Journey Beyond Wealth, LLC
Q2 2025 13F Holdings
- Locationroswell, GA
- Num holdings
28
- Value ($000)
$118,573
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $29.41M | 25 % | 51,773 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $18.03M | 15 % | 268,293 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $11.46M | 10 % | 59,481 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.28M | 6 % | 127,672 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.23M | 6 % | 16,491 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $6.40M | 5 % | 36,219 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.57M | 4 % | 7,390 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.52M | 4 % | 91,394 | ||
QTEC FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 | $4.21M | 4 % | 19,802 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.97M | 3 % | 36,368 |
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