Avoid Fraud, Get The Facts, And Find The Best
Legal Name: JOHANSON FINANCIAL ADVISORS, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 29, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Apple Inc (037833100)
|
58,692 |
$11,620k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
123,274 |
$10,781k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
59,386 |
$9,700k |
|
|
VANGUARD GROUP (921908844)
|
67,067 |
$7,723k |
|
|
ISHARES (464288646)
|
122,882 |
$6,568k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
34,102 |
$6,112k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
38,442 |
$6,049k |
|
|
MASTERCARD INC (57636Q104)
|
20,164 |
$5,330k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
47,793 |
$5,324k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
44,037 |
$5,134k |
|
|
MICROSOFT CORP (594918104)
|
38,001 |
$5,077k |
|
|
VISA INC COM CL A (92826C839)
|
28,544 |
$4,950k |
|
|
WISDOMTREE TR (97717W505)
|
136,697 |
$4,945k |
|
|
INTEL CORP (458140100)
|
103,050 |
$4,932k |
|
|
Trimble Inc (896239100)
|
104,924 |
$4,732k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
20,350 |
$4,341k |
|
|
ISHARES TR (46434V878)
|
83,928 |
$4,234k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
24,045 |
$3,141k |
|
|
FIRST TR VALUE LINE DIVID IN (33734H106)
|
85,297 |
$2,875k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
25,473 |
$2,838k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
25,225 |
$2,794k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
11,233 |
$2,749k |
|
|
Boeing Co/The (097023105)
|
6,950 |
$2,536k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
47,906 |
$2,412k |
|
|
UNION PAC CORP (907818108)
|
14,115 |
$2,382k |
|
|
JOHNSON & JOHNSON (478160104)
|
16,643 |
$2,317k |
|
|
PROCTER & GAMBLE CO (742718109)
|
21,049 |
$2,312k |
|
|
ALPHABET INC (02079K305)
|
2,008 |
$2,172k |
|
|
DISNEY WALT CO (254687106)
|
14,893 |
$2,083k |
|
|
Amazon.com Inc (023135106)
|
1,099 |
$2,078k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
12,165 |
$2,060k |
|
|
NORDSON CORP (655663102)
|
13,973 |
$1,974k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
23,161 |
$1,864k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
10,301 |
$1,800k |
|
|
Chevron Corp (166764100)
|
14,277 |
$1,782k |
|
|
CISCO SYSTEMS INC (17275R102)
|
31,457 |
$1,720k |
|
|
WALMART INC COM (931142103)
|
12,868 |
$1,420k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
12,855 |
$1,299k |
|
|
Lockheed Martin Corp (539830109)
|
3,450 |
$1,254k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
22,756 |
$1,252k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
6,371 |
$1,194k |
|
|
Exxon Mobil Corp (30231G102)
|
15,096 |
$1,156k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
12,210 |
$1,101k |
|
|
QUALCOMM INC (747525103)
|
14,027 |
$1,069k |
|
|
Facebook Inc (30303M102)
|
5,458 |
$1,056k |
|
|
WASTE MGMT INC DEL (94106L109)
|
8,805 |
$1,015k |
|
|
WISDOMTREE TRUST (97717X628)
|
37,005 |
$928k |
|
|
HOME DEPOT INC (437076102)
|
4,158 |
$870k |
|
|
RAYTHEON (755111507)
|
4,915 |
$855k |
|
|
ADOBE INC (00724F101)
|
2,896 |
$854k |
|
|
AMGEN INC (031162100)
|
4,619 |
$851k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,990 |
$791k |
|
|
Bank of America Corp. (060505104)
|
26,683 |
$772k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
6,062 |
$771k |
|
|
WELLS FARGO CO NEW (949746101)
|
16,213 |
$768k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
9,370 |
$756k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
4,651 |
$728k |
|
|
TORONTO DOMINION BK (891160509)
|
12,408 |
$726k |
|
|
IDACORP INC (451107106)
|
7,116 |
$711k |
|
|
KIMBERLY CLARK CORP (494368103)
|
4,924 |
$654k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
10,669 |
$612k |
|
|
PayPal Holdings Inc (70450Y103)
|
5,113 |
$587k |
|
|
Valero Energy Corp (91913Y100)
|
6,777 |
$580k |
|
|
SPDR SERIES TRUST (78464A300)
|
9,341 |
$564k |
|
|
NVIDIA Corp (67066G104)
|
3,386 |
$556k |
|
|
HONEYWELL INTL INC (438516106)
|
3,131 |
$549k |
|
|
ABBOTT LABS (002824100)
|
6,523 |
$548k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
1,626 |
$528k |
|
|
LAM RESEARCH CORP (512807108)
|
2,540 |
$477k |
|
|
Netflix Inc (64110L106)
|
1,171 |
$429k |
|
|
CLOROX CO (189054109)
|
2,761 |
$421k |
|
|
SPDR INDEX SHS FDS (78463X434)
|
6,275 |
$394k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,895 |
$386k |
|
|
ISHARES (464287465)
|
5,487 |
$361k |
|
|
TOYOTA MTR CORP (892331307)
|
2,686 |
$333k |
|
|
Taiwan Semiconductor Manufactu (874039100)
|
8,367 |
$328k |
|
|
WORKDAY INC COM USD0.001 CL A (98138H101)
|
1,585 |
$324k |
|
|
MCDONALDS CORP (580135101)
|
1,510 |
$314k |
|
|
Caterpillar Inc (149123101)
|
2,276 |
$312k |
|
|
FMC CORP (302491303)
|
3,740 |
$310k |
|
|
PEPSICO INC (713448108)
|
2,298 |
$304k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,443 |
$294k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
1,717 |
$280k |
|
|
REALTY INCOME CORP (756109104)
|
3,872 |
$268k |
|
|
TARGET CORPORATION (87612E106)
|
3,051 |
$264k |
|
|
CUMMINS INC (231021106)
|
1,519 |
$260k |
|
|
PFIZER INC (717081103)
|
5,954 |
$258k |
|
|
ABBVIE INC (00287Y109)
|
3,523 |
$256k |
|
|
VMware (VMW) (928563402)
|
1,467 |
$246k |
|
|
MERCK & CO INC (58933Y105)
|
2,891 |
$242k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
813 |
$239k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
2,616 |
$233k |
|
|
PRICE T ROWE GROUP INC (74144t108)
|
2,119 |
$232k |
|
|
CDN PACIFIC RAILWAY (13645T100)
|
930 |
$220k |
|
|
ALTRIA GROUP INC (02209S103)
|
4,569 |
$218k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
5,105 |
$216k |
|
|
EMERSON ELEC CO (291011104)
|
3,207 |
$215k |
|
|
HILL ROM HLDGS INC (431475102)
|
2,046 |
$214k |
|
|
Intuit Inc (461202103)
|
788 |
$206k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.