Journey Beyond Wealth, LLC
Q4 2024 13F Holdings
- Locationroswell, GA
- Num holdings
30
- Value ($000)
$106,405
- Date Filed02/11/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $25.90M | 24 % | 48,062 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $12.79M | 12 % | 222,698 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $11.72M | 11 % | 61,699 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.86M | 6 % | 14,270 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.73M | 5 % | 119,879 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.67M | 5 % | 33,513 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.01M | 5 % | 183,299 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.35M | 4 % | 7,420 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.99M | 4 % | 34,626 | ||
QTEC FIRST TR NASDAQ 100 TECH IND | SHS | 337345102 | $3.54M | 3 % | 18,814 |
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