Joseph Group Capital Management
Q3 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
97
- Value ($000)
$354,547
- Date Filed10/23/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $38.32M | 11 % | 805,960 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $28.56M | 8 % | 785,589 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $25.25M | 7 % | 937,092 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $22.30M | 6 % | 303,613 | ||
FINANCIAL INVS TR | CORECOMMODITY NA | 31761T886 | $13.75M | 4 % | 448,859 | ||
DEW WISDOMTREE TR | GLB HIGH DIV FD | 97717W877 | $13.33M | 4 % | 221,652 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $13.29M | 4 % | 134,065 | ||
CIBR FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | $11.02M | 3 % | 144,932 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.25M | 3 % | 338,742 | ||
RSPF INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 46137V340 | $8.10M | 2 % | 104,088 |
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