Joseph Group Capital Management
Q2 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
104
- Value ($000)
$297,828
- Date Filed08/07/2025
- Form typerestatement
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $36.76M | 12 % | 781,218 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $24.75M | 8 % | 927,681 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $20.77M | 7 % | 300,630 | ||
DEW WISDOMTREE TR | GLB HIGH DIV FD | 97717W877 | $12.50M | 4 % | 218,905 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $12.37M | 4 % | 131,937 | ||
FINANCIAL INVS TR | CORECOMMODITY NA | 31761T886 | $11.92M | 4 % | 456,888 | ||
CIBR FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | $10.84M | 4 % | 143,405 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.07M | 3 % | 342,239 | ||
RSPF INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 46137V340 | $7.84M | 3 % | 103,052 | ||
AVGO BROADCOM INC | COM | 11135F101 | $5.77M | 2 % | 20,923 |
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