Joseph Group Capital Management
Q1 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
97
- Value ($000)
$261,645
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001910383
- 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 |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $36.06M | 14 % | 766,495 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $24.73M | 10 % | 919,554 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $18.65M | 7 % | 300,343 | ||
DEW WISDOMTREE TR | GLB HIGH DIV FD | 97717W877 | $12.18M | 5 % | 216,989 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $11.03M | 4 % | 125,342 | ||
CIBR FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | $9.11M | 4 % | 144,604 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.02M | 3 % | 322,668 | ||
RSPF INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 46137V340 | $7.44M | 3 % | 102,627 | ||
JPM JPMORGAN CHASE & CO | COM | 46625H100 | $5.24M | 2 % | 21,360 | ||
V VISA INC | COM CL A | 92826C839 | $5.14M | 2 % | 14,666 |
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