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Institutional Investment Manager
JOHANSON FINANCIAL ADVISORS, INC.
JOHANSON FINANCIAL ADVISORS, INC. (CIK: 0001665589). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 6 holdings with a total value of $2,397,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD BD INDEX FDS 8,666 692,000 28.87%
2 VANGUARD INDEX FDS 6,070 602,000 25.11%
3 VANGUARD WHITEHALL FDS 5,909 450,000 18.77%
4 VANGUARD INDEX FDS 2,755 316,000 13.18%
5 AIRGAIN INC COM 12,300 203,000 8.47%
6 RITE AID CORP 18,815 134,000 5.59%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000363, filed 2017.02.08).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.