
000089271214000134