Willis Johnson & Associates, Inc.
Annual return
—
SPY
—
Alpha
—
Invested
$1.7B
Holdings
189
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$SPYV
SPDR SERIES TRUST
Q1 2026: Exited (was 5.80M shares)
20.0%
02
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 2.69M shares)
15.9%
03
$VGK
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 1.69M shares)
8.3%
04
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Sold 90.6% (1.79M → 168.2k shares)
5.8%
05
$VPL
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 610.5k shares)
3.5%
06
$MBB
ISHARES TR
Q1 2026: Exited (was 605.4k shares)
3.4%
07
$FRDM
EA SERIES TRUST
Q1 2026: Exited (was 1.01M shares)
2.7%
08
$IJK
ISHARES TR
Q1 2026: Exited (was 475.1k shares)
2.7%
09
$ITM
VANECK ETF TRUST
Q1 2026: Exited (was 783.6k shares)
2.6%
10
$IEI
ISHARES TR
Q1 2026: Exited (was 304.4k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 05:50 UTC.