Journey Beyond Wealth, LLC
Q1 2025 13F Holdings
- Locationroswell, GA
- Num holdings
29
- Value ($000)
$106,983
- Date Filed04/25/2025
- Form type13F-HR
- CIK0002052989
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $25.43M | 24 % | 49,491 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $12.81M | 12 % | 211,113 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $11.06M | 10 % | 64,226 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.32M | 6 % | 124,405 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.84M | 6 % | 33,818 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.60M | 5 % | 15,099 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.40M | 5 % | 193,242 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.14M | 4 % | 7,395 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.86M | 4 % | 36,955 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $3.60M | 3 % | 147,957 |
Rows Per Page
10
- 10
- 50
- 100