Julie Johnson
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/13/2026 — 192 assets, about $36.0M at the middle of each value range.
- Rental Beach House 241.7%
- IUSV · iShares Core S&P U.S. Value ETF (IUSV)10.6%
- Rental Beach House 18.3%
- IUSG · iShares Core S&P U.S. Growth ETF (IUSG)4.4%
- VEA · Vanguard FTSE Developed Markets ETF (VEA)3.1%
- Other 187 assets28.9%
By type: Real Property 50% · Exchange Traded Fund 38% · Stock 8% · Bank Deposit 4% · Business Interest 1% · Mutual Fund 0%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
Rental Beach House 2 | Real Property | $5,000,001 - $25,000,000 | 41.7% | Joint |
IUSViShares Core S&P U.S. Value ETF (IUSV)in Merrill Lynch IRA, Merrill Lynch Long Term Growth, Merrill Lynch Rollover IRA | Exchange Traded Fund | ≈ $3.8M | 10.6% | Joint, Self, Spouse |
Rental Beach House 1 | Real Property | $1,000,001 - $5,000,000 | 8.3% | Joint |
IUSGiShares Core S&P U.S. Growth ETF (IUSG)in Merrill Lynch IRA, Merrill Lynch Long Term Growth, Merrill Lynch Rollover IRA | Exchange Traded Fund | ≈ $1.6M | 4.4% | Joint, Self, Spouse |
VEAVanguard FTSE Developed Markets ETF (VEA)in Merrill Lynch IRA, Merrill Lynch Rollover IRA | Exchange Traded Fund | ≈ $1.1M | 3.1% | Self, Spouse |
USIGiShares Broad USD Investment Grade Corporate Bond ETF (USIG)in Merrill Lynch IRA, Merrill Lynch Long Term Growth, Merrill Lynch Rollover IRA | Exchange Traded Fund | ≈ $1.0M | 2.8% | Joint, Self, Spouse |
BNDXVanguard Total International Bond ETF (BNDX)in Merrill Lynch Long Term Growth, Merrill Lynch Rollover IRA | Exchange Traded Fund | ≈ $925.0K | 2.6% | Joint, Spouse |
VMBSVanguard Mortgage-Backed Securities ETF (VMBS)in Merrill Lynch Long Term Growth, Merrill Lynch Rollover IRA | Exchange Traded Fund | ≈ $758.0K | 2.1% | Joint, Spouse |
Chase Bank Accounts | Bank Deposit | $500,001 - $1,000,000 | 2.1% | Joint |
ITOTiShares Core S&P Total U.S. Stock Market ETF (ITOT)in Merrill Lynch Long Term Growth | Exchange Traded Fund | $500,001 - $1,000,000 | 2.1% | Joint |
MUBiShares National Muni Bond ETF (MUB)in Merrill Lynch Long Term Growth | Exchange Traded Fund | $500,001 - $1,000,000 | 2.1% | Joint |
GOVTiShares U.S. Treasury Bond ETF (GOVT)in Merrill Lynch Rollover IRA | Exchange Traded Fund | $500,001 - $1,000,000 | 2.1% | Spouse |
VWOVanguard FTSE Emerging Markets ETF (VWO)in Merrill Lynch IRA, Merrill Lynch Rollover IRA | Exchange Traded Fund | ≈ $550.0K | 1.5% | Self, Spouse |
VTWOVanguard Russell 2000 ETF (VTWO)in Merrill Lynch IRA, Merrill Lynch Rollover IRA | Exchange Traded Fund | ≈ $550.0K | 1.5% | Self, Spouse |
Law Office of Julie Johnson PLLC, 100% Interest | Business Interest | $250,001 - $500,000 | 1.0% | Self |
The 15 largest of 192. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 7 names across 9 purchases, $72.0K at the disclosed midpoints.
- MMM · 3M33.3%
- GOOG · Alphabet11.1%
- BK · The Bank of New York Mellon11.1%
- COF · Capital One Financial11.1%
- CRL · Charles River Laboratories International11.1%
- Other 2 stocks22.2%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
MMM3M | $24.0K | 33.3% | 2025-05-14 | Joint |
GOOGAlphabet | $8.0K | 11.1% | 2025-11-14 | Joint |
BKThe Bank of New York Mellon | $8.0K | 11.1% | 2025-08-14 | Joint |
COFCapital One Financial | $8.0K | 11.1% | 2025-05-14 | Joint |
CRLCharles River Laboratories International | $8.0K | 11.1% | 2025-02-12 | Joint |
DGDollar General | $8.0K | 11.1% | 2025-02-12 | Joint |
DOWDow | $8.0K | 11.1% | 2025-02-12 | Joint |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Every disclosed trade
250 rows. Sort any column; Source opens the filed PDF.
Showing the 250 most recent of 587. search the full log for the rest.