Filer Name: JOURNEY BEYOND WEALTH, LLC
CIK: 2052989
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 30
Portfolio Value: $0.11B

Journey Beyond Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VOO US VANGUARD S&P 500 ETF 48,062 $26M 24.34% - -
VEU US VANGUARD FTSE ALL-WORLD EX-U 222,698 $13M 12.02% - -
VXF US VANGUARD EXTENDED MARKET ETF 61,699 $12M 11.02% - -
VUG US VANGUARD GROWTH ETF 14,270 $6M 5.50% - -
VEA US VANGUARD FTSE DEVELOPED ETF 119,879 $6M 5.39% - -
VTV US VANGUARD VALUE ETF 33,513 $6M 5.33% - -
SCHD US SCHWAB US DVD EQUITY ETF 183,299 $5M 4.71% - -
SPY US SPDR S&P 500 ETF TRUST 7,420 $4M 4.09% - -
IJR US ISHARES CORE S&P SMALL-CAP E 34,626 $4M 3.75% - -
QTEC US FIRST TRUST NASDQ 100 TECH I 18,814 $4M 3.33% - -
SCHO US SCHWAB SHORT-TERM US TREAS 135,361 $3M 3.06% - -
VWO US VANGUARD FTSE EMERGING MARKE 64,561 $3M 2.67% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 5,600 $3M 2.39% - -
DFIV US DIMENSIONAL INTERNATIONAL VA 67,718 $2M 2.26% - -
IGM US ISHARES EXPANDED TECH SECTOR 23,337 $2M 2.24% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 34,881 $2M 1.64% - -
MUB US ISHARES NATIONAL MUNI BOND E 12,680 $1M 1.27% - -
VV US VANGUARD LARGE-CAP ETF 3,479 $1M 0.88% - -
LMT US LOCKHEED MARTIN CORP 1,245 $1M 0.57% - -
IWM US ISHARES RUSSELL 2000 ETF 2,594 $1M 0.54% - -
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