Journey Advisory Group, LLC
Q1 2025 13F Holdings
- Locationcovington, KY
- Num holdings
273
- Value ($000)
$1,222,360
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001840085
- 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 |
|---|---|---|---|---|---|---|---|
RIO RIO TINTO PLC | SPONSORED ADR | 767204100 | $153.82M | 13 % | 2,560,240 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $43.04M | 4 % | 737,681 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $35.59M | 3 % | 484,545 | ||
AAPL APPLE INC | COM | 037833100 | $35.47M | 3 % | 159,670 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $34.10M | 3 % | 90,851 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $31.41M | 3 % | 184,335 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $29.59M | 2 % | 582,144 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $23.51M | 2 % | 224,818 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $22.91M | 2 % | 134,085 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $21.84M | 2 % | 233,131 |
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