# EDGAR Filing Document

**Accession Number:** 0001844238
**File Stem:** 0001085146-23-000202
**Filing Date:** 2023-1
**Character Count:** 14877
**Document Hash:** 4819f735e2e08996aa25d4f43d52b55b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000202.hdr.sgml**: 20230119

**ACCESSION NUMBER**: 0001085146-23-000202

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230119

**DATE AS OF CHANGE**: 20230118

**EFFECTIVENESS DATE**: 20230119

**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:** 23535340

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Johnson Bixby  Associates LLC<br>**Address:** 275 WEST THIRD STREET<br>SUITE 600<br>VANCOUVER, WA 98660

**Form 13F File Number:** 028-20639

**CRD Number (if applicable):** 000310839

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Heidi Johnson Bixby<br>**Title:** Owner  CCO<br>**Phone:** 360-695-1795

**Signature, Place, and Date of Signing:**

/s/Heidi Johnson Bixby  Vancouver, WA  01-18-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 99

**Form 13F Information Table Value Total:** $430031174

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 274087 | 3089 | SH |  | SOLE |  | 0 | 0 | 3089 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 263760 | 3140 | SH |  | SOLE |  | 0 | 0 | 3140 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 227446 | 866 | SH |  | SOLE |  | 0 | 0 | 866 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | BBG00FJ5P854 | 6007482 | 167526 | SH |  | SOLE |  | 0 | 0 | 167526 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 5740766 | 44184 | SH |  | SOLE |  | 0 | 0 | 44184 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 2522786 | 8167 | SH |  | SOLE |  | 0 | 0 | 8167 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | BBG015H8BXT5 | 17715542 | 750977 | SH |  | SOLE |  | 0 | 0 | 750977 |
| CAPITAL GROUP FIXED INCOME E | CORE PLUS INCM | 14020Y102 | BBG014YZRRT5 | 19892069 | 892822 | SH |  | SOLE |  | 0 | 0 | 892822 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 432571 | 2410 | SH |  | SOLE |  | 0 | 0 | 2410 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 404242 | 6355 | SH |  | SOLE |  | 0 | 0 | 6355 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 237610 | 521 | SH |  | SOLE |  | 0 | 0 | 521 |
| ETF SER SOLUTIONS | DEFIANCE NEXT | 26922A289 | BBG00NJ314P5 | 659772 | 22088 | SH |  | SOLE |  | 0 | 0 | 22088 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 253885 | 2302 | SH |  | SOLE |  | 0 | 0 | 2302 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 391666 | 1240 | SH |  | SOLE |  | 0 | 0 | 1240 |
| HONEYWELL INTL INC | COM | 438516106 | BBG001S5X1N1 | 519892 | 2426 | SH |  | SOLE |  | 0 | 0 | 2426 |
| HP INC | COM | 40434L105 | BBG001S6W7N7 | 207571 | 7725 | SH |  | SOLE |  | 0 | 0 | 7725 |
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 1439285 | 54456 | SH |  | SOLE |  | 0 | 0 | 54456 |
| INTUIT | COM | 461202103 | BBG001S6TWR2 | 282185 | 725 | SH |  | SOLE |  | 0 | 0 | 725 |
| INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 46090A887 | BBG00KJR1T91 | 50568653 | 1022415 | SH |  | SOLE |  | 0 | 0 | 1022415 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | BBG007HL81B6 | 450680 | 30493 | SH |  | SOLE |  | 0 | 0 | 30493 |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | 46138E206 | BBG001T06LL9 | 370907 | 15365 | SH |  | SOLE |  | 0 | 0 | 15365 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 9693276 | 68625 | SH |  | SOLE |  | 0 | 0 | 68625 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | BBG001TG5H89 | 236442 | 2439 | SH |  | SOLE |  | 0 | 0 | 2439 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 | BBG005DW06B7 | 1834084 | 44854 | SH |  | SOLE |  | 0 | 0 | 44854 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 1004746 | 4154 | SH |  | SOLE |  | 0 | 0 | 4154 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 780862 | 8251 | SH |  | SOLE |  | 0 | 0 | 8251 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 51550276 | 607904 | SH |  | SOLE |  | 0 | 0 | 607904 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 631284 | 1643 | SH |  | SOLE |  | 0 | 0 | 1643 |
| ISHARES TR | ESG ADV TTL USD | 46436E619 | BBG00VJ13GZ1 | 1002419 | 23754 | SH |  | SOLE |  | 0 | 0 | 23754 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | BBG00KK87757 | 297202 | 9039 | SH |  | SOLE |  | 0 | 0 | 9039 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | BBG00H4BFM35 | 1407374 | 59208 | SH |  | SOLE |  | 0 | 0 | 59208 |
| ISHARES TR | ESG EAFE ETF | 46436E759 | BBG00VHK1HS9 | 301419 | 5554 | SH |  | SOLE |  | 0 | 0 | 5554 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | BBG001V1QYX1 | 1030043 | 20466 | SH |  | SOLE |  | 0 | 0 | 20466 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 | BBG001S7XDQ8 | 284491 | 14332 | SH |  | SOLE |  | 0 | 0 | 14332 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 | BBG009DR6401 | 713590 | 30798 | SH |  | SOLE |  | 0 | 0 | 30798 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | BBG0025X2G81 | 300478 | 4168 | SH |  | SOLE |  | 0 | 0 | 4168 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 1485556 | 13036 | SH |  | SOLE |  | 0 | 0 | 13036 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 3097635 | 29356 | SH |  | SOLE |  | 0 | 0 | 29356 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 23203407 | 153006 | SH |  | SOLE |  | 0 | 0 | 153006 |
| ISHARES TR | SHORT TREAS BD | 464288679 | BBG001SSD803 | 544008 | 4949 | SH |  | SOLE |  | 0 | 0 | 4949 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | BBG001SLS4Q3 | 4926501 | 47248 | SH |  | SOLE |  | 0 | 0 | 47248 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | BBG002NCKPP8 | 23287813 | 1024992 | SH |  | SOLE |  | 0 | 0 | 1024992 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | BBG00TSG0SK6 | 22911362 | 420469 | SH |  | SOLE |  | 0 | 0 | 420469 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | BBG00GP26NW0 | 765234 | 15265 | SH |  | SOLE |  | 0 | 0 | 15265 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | BBG00M8D2458 | 2651369 | 52466 | SH |  | SOLE |  | 0 | 0 | 52466 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 1177815 | 6668 | SH |  | SOLE |  | 0 | 0 | 6668 |
| KLA CORP | COM NEW | 482480100 | BBG001S5SLM4 | 201711 | 535 | SH |  | SOLE |  | 0 | 0 | 535 |
| KROGER CO | COM | 501044101 | BBG001S5SN40 | 378172 | 8483 | SH |  | SOLE |  | 0 | 0 | 8483 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | BBG001S78K44 | 208744 | 1402 | SH |  | SOLE |  | 0 | 0 | 1402 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 456697 | 1733 | SH |  | SOLE |  | 0 | 0 | 1733 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 582550 | 5251 | SH |  | SOLE |  | 0 | 0 | 5251 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 325520 | 2705 | SH |  | SOLE |  | 0 | 0 | 2705 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1640932 | 6842 | SH |  | SOLE |  | 0 | 0 | 6842 |
| NIKE INC | CL B | 654106103 | BBG001S6NTK2 | 680881 | 5819 | SH |  | SOLE |  | 0 | 0 | 5819 |
| NORFOLK SOUTHN CORP | COM | 655844108 | BBG001S5TQJ6 | 231142 | 938 | SH |  | SOLE |  | 0 | 0 | 938 |
| NUCOR CORP | COM | 670346105 | BBG001S5TRV0 | 288268 | 2187 | SH |  | SOLE |  | 0 | 0 | 2187 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | BBG00FJ5HBJ1 | 1087558 | 31763 | SH |  | SOLE |  | 0 | 0 | 31763 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 261405 | 3198 | SH |  | SOLE |  | 0 | 0 | 3198 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 631123 | 12317 | SH |  | SOLE |  | 0 | 0 | 12317 |
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | BBG001S5V4Y5 | 240834 | 4915 | SH |  | SOLE |  | 0 | 0 | 4915 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 580323 | 3829 | SH |  | SOLE |  | 0 | 0 | 3829 |
| REALTY INCOME CORP | COM | 756109104 | BBG001S884K0 | 283006 | 4462 | SH |  | SOLE |  | 0 | 0 | 4462 |
| RIVERVIEW BANCORP INC | COM | 769397100 | BBG001S7H7S7 | 306463 | 39904 | SH |  | SOLE |  | 0 | 0 | 39904 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | BBG001T6L7D9 | 2576695 | 108859 | SH |  | SOLE |  | 0 | 0 | 108859 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 2352685 | 73042 | SH |  | SOLE |  | 0 | 0 | 73042 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | BBG0051J0PJ9 | 2296156 | 42967 | SH |  | SOLE |  | 0 | 0 | 42967 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | BBG0051NXNX3 | 6042644 | 129337 | SH |  | SOLE |  | 0 | 0 | 129337 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 808524730 | BBG0051QPC87 | 3985194 | 160823 | SH |  | SOLE |  | 0 | 0 | 160823 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | BBG0051K49J8 | 15186156 | 522400 | SH |  | SOLE |  | 0 | 0 | 522400 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | BBG001S8LH99 | 27322215 | 82462 | SH |  | SOLE |  | 0 | 0 | 82462 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 1105374 | 6516 | SH |  | SOLE |  | 0 | 0 | 6516 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | BBG0084H8485 | 27341464 | 682854 | SH |  | SOLE |  | 0 | 0 | 682854 |
| STARBUCKS CORP | COM | 855244109 | BBG001S72KH6 | 365750 | 3687 | SH |  | SOLE |  | 0 | 0 | 3687 |
| TAYLOR DEVICES INC | COM | 877163105 | BBG001S5WKF9 | 283800 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 334187 | 2713 | SH |  | SOLE |  | 0 | 0 | 2713 |
| TORO CO | COM | 891092108 | BBG001S5WX98 | 205345 | 1814 | SH |  | SOLE |  | 0 | 0 | 1814 |
| US BANCORP DEL | COM NEW | 902973304 | BBG001S6T8C1 | 259656 | 5954 | SH |  | SOLE |  | 0 | 0 | 5954 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | BBG001TC6MR5 | 302773 | 1747 | SH |  | SOLE |  | 0 | 0 | 1747 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | BBG004N1LGK2 | 215331 | 4540 | SH |  | SOLE |  | 0 | 0 | 4540 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 5117270 | 27881 | SH |  | SOLE |  | 0 | 0 | 27881 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 1654043 | 8651 | SH |  | SOLE |  | 0 | 0 | 8651 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 5336456 | 136902 | SH |  | SOLE |  | 0 | 0 | 136902 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | BBG003H12XS7 | 2463626 | 52743 | SH |  | SOLE |  | 0 | 0 | 52743 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 1017118 | 20552 | SH |  | SOLE |  | 0 | 0 | 20552 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | BBG001T62M92 | 425208 | 7271 | SH |  | SOLE |  | 0 | 0 | 7271 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | BBG001T62MF5 | 230927 | 5073 | SH |  | SOLE |  | 0 | 0 | 5073 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 13313517 | 177065 | SH |  | SOLE |  | 0 | 0 | 177065 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | BBG001TCH581 | 1644857 | 24705 | SH |  | SOLE |  | 0 | 0 | 24705 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 3362024 | 22140 | SH |  | SOLE |  | 0 | 0 | 22140 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 14401078 | 343128 | SH |  | SOLE |  | 0 | 0 | 343128 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 884127 | 8170 | SH |  | SOLE |  | 0 | 0 | 8170 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | BBG00C863MQ1 | 2553681 | 36675 | SH |  | SOLE |  | 0 | 0 | 36675 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | BBG00C868SD7 | 370898 | 6226 | SH |  | SOLE |  | 0 | 0 | 6226 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | BBG00M0P2VR5 | 304237 | 6185 | SH |  | SOLE |  | 0 | 0 | 6185 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | BBG00M0P2SP4 | 1129499 | 17150 | SH |  | SOLE |  | 0 | 0 | 17150 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | BBG001T0Y6L1 | 233348 | 2269 | SH |  | SOLE |  | 0 | 0 | 2269 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | BBG001SHVR32 | 12396636 | 49976 | SH |  | SOLE |  | 0 | 0 | 49976 |
| WASTE MGMT INC DEL | COM | 94106L109 | BBG001S5XH47 | 313760 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| WEYERHAEUSER CO MTN BE | COM NEW | 962166104 | BBG001S5XL11 | 336567 | 10857 | SH |  | SOLE |  | 0 | 0 | 10857 |

---