Journey Beyond Wealth, LLC
Q3 2025 13F Holdings
- Locationroswell, GA
- Num holdings
30
- Value ($000)
$121,562
- Date Filed10/28/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $30.34M | 25 % | 49,542 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $18.66M | 15 % | 261,482 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $11.53M | 10 % | 55,054 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.39M | 6 % | 123,377 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.11M | 6 % | 14,818 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $6.15M | 5 % | 32,992 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.91M | 4 % | 90,694 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.88M | 4 % | 7,320 | ||
QTEC FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 | $4.17M | 3 % | 18,151 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $4.09M | 3 % | 34,440 |
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